Description

In this repurposed episode, Adam Koós joins Scottie Taylor for a wide-ranging conversation on what it actually takes to grow a financial advisory practice without working 70-hour weeks.

Adam shares the real lessons from building and scaling multiple businesses — including his RIA, Elevate & Exit (focused on business transition and exit planning), and Adrenaline Advisor (education and community for financial advisors) — while staying focused on systems, delegation, and long-term sustainability.

This conversation goes beyond surface-level growth tactics. Adam and Scottie dig into the mindset shifts advisors must make as they move from "doing everything" to building firms that can grow without them being the bottleneck.

If you're an advisor who wants more leverage, better clients, and a business that doesn't depend on your constant presence — this episode will resonate.

⏱️ Episode Highlights

• Why most advisors struggle to scale — and how control is often the real bottleneck
• The difference between marketing that builds familiarity vs. prospecting that creates action
• How automation and systems create freedom (not distance) from clients
• What it really means to hire the right people — and when the wrong hire caps your growth
• The shift from "financial planning firm that does marketing" to "marketing firm that does planning"
• Why growth isn't about working harder — it's about removing friction
• Lifestyle practice vs. scalable firm: choosing intentionally, not reactively

🔑 Key Takeaways

💡 Growth doesn't come from one tactic — it comes from building an entire system that works together
💡 Delegation only works when the right people are in the right seats
💡 Advisors have a responsibility to market ethically — not a discomfort to avoid
💡 The ultimate scale comes when clients trust the firm, not just the founder

🧠 Notable Quotes

🗣 "If you know, but you don't act — then you don't know."
🗣 "We're not a financial planning firm that does marketing. We're a marketing firm that happens to do financial planning."
🗣 "The badge of honor isn't working 70 hours a week — it's building something that runs without you."

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

email: info@adrenalineadvisor.com

Website: www.adrenalineadvisor.com

Connect with Adam Koós:

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