In this special episode, we flip the mic – Adam Koós joins The Purpose Focused Advisor podcast with Rob Brown to unpack the strategies, mindset shifts, and systems that led to massive growth at Libertas Wealth.

Adam shares how he doubled his firm’s AUM and revenue in just two years, not by chasing gimmicks, but by committing to systems, vision-driven leadership, and client-first experiences. He dives deep into why he calls Libertas a “marketing firm that happens to do financial planning,” and how that shift unlocked new levels of trust, growth, and fulfillment.

You’ll hear insights on automation, onboarding, daily action over distant goals, and the power of delegation. Adam also opens up about the importance of saving clients from bad advice, choosing integrity over shortcuts, and building a firm that’s both scalable and deeply human.

If you’re a financial professional looking to grow with intention, this is your blueprint.

Episode Timestamps:

00:00 – The marketing mindset shift that changed everything 01:00 – Why Adam doubled his business and what drove it 03:00 – The COVID pivot: client retention through systems 05:00 – Building a scalable practice: no silver bullets, just structure 07:00 – Finding the right “fuel” to scale as a solo advisor 09:00 – Adam’s upbringing and the drive behind his success 11:00 – “We’re a marketing firm that does planning” — what that really means 14:00 – Ethics, trust, and doing what’s right in financial services 16:00 – Why marketing is a responsibility, not a luxury 18:00 – The real engine behind growth: onboarding and segmentation 20:00 – Scaling with systems, minimums, and fee structures 22:00 – Delegation, automation, and protecting your time 24:00 – Stop chasing the horizon: focus on the daily activities 27:00 – Protecting clients from bad advice and bad actors 31:00 – The power of mentorship and shamelessly asking for help 33:00 – Finding your own fuel and building a firm around happiness and intention

Key Takeaways:

• Growth requires structure. Success doesn’t come from one big idea — it’s the result of repeatable systems, intentional strategy, and consistent execution.
• Marketing is service. If you’re doing great work and not reaching the people who need you, you’re falling short. Marketing is how you earn the right to help more people.
• Your onboarding process matters. A strong onboarding experience is foundational to building trust and increasing conversion — don’t overlook it.
• Delegate to scale. You can’t grow alone. Automation and systems protect your time so you can focus on what matters most.
• Vision > Vanity Metrics. Focus less on arbitrary goals and more on the daily activities that drive long-term success.

Connect with Adam Koós or Learn More About Libertas

Facebook: https://facebook.com/libertaswealth

Instagram: https://www.instagram.com/libertas.wealth

Threads: https://www.threads.com/@libertas.wealth

LinkedIn: https://www.linkedin.com/company/libertas-wealth

Twitter: https://x.com/LibertasWM

Tiktok: https://www.tiktok.com/@libertaswealthmanagement

Youtube: https://www.youtube.com/@libertaswealth

Podcast Youtube Playlist Link: https://www.youtube.com/playlist?list=PLhkYzW1XyJA0Ef_Hf7nUCMGLSlmfHt43v

Spotify: https://open.spotify.com/show/29Jrqu0MV1VrpRGqgm6seV?si=d98161c1ec484a85

Apple: https://podcasts.apple.com/us/podcast/the-retirement-fiduciary-podcast/id1029927148

Email: [email protected]

Website: www.libertaswealth.com

Connect with Rob Brown & The Purpose-Focused Advisor

Podcast: The Purpose-Focused Advisor on Apple Website: truestfancoaching.com Mastermind Info: truestfan.com/pfamastermind YouTube Channel: @truestfancoaching LinkedIn: linkedin.com/in/truestfan

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Adam Koós Adam D. Koós, CFP®, CMT, CEPA

Adam’s professional journey began just 10 days before the tragic attack on the World Trade Center in 2001. This timing allowed him to guide his clients through four of the worst market crashes in U.S. history.

He holds several high-ranking certifications, such as the Certified Financial Planner® (CFP), Chartered Market Technician® (CMT), Certified Financial Technician (CFTe), and Certified Exit Planning Advisor (CEPA). He’s also been recognized locally and nationally in publications such as The Wall Street Journal, MarketWatch, Investopedia, Seeking Alpha, FA Magazine, and Proactive Advisor Magazine, just to name a few.

At Libertas Wealth Management Group, Adam utilizes his expertise, focusing on two main areas:

Career professionals who have an interest in utilizing a variety of retirement, tax, insurance, and estate planning tools to make work optional — and stay retired.

Business owners and CEOs interested in transitioning their businesses into more profitable, efficient, and lifestyle-friendly companies with plans to eventually (or immediately) exit, and…

In addition to his financial advisory role, Adam is an accomplished speaker, writer, and educator. He regularly contributes to numerous financial publications and offers financial planning classes and workshops. His dedication to sharing knowledge stems from his family’s background in teaching.

Through these endeavors, Adam continues to make a significant impact on the lives of others, fulfilling the vision he nurtured from a young age, watching his father and absorbing the lessons he was taught about attitude and ethics, and using his knowledge to provide authentic advice, treating clients as if they were his own family.