EP 141 | Living a Well-Rounded Life: How Structure Can Scale Your Business with Josh Kosnick

01.02.24 | 0 Market Scale Uncategorized

Meet Josh Kosnick – provider, recruiter, teacher and leader. He is the Type-A alpha male that loves to compete, drink bourbon and smoke cigars; however, Josh never shies away from sharing his vulnerable side. He’s passionate about men’s mental health – healing, talking about emotions, supporting each other – and will continue to advocate for this. His faith drives him to persevere through pain and suffering because he knows, on the other side of those struggles is everything he has dreamed of and everything he was born to be.

Josh Kosnick shares how he prioritizes his schedule like a college athlete to lead a well-rounded life through fitness, relationships, mind, and soul. He discusses implementing EOS to scale his firm and how vulnerability is the ultimate display of strength for men. Josh also tells the story of dropping out of college and becoming a financial advisor after getting a call from his future mentor while working at Best Buy. He shares information about his new mastermind focused on breaking down walls between advisors and creating collaboration in the industry.

“You just hit on exactly why I always tried to recruit as many college athletes as possible, or former college athletes, because they had to prioritize their days so much more than the regular student“- Josh Kosnick

This week on The Model FA Podcast:

  • Leadership, mental health, and personal growth.
  • Vulnerability and masculinity.
  • Leading a healthy lifestyle through fitness, relationships, mind, and body.
  • Fitness journey and personal growth.
  • Maintaining a well-rounded life while being a business owner and parent.
  • Prioritizing fitness, relationships, mind, and body for a healthy lifestyle.
  • Leadership and management in the financial services industry.
  • Systems implementation in a business setting.
  • Implementing EOS in businesses for growth and exit value.
  • The impact of “Think and Grow Rich” and its chapters
  • Career path, perseverance, and mentorship in the financial industry.

This episode is sponsored by our friends at YCharts. YCharts has a special gift for you just in time for the holiday season – their final research piece of the year, “The Top 23 Charts of 2023”! Dive into a curated slide deck that captures the essence of the year gone by – from the highs to the lows that defined the financial landscape. With featured market and economic storylines and key visuals from industry thought leaders, consider this comprehensive tool as your ticket to elevating your year-end communication with clients and prospects. Make an impact and showcase your value by clicking the link in the show notes to secure a copy of “The Top 23 Charts of 2023” deck. Remember, get 15% off your initial YCharts Professional subscription when you start your free YCharts trial and tell them I sent you (new customers only).

Link: https://go.ycharts.com/the-top-23-charts-of-2023?utm_source=Model+FA

Connect with Josh:

About the Model FA Podcast

The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams. 

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Our Team:

President of Model FA, David DeCelle

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