The Advisor's Fuel Podcast with Adam Koos

Adam Koos
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The Advisor's Fuel Podcast with Adam Koos, where high performing Financial Planners and Wealth Advisors discover proven processes and actual strategies to elevate their client experience, grow their businesses faster and achieve unprecedented success. Brought to you Adrenaline Advisor Consulting at https://adrenalineadvisor.com/

  1. 25 Aug

    Niche Positioning for Financial Advisors: How to Stop Chasing Prospects with Natalie Hales

    Most advisors are good at what they do. The problem is their brand does not show it. Their website, their message, and their pitch sound like every other advisor down the street, so prospects have no real reason to lean in. On this episode of The Advisor's Fuel, Adam Koós sits down with Natalie Hales, an advisor positioning strategist with more than 15 years in financial services marketing and deep compliance experience, who helps experienced advisors clarify their niche and attract higher-quality clients without the constant chase. Adam and Natalie break down the niche funnel and why it flips the traditional prospecting model on its head, the reason a generic website works against you even when it feels safe, how AEO and zero-click search are already changing the way clients find advisors, and the exact order to build in: positioning first, then branding, then marketing. Natalie also walks through how she helps advisors land on a niche by starting with patterns, moving to natural connections, then sharpening it into a real strategic advantage. Whether you are two years in and stuck, fifteen years in and coasting, or somewhere in between and tired of sounding generic, this one gives you a clear place to start. Episode Timestamps: 00:00 - Why marketing is really psychology plus finance 03:00 - The signs your brand has gone generic 05:00 - The niche funnel and why it flips prospecting around 07:00 - The fear of niching, and putting it on your website 11:00 - How AEO and zero-click search are changing lead flow 14:00 - Finding your niche: patterns, natural connections, strategic advantage 17:00 - Positioning, branding, marketing (in that order) 22:00 - What actually changes after the makeover 24:00 - Advisor A vs Advisor B: two very different conversations 25:00 - Rapid fire: mistakes, beliefs to drop, and first steps Key Takeaways: 💡  Targeting everyone means resonating with no one. When you speak to a specific person's pain points, the right prospects lean in before the first call. 💡  A generic website feels safe, but it mostly ends up talking about you and your team. Clients care about their own problem first, so specific beats broad every time. 💡  Do the work in order: positioning first, then branding, then marketing. Most advisors start with the marketing and wonder why it falls flat. 💡  Zero-click and AI search are already routing leads. The advisors who talk about a clear specialty on LinkedIn, YouTube, and social are the ones getting surfaced. 💡  Finding your niche is a process. Start with the patterns in your calendar and inbox, tie them to a natural connection in your own story, then sharpen it into a strategic advantage. 💡  Niching down is a longer game, roughly a year from foundation to fully running, but it reshapes who you work with and what you get to talk about every day. Key Quotes: 🗣  "When people know exactly who you're for, you don't have to chase anymore. They walk into the conversation already leaning in." - Natalie Hales 🗣  "Niching doesn't mean saying no to business. It means that your value is easier to recognize." - Natalie Hales 🗣  "It's comfortable for you, and it means nothing to anybody else." - Natalie Hales Connect With the Natalie Hales, Natalie Hales Advisor Marketing Website: https://nataliehales.com/  LinkedIn: https://www.linkedin.com/in/nathales/  YouTube: https://www.youtube.com/@NatalieHalesAdvisorMarketing  Follow Adrenaline Advisor: Facebook: https://facebook.com/adrenalineadvisorconsulting Instagram: https://www.instagram.com/adrenaline.advisor Threads: https://www.threads.com/@adrenaline.advisor LinkedIn: https://www.linkedin.com/company/adrenaline-advisor-consulting/ TikTok: https://www.tiktok.com/@adrenalineadvisor YouTube: https://www.youtube.com/@AdrenalineAdvisor Email: info@adrenalineadvisor.com Website: www.adrenalineadvisor.com Connect with Adam Koós (CFP, CMT, CFTe, CEPA): LinkedIn: https://www.linkedin.com/in/adamkoos Website: https://www.adrenalineadvisor.com

  2. 11 Aug

    Trend Followers, Not Trend Predictors: A Better Way to Manage Client Money with David Keller

    Most advisors were trained to sell a story. Find a great company, build a thesis, talk a client into the position, then hope the market agrees. The problem shows up when the stock goes down anyway and nobody can explain why. In this episode of The Advisor's Fuel, Adam Koos sits down with David Keller, CMT, founder of Sierra Alpha Research and host of the Market Misbehavior podcast, who spent nearly a decade running the technical research department and the legendary chart room at Fidelity. David breaks down what technical analysis actually is once you strip away the voodoo label, why price carries information the same way earnings do, and how a consistent routine protects advisors from the behavioral biases quietly wrecking their decisions. He and Adam get into relative strength, risk management, the biases that trip up clients and advisors alike, and the mindset that separates good investors from great ones. Whether you already run technical models, you are curious about adding them, or you just want a cleaner process for managing risk and client fear, this one is worth your time. Episode Timestamps 00:00 – Why price has information, just like earnings 01:00 – Meet David Keller and Sierra Alpha Research 02:00 – From music and psychology to Bloomberg and technical analysis 05:00 – Nine years at Fidelity and the chart room 13:00 – The chairman's hotline: David's favorite Fidelity story 18:00 – Technical analysis in plain terms, minus the voodoo 23:00 – The quotes: Fama, Buffett, and Templeton on behavior 28:00 – Confirmation bias, endowment effect, and changes of character 32:00 – What clients actually want when markets go sideways 35:00 – Price is fact: stop guessing what markets should do 39:00 – Risk management first and the tornado siren analogy 40:00 – What separates average investors from great ones 43:00 – The three charts David returns to again and again 47:00 – Mindset for the next generation of advisors Key Takeaways 💡  Technical analysis is not a crystal ball. It is a way to read what the market is doing right now instead of guessing what it should do next. 💡  Markets trend because human behavior drives them, and relative strength helps you find what is actually working instead of what you hope will work. 💡  Advisors carry a double load of behavioral biases, their clients' and their own. A consistent routine is how you keep emotion out of the process. 💡  Being wrong is part of the job. Staying wrong when the evidence has changed is the real mistake. 💡  Bull markets are the time to build good routines, because bear markets are when they actually matter. 💡  The best investors are the most self-aware, and they ask better questions than everyone else in the room. Key Quotes 🗣  "As technical analysts, what we're doing is recognizing that price has information just like earnings do." 🗣  "A consistent but imperfect process is way better than an inconsistent, perfect process." 🗣  "The most successful investors aren't necessarily the smartest ones, they're the most aware." Connect With the Guest David Keller, CMT – Sierra Alpha Research Website: https://www.marketmisbehavior.com/ YouTube:@dkellercmt   Follow Adrenaline Advisor Facebook: https://facebook.com/adrenalineadvisorconsulting Instagram: https://www.instagram.com/adrenaline.advisor Threads: https://www.threads.com/@adrenaline.advisor LinkedIn: https://www.linkedin.com/company/adrenaline-advisor-consulting/ TikTok: https://www.tiktok.com/@adrenalineadvisor YouTube: https://www.youtube.com/@AdrenalineAdvisor Email: info@adrenalineadvisor.com Website: www.adrenalineadvisor.com Connect with Adam Koos, CFP, CMT, CFTe, CEPA LinkedIn: https://www.linkedin.com/in/adamkoos Website: https://www.adrenalineadvisor.com

  3. 28 Jul

    How to Build a Podcast That Actually Grows Your Advisory Practice

    Most advisors know they should be creating content, but the second equipment, editing, and keywords enter the conversation, the whole idea gets shelved. This week on Advisor's Fuel, Adam sits down with Kyle Andree, a podcast strategist and producer who has spent the years since 2018 helping business owners and financial advisors launch and grow shows through his company, In-House Podcasts. Kyle breaks down the one question every advisor needs to answer before they hit record, why most podcasts fade out around episode 30, and how to choose a format and cadence that actually fits a practice instead of someone else's playbook. Whether you're thinking about launching your first show, trying to fix one that's stalled, or just want to build trust faster than a newsletter or social post ever could, this conversation is packed with practical insight you can use right now. Episode Timestamps 00:00 — Intro: how Kyle got into podcast production 05:00 — Why "what's your why" is step one before you hit record 08:00 — A good podcast why vs. a bad one (the optometrist example) 13:00 — The biggest mistake advisors make when launching a podcast 16:00 — What to check when a podcast isn't growing 21:00 — Solo, interview, or co-hosted: picking the right format 27:00 — How to actually work with a producer like Kyle Key Takeaways 💡 If you can't say why you want a podcast, you're not ready to hit record. 💡 A podcast built for status fades fast. One built to share real expertise doesn't. 💡 Podcasting builds a closeness with your audience that a newsletter or social post can't touch. 💡 Advisors who over-invest in equipment before they're committed usually end up with expensive gear that sits unused. 💡 Pod fade hits around episode 30. Get past it and your odds of sticking with the show go up dramatically. 💡 The best podcast format and frequency is the one you'll actually repeat every single week. Key Quotes 🗣 "If you can't tell me a why, I would ask you to go back and think about that why." — Kyle Andree 🗣 "The authenticity you get from a 30 or 60 minute podcast conversation goes a lot further than a curated Instagram picture or a well written newsletter." — Kyle Andree 🗣 "The best podcast frequency is the one you're gonna use and the one you're gonna stick to." — Adam Koós Connect With the Kyle Andree Website: https://www.inhousepods.com/  Strategy Call Requests: https://www.inhousepods.com/form-page  Email: KyleAndree89@gmail.com Follow Adrenaline Advisor Facebook: https://facebook.com/adrenalineadvisorconsulting Instagram: https://www.instagram.com/adrenaline.advisor Threads: https://www.threads.com/@adrenaline.advisor LinkedIn: https://www.linkedin.com/company/adrenaline-advisor-consulting/ TikTok: https://www.tiktok.com/@adrenalineadvisor YouTube: https://www.youtube.com/@AdrenalineAdvisor Email: info@adrenalineadvisor.com Website: www.adrenalineadvisor.com Connect With Adam Koós Adam Koós, CFP, CMT, CFTe, CEPA LinkedIn: https://www.linkedin.com/in/adamkoos Website: https://www.adrenalineadvisor.com

  4. 14 Jul

    Every Market Correction Starts With a Pullback: A Plan for What Comes Next

    Adam Koós welcomes back John and Jack Kosar of Asbury Research for their quarterly market check-in, and this one covers a lot of ground. They dig into why markets climb slowly and fall fast, what the current shift out of tech and into industrials, financials, and healthcare is really telling us, and why a repeatable, back-tested model beats reacting to whatever's on CNBC that day. Whether you're fielding client calls about volatility or building your own talking points for the next correction, this conversation is packed with the kind of practical, data-driven perspective advisors can put to work right away. Episode Timestamps 00:00 – Adam welcomes back John and Jack Kosar of Asbury Research for their quarterly check-in 01:00 – Why markets move at different speeds going up versus going down, and the case against shorting 05:00 – Reading the S&P's triangle breakout and what a healthy broadening market looks like 09:00 – The 200-day moving average and reading a market at an inflection point 14:00 – Where the money is rotating: industrials, financials, and healthcare 18:00 – Why breaking a tested model mid-year to chase risk is a dangerous road 22:00 – Cutting through the noise with a data-driven, back-tested plan 25:00 – Coaching clients to turn off the news and actually enjoy their money 29:00 – Inside the Correction Protection Model (CPM) and its 15-year track record 32:00 – Final takeaways: every correction starts with a pullback Key Takeaways 💡 Markets tend to climb slowly and drop fast, which is exactly why chasing a short is a much harder trade than most advisors think. 💡 The 200-day moving average is a simple gut check on trend. Cracking below it has lined up with real trouble before. 💡 Right now the rotation out of tech and into industrials, financials, and healthcare points to a market getting more defensive, not one that's about to fall apart. 💡 A repeatable, back-tested model beats reacting to headlines, and breaking that model mid-year to chase performance is a dangerous habit. 💡 Every correction starts with a pullback, and every crash starts with a correction, so the plan has to exist before clients start calling. 💡 Clients don't need to beat the market. Most just want smaller drawdowns and a good night's sleep, and that's a conversation advisors can have today. Key Quotes 🗣 "Nothing good happens below the 200-day moving average." 🗣 "Every correction starts with a pullback, and every crash starts with a correction." 🗣 "The market goes up like an LP, and it goes down like a 45." Connect With the Guests Website: www.asburyresearch.com YouTube: https://www.youtube.com/@asburyresearch   John Kosar LinkedIn: https://www.linkedin.com/in/johnjkosar/ Email: john@asburyresearch.com Jack Kosar LinkedIn: https://www.linkedin.com/in/jack-kosar/  Email: jack@asburyresearch.com Follow Adrenaline Advisor Facebook: https://facebook.com/adrenalineadvisorconsulting Instagram: https://www.instagram.com/adrenaline.advisor Threads: https://www.threads.com/@adrenaline.advisor LinkedIn: https://www.linkedin.com/company/adrenaline-advisor-consulting/ TikTok: https://www.tiktok.com/@adrenalineadvisor YouTube: https://www.youtube.com/@AdrenalineAdvisor Email: info@adrenalineadvisor.com Website: www.adrenalineadvisor.com Connect with Adam Koós Adam Koós, CFP, CMT, CFTe, CEPA LinkedIn: https://www.linkedin.com/in/adamkoos Website: https://www.adrenalineadvisor.com

  5. 23 Jun

    How to Work with the Wealthiest Segment of the Population Part 2 of 4: Financial Planning for the Owner & Spouse

    Part 2 of a four-part series on working with the wealthiest segment of the population, business owners. In Part 1 Adam covered how to start the exit planning conversation and get owners to the table. This one is about the thing every owner needs whether you're doing exit planning or not: a real financial plan for the owner and their spouse. Adam is taking you through our process at the office, meeting by meeting. The discovery meeting that runs two to two and a half hours, sometimes longer. The education meeting where we stop asking and start teaching. The planning meeting where we build the cash flow and then break it on purpose. The six-week follow-up. And the Safe Haven Kit, which might be my favorite part of the whole thing. If you've never done planning in your practice, or you do it but want a cleaner process, this episode is for you. Episode Timestamps 00:00 - Intro and the four-part series 01:00 - Why every owner needs a plan (the business is ~80% of net worth) 02:00 - The discovery meeting, and why it runs so long 04:00 - Soft questions first, numbers last, and a 90%+ conversion rate 05:00 - The education meeting: teaching investing and the risk assessment 07:00 - The financial planning meeting and cash flow analysis 08:00 - Breaking the plan on purpose with stress tests 09:00 - Ancillary advice: income, tax, estate and insurance 11:00 - The six-week follow-up and how they run review meetings 12:00 - The Safe Haven Kit, start to finish 15:00 - How Adrenaline started (the Leo story) Key Takeaways 💡 The discovery meeting is the longest one they run, two to two and a half hours and sometimes more, with no forms sent ahead and no shortcuts. Soft questions come first, the numbers come near the end. That process converts north of 90%. 💡 For most owners the business is around 80% of their net worth, so it has to live inside the plan as an asset. Value it conservatively, because owners almost always guess high. 💡 The risk assessment measures what a client wants. The plan output tells you what they need. The whole job is getting those two to line up. 💡 Once a plan looks good, break it on purpose. Push expenses up, pull the retirement date in, and show the client how much room they actually have. 💡 The Safe Haven Kit gets a client's whole financial house into one place, documents, passwords, an encrypted vault, and gives the executor access with one switch when the worst happens. Key Quotes 🗣 "A dream without a plan is just a wish." 🗣 "We're not going to use this risk assessment to determine how we invest your money. That's what the financial plan output is for." 🗣 "Okay, your financial plan looks great. Now let's break it." Follow Adrenaline Advisor Facebook: https://facebook.com/adrenalineadvisorconsulting Instagram: https://www.instagram.com/adrenaline.advisor Threads: https://www.threads.com/@adrenaline.advisor LinkedIn: https://www.linkedin.com/company/adrenaline-advisor-consulting/ TikTok: https://www.tiktok.com/@adrenalineadvisor YouTube: https://www.youtube.com/@AdrenalineAdvisor Email: info@adrenalineadvisor.com Website: www.adrenalineadvisor.com Connect With Adam Koós LinkedIn: https://www.linkedin.com/in/adamkoos Website: https://www.adrenalineadvisor.com

  6. 9 Jun

    Founder Dependency, Profitability, and the Exit You(and Your Clients) Haven't Planned For

    Your business owner clients are the biggest bottleneck in their own company, and, if you run your own practice, I'm sure you can relate to them. They're answering phones, managing schedules, doing $20-an-hour tasks - and wondering why growth feels so hard. This week on Advisor's Fuel, Adam sits down with Tiffany Helton, an operational scaling and profit strategy expert who has spent 15+ years helping founder-led businesses get out of their own way. Tiffany breaks down exactly what founder dependency looks like, why most businesses aren't sellable (or even transferable), and what it actually takes to build a company that runs without you. Whether you're a financial advisor working with business owner clients, a CEPA helping clients think through exit strategy and enterprise value, or needing better operational systems in your own firm, this conversation is packed with practical insight you can use right now. Episode Timestamps 00:00 - Intro: Meet Tiffany Helton, operational scaling and profit strategy expert 02:30 - What happens when you actually reach the self-managing company goal 10:00 - Founder dependency: what it is and how to know if you have it 15:00 - The four Ds - death, divorce, disability, disagreements - and why you have to plan now 19:00 - Adam's BTEP framework: Business Transition and Exit Planning 20:30 - Why exit planning is the answer even if you're not selling for 15 years 24:00 - Profitability vs. revenue: why growing top-line isn't enough 28:00 - Clean books, zero forecasts, and the $523/hour exercise 31:00 - Delegation vs. operational leadership: there's a real difference 38:00 - Where to start if you want more freedom - and the house-staging analogy Key Takeaways 💡 Founder dependency isn't a personality flaw - almost every business owner ends up here. The question is whether you fix it before it costs you. 💡 If you removed yourself from your business tomorrow, would it survive? That's the real test. If the answer is no, that's your starting point. 💡 Most businesses aren't sellable because they're too owner-dependent. Buyers don't want to buy a job - they want to buy a system. 💡 Growing revenue doesn't automatically mean growing profit. Look at margins, budgets, and especially your labor percentage. 💡 Only about 20-30% of businesses have clean, organized books. Even fewer have a three-year financial forecast. Those gaps are where value gets left on the table. 💡 Exit planning isn't just for sellers. If you implement it early, you get a more profitable, less chaotic business right now - and exponentially more value when you do sell. 💡 Delegation is giving tasks away. Operational leadership is teaching your team to think like an owner. Both matter, but they're not the same thing. 💡 Every owner should be able to answer: does my business actually support my personal financial goals? Most can't. Key Quotes 🗣 "If I remove you from your business, what happens? Because if the answer is it falls apart - that's the problem, and that's exactly what buyers see too." - Tiffany Helton 🗣 "80% of businesses don't sell. They dissolve. And 80% of business owners' net worth is in their company. Those two facts together should terrify every owner who hasn't started planning." - Adam Koos 🗣 "Everybody can work on growing net profit - not just revenue. I don't care if you're a $10 million business or a million-dollar business." - Tiffany Helton 🗣 "Exit planning is simply taking you from wherever you are today to wherever you want to be. In some cases, that's just more profit, better margins, and less owner dependency." - Adam Koos 🗣 "Fix it while you're living in it. Don't wait for the realtor to tell you what needs to be done before you do it." - Tiffany Helton Who This Episode Is For Financial advisors who work with business owner clients and want a deeper understanding of operational readiness and exit timing CEPAs (Certified Exit Planning Advisors) looking for practical frameworks around founder dependency, enterprise value, and operational improvements that drive business value Business owners in any stage who feel stuck, overwhelmed, or uncertain about how to grow without burning out Advisors who want to add more value to their business owner relationships by understanding the operational side of exit planning Connect With the Guest Name: Tiffany Helton, Cultivate Advisors Email: tiffany@cultivateadvisors.com Website: https://cultivateadvisors.com/our-advisors/tiffany-helton/  LinkedIn: https://www.linkedin.com/in/tiffany-helton-a0239b8/  Follow Adrenaline Advisor Facebook - facebook.com/adrenalineadvisorconsulting Instagram - instagram.com/adrenaline.advisor Threads - threads.com/@adrenaline.advisor LinkedIn - linkedin.com/company/adrenaline-advisor-consulting TikTok - tiktok.com/@adrenalineadvisor YouTube - youtube.com/@AdrenalineAdvisor Email: info@adrenalineadvisor.com Website - adrenalineadvisor.com Connect with Adam Koos, CFP, CMT, CEPA LinkedIn - linkedin.com/in/adamkoos Website - adrenalineadvisor.com

  7. 26 May

    Follow the Money: A Rules-Based Look at What's Driving Markets

    Most advisors are getting their market intel from the same three TV networks that make money every time you stay glued to the screen. John and Jack Kosar of Asbury Research don't work that way. They follow the data. In this episode, the three of us dig into what the market is actually doing right now - not what the headlines say it's doing. We talk about breadth, sector rotation, bond yields, the Mag 7 concentration debate, the AI bubble question, and what you should actually be saying to nervous clients this quarter. John's been doing this for over 40 years. Jack brings the institutional translation layer that makes it actionable. If you've ever felt like the financial media is working against your clients, this one's for you.  Episode Timestamps 00:00 - Intro & guest background: John and Jack Kosar of Asbury Research 02:30 - Reading the current tape: S&P fresh highs, breadth, and what's really leading 07:30 - Sector rotation deep-dive: what's quietly winning and what's losing steam 11:30 - Bond yields and the inflation signal the market can't ignore 15:30 - The Mag 7 concentration debate: fragile market or media narrative? 19:30 - Why forecasting is just guessing dressed up in a suit - and what to do instead 23:30 - AI bubble vs. dot-com: the real difference this time around 26:30 - Preparing for the next big correction: what 2022 taught us 29:30 - One piece of advice for advisors sitting across from nervous clients Key Takeaways 💡 The parts of the market that should be leading - NASDAQ, semiconductors, Mag 7 - are leading. When the data lines up that cleanly, tune out the noise. 💡 Drawdown analysis is one of the most underused tools in an advisor's kit. When the market sells off, that's exactly when you should be studying what's holding up - because that's what you want to own on the way back. 💡 Bond yields near multi-year highs are a signal from the bond market that inflation is real, regardless of what any talking head says. The bond market doesn't lie. 💡 Market timing and trend-following are not the same thing. Nobody is trying to predict the future - they're following the money. There's a big difference. 💡 The 'stay invested always' narrative benefits fund companies, not your clients. The best days and worst days in the market tend to cluster together during high-volatility periods. 💡 Asbury's blend of their sector rotation model (CIF) and correction protection model (CPM) was up 8.6% in 2022 - a year the S&P was down nearly 20%. 💡 If you're worried about clients missing 'the best days,' make sure they're also prepared to survive the worst ones. They tend to show up together. Notable Quotes 🗣 "The business is way too tilted toward forecasting. Forecasting is a euphemism for guessing. It gets you on TV. It gets your clients excited maybe. But I make more money and I sleep better at night just following the models." - John Kosar 🗣 "The messaging that goes out to investors is really tilted toward: just give me your money and shut up and I'll send you an electronic birthday card once a year. And I think we could do better than that." - Adam Koos 🗣 "Clients want to know that you have a plan - and that you're going to do something about it if the market starts to go sideways. You don't have to be a market technician. You just have to be open-minded enough to look at options that are tested and proven." - Jack Kosar  🗣 "Follow the money. The money is the boss. If you can figure out a way to track where the money is going in a comprehensive way, you don't need forecasts." - John Kosar   Resources & Links Mentioned Asbury Research - rules-based market analysis firm founded in 2005, offering SMAs on the Schwab platform and model portfolios available on advisor TAMPs. Interested in adding Asbury's models to your TAMP or learning more about their SMAs on Schwab? Reach out directly to John or Jack via the links below. Connect with Asbury Research Website: www.asburyresearch.com YouTube: https://www.youtube.com/@asburyresearch  John Kosar LinkedIn: https://www.linkedin.com/in/johnjkosar/ Email: john@asburyresearch.com Jack Kosar LinkedIn: https://www.linkedin.com/in/jack-kosar/ Email: jack@asburyresearch.com   Follow Adrenaline Advisor Facebook: https://facebook.com/adrenalineadvisorconsulting Instagram: https://www.instagram.com/adrenaline.advisor Threads: https://www.threads.com/@adrenaline.advisor LinkedIn: https://www.linkedin.com/company/adrenaline-advisor-consulting/ TikTok: https://www.tiktok.com/@adrenalineadvisor YouTube: https://www.youtube.com/@AdrenalineAdvisor Email: info@adrenalineadvisor.com Website: www.adrenalineadvisor.com   Connect with Adam Koos LinkedIn: https://www.linkedin.com/in/adamkoos Website: https://www.adrenalineadvisor.com

  8. 12 May

    How to Work with the Wealthiest Segment of the Population, Part 1 of 4

    If you want to work with the wealthiest and most underserved segment of the population, this episode is your starting point. In Part 1 of this 4-part series, Adam Koos breaks down exactly why business owners represent the biggest opportunity in financial advising today -- and more importantly, how to start that conversation the right way. From eye-opening statistics to the specific talking points that make owners nod their heads, this episode gives you a practical, repeatable framework for sitting down with any business owner and immediately adding value. Episode Timestamps: 00:00 - Welcome & series overview 01:30 - Why business owners are the wealthiest, most underserved segment 02:30 - The baby boomer exit wave: $14 trillion in business value 04:00 - The 3 shocking stats that start every owner conversation 06:00 - What to say when you first sit down with a business owner 09:00 - Adam's personal story: what's at stake for every business owner 10:30 - The follow-up framework: what owners are missing (and what resonates) 13:00 - What advisors can actually do to move the needle 15:30 - Introducing Adrenaline Advisor & the Talking Points newsletter   Key Takeaways: 💡 80% of owners' net worth is tied up in the business -- not investments, not savings. That one stat will get any owner's attention immediately. 💡 80% of companies never sell. They dissolve. That means most owners stand to lose most of their net worth without a proactive exit plan. 💡 You don't need to have completed a business exit to start the conversation. The statistics and the follow-up framework do the heavy lifting for you. 💡 Most owners are missing the same things: an updated estate plan, a continuity plan, documented processes, organized financials, and clarity on what their business needs to be worth to make work optional. 💡 Your job as the advisor is to quarterback the process -- not do everything yourself. COIs and strategic partners carry much of the execution.   Key Quotes: 🗣 "The wealthiest segment of the population in the United States is business owners -- and they're also the most underserved." 🗣 "80% of companies never sell. They dissolve. And those owners lose 80% of their net worth." 🗣 "75% of owners surveyed a year after they sell deeply regret selling -- because they didn't have a plan for what life looked like after." 🗣 "When you install an exit plan, you'll find yourself working less, making more money, and having a company that's actually worth something."   Connect With Adam Koos: LinkedIn: https://www.linkedin.com/in/adamkoos Website: https://www.adrenalineadvisor.com   Follow Adrenaline Advisor: Facebook: https://facebook.com/adrenalineadvisorconsulting Instagram: https://www.instagram.com/adrenaline.advisor Threads: https://www.threads.com/@adrenaline.advisor LinkedIn: https://www.linkedin.com/company/adrenaline-advisor-consulting/ TikTok: https://www.tiktok.com/@adrenalineadvisor YouTube: https://www.youtube.com/@AdrenalineAdvisor Email: info@adrenalineadvisor.com Website: https://www.adrenalineadvisor.com

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The Advisor's Fuel Podcast with Adam Koos, where high performing Financial Planners and Wealth Advisors discover proven processes and actual strategies to elevate their client experience, grow their businesses faster and achieve unprecedented success. Brought to you Adrenaline Advisor Consulting at https://adrenalineadvisor.com/

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