Skip to content

GROWTH & IMPACT WEEK SPEAKER LINEUP

 The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market,  from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm. 

Back to All Speakers

BREAKOUT

Adam Koos

CEPA , CFP-2 , CFTe , CMT

Founder/President, Sr. Financial Adviser

Center Of Influence Marketing for Professionals Expert Panel Discussion and Q&A

Connect On LinkedIn

Adam Koos, CFP®, CMT, CFTe, CEPA is a CERTIFIED FINANCIAL PLANNER, one of approximately 3,000 active Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) through the International Federation of Technical...

ABOUT ADAM

Adam Koos, CFP®, CMT, CFTe, CEPA is a CERTIFIED FINANCIAL PLANNER, one of approximately 3,000 active Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) through the International Federation of Technical Analysts (IFTA), and a Certified Exit Planning Advisor (CEPA) via the Exit Planning Institute.  He’s been named by Columbus Business First as one of their 20 People to Know in Finance, is a recipient of the Forty Under 40 award, is ranked by Investopedia as one of the Top-100 Most Influential Financial Advisers in the U.S., and is the winner of the coveted Better Business Bureau Torch Award for Ethics and Trust.  Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a NAPFA-affiliated, Fee-Only Fiduciary and Registered Investment Advisory (RIA) firm, located in Columbus, Ohio, and is the founder of ADRENALINE Advisor Consulting, a financial advisor coaching firm aimed at helping financial advisors implement proven prospecting systems and client service models to grow their businesses faster.