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 financial planning.” But don’t misunderstand, it’s not about hype. It’s about systems, trust, and showing up with excellence.
He unpacks the client-first onboarding, scalable growth strategies, and mindset shifts that help advisors build with joy, scale with integrity, and serve at the highest level. If you want your firm to run like a well-oiled machine that still feels deeply human, this episode will light the path.
Key Takeaways:
- Lead with Systems, Not Silver Bullets (04:20) - Growth isn’t about chasing one breakthrough idea. It’s about building simple, repeatable systems.
- When You Treat Marketing as a Mission, Everything Changes (09:58) - This mindset shift led to explosive growth rooted in trust, visibility, and intention.
- Onboarding Is the Hidden Growth Multiplier (16:01) - Before you worry about more leads, a great onboarding experience lays the foundation for long-term scale.
- Delegate to Scale Without Burning Out (19:53) - Delegation, not hustle, is what creates freedom and sustainable expansion.
- Focus on Consistent Action, Not Distant Goals (21:45) - Success comes from prioritizing daily activity over outcome-based metrics.
Featured Quotes:
Adam Koos: “It’s not our privilege to learn marketing—it’s our responsibility. If you’re doing great work and no one knows about it, what good are you?”
Rob Brown: “Thinking about your big AUM goal won’t get you there. Taking the action that puts you in front of the right people will.”
About Adam Koós: Adam Koós is a nationally recognized financial advisor, fiduciary, and founder of Libertas Wealth Management, ELEVATE, and ADRENALINE Advisor Consulting. With over two decades of experience, Adam specializes in retirement planning, investment strategy, and business exit planning. He’s passionate about helping other financial advisors grow successful practices through proven systems and strategies. Known for his authentic, no-B.S. approach, Adam brings energy, insight, and real-world experience to every conversation.
Connect with Adam Koós:
Libertas Wealth Management: https://www.libertaswealth.com/
Adrenaline Advisor Co
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