"The Million Dollar Blueprint" is a proven framework for financial advisors seeking to grow a seven-figure practice through strategic client acquisition, operational efficiency, and high-impact client service. This session covers key strategies such as how to set the appropriate client minimums for your practice (and how to get around "cheating" on those minimums), how to install a proven on-boarding process that produces an 85%+ conversion ratio, prospecting for new business using AI, and optimizing systems and processes in your office to create a well-oiled machine.
Participants will also explore techniques for improving delegation, enhancing their client service model, and implementing post-COVID, new-age lead-generation tactics that drive sustainable growth. The session is designed to help advisors build a more efficient, scalable, and profitable practice while avoiding common pitfalls we all face in our careers.
Design an efficient client acquisition and onboarding process.
Utilize AI to enhance prospecting and streamline operations.
Apply AI-driven lead generation, digital marketing, and COI strategies.
Adam Koös, CFP®, CMT, CFTe, CEPA
Adam Koós, CFP®, CMT, CFTe, CEPA is a practicing financial advisor and the founder of ADRENALINE Advisor consulting (AdrenalineAdvisor.com), a passion project dedicated to helping financial advisors grow their firms with proven, real-world strategies. As the President and Portfolio Manager of Libertas Wealth Management Group, Adam isn’t just teaching theory—he’s actively implementing the same methods he shares with advisors. With a focus on high-impact client acquisition, operational efficiency, and cutting-edge lead generation, he’s built a thriving seven-figure practice and wants to help other advisors do the same. Adam is known for his warm, approachable, and no-nonsense style, breaking down authentic strategies into practical steps that advisors can implement today. Whether through his speaking, consulting, or content, his mission is to help advisors prospect for new business easier, grow their businesses faster, and build something they truly love and can be proud of, all while improving their quality of life.