The Advisor's Fuel Podcast With Adam Koos podcast

Many of us are entering the new year with a similar goal — to build community and connect more with others. To kick off season five, Priya Parker shares ideas on how to be the host with the most. An expert on building connection, Priya is the author of “The Art of Gathering: How We Meet and Why It Matters.” Whether it's a book club, wedding, birthday or niche-and-obscurely themed party, Priya and Chris talk about how to create meaningful and fun experiences for all of your guests — including yourself. For the full text transcript, visit go.ted.com/BHTranscripts . For the full text transcript, visit go.ted.com/BHTranscripts Want to help shape TED’s shows going forward? Fill out our survey here ! Learn more about TED Next at ted.com/futureyou Hosted on Acast. See acast.com/privacy for more information.…

The Advisor's Fuel Podcast with Adam Koos

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

4일 전24:32

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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 technical analysis and trend following not only saved his practice but reshaped the way he serves clients. Adam pulls back the curtain on his hybrid investment approach, combining strategic models with tactical trend-following, and explains how he helps clients stick to their plans by building portfolios that actually align with their emotional risk tolerance, not just their target return. From election-year volatility to model construction, advisor-client communication, and the real reason most clients abandon their plan, this one’s packed with insight for any advisor looking to sharpen their edge. Episode Timestamps: 00:00 – Intro + Adam’s Surprise Karaoke Background 05:30 – What’s Top of Mind: Market Seasonality & the 2024 Election 07:30 – Should Clients Wait to Invest? (Advisor Framing Tips) 10:00 – Why Tactical Trend-Following Entered Adam’s Practice 13:00 – Tactical vs. Strategic Models: Construction and Purpose 16:00 – Analogies to Help Clients Understand Complex Strategy 18:00 – Why Clients Abandon Financial Plans 20:00 – The U.S. Debt Problem and Economic Outlook 22:00 – Advisor PSA: Most Clients Don’t Have a Plan Until 52 23:00 – Where to Start: Fiduciary Referrals and Building Trust Key Takeaways: 🔹 Tactical Isn’t Timing: Trend following doesn’t predict the market—it adapts to it.🔹 Realistic Portfolios = Sticking to the Plan: If clients abandon their portfolio, they were probably in the wrong one to begin with.🔹 Election-Year Paralysis Is Real: Advisors must lead with calm, not predictions.🔹 Strategic + Tactical = Flexibility + Discipline: Most clients benefit from a blended approach.🔹 Use Analogies: Tornado sirens, playoffs, road trips—good metaphors lead to better client buy-in.🔹 Technical Analysis Is a Differentiator: It’s not mainstream—but it’s powerful when used correctly.🔹 Build Planning Conversations Sooner: Don’t let prospects wait until their 50s to start.🔹 Risk Framing Beats Return Chasing: Align portfolios with emotional capacity, not projections. Key Quotes from Adam Koós: 🗣 “Every seven tornado sirens, one touches down. That’s why tactical models matter.”🗣 “Clients don’t abandon financial plans—they abandon portfolios that weren’t built for them.”🗣 “I don’t have a crystal ball, and I’m honest about it. That’s what builds trust.”🗣 “You can’t just diversify and hope. We need to engineer portfolios people won’t walk away from.”🗣 “Trend following changed my practice because it gave me conviction in down markets.” Connect with George and The Aligned Money Show: Show Page: Aligned Money Show LinkedIn: George G Website: https://moneyalignmentacademy.com/ The ADRENALINE Advisor brand was born from helping a longtime friend reignite his practice. It’s since grown into a powerful community for driven advisors looking to sharpen their systems, elevate their client experience, and build businesses with serious momentum. Subscribe to get free training alerts, new podcast episodes, exclusive content, and more delivered straight to your inbox: 👉 https://mailchi.mp/adrenalineadvisor/signupform Stay Connected with 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 email: info@adrenalineadvisor.com Website: www.adrenalineadvisor.com Connect with Adam on LinkedIn: https://www.linkedin.com/in/adamkoos/…

The Advisor's Fuel Podcast with Adam Koos

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

10 weeks 전35:27

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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 importance of proper documentation, understanding workflow, and leveraging automation to minimize errors and free up time for more meaningful client interactions. They discuss common misconceptions about automation, the benefits of AI, and practical examples of automations that can significantly enhance efficiency within advisory firms. Arielle also announces upcoming initiatives, including an Automation Academy geared towards advisors starting their firms. This episode is packed with valuable tips for any advisor looking to integrate technology to enhance their practice. Ways to connect with Arielle: Facebook: www.Facebook.com/sphynxautomation Twitter Handle: @sphynxautomator Instagram page: www.instagram.com/sphynxautomation LinkedIn profile: https://www.linkedin.com/company/sphynxautomation Company Website: www.sphynxautomation.com Be sure to check out this episode on YouTube: https://youtu.be/k7zpjurLR1E The ADRENALINE advisor brand was born out of helping a longtime friend reignite his practice and has since evolved into a space for driven advisors who want to sharpen their systems, rethink their client experience, and build a business with momentum. Subscribe to get updates, free training alerts, new podcast episodes, and exclusive accounts - delivered straight to your inbox. Sign up here: https://mailchi.mp/adrenalineadvisor/signupform Stay connected with the ADRENALINE brand LinkedIn: https://www.linkedin.com/company/adrenaline-advisor-consulting Instagram: www.instagram.com/adrenaline.advisor Website: www.adrenalineadvisor.com Subscribe on Apple Podcasts: http://bit.ly/3Q3xEV9 Subscribe on Spotify: https://bit.ly/4hpkEVU 00:00 Introduction to Advisors Fuel Podcast 00:23 Meet the Founder of Sphynx Automation 01:25 The Importance of Delegation and Automation 04:07 Arielle's Journey to Automation 07:45 Getting Started with Automation for Advisors 10:28 Advanced Automation Techniques 17:24 Common Mistakes and Time Investment in Automation 23:30 Future of Automation and AI in Financial Services 28:24 Misconceptions About Automation 31:31 What's Next for Sphynx Automation 34:34 Conclusion and Contact Information…

The Advisor's Fuel Podcast with Adam Koos

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

14 weeks 전43:37

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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 decisions. Jack discusses their firm’s quantitative approach to portfolio management and how advisors can incorporate risk management strategies to protect clients from catastrophic market downturns—especially in today’s volatile environment. The conversation also explores the core principles of technical analysis, the foundation of Asbury Research, and their proprietary Asbury 6 Barometer Tool , which assesses the market’s internal health. Adam, John, and Jack dive into the critical tools and strategies financial advisors need to navigate uncertainty and build more resilient portfolios. If you're looking to refine your investment strategy and enhance risk management for your clients, this is an episode you won’t want to miss! https://www.asburyresearch.com/ Check out the video on YouTube: https://youtu.be/VVKKgDr7XCg Subscribe on Apple Podcasts: http://bit.ly/3Q3xEV9 Subscribe on Spotify: https://bit.ly/4hpkEVU Need additional resources on how to grow your career in Financial Planning and Wealth Management? Check out https://adrenalineadvisor.com/…

The Advisor's Fuel Podcast with Adam Koos

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

21 weeks 전1:05:25

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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, choosing the right gear, and avoiding common mistakes and stereotypes. Whether you're a new podcaster or looking to grow, Traci offers expert advice on managing your own editing, planning a sustainable content calendar, and building listener retention. Plus, we discuss the importance of understanding your metrics to track success and keep your podcast thriving. Tune in for actionable strategies to take your podcast to the next level! https://produceyourpodcast.com/ Be sure to check out the video on YouTube and subcribe: https://youtu.be/LtdWxuCElss Subscribe on Apple Podcasts: http://bit.ly/3Q3xEV9 Subscribe on Spotify: https://bit.ly/4hpkEVU Need additional resources on how to grow your career in Financial Planning and Wealth Management? Check out https://adrenalineadvisor.com/…

The Advisor's Fuel Podcast with Adam Koos

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

24 weeks 전0:30

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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/…

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들어볼 가치가 있는 팟캐스트

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Throwing good parties and building community (w/ Priya Parker) 38:16