Best Adam Koos Podcasts (2025)

1
Adam Koós: The Hidden Fuel Behind Explosive Practice Growth 33:41

6d ago33:41

33:41

In this powerful episode, Rob Brown welcomes Adam Koós, founder of Libertas Wealth Management, a nationally recognized advisor and a coach to advisors, who has engineered a path to massive success. Adam shares how he doubled AUM and revenue in just two years by embracing a bold, even controversial idea: “We’re a marketing firm that happens to do fi…

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

6d 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
Tactical Models, Trend Following, and the Mindset Shift That Changed My Practice 24:32

6d 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
John Kailunas: Mission Retirement — Helping Clients Plan for More Than Just Money 28:38

13d ago28:38

28:38

In this episode of The Purpose-Focused Advisor, Rob Brown sits down with John Kailunas, author of Mission Retirement and founder of Catalyst4Growth and Regal Holdings. With 25+ years of experience and over $4B in AUM/AUA, John shares how advisors can help clients retire with purpose, not just wealth. He unpacks the 10 “missions” of meaningful retir…

1
Adam Obrecht: Faith-Led. Quietly Built. Unmistakable Impact. 29:59

20d ago29:59

29:59

In this episode, Rob Brown sits down with Adam Obrecht, founder of AO Wealth Advisory—a quietly confident leader who’s built a special firm grounded in systems, purpose, and faith… all while serving a client base many advisors overlook. From day one, Adam was told his strategy wouldn’t work. You can’t build a firm around 30- and 40-year-olds. Faith…

1
Ryan Derousseau: The Quiet Skill That Builds Stronger Client Relationships 30:28

27d ago30:28

30:28

What happens when a former financial journalist brings deep curiosity and compassion into the world of financial planning? In this episode, Rob Brown sits down with Ryan Derousseau, a CFP® who made the leap from writing for Money, Fortune, and Forbes to serving therapists, career changers, and the self-employed. Ryan shares how his path has been sh…

1
Episode 127: The Overlooked Multipliers: Purpose and Partnership 7:41

1M ago7:41

7:41

If you’re growing a successful practice but feel disconnected, frustrated, or unsure what’s next… this episode is for you. This week, Rob Brown shares the story of an advisor with 25+ years of experience who avoided coaching—and even distanced himself from his business partner—because he believed he had nothing left to learn. But one honest convers…

1
Put First Things First – Reclaiming Focus and Living with Intentionality 11:52

1M ago11:52

11:52

If your calendar is full but your business and life feel scattered… this episode is your reset. This week, Rob Brown continues his powerful solo series with a message every advisor needs to hear: it’s not about doing more—it’s about doing what matters most. If you've ever felt like your goals are out of sync with your calling, or that your daily gr…

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

2M 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
Believe in Yourself – Rediscovering Purpose in a New Season 13:41

2M ago13:41

13:41

If you've ever hit a milestone and still felt like something was missing… this episode is for you. Rob Brown shares a deeply personal reflection on why even the most successful advisors can lose confidence in their calling—and what it takes to get it back. Whether you're navigating a personal challenge, asking what’s next in your business, or simpl…

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

2M 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
Mike Zung: Turning Complex Advice into Beautiful, Client-Friendly Plans 28:06

2M ago28:06

28:06

What happens when a software engineer trades writing code for serving clients? In this week’s episode, I sit down with Mike Zung, founder of Java Wealth Planning and creator of Beautiful Financial Plan, who left a 20-year tech career to build a thriving advisory practice. Then he went a step further, designing a visually compelling way to help othe…

1
Tim Russell and The Good Steward: A Blueprint for Faith-Driven Financial Advisors 32:42

2M ago32:42

32:42

In this episode, Rob Brown sits down with Tim Russell, financial advisor, firm leader, podcast host, and now co-author of the brand-new book The Good Steward, written with his father, Roy Russell. Tim shares the story behind the book and how his passion for biblical stewardship shapes the way he leads his advisory firm and serves clients. Rob and T…

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

2M 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
Hillary Gale: Storytelling Secrets to Transform Your Marketing 37:35

2M ago37:35

37:35

In this episode of The Purpose-Focused Advisor, Rob Brown welcomes Hillary Gale, founder of Moneta Copy and host of The Finance Marketing Podcast. Hillary is a standout voice in advisor marketing, helping financial professionals craft purpose-driven content that actually connects. From her roots as a writing teacher to her passion for personal fina…

1
Gary Sinderbrand: Trust, Training, and True Success(ion) 47:27

3M ago47:27

47:27

What happens when an industry veteran who’s helped train 10,000+ financial advisors sits down to talk about what’s really missing in today’s advisor development? You get this kind of episode. In this conversation, Gary Sinderbrand, legendary producer and founder of Better Path Training, shares behind-the-scenes truths about what it really takes to …

1
Lauren Hong: Ditch the Bland, Build the Brand that Clients Trust 32:05

3M ago32:05

32:05

In this episode of The Purpose-Focused Advisor, Rob Brown welcomes Lauren Hong, Founder and CEO of Out & About Communications, a branding and marketing agency transforming how financial firms show up in the world. Lauren has spent over a decade helping RIAs ditch stale, cookie-cutter branding and embrace a more authentic, strategic approach. With a…

1
Brandon Snyder: Building an RIA That Thinks Like a Family Office 41:04

3M ago41:04

41:04

What happens when a marketing entrepreneur dives into financial planning? You get Brandon Snyder, CEO of Alpha Capital Strategies—a visionary redefining how to serve high-net-worth clients. In this episode, Brandon shares his journey from event marketing to building a full-service RIA with in-house experts. It’s a conversation about deep client rel…

1
Joe Moss: Building a Smarter Practice with The Ultimate Advisor Tech Stack 32:36

3M ago32:36

32:36

In this episode of The Purpose-Focused Advisor, Rob sits down with Joe Moss—author, advisor tech expert, and connector in the financial services space. Joe is on a mission to help advisors navigate the ever-evolving world of technology. Joe has become a trusted resource for financial professionals seeking clarity and confidence in their tech decisi…

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

3M 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
Ari Galper: How to Thrive in the Trust Recession and Transform Your Business 36:46

3M ago36:46

36:46

In this episode of The Purpose Focused Advisor, Rob Brown and Phil Calandra welcome Ari Galper, the world’s leading authority on trust-based selling. Ari brings a radically different approach to sales, shifting away from traditional tactics and instead focusing on building trust. For financial advisors looking to shorten sales cycles and eliminate …

1
Vance Barse: How to Build a Financial Advisory Practice Anchored on Impact and Family 35:31

4M ago35:31

35:31

In this episode of The Purpose Focused Advisor, Rob sits down with Vance Barse, founder of Your Dedicated Fiduciary (YDF), to explore the critical intersections of financial planning, tax strategy, and advanced wealth management. Drawing from his decade-long experience advising top-tier private wealth teams, Vance shines a light on common yet often…

1
Mark Hansen: Serving Clients with a Unique Edge 31:46

4M ago31:46

31:46

Mark Hansen has spent decades in financial services, evolving from a young advisor into a seasoned professional who now helps advisors manage risk more effectively. In this episode, Mark shares his journey from an analytical engineer to a financial planner and eventually to an asset manager specializing in tactical risk strategies. His work at Whit…

1
Eric Scovill: How to Build a Financial Advisory Firm That Puts Purpose First 44:40

4M ago44:40

44:40

In this episode of The Purpose-Focused Advisor, Rob Brown sits down with Eric Scovill, a financial planner and principal at Storehouse Wealth, a Christ-focused multi-family office. Eric shares his unconventional journey from construction to financial planning and how his faith-driven approach has allowed him to serve ultra-high-net-worth families i…

1
Antony Joffe: How Trust Planning Can Protect Your Clients and Grow Your Business 31:15

4M ago31:15

31:15

In this episode of The Purpose-Focused Advisor, Rob Brown sits down with Antony Joffe, a leading expert in trust services and the Chairman of Sterling Trustees, overseeing more than $10 billion in assets under administration. Antony shares invaluable insights into how financial advisors can use trusts to protect client wealth, strengthen relationsh…

1
Lia Garvin: From Winging It to Winning, Building an Unstoppable Advisory Team 43:33

5M ago43:33

43:33

In this episode of The Purpose-Focused Advisor, we welcome Lia Garvin, the "Team Whisperer," who helps business owners and financial advisors build unstoppable teams through effective communication, clear operational structures, and accountability. Lia shares insights on how financial advisors can transition from "winging it" to leading with clarit…

1
Brad Sparks: The Tech-Driven Future of Personalized Financial Advice 34:50

5M ago34:50

34:50

In this episode of The Purpose-Focused Advisor, Rob Brown sits down with financial advisor and entrepreneur Brad Sparks, who shares his journey from geophysics to wealth management, his leap to independence, and how he’s reshaping investment personalization through his innovative tech platform, Pomarium. Brad’s story is one of vision, resilience, a…

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

5M 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
Paul G. McManus: Standing Out in a Crowded Marketplace with Authority Marketing 40:45

5M ago40:45

40:45

In this episode of The Purpose-Focused Advisor, Rob Brown welcomes Paul G. McManus, author of The Short Book Formula and host of The Influential Advisor podcast. Paul and Rob share how financial advisors can differentiate themselves in a competitive marketplace through authority marketing, writing concise, impactful books, and leveraging podcasts. …

1
Cole Leonida - Baseball, Faith and Financial Generosity: A Winning Combination 47:58

5M ago47:58

47:58

In this episode of The Purpose-Focused Advisor, Rob Brown welcomes former professional baseball player turned financial planner, Cole Leonida, for an inspiring conversation about aligning purpose, faith, and financial planning. As a Certified Kingdom Advisor and private wealth advisor at John Moore Associates, Cole shares how his journey from the d…

1
Jackie Wilke: Building a Practice That Defines the Future of Financial Advice 37:49

6M ago37:49

37:49

In this episode of The Purpose-Focused Advisor, Rob Brown sits down with Jackie Wilke, Vice President and Advisor Consultant at First Trust. Jackie is a coach, speaker, and industry expert who helps financial advisors and teams elevate their practices. In a conversation rich with insights, Jackie and Rob share their visions for The Financial Adviso…

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

6M 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
Derek Mazzarella: Finding Your Unique Voice as a Financial Advisor 36:31

6M ago36:31

36:31

In this episode of The Purpose-Focused Advisor, Rob Brown sits down with Derek Mazzarella, a Certified Financial Planner with Gateway Financial Partners and the author of Just Retire Already: An Unconventional Retirement Guide. Derek shares his journey into financial planning, his insights on building purpose-focused client relationships, and the u…

1
Arielle Minicozzi: Simplify, Automate, and Scale Your Advisory Practice 37:58

6M ago37:58

37:58

In this episode of The Purpose-Focused Advisor, Rob welcomes Arielle Minicozzi, founder & CEO of Sphynx Automation, a virtual consulting firm specializing in helping financial advisors streamline their technology and automate processes. A former RIA owner, Arielle brings unique insights into the challenges advisors face with technology, offering pr…

1
Nick Wolverton: How Generosity and Faith Shape Financial Advice 36:09

6M ago36:09

36:09

In this episode of The Purpose-Focused Advisor, Rob sits down with Nick Wolverton, the owner of Peak Financial Management. Nick shares his inspiring journey from nonprofit fundraising to owning a purpose-driven financial planning firm. Learn how his faith and commitment to relational depth have created a unique approach to serving clients. Advisors…

1
Derek Notman: The Roles of Technology and Trust in Financial Advisor Success 33:35

6M ago33:35

33:35

In this episode of The Purpose-Focused Advisor, Rob welcomes Derek Notman, a seasoned financial advisor, entrepreneur, and proud dad, who shares his journey from running a successful RIA to launching Coupler AI—a groundbreaking platform designed to connect financial advisors with ideal clients. Derek shares his vision of cultivating deeper client r…

1
Leveraging Qualified Opportunity Zone State Tax Credits with Andrew Doup 32:08

6M 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
Mitchell Kraus: Aligning Wealth, Joy, and Purpose as a Financial Advisor 33:56

7M ago33:56

33:56

In this episode of The Purpose-Focused Advisor, Rob sits down with Mitchell Kraus, a fourth-generation financial professional and founder of Capital Intelligence Associates. Mitchell brings a wealth of knowledge and a passion for helping clients lead meaningful lives through purpose-driven financial planning and philanthropy. Mitchell shares his un…

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

7M 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
Whit Lanier: Unlocking the Power of Client Reviews 29:44

7M ago29:44

29:44

In this episode of The Purpose Focused Advisor, Rob Brown welcomes Whit Lanier, founder of Amplify Reviews, to discuss how financial advisors can leverage client testimonials and endorsements to enhance their marketing strategies. Whit shares insights into the SEC’s updated marketing rule, which now allows compliant use of client reviews. The episo…

1
The Power of Gratitude in Life and Leadership 28:34

7M ago28:34

28:34

In this heartfelt Thanksgiving special of The Purpose Focused Advisor, Rob Brown, and Phil Calandra discuss how gratitude can transform life and business. They highlight how being thankful can lead to growth, strengthen relationships, and encourage purpose-focused leadership. Sharing their own traditions and moments of gratitude, Rob and Phil offer…

1
The Best Lessons from 99 Episodes of The Purpose-Focused Advisor 30:57

7M ago30:57

30:57

In this milestone episode, Rob Brown and Phil Calandra reflect on 99 episodes of The Purpose-Focused Advisor, emphasizing the essential lessons that have helped financial advisors reach new levels of success. They highlight the importance of intentionality, delivering an exceptional client experience, and building strong teams. Drawing from their c…

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

7M 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
Kate Atwood, Zack Hubbard, and David Brown: Taking Financial Planning Beyond Numbers to Elevate the Client Experience 46:54

8M ago46:54

46:54

In this episode of The Purpose-Focused Advisor, Zack Hubbard, Kate Atwood, and David Brown join Rob Brown for an insightful panel discussion on the evolving role of financial planning in creating an impactful client experience. Each guest brings a unique perspective on how advisors can deepen relationships and enhance client satisfaction by centeri…

1
Kalli Fedusenko: Building a Brand That Resonates with Clients and Drives Growth 34:30

8M ago34:30

34:30

In this episode of The Purpose-Focused Advisor, Rob Brown sits down with Kalli Fedusenko, founder of Kalli Collective, a digital marketing agency dedicated to helping financial advisors build brands with impact and purpose. Kalli reveals powerful strategies to stand out in today’s crowded market, from creating a seamless client journey to crafting …

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

8M 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
John Richardson: Intentional Servant Leadership for Lasting Advisor Impact 37:11

8M ago37:11

37:11

In this episode of The Purpose-Focused Advisor, Rob Brown talks with John Richardson of Capital Planning Group, a financial planner with nearly 20 years of experience. John is also an active leader in the National Association of Insurance and Financial Advisors (NAIFA). John shares his passion for intentional living, servant leadership, and buildin…

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

8M 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
Knight Colman: Leading the Firm While Honoring the Founders’ Vision 38:08

8M ago38:08

38:08

In this episode of The Purpose Focused Advisor podcast, Rob Brown interviews Knight Colman, a second-generation partner at Colman Knight Advisory Group. They explore Knight's journey into the financial planning industry and the vital role of intentional succession planning. Knight shares his perspective on the unique challenges and opportunities th…

1
Shawn Maloney: Creating Happy Retirements and Lasting Client Relationships 28:23

9M ago28:23

28:23

In this episode of The Purpose Focused Advisor, Rob Brown speaks with industry veteran Shawn Maloney about his client-centered approach to retirement planning. As the founder of Retire Wise, LLC and host of The Priority of Retirement podcast, Shawn emphasizes the importance of purposeful planning to help clients achieve a happy and fulfilled retire…

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