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The Work You’re Avoiding Is Costing You Growth with Adam Koós, CFP®
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From aspiring surgeon to founder of a thriving client-first advisory firm, Adam Koós has always approached challenges with a “financial surgeon’s” precision.
In this episode of The Advice Business Podcast, hosts Zach Conway and Kelsey McKenna sit down with Adam to explore his journey to wealth management and the lessons he’s learned about building a client-first advisory practice.
Adam shares the real story behind building and scaling an advisory practice and it wasn’t about closing sales. He opens up about the common pitfalls that hold advisors back, like overengineering processes, constantly tweaking business models, or overthinking tactics, instead of focusing on what truly drives growth: consistent outreach, qualified prospecting, and persistence.
Key takeaways from Adam’s playbook:
❌ Sales isn’t hard → ✅ Lead generation is hard
❌ Portfolio management isn’t value → ✅ Client engagement is value
❌ Overengineering processes → ✅ Building repeatable processes
❌ Over-nuancing tactics → ✅ Nailing the basics
❌ Overthinking → ✅ Taking action
For growth-minded advisors, this episode is packed with candid insights and actionable takeaways you can apply to your own practice today.
Thanks for listening!
Connect with us:
- Zach Conway on LinkedIn
- Kelsey McKenna on LinkedIn
- Adam D. Koós on LinkedIn
- Libertas Wealth Management Group
- ADRENALINE
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This podcast and the resources shared are for informational and educational purposes only. They do not constitute investment advice, tax advice, or a solicitation to engage advisory services. For more information about our services and to view our Client Relationship Summary (Form CRS), visit: https://useseeds.com/terms/ and https://tinyurl.com/SeedsFormCRS25
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