Best Adam Koos Podcasts (2025)

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

3d 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

3d 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

3d 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

10d 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
Monica Duggal and John Discuss how She Scaled and Exited Her Business 24:00

13d ago24:00

24:00

Monica Duggal is an entrepreneur who learned many lessons when she at first couldn't sell her business. One lesson was, get the business ready to sell from day one. She stepped back and realized she had to: Get out of the day-to-day Put in systems Grow Achieving the above she was able to make a successful and lucrative exit. As part of it, she goes…

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

17d 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
John Gallagher and The 7 D's of Leadership 27:09

20d ago27:09

27:09

I love John's line, "Excellence Only Happens on Purpose." We discuss the above plus: How John coaches execs and owners for better performance via inspiration and encouragement Developing leaders, their team, and their processes Creating sustainable growth His 7-step problem solving process The 7 D's of success So good I sent it to a client (CEO) wi…

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

24d 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
John Martinka & Nick Anderson Monthly Discussion - June 2025 46:34

27d ago46:34

46:34

Nick Anderson is the CEO of OneAccord and Nick and I have started a monthly podcast, alternating the hosting, plus alternating monthly articles for our blogs, websites, newsletters, etc. In this episode we discuss Nick's recent article, From Growth to Scale: Building Enterprise Value Beyond the Founder. We discuss the "common" principles a company …

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
Doug Gray on Leadership and Using AI 32:08

1M ago32:08

32:08

Doug Gray is a business psychologist who has used AI to springboard what he does to support leaders in family businesses. In this episode he discusses he's adapted the traditional 360 review for family businesses and their leaders plus what he does to aid succession. Fascinating discussion from someone truly devoted to improving leadership. John Ma…

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
90% of Businesses Don't Sell - Learn About the Ones That Do Sell 4:29

1M ago4:29

4:29

Want to Exit with Style, Grace, and More Money®? This podcast discusses some of the features of those that create a good liquidity event compared to all the (advertised junk) companies that don't sell. Combine this short episode with the interview with Jeffrey Feldberg on his Deep Wealth Nine-Step Roadmap and Create a Large Exit for Your Small Busi…

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

1M 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

1M 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
The Deep Wealth 9-Step Roadmap with Jeffrey Feldberg 48:33

2M ago48:33

48:33

Entrepreneur Jeffrey Feldberg turned down a seven-figure offer for his business, created the Deep Wealth Roadmap, implemented it for his company, and two years later got a nine-figure liquidity event. Enough said. In this episode we discuss the basics of the Deep Wealth Roadmap and what it can do for other business owners. To reach Jeffrey, email s…

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
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
Business Lessons from Non-Profit Work 7:19

2M ago7:19

7:19

Since 2005 I (John) have led 19 Rotary projects titled, Improving Education Through Technology. The Bellevue Breakfast Rotary Club along with the Cisco Networking Academy at Newport High School partner to donate computers and setup Wi-fi networks in schools, the last 16 projects in Antigua and Barbuda. So far we've donated over 10,000 computers and…

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

2M 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
Marketing in 2025 with Marketing Guru Todd Schuchart 31:23

3M ago31:23

31:23

Todd Schuchart (www.razorridge.com) is an entrepreneur who has figured out marketing to generate leads. He discusses this plus give the following wisdom: Do your homework. Know what you want and with whom. There's tremendous value in your industry knowledge. Establish your voice, regularly. You know your business better than anyone. Don't try to pl…

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
Succession Planning 101 5:17

3M ago5:17

5:17

Learn large companies have similar succession planning issues as small ones. The owner/CEO has to address the issue. Who, what, when, why, and how are important. Know your options. A company making $1 million a year probably won't sell to a professional buyer (PE or Family Office) and one making $5 million probably has to sell to a professional buy…

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
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
Everything You Want to Know About Franchising (in ~25 minutes) with Adam Goldman 26:38

3M ago26:38

26:38

Adam Goldman is, The Franchise Coach and sees a big part of his mission as de-mystifying franchising. Adam owned a Vanguard Cleaning and Restoration master franchise for 8.5 years and sold it when he received an unsolicited offer. He is now a franchise coach and consultant who places about 30 people per year in over 100 territories. He works with a…

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
John is the Special Guest on the BCF ORG Podcast 13:11

3M ago13:11

13:11

Listen as John discusses key factors to increase value so owners can Exit With Style, Grace, and More Money®. John Martinka Jessica Martinka Contact us via either website or give us a call and be sure to check out our videos https://nokomisadvisory.com/ https://www.martinkaconsulting.com/ https://www.youtube.com/c/JohnAMartinka/videos 425-515-4903…

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
Lisa Forrest on SBA Loan Changes and Tips to Buyers and Sellers 28:04

4M ago28:04

28:04

Lisa Forrest with Live Oak Bank is a regular guest. Given there were only a few, but extremely important, changes in the latest SOP she shares: Tips to buyers when dealing with a bank (FYI, don't just throw a CIM or financial statements at them and ask how much they'll lend) Buyers need to look at more than the financial statements, i.e., the non-f…

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
A Man of Many Talents - Jim Stevenson with Lessons for All Businesses 24:19

4M ago24:19

24:19

Jim Stevenson offers a lot and discusses it here. He helps people with: Fundraising M&A - know your objectives and be flexible Strategy Transformation (restructuring, growth, getting ready to exit) We discuss mistakes owners make and how he helps fix them. He's also affiliated with Medimusic, a company using imbedded music to help dementia patients…

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
Mitch Francis - Author of Bad-Ass Solutions on Overcoming Roadblocks and Finding Opportunities 24:18

4M ago24:18

24:18

Mitch Francis is truly a visionary. He shares how he sees opportunity where others don't. This has allowed him to take companies from startup to going public. He is also an inventor with seven patents. Listen as he discusses overcoming roadblocks and successfully solving problems. He is the author of Bad-Ass Solutions, a non-partisan primer on solv…

1
John is a Guest on "The Exit Plan" with Barnaby Cook 26:55

5M ago26:55

26:55

On this episode of "The Exit Plan" John discusses the Seven Key Factors to Increase Value and a lot more about Exiting With Style, Grace, and More Money. John Martinka Jessica Martinka Contact us via either website or give us a call and be sure to check out our videos https://nokomisadvisory.com/ https://www.martinkaconsulting.com/ https://www.yout…

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
La Tonya Roberts - Fractional COO on Using AI to Scale and Easy to Fix Mistakes Owners Make 26:52

5M ago26:52

26:52

After a career with Deloitte and Booz Allen La Tanya Roberts went solo as a fractional COO. She not only helps business owners on operational matters she helps them use AI to scale. Listen as she also shares three mistakes many owners make, which keep them from growing. You can reach La Tonya at www.harmonyconsultinggroup.org John Martinka Jessica …

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
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
Adam Koos with Elevate and Exit on Building a Transition Plan (and More) 29:04

5M ago29:04

29:04

Adam Koos is the founder of Libertas Wealth Management Group and Elevate and Exit, which helps owners build a 12-step transition plan. Given studies show: 80% of a majority of business owners wealth is the value of their business and, 80% of businesses don't sell (FYI, this is not true for mature, profitable, and fairly priced businesses). Any incr…

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
Listen to John as a guest on The People Dividend Podcast 20:37

5M ago20:37

20:37

John discusses increasing value, selling a business, and it's all centered around the importance of the business' people. Why founders need to rely on others, the best use of great employees, why relationships rule, and more. John Martinka Jessica Martinka Contact us via either website or give us a call and be sure to check out our videos https://n…

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
Ken Rusk - Entrepreneur and Philanthropist Shares Thoughts on Business and Life 21:16

5M ago21:16

21:16

Ken Rusk is the founder and president of Rusk Industries, which owns and runs multiple construction companies with over 200 employees. Ken shares his thoughts on business and leadership including how a true owner needs to be a visionary, working in clouds not the trenches. To build value, and you've surely heard this before, he says to get as unnec…

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

5M 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…

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Adam Koos Podcasts

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