『The Advisor's Fuel Podcast with Adam Koos』のカバーアート

The Advisor's Fuel Podcast with Adam Koos

The Advisor's Fuel Podcast with Adam Koos

著者： Adam Koos
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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/2025 マネジメント マネジメント・リーダーシップ リーダーシップ 経済学
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  • Founder Dependency, Profitability, and the Exit You(and Your Clients) Haven't Planned For

    Founder Dependency, Profitability, and the Exit You(and Your Clients) Haven't Planned For
    2026/06/09
    Your business owner clients are the biggest bottleneck in their own company, and, if you run your own practice, I'm sure you can relate to them. They're answering phones, managing schedules, doing $20-an-hour tasks - and wondering why growth feels so hard. This week on Advisor's Fuel, Adam sits down with Tiffany Helton, an operational scaling and profit strategy expert who has spent 15+ years helping founder-led businesses get out of their own way. Tiffany breaks down exactly what founder dependency looks like, why most businesses aren't sellable (or even transferable), and what it actually takes to build a company that runs without you. Whether you're a financial advisor working with business owner clients, a CEPA helping clients think through exit strategy and enterprise value, or needing better operational systems in your own firm, this conversation is packed with practical insight you can use right now. Episode Timestamps 00:00 - Intro: Meet Tiffany Helton, operational scaling and profit strategy expert 02:30 - What happens when you actually reach the self-managing company goal 10:00 - Founder dependency: what it is and how to know if you have it 15:00 - The four Ds - death, divorce, disability, disagreements - and why you have to plan now 19:00 - Adam's BTEP framework: Business Transition and Exit Planning 20:30 - Why exit planning is the answer even if you're not selling for 15 years 24:00 - Profitability vs. revenue: why growing top-line isn't enough 28:00 - Clean books, zero forecasts, and the $523/hour exercise 31:00 - Delegation vs. operational leadership: there's a real difference 38:00 - Where to start if you want more freedom - and the house-staging analogy Key Takeaways 💡 Founder dependency isn't a personality flaw - almost every business owner ends up here. The question is whether you fix it before it costs you. 💡 If you removed yourself from your business tomorrow, would it survive? That's the real test. If the answer is no, that's your starting point. 💡 Most businesses aren't sellable because they're too owner-dependent. Buyers don't want to buy a job - they want to buy a system. 💡 Growing revenue doesn't automatically mean growing profit. Look at margins, budgets, and especially your labor percentage. 💡 Only about 20-30% of businesses have clean, organized books. Even fewer have a three-year financial forecast. Those gaps are where value gets left on the table. 💡 Exit planning isn't just for sellers. If you implement it early, you get a more profitable, less chaotic business right now - and exponentially more value when you do sell. 💡 Delegation is giving tasks away. Operational leadership is teaching your team to think like an owner. Both matter, but they're not the same thing. 💡 Every owner should be able to answer: does my business actually support my personal financial goals? Most can't. Key Quotes 🗣 "If I remove you from your business, what happens? Because if the answer is it falls apart - that's the problem, and that's exactly what buyers see too." - Tiffany Helton 🗣 "80% of businesses don't sell. They dissolve. And 80% of business owners' net worth is in their company. Those two facts together should terrify every owner who hasn't started planning." - Adam Koos 🗣 "Everybody can work on growing net profit - not just revenue. I don't care if you're a $10 million business or a million-dollar business." - Tiffany Helton 🗣 "Exit planning is simply taking you from wherever you are today to wherever you want to be. In some cases, that's just more profit, better margins, and less owner dependency." - Adam Koos 🗣 "Fix it while you're living in it. Don't wait for the realtor to tell you what needs to be done before you do it." - Tiffany Helton Who This Episode Is For Financial advisors who work with business owner clients and want a deeper understanding of operational readiness and exit timing CEPAs (Certified Exit Planning Advisors) looking for practical frameworks around founder dependency, enterprise value, and operational improvements that drive business value Business owners in any stage who feel stuck, overwhelmed, or uncertain about how to grow without burning out Advisors who want to add more value to their business owner relationships by understanding the operational side of exit planning Connect With the Guest Name: Tiffany Helton, Cultivate Advisors Email: tiffany@cultivateadvisors.com Website: https://cultivateadvisors.com/our-advisors/tiffany-helton/ LinkedIn: https://www.linkedin.com/in/tiffany-helton-a0239b8/ Follow Adrenaline Advisor Facebook - facebook.com/adrenalineadvisorconsulting Instagram - instagram.com/adrenaline.advisor Threads - threads.com/@adrenaline.advisor LinkedIn - linkedin.com/company/adrenaline-advisor-consulting TikTok - tiktok.com/@adrenalineadvisor YouTube - youtube.com/@AdrenalineAdvisor Email: info@adrenalineadvisor.com Website - adrenalineadvisor.com Connect with Adam Koos, CFP, CMT, CEPA LinkedIn - ...
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    41 分
  • Follow the Money: A Rules-Based Look at What's Driving Markets

    Follow the Money: A Rules-Based Look at What's Driving Markets
    2026/05/26
    Most advisors are getting their market intel from the same three TV networks that make money every time you stay glued to the screen. John and Jack Kosar of Asbury Research don't work that way. They follow the data. In this episode, the three of us dig into what the market is actually doing right now - not what the headlines say it's doing. We talk about breadth, sector rotation, bond yields, the Mag 7 concentration debate, the AI bubble question, and what you should actually be saying to nervous clients this quarter. John's been doing this for over 40 years. Jack brings the institutional translation layer that makes it actionable. If you've ever felt like the financial media is working against your clients, this one's for you. Episode Timestamps 00:00 - Intro & guest background: John and Jack Kosar of Asbury Research 02:30 - Reading the current tape: S&P fresh highs, breadth, and what's really leading 07:30 - Sector rotation deep-dive: what's quietly winning and what's losing steam 11:30 - Bond yields and the inflation signal the market can't ignore 15:30 - The Mag 7 concentration debate: fragile market or media narrative? 19:30 - Why forecasting is just guessing dressed up in a suit - and what to do instead 23:30 - AI bubble vs. dot-com: the real difference this time around 26:30 - Preparing for the next big correction: what 2022 taught us 29:30 - One piece of advice for advisors sitting across from nervous clients Key Takeaways 💡 The parts of the market that should be leading - NASDAQ, semiconductors, Mag 7 - are leading. When the data lines up that cleanly, tune out the noise. 💡 Drawdown analysis is one of the most underused tools in an advisor's kit. When the market sells off, that's exactly when you should be studying what's holding up - because that's what you want to own on the way back. 💡 Bond yields near multi-year highs are a signal from the bond market that inflation is real, regardless of what any talking head says. The bond market doesn't lie. 💡 Market timing and trend-following are not the same thing. Nobody is trying to predict the future - they're following the money. There's a big difference. 💡 The 'stay invested always' narrative benefits fund companies, not your clients. The best days and worst days in the market tend to cluster together during high-volatility periods. 💡 Asbury's blend of their sector rotation model (CIF) and correction protection model (CPM) was up 8.6% in 2022 - a year the S&P was down nearly 20%. 💡 If you're worried about clients missing 'the best days,' make sure they're also prepared to survive the worst ones. They tend to show up together. Notable Quotes 🗣 "The business is way too tilted toward forecasting. Forecasting is a euphemism for guessing. It gets you on TV. It gets your clients excited maybe. But I make more money and I sleep better at night just following the models." - John Kosar 🗣 "The messaging that goes out to investors is really tilted toward: just give me your money and shut up and I'll send you an electronic birthday card once a year. And I think we could do better than that." - Adam Koos 🗣 "Clients want to know that you have a plan - and that you're going to do something about it if the market starts to go sideways. You don't have to be a market technician. You just have to be open-minded enough to look at options that are tested and proven." - Jack Kosar 🗣 "Follow the money. The money is the boss. If you can figure out a way to track where the money is going in a comprehensive way, you don't need forecasts." - John Kosar Resources & Links Mentioned Asbury Research - rules-based market analysis firm founded in 2005, offering SMAs on the Schwab platform and model portfolios available on advisor TAMPs. Interested in adding Asbury's models to your TAMP or learning more about their SMAs on Schwab? Reach out directly to John or Jack via the links below. Connect with Asbury Research Website: www.asburyresearch.com YouTube: https://www.youtube.com/@asburyresearch John Kosar LinkedIn: https://www.linkedin.com/in/johnjkosar/ Email: john@asburyresearch.com Jack Kosar LinkedIn: https://www.linkedin.com/in/jack-kosar/ Email: jack@asburyresearch.com Follow 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 YouTube: https://www.youtube.com/@AdrenalineAdvisor Email: info@adrenalineadvisor.com Website: www.adrenalineadvisor.com Connect with Adam Koos LinkedIn: https://www.linkedin.com/in/adamkoos Website: https://www.adrenalineadvisor.com
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    33 分
  • How to Work with the Wealthiest Segment of the Population, Part 1 of 4

    How to Work with the Wealthiest Segment of the Population, Part 1 of 4
    2026/05/12

    If you want to work with the wealthiest and most underserved segment of the population, this episode is your starting point. In Part 1 of this 4-part series, Adam Koos breaks down exactly why business owners represent the biggest opportunity in financial advising today -- and more importantly, how to start that conversation the right way. From eye-opening statistics to the specific talking points that make owners nod their heads, this episode gives you a practical, repeatable framework for sitting down with any business owner and immediately adding value.

    Episode Timestamps:

    00:00 - Welcome & series overview

    01:30 - Why business owners are the wealthiest, most underserved segment

    02:30 - The baby boomer exit wave: $14 trillion in business value

    04:00 - The 3 shocking stats that start every owner conversation

    06:00 - What to say when you first sit down with a business owner

    09:00 - Adam's personal story: what's at stake for every business owner

    10:30 - The follow-up framework: what owners are missing (and what resonates)

    13:00 - What advisors can actually do to move the needle

    15:30 - Introducing Adrenaline Advisor & the Talking Points newsletter

    Key Takeaways:

    💡 80% of owners' net worth is tied up in the business -- not investments, not savings. That one stat will get any owner's attention immediately.

    💡 80% of companies never sell. They dissolve. That means most owners stand to lose most of their net worth without a proactive exit plan.

    💡 You don't need to have completed a business exit to start the conversation. The statistics and the follow-up framework do the heavy lifting for you.

    💡 Most owners are missing the same things: an updated estate plan, a continuity plan, documented processes, organized financials, and clarity on what their business needs to be worth to make work optional.

    💡 Your job as the advisor is to quarterback the process -- not do everything yourself. COIs and strategic partners carry much of the execution.

    Key Quotes:

    🗣 "The wealthiest segment of the population in the United States is business owners -- and they're also the most underserved."

    🗣 "80% of companies never sell. They dissolve. And those owners lose 80% of their net worth."

    🗣 "75% of owners surveyed a year after they sell deeply regret selling -- because they didn't have a plan for what life looked like after."

    🗣 "When you install an exit plan, you'll find yourself working less, making more money, and having a company that's actually worth something."

    Connect With Adam Koos:

    LinkedIn: https://www.linkedin.com/in/adamkoos

    Website: https://www.adrenalineadvisor.com

    Follow 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

    YouTube: https://www.youtube.com/@AdrenalineAdvisor

    Email: info@adrenalineadvisor.com

    Website: https://www.adrenalineadvisor.com
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    19 分
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