The Advisor's Fuel Podcast with Adam Koos

The Advisor's Fuel Podcast with Adam Koos
Podcast Description
The Advisor's Fuel Podcast with Adam Koos, where high performing Financial Planners and Wealth Advisors discover proven processes and actual strategies to elevate their client experience, grow their businesses faster and achieve unprecedented success.
Brought to you Adrenaline Advisor Consulting at https://adrenalineadvisor.com/
Podcast Insights
Content Themes
The podcast centers on topics like client experience improvement, business growth strategies, and success in financial advisory. Episodes may include discussions on high-performing financial strategies, effective client communication, and case studies of successful wealth advisors sharing their experiences to inspire listeners.

The Advisor’s Fuel Podcast with Adam Koos, where high performing Financial Planners and Wealth Advisors discover proven processes and actual strategies to elevate their client experience, grow their businesses faster and achieve unprecedented success.
Brought to you Adrenaline Advisor Consulting at https://adrenalineadvisor.com/

In this episode of the Advisors Fuel Podcast, host Adam Koós interviews Arielle Minicozzi, founder of Sphynx Automation. Arielle shares insights on how financial advisors can work smarter by automating business processes using low or no-code technology tools. Drawing from her extensive background as a financial planner, Arielle emphasizes the importance of proper documentation, understanding workflow, and leveraging automation to minimize errors and free up time for more meaningful client interactions. They discuss common misconceptions about automation, the benefits of AI, and practical examples of automations that can significantly enhance efficiency within advisory firms. Arielle also announces upcoming initiatives, including an Automation Academy geared towards advisors starting their firms. This episode is packed with valuable tips for any advisor looking to integrate technology to enhance their practice. Ways to connect with Arielle: Facebook: www.Facebook.com/sphynxautomation Twitter Handle: @sphynxautomator Instagram page: www.instagram.com/sphynxautomation LinkedIn profile: https://www.linkedin.com/company/sphynxautomation Company Website: www.sphynxautomation.com Be sure to check out this episode on YouTube: https://youtu.be/k7zpjurLR1E The ADRENALINE advisor brand was born out of helping a longtime friend reignite his practice and has since evolved into a space for driven advisors who want to sharpen their systems, rethink their client experience, and build a business with momentum. Subscribe to get updates, free training alerts, new podcast episodes, and exclusive accounts – delivered straight to your inbox. Sign up here: https://mailchi.mp/adrenalineadvisor/signupform Stay connected with the ADRENALINE brand LinkedIn: https://www.linkedin.com/company/adrenaline-advisor-consulting Instagram: www.instagram.com/adrenaline.advisor Website: www.adrenalineadvisor.com Subscribe on Apple Podcasts: http://bit.ly/3Q3xEV9 Subscribe on Spotify: https://bit.ly/4hpkEVU 00:00 Introduction to Advisors Fuel Podcast 00:23 Meet the Founder of Sphynx Automation 01:25 The Importance of Delegation and Automation 04:07 Arielle’s Journey to Automation 07:45 Getting Started with Automation for Advisors 10:28 Advanced Automation Techniques 17:24 Common Mistakes and Time Investment in Automation 23:30 Future of Automation and AI in Financial Services 28:24 Misconceptions About Automation 31:31 What’s Next for Sphynx Automation 34:34 Conclusion and Contact Information
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