Adrenaline Advisor Consulting

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

03/02/2026

A 50% drawdown needs a 100% gain to get back to even. That’s not opinion.

Here’s the part most advisors miss (and what Vincent and I got into more detail about in this episode):

Clients aren’t asking you to predict.
They’re asking, “What’s the plan when this happens?”

Stop improvising and build a repeatable risk process that looks under the surface (breadth/participation), so you can reduce catastrophic drawdowns and protect compounding.

Question: When your next client asks, “What are we doing about this?”, do you have a clear, confident answer or a one-liner?

Listen to the full episode on The Advisor's Fuel Podcast on Apple Podcasts, Spotify, or wherever you get your podcasts.
https://youtu.be/BgmqKb1g44Y?si=eeE84EdlEkwXuhbX

02/27/2026

A data-driven framework built on market internals (breadth + participation + trend) gives you:

clearer “risk on / risk off” decision points
fewer improvised portfolio calls
calmer clients (because you can explain the why)
more confidence when volatility hits

🎧 Listen to the full episode on The Advisor's Fuel Podcast on Apple Podcasts, Spotify, or wherever you get your podcasts.

02/17/2026

In this episode, Adam talks with Daniel Baron and breaks down why POA is the “hidden gem” in estate planning: when a client loses capacity, no POA = no access, no decisions, and a fast track to family chaos. And the worst part? Most families try to fix it after the crisis, when it’s already too late.

If you want to protect your client relationships (and your firm) this is a simple review-meeting conversation that instantly differentiates you.

Check out The Advisor's Fuel Podcast to listen to the entire episode

Here’s the scary stats Dan dropped:30% of people with an estate plan don’t know where the docs are54% haven’t told the e...
02/11/2026

Here’s the scary stats Dan dropped:

30% of people with an estate plan don’t know where the docs are
54% haven’t told the executor/trustee where to find them

Translation: they “have” a plan… but nobody can execute it.

Advisors, at every annual review, ask:
“Where are your documents stored?”
“Who knows how to access them?”
“When did you last update them?” (People change, relationships change)

Learn more on the podcast:
https://youtu.be/HE85v7jHHYM?si=NKpD1hSZJ9V3wrZP

02/06/2026

Sellability comes down to one question.

If 80% of your net worth is in your business, but you’re not building a sellable asset, you’re gambling. In his recent conversation with Chrstine Mccarron, Adam shares the numbers to show how most businesses don’t sell, they dissolve. And most that do sell leave money on the table.

He walks through the “buyer mindset,” why planning beats hoping, and the exact case study of two IT companies with the same revenue… and a $2.2M gap in sale price.

If you want to build this into a repeatable process, start here: www.AdrenalineAdvising.com

The “Exit Plan” Most Owners Never Build (and Advisors See Too Late)If you advise business owners on transition, liquidit...
02/05/2026

The “Exit Plan” Most Owners Never Build (and Advisors See Too Late)

If you advise business owners on transition, liquidity, or succession, or you’re thinking about the long-term value of your own firm, this episode reinforces the core principles CEPA-trained advisors live by.

Listen now - https://youtu.be/OiGqH4uM9fM?si=WGgFyk80l7AcJh8z.

01/29/2026

Are you a financial advisor who says, “I hate marketing”… I get it!
But here’s the twist: marketing isn’t bragging, it’s responsibility.

If you’re a fiduciary who truly helps people make smart money decisions, staying hidden doesn’t protect anyone — it just sends families looking for answers in the wrong places.

In this video, I break down why financial advisor marketing (done the right way) is actually an ethical responsibility for RIAs, planners, and wealth management firms, and how to show up online without feeling salesy or cringe.

Good financial advice only matters if people can find you.

01/26/2026

If you’re a financial advisor and your Google Reviews look like a ghost town… we need to talk.

Prospects are Googling you right now, and if they don’t see real feedback, you’re basically asking them to “just trust you.” (Bold strategy.)

In Adam's podcast interview on Scottie Taylor's podcast, he breaks down why Google Reviews are one of the easiest wins for RIA marketing, local SEO, and staying top-of-mind in your community without doing anything weird or spammy.

Because being a “great advisor” isn’t enough if no one knows you exist.

Market downturns are inevitable. Being unprepared isn’t.Join us for a live webinar on how advisors can identify early si...
01/07/2026

Market downturns are inevitable. Being unprepared isn’t.

Join us for a live webinar on how advisors can identify early signs of market stress, manage risk proactively, and communicate with confidence before the next correction.

Jan 22 @ 12 PM ET

Attendees will receive 1 hour of CFP®-approved CE credit.

🔗 Register Here: https://us02web.zoom.us/webinar/register/2417677977335/WN_XdDRP-PMRI2VQNzt5u7aIQ

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5003 Horizons Drive STE 200
Columbus, OH
43220

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

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