Accelerate Your Financial Advisor Business

The Million Dollar Blueprint

A Proven Method to Grow a 7‑Figure Financial Advisory Practice

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Overview

Join Adam D. Koós, CFP®, CMT®, CFTe, CEPA, for a behind-the-scenes walkthrough of the exact framework that helped one advisor bring it $7 million in AUM in just 14 weeks, and then achieve 41% firm growth the very next year!

Hear the Story

This free webinar reveals how I’ve helped financial advisors consistently attract high-value clients, deliver standout experiences, and grow their business…all without burning themselves out.

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Who Should Attend

  • Advisors hungry for growth but stuck without systems
  • Solo pros or small teams hitting a plateau
  • Anyone serious about building a referral machine and lifestyle-aligned practice

Reserve Your Spot

REGISTER HERE

Spots are limited. Save your seat today.

If you’ve already attended this webinar, your next step is to come to our next intro call!

CLICK HERE to get registered

What You’ll Learn:

  • The 3 Growth Killers That Stall Most Advisory Firms
From relying too heavily on referrals to wearing too many hats - these are the patterns that keep good advisors stuck. You’ll learn how to spot and fix them fast.
  • Prospecting That Doesn’t Feel "Salesy" (or Suck Up Your Time)
You’ll get specific, modern prospecting strategies, from websites that make the phone ring and digital marketing, to “second-opinion” offers, LinkedIn mining, and automated nurture campaigns — all powered by tech and built for today’s advisors.
  • How to Install a Prospect On-Boarding Process With an 85%+ Conversion Ratio
You’ll learn how to free up time, become more efficient at your office, install a client service model, and turn your clients into raving fans who refer their friends, colleagues, and loved ones.
  • Prospecting COIs in a New Manner that Actually Works
How to install a COI prospecting system, a nurture campaign, professional partners meetings, and a process for creating an elite network of the right COIs that refer clients.
  • Real Advisor Transformation: Leo’s 1-year, Record Turnaround
After more than 3 decades in the business, Leo felt done. But after going through this process, he brought in $4MM+ in new AUM in just 14 weeks, grew at 41% over the course of the next 12 months, and had his best year…ever. (You’ll see how.)

Bonus Resources

Attend live, earn 1 hour of CFP® Continuing Education Credit, and grab a downloadable copy of the full slide deck to help you take action.

Adam Koós

About Adam

Adam D. Koós, CFP®, CMT®, CEPA is the founder and president of Libertas Wealth Management Group, a fee-only fiduciary firm he launched in 2001. Over the past two decades, Adam has helped hundreds of clients navigate market uncertainty and major economic shifts, guiding them through four market crashes with a calm, strategy-first approach.

He’s also the creator of Adrenaline Advisor, a course and community platform designed to help financial advisors grow stronger practices with better systems, smarter marketing, and a more sustainable lifestyle.

Adam has delivered hundreds of presentations to audiences of financial professionals across the country and has been featured in major publications including The Wall Street Journal, MarketWatch, FA Magazine, Investopedia, Seeking Alpha, and more.

Known for blending behavioral insights with tactical planning, Adam is a go-to voice for advisors looking to improve their operations, deepen client relationships, and grow a business that feels as good as it performs.

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Frequently Asked Questions about adrenaline

We assist financial planners and wealth advisors implement a proven prospecting process to grow their businesses faster though enhancing their client acquisition and retention strategies.

We provide expert guidance and structured courses that help financial planners and wealth advisors efficiently attract and retain clients through proven methods ranging from solo-prospecting, strategies to uncover new assets from current clients, and AI... to a COI prospecting process that actually works, client events, podcasts, screencasts, and webinars, just to name a few.

Financial planners and wealth advisors with at least 1-2 years of experience, who want to grow their client base, increase their practice’s profitability, all while being re-energized about their business in the process (which is probably one of the best parts!)

Naturally, we can’t ensure or guarantee results, but members who have paid attention, absorbed the course material, asked questions during office hours, and implemented the lessons taught have all experienced success. We have yet to work with a single advisor who hasn’t been enthusiastically thankful about the program.

To get started, either click one of the buttons on our website to see if we’re a good fit, contact us through our website to schedule an intro call, or simply call our office. From there, we will set up a 30-minute initial consultation to discuss your business needs and see if you’re a good fit for the program.

The timeline for seeing results can vary depending on your business's current state and the amount of time you invest in absorbing the courses, implementing the lessons, and utilizing the many strategies taught in the program. That being said, the average advisor starts to see new assets enter their pipeline within the first 3-4 months with conversions taking place shortly thereafter.

Our program is focused on consulting with the lead advisor running the firm. However, many of the courses in the program either focus on – or include lessons to ensure your team is well-equipped to implement and execute the prospecting, client service, and practice management processes effectively.