최고 Adam Koos 팟캐스트 (2025)

1
Carl Richards on Sketches, Conversations, and the Future of Advice 36:07

21d ago36:07

36:07

Adam Koós welcomes Carl Richards, speaker, author, and creator of the Sketch Guy column in The New York Times. Carl shares the story of how a simple whiteboard sketch changed the trajectory of his career, leading to books, speaking events, and his new release, Your Money: Reimagining Wealth in Simple Sketches. Together, Adam and Carl explore the in…

1
Exit Planning Starts Now: How to Build a Sellable Business Long Before You Sell 46:15

1M ago46:15

46:15

In this episode of The Elevate Your Business Podcast, host Paden Squires sits down with Adam Koós — founder and president of Libertas Wealth Management Group and creator of Adrenaline Advisor Consulting. Adam shares how he built a thriving firm from the ground up after starting his career just ten days before 9/11. From grinding through door-to-doo…

1
Decoding Market Psychology with David Keller 56:15

2M ago56:15

56:15

Adam Koós sits down with David Keller, CMT - President and Chief Strategist at Sierra Alpha Research, former Director of Research at Fidelity, and host of Market Misbehavior. David's unique background in music and psychology led him into technical analysis, where he's spent decades helping advisors and portfolio managers understand market cycles, m…

1
Building Wealth: Christine's Journey from Zero to Seven Figures 40:44

2M ago40:44

40:44

In this episode of The Elevate Your Business Podcast, host Adam Koós welcomes Christine, a former corporate leader who turned her career burnout into a catalyst for creating a purpose-driven business. Christine opens up about the moment she realized success wasn't just about climbing the corporate ladder, how she built a business aligned with her v…

1
The Hidden Fuel Behind Explosive Practice Growth 35:29

3M ago35:29

35:29

In this special episode, we flip the mic - Adam Koós joins The Purpose Focused Advisor podcast with Rob Brown to unpack the strategies, mindset shifts, and systems that led to massive growth at Libertas Wealth. Adam shares how he doubled his firm's AUM and revenue in just two years, not by chasing gimmicks, but by committing to systems, vision-driv…

1
The Missing Piece in Most Exit Strategies 38:04

3M ago38:04

38:04

Adam Koós joins legacy coach Angelina Carleton on her show to explore one of the most overlooked (yet critical) parts of building and exiting a business: defining what legacy really means. Too often, business owners wait until the last minute to plan their exit, focusing only on financials or legal documents while avoiding the deeper, more personal…

1
High Performers Don't "Wing It" 21:06

4M ago21:06

21:06

If you want to scale your advisory practice, grow with intention, and spend more time in your zone of genius, this episode is for you. In this solo episode, Adam Koós shares the same 5-part planning framework he teaches inside the Adrenaline Program. You'll learn how high-performing financial advisors reverse-engineer their ideal life, align their …

1
The Power of Podcasting: How Traci DeForge Transforms Business Growth 50:40

4M ago50:40

50:40

In this episode of the ELEVATE Your Business Podcast, host Adam Koós sits down with Traci DeForge, founder of Produce Your Podcast, to explore how podcasting has evolved into one of the most powerful tools for business development and brand authority. With over 30 years of experience in broadcast media and Fortune 500 consulting, Traci shares how s…

1
Tactical Models, Trend Following, and the Mindset Shift That Changed My Practice 24:32

5M ago24:32

24:32

In this episode of The Advisors Fuel Podcast, Adam Koós flips the mic and joins George G on The Aligned Money Show for a candid conversation about managing money, market uncertainty, and the hard lessons that shaped his investing philosophy. He shares the story of how two major crashes nearly drove him out of the industry, and how discovering techn…

1
The Marketing Gap Killing Your Valuation (and How to Fix It) with Bill Woods 38:42

5M ago38:42

38:42

In this episode of the ELEVATE Your Business Podcast, host Adam Koós sits down with Bill Woods, co-founder and CMO of 50 Marketing and host of the Missing Half podcast, to explore the crucial role marketing plays in scaling your business and boosting your company's value at exit. With over two decades of experience in B2B and manufacturing marketin…

1
From Layoffs to Legacy: How Shelly Peterson Scaled a $250M Real Estate Empire 31:25

6M ago31:25

31:25

In this episode of the ELEVATE Your Business Podcast, host Adam Koós sits down with Shelly Peterson, President of Kahuna Investments, to discuss her remarkable journey from a successful career in pharmaceutical sales to managing over $250 million in real estate assets. Shelly shares how a life-changing investment inspired her to pivot careers and h…

1
Systemize to Scale: How Sharad Mehta Built a Real Estate Powerhouse 35:10

7M ago35:10

35:10

In this episode of the ELEVATE Your Business Podcast, host Adam Koós sits down with Sharad Mehta, the Founder and CEO of REsimpli, to discuss how he transformed his real estate business from a solo operation into a scalable powerhouse. Sharad shares his journey from an accountant at EY to a real estate mogul who has flipped over 800 properties and …

1
Unlock the Power of Tech in Finance: Automation Strategies for Advisors with Arielle Minicozzi 35:27

7M ago35:27

35:27

In this episode of the Advisors Fuel Podcast, host Adam Koós interviews Arielle Minicozzi, founder of Sphynx Automation. Arielle shares insights on how financial advisors can work smarter by automating business processes using low or no-code technology tools. Drawing from her extensive background as a financial planner, Arielle emphasizes the impor…

1
"Buy and Hold" is Broken: How Top Financial Advisors are Protecting Clients' Money and Standing Out 43:37

8M ago43:37

43:37

In this episode of The Advisor's Fuel podcast, host Adam Koós sits down with John Kosar, Chief Market Strategist and Founder of Asbury Research, along with Jack Kosar, VP of Investment Strategy. With over 40 years of experience in technical analysis, John shares insights into how Asbury Research helps financial professionals make smarter investment…

1
From Idea to Impact: The Ultimate Podcasting Success Guide with Traci Deforge, Produce Your Podcast 1:05:25

10M ago1:05:25

1:05:25

In this episode, we sit down with Traci DeForge, a podcasting expert with three decades of experience in broadcast media and Fortune 500 consulting. As the founder of Produce Your Podcast, Traci shares her insights on launching and sustaining a successful podcast. We dive into the key steps for getting started, overcoming imposter syndrome, choosin…

1
The Advisor's Fuel Podcast coming soon! 0:30

10M ago0:30

0:30

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
Leveraging Qualified Opportunity Zone State Tax Credits with Andrew Doup 32:08

11M ago32:08

32:08

In this episode of Elevate Your Business, Adam welcomes Andrew Doup, founder of Syndication Counsel, to discuss the powerful tax benefits of Qualified Opportunity Zones. Andrew shares his expertise on how these zones work, the federal and state tax incentives they offer, and how investors can strategically leverage them to maximize their returns wh…

1
Smart Strategies for a Successful Business Exit with Joseph Sofia 47:45

11M ago47:45

47:45

In this episode of Elevate Your Business, Adam sits down with Joseph Sofia, Regional President of First National Bank in Central Ohio. With expertise in commercial and middle-market banking, loan origination, portfolio management, and credit analysis, Joseph shares practical insights for business owners navigating the complexities of scaling and se…

1
How I Built It with Andy Fruechtnicht, Founder and CEO of Single Source IT - Elevate Your Business 52:02

12M ago52:02

52:02

In this episode of Elevate Your Business, Adam continues the "How I Built It" series with Andy Fruechtnicht, CEO, President, and Founder of Single Source IT, based in Columbus, Ohio. Andy shares his journey from his very first job to becoming a successful entrepreneur in the IT industry. He talks about what inspired him to start his business and th…

1
Getting 'Exit Planning' Out of Your Vocabulary with Bob St. Germain 43:46

1y ago43:46

43:46

In this episode of "Elevate Your Business," Adam talks with Bob St. Germain, Managing Director and Principal at Corporate Finance Associates in Columbus, Ohio, about why exit planning is essential for business owners from day one. Bob explains the importance of integrating exit strategies from day one, transforming the way owners think about and pl…

1
Simplifying Estate Planning with Dan Baron of Baron Law 42:18

1y ago42:18

42:18

In this episode of "Elevate Your Business," Adam sits down with Dan Baron, an expert in estate planning, elder care law, probate, and business succession, to simplify the often daunting process of estate planning. Together, they explore important topics like whether or not you should avoid probate and how the probate process can impact your assets.…

1
Recruiting and Attracting Top Talent with Robb Christenson and Chuck Nauman of Peerless Search 33:31

1y ago33:31

33:31

In this episode of "Elevate Your Business," Adam sits down with Robb Christenson and Chuck Nauman, Co-Founders and Partners at Peerless Search, a leading talent solutions firm specializing in Finance, Accounting, and Tech placements. Robb and Chuck share their insights on the current state of recruiting, emphasizing the crucial role of authenticity…

1
CFO Secrets: Maximizing Profits with CFO Strategies with John Aman, Partner at B2BCFO 38:30

1y ago38:30

38:30

In this episode of "Elevate Your Business," Adam welcomes John Aman, Partner at B2BCFO and a 30+ year veteran in the financial services industry. Specializing in lower and middle-market privately held companies with revenues ranging from $2 million to $60 million, John shares his expertise on how CFOs analyze financials to drive profit growth. Adam…

1
The Future of Accounting and CPAs with David Hartley 45:41

1+ y ago45:41

45:41

In this episode of "Elevate Your Business," Adam sits down with David Hartley, Partner-In-Charge at Anders CPA and Advisory, to explore the evolving landscape of accounting, tax work, and CPA services in a post-pandemic world. David shares his insights on how the industry is changing, revealing what he sees as the "cheat code" to thriving in this n…

1
Understanding ESOPs with Joseph Sophia, Troy Starr, and Greg Daugherty 52:23

1+ y ago52:23

52:23

In this episode of "Elevate Your Business," Adam discusses Employee Stock Ownership Programs (ESOPs) with experts Joseph Sophia, Troy Starr, and Greg Daugherty. They explain how ESOPs work, differentiating them from other business exit plans and employee benefits. Learn about the benefits ESOPs offer to both employers and employees, making them an …

1
Navigating Digital Business Acquisitions for IT Professionals with Michael Frew 32:21

1+ y ago32:21

32:21

In this episode of "Elevate Your Business," Adam chats with Michael Frew of Dev Driven Acquisitions to explore the world of digital business acquisitions. Michael shares his journey from the corporate sphere of software engineering to online business purchases. He discusses the benefits for IT professionals of acquiring established online businesse…

1
How To Use 1031s and DSTs To Minimize Real Estate Taxes with Greg Smith, VP of IPX1031 30:56

1+ y ago30:56

30:56

6In this episode Adam sits down with Greg Smith, VP of IPX1031, to unravel the complexities of 1031 exchanges and Delaware Statutory Trusts (DSTs). As experts in the field, Greg and his team help real estate sellers minimize tax liabilities and reinvest those savings into their next ventures, making these tools invaluable for savvy investors. Throu…

1
Mastering Financial Metrics and Team Building with Jody Grunden 51:45

1+ y ago51:45

51:45

6In this episode of "Elevate Your Business," Adam sits down with Jody Grunden, Co-founder of Summit CPA Group and partner at Summit Virtual CFO by Anders. Summit Virtual CFO is recognized as the leading provider of virtual CFO services across North America, assisting over 100 businesses in maximizing profits, minimizing taxes, and increasing cash f…

1
From Adversity to Thriving Restaurateur: A Conversation with Just Chicken Founder D'Andre Martin 41:44

1+ y ago41:44

41:44

In this episode of "Elevate Your Business," Adam sits down with DeAndre Martin, the dynamic restaurateur behind Just Chicken, to delve into his remarkable journey from a troubled past to entrepreneurial success. D'Andre's story is one of resilience and transformation. Inspired by his hardworking mother, who juggled three jobs, and motivated by a pi…

1
Unlocking College Savings: Tax-Free Tuition Hacks and Income Shifting Strategies with Amber Gilsdorf and Katie Cox 42:47

1+ y ago42:47

42:47

In this engaging episode of "Elevate Your Business," host Adam Koos welcomes two expert guests: Amber Gilsdorf, Director of College Planning with Estrela Consulting, and Katie Cox, the owner of Katie Cox and Co., a boutique tax and accounting firm. Together, they delve into the pressing issue of the rising cost of college education and provide inva…

1
Behind the Pages: Mastering Business Influence with Ghostwriter Extraordinaire, Michael Levin 46:49

1+ y ago46:49

46:49

Tune in to the next episode of "Elevate Your Business" for an engaging discussion between host Adam Koos and Michael Levin, a seasoned ghostwriter with an impressive track record of over 1000 books spanning three decades. In this episode, they delve into the intricacies of avoiding the "commodity trap" and building trust in a landscape where establ…

1
Bridging Talent and Opportunity: Inside HBCU Connect with CEO and Founder Will Moss 1:23:16

1+ y ago1:23:16

1:23:16

Adam Koos sits down with Will Moss, the CEO and Founder of HBCU Connect, a pioneering online platform serving the students and alumni of Historically Black Colleges and Universities (HBCUs). Since its inception in 2002, HBCU Connect has grown to over 1.2 million members, becoming a vital hub for connecting talent with opportunities while serving th…

1
Marketing and Digital Domination with Bill Kiefaber, President and Owner of Marketing Works 50:15

1+ y ago50:15

50:15

Welcome to another insightful episode of Elevate Your Business with your host, Adam Koos. In this edition, Adam sits down with Bill Kiefaber, the esteemed President and Owner of Marketing Works, a true powerhouse in the realm of B2B marketing. With over three decades of experience under his belt, Bill has been instrumental in crafting integrated ma…

1
Defining Success and Empowering CEOs with Kiley Peters, Executive Coach and Founder of RAYNE IX 40:31

1+ y ago40:31

40:31

In this episode of "Elevate Your Business," host Adam Koos welcomes Kiley Peters, founder of RAYNE IX, to discuss her transition from running a profitable marketing firm to starting a consultancy aimed at empowering female CEOs. Kiley shares why she redefined her own metrics for success and how her new venture aligns with her passion for fostering …

1
Cultivating Innovation and Culture: Insights from Dr. Jonathan Baktari MD, CEO of eNational Testing and Host of BaktariMD 41:27

1+ y ago41:27

41:27

Tune in to this week's episode of Elevate Your Business as host Adam sits down with Dr. Jonathan Baktari MD, CEO of eNational Testing and host of the BaktariMD podcast. Dr. Baktari shares invaluable insights on cultivating a corporate culture conducive to innovation, outlining 5 essential ingredients for startup success. From fostering buy-in among…

1
Appreciation Marketing and Making Customers For Life with Curtis Lewsey, Best Selling Author and Founder of AMCards 35:04

1+ y ago35:04

35:04

Adam welcomes Curtis Lewsey, Founder of AMCards and Best Selling Co-Author of Appreciation Marketing: How to Achieve Greatness Through Gratitude. Curtis joins the show to talk about how his 15 years of cold-calling experience helped lead him to change his perspective on how he was selling to customers. Instead of marketing to potential leads Curtis…

1
Tips To Improve Your Sales Team with Tim Byrd, CSL, of Sales Xceleration 23:33

1+ y ago23:33

23:33

Adam welcomes Tim Byrd, CSL of Sales Xceleration to chat about the current state of sales teams within a company. With so many disruptions to the world over the last few years, Tim talks about the challenges of building a sales team in this new business world. Learn more about: - The things Tim looks for when evaluating sales teams - The impact of …

1
The Greatest Tax Incentive Ever (and it's Going Away?) - Qualified Opportunity Zones with Andrew Doup 36:23

2y ago36:23

36:23

Welcome to the inaugural episode of "The Elevate Your Business Podcast with Adam Koos"! In this debut episode, Adam Koos is joined by special guest Andrew Doup, Attorney and President of Syndication Counsel. Together, they delve into the fascinating world of Qualified Opportunity Zones (QOZ), exploring what they are, how they're determined, and who…

1
Welcome to The Elevate Your Business Podcast! 1:03

2y ago1:03

1:03

How do business owners and CEOs increase their profits, increase efficiency and reduce the amount of time they spend within the business, all while growing their net worth for eventual sale and exit? Our mission is to answer this question and unlock the secrets to success in the world of business transition planning. Welcome to Elevate Your Busines…

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