• Unlock the Power of Tech in Finance: Automation Strategies for Advisors with Arielle Minicozzi
    2025/04/24
    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
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    35 分
  • "Buy and Hold" is Broken: How Top Financial Advisors are Protecting Clients' Money and Standing Out
    2025/03/27

    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/

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    44 分
  • From Idea to Impact: The Ultimate Podcasting Success Guide with Traci Deforge, Produce Your Podcast
    2025/02/06

    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/

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    1 時間 5 分
  • The Advisor's Fuel Podcast coming soon!
    2025/01/15

    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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    1 分