If you want to scale your advisory practice, grow with intention, and spend more time in your zone of genius, this episode is for you.

In this solo episode, Adam Koós shares the same 5-part planning framework he teaches inside the Adrenaline Program. You'll learn how high-performing financial advisors reverse-engineer their ideal life, align their calendar with their values, and focus only on the work that moves the needle.

This isn't fluff. It's the operating system behind firms that scale without chaos.

Whether you're tired of feeling reactive or ready to build a business that supports your goals (not just your clients'), you'll walk away with a blueprint to help you grow with clarity, structure, and confidence.

⏱️ Episode Timestamps:

00:45 – Why most advisors don't make time to plan
02:03 – The 5-part framework: values, vision, mission, goals, and targets
04:30 – Time and values audit
06:30 – $50/hour vs. $800/hour work
08:00 – What's your unique ability — and are you doing enough of it?
09:05 – "Perfect Day" planning exercise
11:30 – Visualizing your future without limits
13:45 – Why SMART goals fall short
15:00 – Backing into income and lifestyle goals
16:30 – Turning your vision into weekly actions
17:50 – What high performers do differently
19:00 – Laminate your goals (yes, really)
20:00 – Final thoughts

🔑 Key Takeaways:

• Winging it isn't a strategy, even if you're already successful
• A simple 5-part framework can help you align your business with your life
• Your calendar reveals your true priorities
• High-performers plan backwards from vision and income goals
• Delegating low-value tasks is essential for sustainable growth
• You don't need a new idea, you need a better system

👤 Connect with Adam

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

Learn more about 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

Depending on when you're listening to this, our Adrenaline Advisor program is either getting ready to launch or has just opened to the public. It's designed specifically for advisors who want more clients, better systems, and streamlined processes that support real growth.

We host ongoing Q+A calls where you can ask questions and see if Adrenaline is the right fit—and we also offer free webinars with CFP®-approved CE credits that give you a preview of the strategies we teach inside the program.

Register for the webinar

Register for the Q+A call