Adrenaline Advisor Consulting

Directions Website

Adrenaline Advisor Consulting It all started with helping a friend who – at that point – I’d known for 14 years at the time.

I had helped him (and many other financial advisors) over the years with various struggles, usually related to lack-of-growth, assistance with speaking engageme

Referrals will always be the best lead source in this business.They are also the ones you have the least control over.Th...
09/14/2026

Referrals will always be the best lead source in this business.

They are also the ones you have the least control over.

The part most advisors skip: asking every client, not the handful you assume will say something nice. Cherry-picking is both a compliance problem and a credibility problem.

I break down the two questions my firm asks at the end of every review meeting before the testimonial ask ever comes up, and why a widget that pulls Google reviews at random beats copy and paste every time.

Full article and our breakdown of how to build it into your process - https://proactiveadvisormagazine.com/how-to-establish-credibility-beyond-referrals/

What is actually moving the needle for you right now outside of referrals?

The meeting that converts 90% of prospects.Part 2 of How to Work with the Wealthiest Segment of the Population series, a...
07/29/2026

The meeting that converts 90% of prospects.

Part 2 of How to Work with the Wealthiest Segment of the Population series, all about building the financial plan for the owner and their spouse. Adam walks through the whole thing the way they actually run it at the office.

The education meeting where they teach instead of pitch. The planning meeting where they build the cash flow and then break it on purpose to show the client how much room they have. The six-week follow-up. And the Safe Haven Kit.

If you've never done planning in your practice, or you do it but want a cleaner process, this one's worth your time.

Listen to the episode - https://youtu.be/NZCdxtAhRLs?si=6nOuCrq3GiJVSSsc.

07/27/2026

A client asked John Kosar's firm what they actually wanted from their portfolio. Not "beat the market." Not "get rich." Just this: less drawdown, lower volatility, sleep at night.

That's the whole conversation most advisors are missing. Everyone's chasing alpha when the real value is showing up during the ugly stretch, the one Adam says is coming again no matter what, because it always does. Half the drawdown of the S&P isn't a flashy pitch. It's just the thing that actually keeps clients calm enough to stay invested.

Ashbury Research's whole model is built around that idea. Cut the volatility, cut the drawdown, and let the plan do what it was built to do when the market gets ugly.

Hear more about the plan - https://youtu.be/rV-rdUCk3b4?si=-2fAiZo1oWjwi4HE.

07/23/2026

"There's gonna be several crashes between now and the end of my career." Adam said that on this week's episode, and it wasn't a throwaway line.

Most advisors dance around that sentence with clients because it sounds like bad news. But the ones who say it plainly, early, before anything's actually happening, are doing their clients a favor. It reframes the next drawdown from "something went wrong" to "this is the thing we planned for."

John Kosar's whole model is built around that idea. Cut volatility, cut drawdowns, and let the plan do what it was built to do when the market gets ugly.

You can listen to this episode here - https://youtu.be/rV-rdUCk3b4?si=-2fAiZo1oWjwi4HE.

07/06/2026

Why I break my prospect's financial plans:

I'll tell them flat out, okay, the numbers look good, now let's see what they can take. Then we push. Bump the expenses. Pull retirement earlier. Stress test it till the guardrails are about to snap.

Why? Because a plan that survives the worst you can throw at it is a plan people actually trust. They stop second-guessing. They relax.

Most advisors present and hope. Break it in front of your client instead to give them perspective.

Listen to the full episode - https://youtu.be/NZCdxtAhRLs?si=pJq-rh0bPlp2RfO-

Most advisors I talk to say the same thing: "I grow mainly through referrals."And I get it. Referrals are warm, they clo...
07/02/2026

Most advisors I talk to say the same thing: "I grow mainly through referrals."

And I get it. Referrals are warm, they close fast, and they feel like validation that you're doing great work.

But here's the problem. You can't control them. You can't schedule them. And you can't build a scalable practice on something you have zero control over.

The advisors who break through the revenue ceiling aren't more talented or more likable.

They've simply installed prospecting systems that run whether they're in the office or not.

I just published a new article in Proactive Advisor Magazine walking through three of those systems - including a LinkedIn mining strategy that removes the awkward referral ask entirely, and a Google review process that helped one coaching client generate $8M in new AUM in eight months.

If you're ready to stop waiting and start building, this one's for you.
Read it here: https://proactiveadvisormagazine.com/from-process-to-pipeline-how-current-clients-can-drive-new-revenue-streams/

And if you want to go deeper on any of these strategies, you can find more at adrenalineadvisor.com.

07/01/2026

80% of business owners will never sell their company.

They'll just... close it down.

And when that happens, they lose 80% of their net worth in the process.

That's not a typo. That's the reality for most business owners in America right now.

Here's why this matters if you're a financial advisor:
80% of an owner's net worth is tied up in the business itself. Not their 401k. Not their brokerage account. The business.

So when that business dissolves instead of sells, the financial plan goes with it.

2.3 million baby boomer business owners are heading toward an exit in the next decade.
Most of them have done zero planning for it.

That's the biggest opportunity in financial advising right now.

The wealthiest and most underserved segment of the entire population.

What's stopping you from going after them?

Listen to the full episode. https://youtu.be/LIhscZqUZO4

06/30/2026

Most advisors don't know what to say to a business owner.

Here's exactly how to start the conversation.

When you sit down with an owner - lunch, coffee, happy hour, doesn't matter - lead with this:

"We help businesses grow and ultimately sell someday."

Then share three stats:

80% of owners' net worth is locked in their business (not liquid assets)
80% of businesses never sell - they just dissolve
75% of owners who DO sell regret it a year later because they had no plan for after
By bullet point two, they're nodding.

By bullet point three, you have their full attention.

Then follow up with what you typically see:

Outdated estate plans
No continuity plan if something happens to the owner
Financials that aren't organized enough to forecast
No clarity on what the business needs to be worth to make work optional
You don't need to have done a full business exit to have this conversation.

The stats do the work. The follow-up questions do the rest.

What's the first question YOU ask a business owner when you sit down?

Listen to How to Work with the Wealthiest Segment of the Population, Part 1 - https://youtu.be/LIhscZqUZO4

Business owners are the wealthiest segment of the population.$14 trillion in business value is sitting with baby boomer ...
06/26/2026

Business owners are the wealthiest segment of the population.

$14 trillion in business value is sitting with baby boomer owners who have not planned their exit.

And fewer than 20% of them have a formal exit plan in place.

That's not a crowded market. That's a wide-open one.

The advisors avoiding business owners because of the complexity are leaving the best clients in the room to someone else.

Here's the reality: you don't have to do everything yourself. Your job is to quarterback the process. You bring in the right COIs - business attorneys, fractional CFOs, value advisors, CPAs. They carry the technical work. You stay at the center of the relationship.
The complexity is actually your moat. Most advisors won't do it. That's exactly why you should.

Are you actively working with business owners? What's been your biggest challenge?

And check out How to Work with the Wealthiest Segment of the Population, Part 1. https://youtu.be/LIhscZqUZO4

06/25/2026

Most advisors check out when the market sells off.

The best ones pay closer attention.

When a market drops, that's exactly when you find out what's actually strong.

Which sectors hold up. Which assets lead on the way back. That's drawdown analysis, and it's one of the most underused tools in this business.

John & Jack Kosar of Asbury Research sat down with Adam and walked through this on the latest Advisor's Fuel. When the market pulled back earlier this year, semiconductors held. That told you something. And when things turned back around, you already knew what to own.

You don't need a crystal ball. You need a process.
Episode is live. Listen on Apple, Spotify, YouTube or wherever you get your podcasts.

Address

5003 Horizons Drive STE 200
Columbus, OH
43220

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

Website

Alerts

Be the first to know and let us send you an email when Adrenaline Advisor Consulting posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category