In this repurposed episode, Adam Koós joins Scottie Taylor for a wide-ranging conversation on what it actually takes to grow a financial advisory practice without working 70-hour weeks.

Adam shares the real lessons from building and scaling multiple businesses — including his RIA, Elevate & Exit (focused on business transition and exit planning), and Adrenaline Advisor (education and community for financial advisors) — while staying focused on systems, delegation, and long-term sustainability.

This conversation goes beyond surface-level growth tactics. Adam and Scottie dig into the mindset shifts advisors must make as they move from "doing everything" to building firms that can grow without them being the bottleneck.

If you're an advisor who wants more leverage, better clients, and a business that doesn't depend on your constant presence — this episode will resonate.

⏱️ Episode Highlights

• Why most advisors struggle to scale — and how control is often the real bottleneck
• The difference between marketing that builds familiarity vs. prospecting that creates action
• How automation and systems create freedom (not distance) from clients
• What it really means to hire the right people — and when the wrong hire caps your growth
• The shift from "financial planning firm that does marketing" to "marketing firm that does planning"
• Why growth isn't about working harder — it's about removing friction
• Lifestyle practice vs. scalable firm: choosing intentionally, not reactively

🔑 Key Takeaways

💡 Growth doesn't come from one tactic — it comes from building an entire system that works together
💡 Delegation only works when the right people are in the right seats
💡 Advisors have a responsibility to market ethically — not a discomfort to avoid
💡 The ultimate scale comes when clients trust the firm, not just the founder

🧠 Notable Quotes

🗣 "If you know, but you don't act — then you don't know."
🗣 "We're not a financial planning firm that does marketing. We're a marketing firm that happens to do financial planning."
🗣 "The badge of honor isn't working 70 hours a week — it's building something that runs without you."

Follow 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

Connect with Adam Koós:

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

In Part 2 of Adam's conversation with Cambria CIO and researcher Meb Faber, they dig into the realities of global investing, why home-country bias hurts more portfolios than advisors realize, and how disciplined rules can turn "losses" into part of a long-term edge. They also discuss value cycles, trend signals, real assets, and why diversification still works—even when it feels uncomfortable.

Whether you're refining your portfolio process, rethinking risk, or helping clients understand how markets really behave, this episode offers clear, practical insight advisors can put to work immediately.
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Episode Timestamps
00:00 – Welcome & Part 2 kickoff
00:45 – Why U.S. investors are overexposed by default
03:00 – Home-country bias in both advisors and clients
05:20 – When foreign markets outperform the U.S.
08:10 – Value cycles and market regimes
12:00 – Why diversification feels bad in real time
15:00 – Trend following and the role of "good losses"
18:30 – Thinking in decades vs quarters
21:15 – How narratives help investors stay disciplined
24:40 – Small caps, value, and non-U.S. markets entering new cycles
28:00 – The emotional challenge of sticking with a system
31:00 – Real assets, gold, and inflation regimes
34:00 – Portfolio construction lessons advisors overlook
37:00 – Closing thoughts from Meb (end of Part 2)
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Key Takeaways
💡 Home-country bias is one of the biggest blind spots in portfolio construction.
Most investors dramatically overweight the U.S. without realizing how often other countries lead.
💡 Diversification still works — it just rarely feels good in real time.
Global markets rotate in long, humbling cycles.
💡 "Good losses" are part of a disciplined system.
Trend following isn't prediction — it's survival through deep, behavioral drawdowns.
💡 Value, small caps, and foreign markets may be entering a new leadership cycle.
Patience is required because these cycles play out over years, not months.
💡 Clients absorb stories better than statistics.
Simple analogies often outperform charts when explaining market behavior.
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Key Quotes
🗣 "Home-country bias is one of the biggest problems investors don't realize they have." — Meb Faber
🗣 "Diversification works in practice, not in emotion." — Meb Faber
🗣 "A good loss is one that follows your rules." — Adam Koós
🗣 "Markets move in decades, not quarters." — Meb Faber
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Connect with Meb Faber
Website: https://mebfaber.com
Cambria Investments: https://cambriainvestments.com
The Meb Faber Show: https://themebfabershow.com
Idea Farm Research: https://theideafarm.com
X (Twitter): https://twitter.com/MebFaber
YouTube: https://www.youtube.com/@MebFaber
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Follow Adrenaline Advisor
Facebook: https://facebook.com/adrenalineadvisorconsulting
Instagram: https://instagram.com/adrenaline.advisor
Threads: https://www.threads.com/@adrenaline.advisor
LinkedIn: https://linkedin.com/company/adrenaline-advisor-consulting
TikTok: https://tiktok.com/@adrenalineadvisor
Email: info@adrenalineadvisor.com
Website: https://adrenalineadvisor.com
Connect with Adam Koós:
LinkedIn: https://linkedin.com/in/adamkoos
Website: https://adrenalineadvisor.com