Shows
Optimized Advisor PodcastNavigating the Right Path: Optimizing Leadership and Team Dynamics with Chris FullerScott welcomed Chris Fuller to the virtual studio for this week's episode! Scott and Chris discuss the role of Right Path Resources in optimizing team dynamics and leadership through behavioral assessments, especially for financial and insurance professionals, while emphasizing personal growth and intentional team development.Chris Fuller, CSP is an award-winning international leadership speaker, author, and consultant with over 25 years of experience helping organizations build engaged leaders, high-performing teams, and inspired cultures. As President & CEO of RightPath Resources, Chris has expanded the firm’s impact – delivering proprietary behavioral tools and leadership development systems to clients across six contine...2025-06-1341 minOptimized Advisor PodcastFrom Punk Rock to Financial Rock Star: The Journey of Sean HumestonScott Heinila welcomed Sean Humeston to the studio to discuss Sean's unconventional journey from a punk rock band musician to a successful career in the insurance industry. The conversation highlights Sean's innovative approach to marketing annuities, including leveraging newspaper ads and community papers, as well as his experiences with seminars and events.Sean Humeston was born and raised in Orange County, California where he began his career as a musician in a rock band in 1996 through 2003. During that time, he completed 14 national tours and played in several groups sharing his talents. Sean played bass guitar in these ba...2024-12-1334 minOptimized Advisor PodcastUnlocking Efficiency: How Leopard is Revolutionizing Insurance with AIIn this episode, Scott Heinila welcomed Michael Stapleton in studio for a discussion about AI and insuretech. Michael is the CEO & Co-Founder of Leopard, an AI-powered B2B insurtech startup that helps life & annuities distributors identify revenue opportunities in their existing books of business. Prior to Leopard, Michael was VP & General Manager at Policygenius, overseeing the company's B2B offering. He spent time as a management consultant at L.E.K. Consulting and earlier in his career served in B2B SaaS head of marketing roles. Michael holds a BA from Reed College, an MBA from HEC Paris, and a...2024-11-2242 minOptimized Advisor PodcastOptimizing Client Trust: Beyond Annuities and Into Authentic Relationships with Jason Labrum, CFP®, AIF®Scott Heinila welcomed Jason Labrum back to the studio for a discussion on Intelligence Driven Advisers (IDA) holistic and integrated approach to financial planning, which includes in-house CPAs for tax planning, the complexities of annuities, and they share their personal philosophies and lifestyle choices that contribute to a fulfilling life.Jason has been helping individuals, families, and businesses with comprehensive financial planning, portfolio management, and business retirement plans since 1998. Jason founded Intelligence Driven Advisers (IDA), in 2009 after spending 12 years with two major Wall Street brokerage firms. Jason has been active in his community serving on the Board o...2024-08-0931 minOptimized Advisor PodcastRewriting Your Story With Discipline with Bart Zandbergen, The Zandbergen ReportPodcast collaboration episode with The Zandbergen Report:Host Bart Zandbergen was joined in the podcast studio by Scott Heinila to discuss the art and power of discipline. The duo discussed how discipline plays a factor in their personal and professional lives as they navigate business, relationships, family matters, fitness and beyond. They began by unpacking people’s willingness to, “Do what others won’t do, to be or have what others won’t have,” and how a powerful motivating factor plays into the matter. Whether you are looking to rewrite your story, or design the chapter of your life...2024-01-1931 minOptimized Advisor PodcastThe Zandbergen Report’s 6th Annual Holiday Wine Pairing PodcastScott was invited as a guest to be on The Zandbergen Report’s 6th annual Holiday Wine Pairing Podcast episode with host, Bart Zandbergen. Host Bart Zandbergen was joined in the podcast studio by co-host Letitia Berbaum, Paula Steurer of Sterling Public Relations, Scott Heinila of Producers Choice Network, and featured guest Landon Patterson, CEO of Hundred Acre. Landon shared tasting insights, pairing notes and little-known facts about the distinctive wines he chose to feature on the episode, while the show’s guests also reviewed several wines from Copper Cane. Special thanks to Devon Ulrich, National Account Vice...2023-11-171h 27Optimized Advisor PodcastThe Zandbergen Report Podcast: Long-Term Care Updates with Scott Heinila and Bart ZandbergenScott was a guest on The Zandbergen Report Podcast with CFP, Bart Zandbergen to discuss long-Term Care benefits, considerations, and possible changes. California is considering a statewide Long-Term Care Insurance program that is also known as AB 567. If passed, this bill would require residents to pay an increased income tax of 0.40% to 0.60% to cover the cost of state-funded long-term care program. In this episode, the duo discusses the importance of being informed so that each person and their families can make the right choices for their individual needs related to their long-term care options.In this episode...2023-10-2030 minOptimized Advisor PodcastA Revolutionary Change of Pace for Wealth Management with Ryan George, DocupaceOn this week’s episode Scott was joined by Ryan George, CMO of Docupace; the leading cloud-based fintech platform that simplifies how financial services and wealth management firms process and digitize data. Ryan has 15+ years of marketing and communications experience in the financial services industry. Before joining Docupace, he served as the Assistant VP, Marketing and Communications at 1st Global, a software solutions provider for CPA firms, where he spearheaded lead gen efforts and contributed to double-digit revenue growth. He has also held marketing leadership positions at specialized asset managers – GuideStone Capital Management, based in Dallas, and U.S. G...2023-08-1148 minOptimized Advisor PodcastWomen Want to be Treated Equally, Not Identically with Judy HobermanScott invited Judy Hoberman in the studio for a discussion about her journey, her books, and her mission of helping women succeed. Judy Hoberman is President of Judy Hoberman and Associates, a company focused on empowering professional women. She is an international speaker, trainer, executive coach, author, radio show host and mentor. Her 30 years in business has given her both knowledge and a sense of humor about how men and women lead, sell, manage and recruit differently. She will enlighten you and help you learn how both genders can support each other’s successes in a more productive way. Her...2023-07-2850 minOptimized Advisor PodcastLeveraging Data for Optimal Financial and Insurance Planning with Robert Kirk, InterGen DataOn this week’s episode, Scott was joined by Robert Kirk for a discussion on data. Robert is a seasoned financial industry expert with over 30 years of experience, serves as the Founder and CEO of InterGen Data, Inc., a company revolutionizing the banking, financial services, insurance, and home healthcare industries through the adoption of its proprietary and patent-pending Life Stage/Life Event prediction and analysis data. With an impressive track record in leadership roles such as Chief Information Officer at 1st Global Research & Consulting and Principal Consultant at Mphasis (a Blackstone Company), Rob has consistently demonstrated his ability to dri...2023-07-1450 minOptimized Advisor PodcastMore Than Money & Taking Financial Advice from Social Media FinFluencers with Andrew MartzOn this week’s episode, Scott welcomed back Andrew Martz to the studio. As a New York native with offices located in Los Angeles, Denver, and Dallas, Andrew’s client base spans the country. His client roster ranges from busy executives, entrepreneurs, and professionals in the sports and entertainment industries. Andrew is the co-host of the “Dollars & Sensibilities” podcast show where he shares his expertise with listeners around the numbers, concepts, and behaviors that can shape a person’s financial life. In this episode you will learn the following: How Andrew co-wrote a book, More Than Money with a...2023-06-3052 minOptimized Advisor PodcastLearn from An Optimized Advisor: Larry Sprung, Mitlin FinancialOn this week’s episode, Scott was joined in the virtual studio by Larry Sprung, Founder and Wealth Advisor of Mitlin Financial. In addition, Larry is the author of Financial Planning Made Personal and Host of the Mitlin Money Mindset Podcast. Larry founded Mitlin Financial, Inc., in 2004 with a focus on prioritizing the families we serve. The Mitlin team consistently helps those families make healthy financial decisions and offer a tremendous experience that leverages personalized service with today’s top tools and technology.In this episode you will learn the following: Larry’s background – his how and why f...2023-06-1644 minOptimized Advisor PodcastNavigating Social Media in the Era of AI with Annie Dietrich, AC Social DesignsScott welcomed Annie Dietrich of AC Social Designs back in studio to discuss the latest social media trends and AI. Annie is the Founder of AC Social Designs, a social media marketing and content strategy firm empowering businesses and creators with killer social strategies and captivating content.In this episode you will learn the following: How to optimize your social media strategy utilizing AI toolsThe latest trends in the social media industry including Instagram Reels, Engagement through DMs, and LinkedIn strategiesHow the new Meta verification blue check mark worksThe different AI platforms such as Chat GPT a...2023-05-2643 minOptimized Advisor PodcastWealth Preservation Truth Bombs Featuring Tom HegnaScott welcomed Retirement Expert, Economist, Best Selling Author, Public TV host and International Speaker Tom Hegna virtually in studio to have a discussion on financial planning in the current economy, the importance of using the right tools at the right time, and practicing what he preaches when it comes to his own retirement.Tom Hegna is an economist, author, and retirement expert. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert!As a former First Vice President at New York Life, retired Li...2023-05-0332 minOptimized Advisor PodcastLet's Talk Annuities with Annuity King Paul Garofoli, The StandardScott was joined in studio by Paul Garofoli, Annuity Regional Sales Director for the Standard to talk about the Annuity Industry. Paul has a 40-year career touching upon all aspects of our industry, especially independent distribution. Nicknamed the “Annuity King,” his enthusiasm is legendary. A nationally recognized speaker, Paul is known for his entertaining presentations.Most recently, Paul was the recipient of the NAILBA ID 20 Award, honoring a diverse group of insurance professionals who are the most fascinating trailblazers, change-makers or architects shaping the future of independent distribution.In this episode you will learn the foll...2023-04-2144 minOptimized Advisor PodcastImpactful Insurance Solutions For Employers and Seniors with Sean Turner, Buffer InsuranceScott was joined in studio by Sean Turner, CEO and Founder of Buffer Insurance. Buffer Insurance is an insurance company offering insurance solutions for employers and seniors. Sean Turner founded Buffer Insurance with the vision that the most meaningful impact we make is in the lives of others. Protecting others and ensuring their future impact is his highest priority at Buffer. Sean educates business owners and human resource professionals on ways to protect their vision and assists seniors transitioning to Medicare by finding coverages that will protect their future. Buffer Insurance is a veteran-led and veteran-owned independent insurance agency. Thi...2023-03-2348 minOptimized Advisor PodcastThe Chief Evangelist for Business Optimization with Diana CabricesScott was joined virtually by Diana Cabrices to discuss the wealthtech industry, content marketing, and what it means to be a Chief Evangelist.Diana Cabrices is the founder of Diana Cabrices Consulting, a growth consulting firm dedicated to energizing dead demand channels for B2B wealthtech brands as their Fractional Chief Evangelist. Often called a “product demo queen”, Diana has a knack for converting audiences into ambassadors, and won her first public speaking award at the age of 7. When she’s not representing intelligent technology or engaging with financial advisors, she’s usually planning her next trip (18+ countrie...2023-03-1637 minOptimized Advisor PodcastThe 2022 Recap and Look Into 2023 Financial and Investment Forecast with Bart Zandbergen, Zandbergen GroupScott was joined virtually by Bart Zandbergen, for a collaborative episode with the Zandbergen Report Podcast. Bart is the CEO and Founder of The Zandbergen Group, a wealth management firm and he’s the Host of The Zandbergen Report Podcast. In this episode Scott and Bart dive into a recap of 2022 and provide their take on the 2023 financial market and investments.In this episode you will learn:Some brainteaser questions where Bart tests Scott's knowledgeScott and Bart’s recap of 2022 in terms of the market and investmentsScott and Bart’s forecast for 2023, recession, and stock market trends...2023-03-1039 minOptimized Advisor PodcastHow to Grow & Manage Your Team for Business Optimization with Cynthia SpigelScott was joined in studio by Cynthia Spigel, Owner and Consultant at Spigel Strategies & Solutions LLC to talk about growing and managing your team. Spigel Strategies & Solutions LLC is a coaching and consulting firm that has an emphasis on execution in institutionalizing your business, creating a distinctive client experience, and growing and managing your team. In this episode you will learn:Create a collaborative & loyal cultureDefine roles & future potential pathsDefine & implement a base & incentive compensation structureEmpower ownership & develop leadershipHow the 12-Week Year by Brian P. Morgan and Michael Lennington can help optimize your business and time m...2023-03-0349 minOptimized Advisor PodcastBehavioral Finance For Business Optimization with Dr. Ben SorensenScott was joined virtually by Dr. Ben Sorensen, Founder and President of Sorensen Consulting. Dr. Ben Sorensen provides leadership training, sales training, and executive coaching to corporate and non-profit organizations around the world and across a wide spectrum of industries. Ben trains thousands of senior executives annually. During the past 20 years, Ben has become best known for his rich mix of corporate experience, non-profit work, and teaching ability. Ben focuses on teaching practical, proven skills while customizing all material to the specific needs of each client. Ben is also an Intelligence Officer in the Navy Reserves and is a...2023-02-1736 minOptimized Advisor PodcastOptimize Your Business and Accelerate Your Influence with Podcast Expert, Matt Halloran, ProudMouthScott was joined virtually by Matt Halloran, Co-Founder and CRO at ProudMouth. ProudMouth is the solution toone of the biggest obstacles professionals and companies face: the ability to consistently produce authentic and valuable content to power their content marketing strategy. Matt has hosted and been on over 1,000 podcast episodes. He’s also the host of ProudMouth podcast, the Top Advisor Marketing Podcast, where he shares marketing strategies tailored for advisors and connects with top industry leaders, and Be Your Own Loud, which features amazing people who’ve gained influence by being unapologetically themselves. In this episode you will...2023-01-2733 minOptimized Advisor PodcastThe Advisor’s Advisor for Business Optimization with Conor Anderson, AdvisorAssistScott was joined virtually by Conor Anderson, Partner and Head of Advisor Services. AdvisorAssist provides comprehensive turnkey solutions for both new and transitioning advisors as well as established registered investment advisor (RIA) firms. In this episode you will learn the following: Compliance industry updatesHow AdvisorAssist acts as the advisor’s advisorHow to optimize and protect your businessMarket trend and auditsConnect with Scott on LinkedInConnect with Conor on LinkedInFor more on The Optimized Advisor Podcast click here For more on AdvisorAssist click hereFollow us on LinkedInFo...2023-01-1333 minOptimized Advisor PodcastThe Niche Private Equity Fund with Andrew Costa, RX3 Growth PartnersScott was joined in studio by Andrew Costa, Partner at RX3 Growth Partners, to talk about their growth equity portfolio fund. Andrew is responsible for managing all aspects of the fund’s investment process, including sourcing, diligence, investment committee and portfolio management. RX3 Growth Partners is a consumer growth equity firm that helps brands realize their full potential.In this episode you will learn the following:Andrew’s background and role at RX3 Growth PartnersHow RX3 differs from other funds by finding their niche with brands utilizing influencer and celebrity marketingCurrent interest rate market and RX3 Growt...2023-01-0640 minOptimized Advisor PodcastHow to Optimize Your Health through Biohacking with Ryan Dietrich and Nick BernatowiczFor the last episode of 2022, Scott was joined in the studio by Nick Bernatowicz and Ryan Dietrich, Founder, Fitness Trainer, and Biohacking Expert at Reaching Dreams LLC to discuss health optimization. In this episode you will learn the following:What is biohacking and how it can help you optimize your healthKick off your 2023 health and wellness resolutions with an easy-to-follow toolkitHow to utilize cold-therapy, heat-therapy, and meditation to help you handle stress in everyday lifeLearn how to join Ryan’s Healthy in 30 Program to optimize your overall health and wellness routineConnect with Scott on Lin...2022-12-1648 minOptimized Advisor PodcastWhat You Need to Know to Sell More Annuities in 2023, with Nick Bernatowicz, Producers Choice NetworkScott was joined in the studio by Nick Bernatowicz, Senior Sales Consultant at Producers Choice Network to discuss what you need to know to increase your Annuity sales in 2023.In this episode, you will learn the following: How the Fed rates correlate to annuities and how to use that to increase sales.From the Field: The best annuity products on the market today!Insurance companies are growing and changing, and how that affects you, the producer.Listen to their previous annuity update episode here: Ep. 56 - Annuities: Ken Fisher “hates them”…. should you? hereConnect with Sco...2022-12-0926 minOptimized Advisor PodcastHome for the Holidays, LTC Awareness with Brad Shepard and Brian OttScott Heinila was joined virtually by Brad Shepard, Regional Sales Director at One America and Brian Ott, Founder and CEO 525 Advisors to discuss Long-Term Care planning during LTC Awareness Month. In the episode they discussed the following: LTC Planning and factsHow to prepare families when their loved ones need LTCBrad and Brian shared their personal stories dealing with LTCListen to their previous episodes here: Episode 002: The Single Largest Unfunded Risk Facing RetireesEpisode 026: Learn FromAn Optimized Advisor: Brian Ott, 525 AdvisorsConnect with Scott on LinkedInConnect with Brad on LinkedInConnect with B...2022-12-0239 minOptimized Advisor PodcastThe Zandbergen Report’s 5th Annual Holiday Wine PairingScott Heinila and Nick Bernatowicz virtually joined fellow podcast host and strategic partner, Bart Zandbergen in the podcast studio by co-host Letitia Berbaum, Paula Steurer of Sterling Public Relations for the 5th Annual Holiday Wine Pairing Podcast alongside studio engineer Danielle Ramchandani. This year’s line-up of wines featured some that are well known, some that are hidden gems, and some that were being tried by the podcast crew for the very first time. Led by Bart’s sommelier expertise, the cast discusses what pairings are best tailored with certain dishes alongside some unexpected pairings to consider. Cheers to the...2022-11-181h 31Optimized Advisor PodcastThe Fearless Summit and Females and Finance Part II with Sheryl Hickerson and Beth MossScott was joined virtually by Beth Moss, Regional Director of Producers Choice Network and Sheryl Hickerson, CEO and Founder of Females & Finance to discuss their attendance of the Riskalyze Fearless Investing Summit.They discussed an article title, How Men Can Become Better Allies to Women from the Harvard Business Review.Here are the top 3 takeaways from that article: How men are the biggest advocates of helping women advanced in the financial services industryHow the Females & Finance Fearless Pledge applies and what it means to the world of women in financeA few speakers that have i...2022-11-1129 minOptimized Advisor PodcastExpanding Your Reach Through Social Media with Laura Shean, CentsaiScott was joined virtually by Laura Shean, the Executive Director of Strategic Partnerships US & LATAM at Centsai to discuss how social media marketing helps advisors expand their reach to their clients and prospects. Centsai is a social media marketing platform that helps advisors optimize their online presence through customizable financial and insurance based content. Laura shares how the Centsai platform works, case studies of how advisors have seen results, and the Producers Choice Network partnership. If you’re looking for dedicated help to optimize your social media and create your personal or business brand online, this episode is...2022-10-0733 minOptimized Advisor PodcastOptimization Strategies to help Advisors Reach Social Media Success with Annie Dietrich, AC Social DesignsScott was joined in studio by Annie Dietrich, founder of AC Social Designs, to discuss the latest in social media. They dive into how advisors can optimize social media for their business. They expand on the topics of content, quality, cadence, website, newsletter, events and how to tie everything back to social media to promote and tell a story. Listen to Annie’s previous episodes:Episode 60: How to Grow and Optimize Your Social Media with Annie Dietrich, AC Social Designs hereEpisode 17: Authentic, Intentional, and Simple Social Media Marketing Optimization with Davin Salvagno and...2022-09-2347 minOptimized Advisor PodcastLearn from An Optimized Advisor: Joe PantozziScott was joined virtually by Joe Pantozzi for the latest Optimized Advisor Podcast episode. Joe Pantozzi is the CEO and Founder of Alpha Omega Wealth Management. Joe has been in the insurance and financial planning space since 1976. Joe shares his story, what sets him and his business apart. Learn how Joe optimizes his business tools by helping his clients and their families to unlock the keys to their own prosperity by building their wealth through the Infinite Banking Concept utilizing cash value life insurance.Connect with Scott on LinkedInConnect with Joe on LinkedInFor...2022-08-1946 minOptimized Advisor PodcastSolving the World Water Crisis with Nick Jordan, Wells of LifeScott co-hosted this week’s episode with fellow podcast host and strategic partner, Bart Zandbergen. They sat down with Nick Jordan, the CEO of Wells of Life, a non-profit Christian organization whose mission is to provide rural Ugandans access to safe, clean water through the installation or restoration of stainable borehole water wells and water sanitation and educational programs. Nick shares his story on how he started Wells of Life, the work they do, and how you can get involved. Nick dives into how the organization optimizes their resources to successfully grow and provide water to those in need. Th...2022-08-1231 minOptimized Advisor PodcastThe Freedom of Time with Dwight Eberts, Coaching 122This week Scott sat down with Dwight Eberts for a virtual conversation about the idea of being free from time, time management and optimization. Dwight co-founded Producers Choice Network and has since launched his next venture, 122 Coaching, where he provides executive life coaching and professional development services. Scott and Dwight share insights on how to best optimize your time in all aspects of your life and how being intentional and selfish with your time can help lead to a successful and balanced life. Connect with Scott on LinkedInConnect with Dwight on LinkedInFor mo...2022-08-0535 minOptimized Advisor PodcastJust Brand It with Josh LackowskiScott was joined by Josh Lackowski, Director of Marketing Strategy & Account Services of Producers Choice Network, in studio to discuss branding your business. Josh shares his branding best practices, challenges advisors face with branding, establishing a company mission statement and core values. Listen to Josh’s previous episodes:Episode 024 - Meaningful Marketing with Josh Lackowski hereEpisode 063 - Meaningful Marketing Part 2 with Josh Lackowski hereConnect with Scott on LinkedInConnect with Josh on LinkedInFor more on The Optimized Advisor Podcast click here For more on Producers Choice...2022-07-1533 minOptimized Advisor PodcastFlexible Solutions For Growing Businesses: How to Attract, Retain and Reward Top Talent in this Competitive Workforce EnvironmentScott was joined in studio with Dave Harris, CEO and founder of DPH Financial Services, and virtually with Trevor Patching, Vice President of Business Development at the Atticus Group. In this episode learn about what the Atticus Group does for creating strategic partnerships. They discuss business development, executive plans, exit strategies, premium financing, finding key asset employees for your business, and much more. This episode is a must listen to optimize your business. Listen to Dave’s first episode, 007 - Learn From An Optimized Advisor: Dave Harris hereConnect with Scott on LinkedInConnect wit...2022-07-0155 minOptimized Advisor PodcastOptimizing Your Mindset with Jason LabrumScott invited Jason Labrum back in studio to discuss all things mindset. As a successful entrepreneur and certified financial planner, Jason shares his tips and tricks to optimize his life through his mindset. Scott and Jason also discuss getting clients in the right mindset with their finances. Jason is the Founder and CEO of Intelligence Driven Advisers. Listen to Jason’s first episode, #10 - Learn from An Optimized Advisor: Jason Labrum CFP®, AIF® hereConnect with Scott on LinkedInConnect with Jason on LinkedInFor more on The Optimized Advisor Podcast click here 2022-06-2440 minOptimized Advisor PodcastTrends in Financial Planning Revenue with Jeff HoenleScott welcomed back Jeff Hoenle in studio for a discussion on financial industry trends, revenue models, broker dealers and more. Jeff epitomizes what it means to be a Wealth Manager. He is Co-Founder and CEO of Platinum Wealth Management Group and lead educator of APEG (Advanced Planning Education Group). His industry expertise and advice are highlighted throughout this episode, get ready to take notes!Listen to Jeff’s previous episodes here:Ep. 034: Learn From An Optimized Advisor: Jeff Hoenle, CFP®, CRPC®, AEP®Ep. 040: What is Advanced Planning Educational Group (APEG) and their Why?Ep. 041: The F...2022-06-1029 minOptimized Advisor PodcastMeaningful Marketing Part 2 with Josh LackowskiScott welcomed Josh Lackowski in studio to pick up where their conversation on Meaningful Marketing left off (listen to Ep. #24 here). Josh is the Director of Marketing Strategy & Account Services of Producers Choice Network and is a marketing and creative expert that has helped take the Optimized Advisor Podcast to the next level. In this episode they discuss how to break through the noise to become well-known and build trusted relationships, attraction, connection, and how to transform. Connect with Scott on LinkedInConnect with Josh on LinkedInFor more on The Optimized Advisor Podcast cl...2022-06-0342 minOptimized Advisor PodcastDon't Fix It in Post- Video Fundamentals with Neil Willoughby Pt 2Scott was joined in the virtual studio by Neil Willoughby, Media Content Production Specialist at Producers Choice Network to discuss all things video production. In this episode Neil shares how to optimize your video production and gives postproduction tips. Scott and Neil discuss best practices for shooting quality content, editing software, editing tips and more. Neil is our very own podcast editor. Get ready to take notes and take your video content to the next level!This episode is Part 2 of a 2-Part series. Listen to Part 1 hereConnect with Scott on LinkedInConnect w...2022-05-2025 minOptimized Advisor PodcastDon't Fix It in Post- Video Fundamentals with Neil Willoughby Pt 1Scott was joined in the virtual studio by Neil Willoughby, Media Content Production Specialist at Producers Choice Network to discuss all things video production. In this episode Neil discusses video production 101 and what’s required to create quality video content for a variety of purposes. Neil shares his tips and tricks on video equipment, lighting, microphones to set your video production up the right way. Neil is our very own podcast editor. Get ready to take notes and take your video content to the next level!This episode is Part 1 of a 2-Part series, stay tuned next we...2022-05-1333 minOptimized Advisor PodcastHow to Grow and Optimize Your Social Media with Annie Dietrich, AC Social DesignsScott invited good friend and founder of AC Social Designs, Annie Dietrich, in studio to discuss all things social media and how to navigate the ever-changing social media world. Annie shared all her tips and tricks to grow on social media such as optimizing your bio, finding your niche, and engagement strategies. AC Social Designs is a creative full-service design and management company that delivers your brand through social media.Connect with Scott on LinkedInConnect with Annie on LinkedInFor more on The Optimized Advisor Podcast click here For more on AC Socia...2022-04-2257 minOptimized Advisor PodcastDressing for 2022 and Beyond with Bart Zandbergen and Dave Welch, b.spoke StyleScott and Bart Zandbergen, CFP and host of the Zandbergen Report Podcast co-hosted this episode and invited Dave Welch, Chief Vision Officer of b.spoke Style, in studio to discuss current menswear fashion trends. With many people either going back to work in an office, while others are working solely from home, and others who are still working remotely entirely, the art of dressing well has shifted. In this episode, the trio discuss the importance of wardrobe consulting, what style trends have emerged, and how to dress to impress here in 2022 and beyond.Connect with Scott on...2022-04-0849 minOptimized Advisor PodcastSpringtime Flex with Bart Zandbergen and Nick BernatowiczScott and Bart Zandbergen, CFP and host of the Zandbergen Report Podcast, co-hosted this episode with Nick Bernatowicz and discussed all things fitness. They talked about fitness, motivation, nutrition, proper supplements and creating the right workout routine to meet your optimal results.Connect with Scott on LinkedInConnect with Bart on LinkedInConnect with Nick on LinkedInFor more on The Optimized Advisor Podcast click here For more on The Zanbergen Group click hereFollow us on LinkedInFollow us on InstagramFollow us on Facebook**2022-04-0131 minOptimized Advisor PodcastEmpowering Consumer Brands Through Authentic Relationships with Nate Raabe, RX3 Growth PartnersScott invited Nate Raabe in studio to discuss his company RX3 Growth Partners. Nate is the Co-Founder and Managing Partner of the investment firm. RX3 bridges the gap between capital and culture by facilitating authentic relationships between their community of influential investors and their partner brands to unlock value. Nate shares his career journey to starting RX3 Growth Partners, how he optimizes his time in both business and his personal life. He shares what sets his company apart and how focusing on relationships is key. Connect with Scott on LinkedInConnect with Nate on LinkedIn2022-03-2444 minOptimized Advisor PodcastAnnuities: Ken Fisher “hates them”…. should you?Scott and Nick Bernatowicz sit down in studio to discuss annuities in today’s market. They break down the uses of annuities for growth and income. They talk about the history of annuities and how they fit into an investment portfolio. They also touch on the uses as a solution for long-term care planning.Connect with Scott on LinkedInConnect with Nick on LinkedInFor more on The Optimized Advisor Podcast click here For more on Producers Choice Network click hereWant to learn more and discuss annuities and other insurance solu...2022-03-1739 minOptimized Advisor PodcastOptimize Your Wellness-Based Life with Angela Sinnett, Magnolia WellnessScott invited Angela Sinnett in studio for a conversation all about health and wellness and optimizing your body. Angela is an acupuncturist, nutritionist, herbalist and founder of Magnolia Wellness specializing in holistic, eastern medicine. Angela shares her journey of dealing with her own health issues to starting her practice. They discuss the different services she offers, how someone can start to optimize their health, and Scott asks her questions about his own health and wellness journey. If you’re looking for ways to feel better and overall your health, this episode is for you. Connect with Scott on L...2022-03-1145 minOptimized Advisor PodcastSOLO Episode: Eight Questions for Advisors to Optimize Their Business for GrowthScott was inspired to record a solo episode on an article called “Eight Questions for Advisors to Optimize Their Business for Growth” by Mindy Diamond. Scott goes over the 8 questions in detail and he shares his experiences, thoughts, and his own goals for personal and business development. This episode is all about optimizing yourself and your business. Connect with Scott on LinkedInFollow Scott on InstagramFor more on The Optimized Advisor Podcast click here Read the article hereFollow us on LinkedInFollow us on InstagramFollow us on Face...2022-03-0427 minOptimized Advisor PodcastFinTech Solution with a Shared Vision with Joe Elsasser, CovisumScott was joined virtually by Joe Elsasser, Founder and President of Covisum, a financial technology company focused on creating software that improves lives through better financial decisions. Joe shares how Covisum came to be and how it successfully help financial advisors serving mass-affluent clients in our near retirement powers some of the nation’s largest financial planning institutions. Connect with Scott on LinkedInConnect with Joe on LinkedInFor more on The Optimized Advisor Podcast click here For more on Coviusm click here Follow us on LinkedInFollow us on Instagra...2022-02-1842 minOptimized Advisor PodcastThe Power of Mindset and your Statement of Vision with Bart ZandbergenScott welcomed back good friend, strategic partner, and fellow podcast host, Bart Zandbergen, in studio to talk all about Mindset and what it means to them. Bart shares how he prepares himself for the new year by working on his Statement of Vision to manifest and set goals for himself. Bart and Scott provide tactical tips to set yourself up for success this year.Connect with Scott on LinkedInConnect with Bart on LinkedInFor more on The Optimized Advisor Podcast click here For more on The Zandbergen Report Podcast click here...2022-02-0428 minOptimized Advisor PodcastLearn From An Optimized Advisor: David McManus, CFP, Cooper McManusScott invited David McManus in studio for a discussion on optimization. David is the Senior Wealth Advisor and Co-Founder of Cooper McManus. David shares his journey, how he sets himself apart from other advisors, how efficiently scaled his business and client reach in a virtual environment and much more. Connect with Scott on LinkedInConnect with David on LinkedInFor more on The Optimized Advisor Podcast click here For more on Cooper McManus click hereFollow us on LinkedInFollow us on InstagramFollow us on Facebook**2022-01-1457 minOptimized Advisor PodcastSeminar and Digital Marketing in Today’s World with Brad Swineheart, WhitegloveKicking off 2022 with a brand-new episode focusing on optimizing your business! Scott was joined virtually by Brad Swineheart, SVP of Channel Marketing at Whiteglove. Whiteglove is a seminar marketing and lead generating firm that takes a unique approach to serving financial advisors. Brad and Scott discussed the changes in seminar marketing in the past 2 years, how Whiteglove is different than traditional seminar marketing companies, and how advisors can take advantage of their services. Pivoting and adapting has been the name of the game in the midst of the pandemic where Whiteglove feels they’ve executed and delivered. Please listen an...2022-01-0747 minOptimized Advisor PodcastLearn From An Optimized Advisor: Aaron Hoke, AIM CapitalScott was joined in studio with Aaron Hoke, President of AIM Capital, and discussed his journey of getting to where he is today. In this episode they talk about career changes, determination, learning life skills, leadership, working in a virtual environment, and much more. Aaron also shares some insights into how he optimizes his life and the principles he follows. Connect with Scott on LinkedInConnect with Aaron on LinkedInFor more on The Optimized Advisor Podcast click here For more on AIM Capital click hereFollow us on LinkedInFoll...2021-12-1756 minOptimized Advisor PodcastBeing Intentional With Your Relationships Part II with Dr. Morgan CutlipScott invited relationship expert, Dr. Morgan Cutlip, back in studio to dive deeper into relationships. In this episode you’ll learn how Dr. Morgan utilizes social media to educate, entertain, and relate to her audience by sharing her expertise in psychology and relationships. They also discuss the Attachment 101 theory, communicating in relationships, and time management.Listen to Morgan’s Ep. 008: Being Intentional With Your Relationships hereConnect with Scott on LinkedInConnect with Morgan on LinkedInFollow Morgan on Instagram For more on The Optimized Advisor Podcast click here For mor...2021-12-1052 minOptimized Advisor PodcastLearn From An Optimized Advisor: Jared Tanimoto, CFPScott sat down with Jared Tanimoto, Founder & President of Ascent Wealth Advisors. Jared is the current President of FPA Orange County and is an Investment News 40 Under 40 Advisor. Jared shared with Scott how he got his start in the industry, how he optimizes his time and all areas of his life. They discussed how they are both Eagle Scouts and how that has shaped Jared’s love for the outdoors and adventure.Connect with Scott on LinkedInConnect with Jared on LinkedInFor more on The Optimized Advisor Podcast click here For more on Asc...2021-12-0355 minOptimized Advisor PodcastZandbergen Report’s 4th Annual Holiday Wine PairingHost Bart Zandbergen was joined in the studio by Scott Heinila, Nick Bernatowicz, and Danielle Ramchandani of Optimized Advisor and Paula Steurer of Sterling Public Relations for the 4th annual holiday wine pairing podcast. A certified sommelier, Bart selected 9 wines from his well-curated wine cellar to enjoy with his guests. Mixing it up this year, Bart chose 4 distinct white wines, 3 red wines, a rose, and a champagne to discuss pairing options for, while adding in some wine facts to help listeners elevate their wine knowledge. The 2021 edition of this highly anticipated podcast is certainly memorable and includes answers to p...2021-11-191h 12Optimized Advisor PodcastTax Advantage Strategies Using Annuities with Bill BonkScott sat down with an Associate of his over on the East Coast. Bill Bonk, Owner/Regional Director of BBIM an Affiliate office of Producers Choice Network. Together they discuss how Bill discovered the world Annuities and becoming an expert wholesale consultant to Advisors within his community. Scott and Bill also discuss a foundational sales idea of Producers Choice and how it’s still fully applicable, maybe even more so, today as it was 20 years ago. Connect with Scott on LinkedInConnect with Bill on LinkedInFor more on The Optimized Advisor Podcast click here ...2021-11-1246 minOptimized Advisor PodcastLearn From A Managing Director: Andrew Kuo, WISScott invited Andrew Kuo and Nick Bernatowicz in studio to discuss Andrew’s journey directly out of college into working for a broker dealer firm and to becoming Managing Director of Western International Securities. They discuss how obtaining designations helped accelerate Andrew along in his career and relationship building. Andrew shares how he optimizes and leverages his time to prioritize and oversee many operational responsibilities. Connect with Scott on LinkedInConnect with Andrew on LinkedInConnect with Nick on LinkedInFor more on The Optimized Advisor Podcast click here For more on WIS c...2021-11-0458 minOptimized Advisor PodcastSimon: Your Investment Platform, Reimagined w/ Scott Stolz and Jamie KosharekScott and Jamie were joined by Scott Stolz, Head of Insurance Solutions at Simon an fintech solution. SIMON is committed to transforming the digital experience for financial advisors, enabling them to better serve their clients. During their conversation, they discuss the journey and process to Scott writing his first book on annuities, Unlocking the Annuity Mystery, Practical Advice for every Advisor. They also talk about his role at Simon and how it is a key fintech solution for financial advisors and insurance professionals today.Connect with Scott Heinila on LinkedInConnect with Scott Stolz on LinkedIn2021-10-2944 minOptimized Advisor PodcastProper Estate Planning For The Family Vacation Home with APEGPart 3 of the 3 Part APEG Series: Scott sat down with with the co-founders of APEG, Jeffrey Hoenle, CFP®, CRPC®, AEP® and Ruth Flynn Raftery, JD, CPA, AEP® how to properly plan for the family vacation home. Listen to Part 1 Ep. 040: What is Advanced Planning Educational Group (APEG) and their Why? hereListen to Part 2 Ep. 041: The Five Pillars of Financial Planning with APEG hereListen to Jeff's Ep. 034: Learn From An Optimized Advisor: Jeff Hoenle, CFP®, CRPC®, AEP® hereListen to Ruth's Ep. 039: Learn From An Optimized Advisor: Ruth Raftery, JD, CPA, AEP here2021-10-2224 minOptimized Advisor PodcastThe Five Pillars of Financial Planning with APEGPart 2 of the 3 Part APEG Series: Scott sat down with with the co-founders of APEG, Jeffrey Hoenle, CFP®, CRPC®, AEP® and Ruth Flynn Raftery, JD, CPA, AEP® and discuss the Five Pillars of Financial Planning with APEG and how their organization takes a unique approach to better serve clients. Stay Tuned for next week for Part 3 with APEG. Listen to Part 1 Ep. 040: What is Advanced Planning Educational Group (APEG) and their Why? hereListen to Jeff's Ep. 034: Learn From An Optimized Advisor: Jeff Hoenle, CFP®, CRPC®, AEP® hereListen to Ruth's Ep. 039: Learn From An Op...2021-10-1518 minOptimized Advisor PodcastTurning “Business” Into “Better” with Jamie KosharekScott Heinila and Jamie Kosharek, MBA, President of Producers Choice Network discuss the keys to obtaining higher levels of significance and growth within a structured organization. By building upon a unified foundation which values placing others first, keeping promises and planning for life, PCN has been able to adapt to a volatile environment and evolve into a stronger company that is able to better serve the needs of others. Connect with Scott on LinkedInConnect with Jamie on LinkedInFor more on The Optimized Advisor Podcast click here For more on Prod...2021-10-011h 09Optimized Advisor PodcastLearn From An Optimized Advisor: Ruth Raftery, JD, CPA, AEP Scott was joined virtually by Ruth Raftery, attorney, CPA, President, and co-founder of Advanced Planning Educational Group (APEG). Ruth shared her insights with over 20 years in the industry on individual income taxation, estate, gift and trust taxation. Ruth explains how she co-founded APEG as an educational communityso financial professionals, attorneys, and accountants can all have resources to better serve their clients. Connect with Scott on LinkedInConnect with Ruth on LinkedInFor more on The Optimized Advisor Podcast click here For more on APEG click hereFor more information on APEG, email...2021-09-2437 minOptimized Advisor PodcastYour Best Vocational Life w/ Brian Church, Advisory DNAScott was joined virtually by Brian Church, Founder and CEO of Advisory DNA. One of the Financial Services Industry’s most dynamic consulting organizations that aides Financial Advisors and Firm Owners in the process of moving, merging, or selling their business. Brian shares how he got into the industry, how he works with financial advisors to optimize their practice, and why expanding on technology is so important in this space. Connect with Scott on LinkedInConnect with Brian on LinkedInFor more on The Optimized Advisor Podcast click here For more on Advisory DNA cl...2021-09-1742 minOptimized Advisor PodcastLife Insurance Awareness MonthSeptember is Life Insurance Awareness Month! It’s a great time for financial advisors and insurance professionals to have the very necessary life insurance conversation with clients. In this episode, Scott and Nick Bernatowicz sit down to discuss and share insights on the topic of life insurance. They break down the different types of life insurance, the benefits of having coverage, and how to be an advocate for insurance. Connect with Scott on LinkedInConnect with Nick on LinkedInFor more on The Optimized Advisor Podcast click here For more on Producers Choice Netwo...2021-09-1037 minOptimized Advisor PodcastWhere Financial Planning And Understanding Meet with Brooke Thomas and Steve Goldstein, Retirement AnalyzerScott spoke with Brooke Thomas and Steve Goldstein, CFP®, ChFC®, the founders of Retirement Analyzer – a fintech solution for retirement and financial planning. They discuss the story behind how Retirement Analyzer began by Founder and Top National Agent Chuck Cravens. They discuss how Retirement Analyzer aims to make the process for retirement planning refreshingly simple. Additionally, Fintech/Insuretech software creation is only the beginning where Retirement Analyzer strives to provide ongoing training, education, prospecting and sales solutions to meet the needs of insurance professionals & financial planners today.Connect with Scott on LinkedInConnect with Brooke on Linked...2021-09-0338 minOptimized Advisor PodcastLearn From An Optimized Advisor: Jeff Hoenle, CFP®, CRPC®, AEP®Scott was joined virtually by Jeff Hoenle for an informative discussion on optimizing your time and practice. Jeff epitomizes what it means to be a Wealth Manager. He is Co-Founder and CEO of Platinum Wealth Management Group and lead educator of APEG (Advanced Planning Education Group). He shares how he got his start in the industry, how he values education and designations to show his clients he is an expert. Jeff shares the Why and Vision behind the creation of APEG to assist other financial planners, estate planning attorneys and CPA's in a mutually beneficial education based national community.2021-08-2754 minOptimized Advisor PodcastThe Business Builder with Norm Trainor, The Covenant GroupScott sat down virtually with Norm Trainor, an author and the President and CEO of the Covenant Group. TCG helps financial service organizations grow market share and increase productivity by improving the practice development capability of their owners, managers, advisors, and agents. Scott and Norm dive into their programs and how they can help optimize advisor’s businesses. Connect with Scott on LinkedInConnect with Norm on LinkedInFor more on The Optimized Advisor Podcast click hereFor more on The Covenant Group click hereFor the Business Builder E-Book click here2021-08-1354 minOptimized Advisor PodcastLearn From An Optimized Advisor: Bill McBride, McBride Wealth ManagementScott invited Bill McBride in studio for a discussion all about how Bill has optimized his resources and education to get where he is today. Bill shared how he is a self-proclaimed forever student, obtaining multiple degrees, and is always learning. Scott asks Bill about his journey from his first job at 9 years old to starting his own wealth management firm. They dive into how Bill focuses on his clients, building trust, and focusing on their family and much more. Connect with Scott on LinkedInConnect with Bill on LinkedInFor more on The O...2021-08-061h 02Optimized Advisor PodcastFemales and Finance with Sheryl Hickerson and Beth MossScott was joined by Sherly Hickerson, Founder and CEO, Females and Finance and Beth Moss, Regional Director, Producers Choice Network virtually for a discussion about females in the financial planning industry. Sheryl shared about her organization, Females and Finance and how women utilize their membership resources to connect with like-minded professionals. Connect with Scott on LinkedInConnect with Sheryl on LinkedInConnect with Beth on LinkedInFor more on The Optimized Advisor Podcast click here For more on Females and Finance and to get involved, click hereFor more on Producers Choi...2021-07-2948 minOptimized Advisor PodcastTaxes: Scream Sizzle and Excitement with Garrett NybergScott sat down with CPA, Garrett Nyberg of Boroff & Nyberg LLP in studio to discuss all things taxes and accounting. Topics discussed include, Biden’s proposed tax legislation, tax planning preparedness, and on-going best practices for both business and personal taxes. Connect with Scott on LinkedInConnect with Garrett on LinkedInFor more on The Optimized Advisor Podcast click here For more on Boroff & Nyberg click hereFollow us on LinkedInFollow us on InstagramFollow us on Facebook**This is the Optimized Advisor Podcast, where...2021-07-231h 04Optimized Advisor PodcastOptimizing Your Practice and Building The IDEAL Business Plan with Rich BooneDuring this episode, Scott and Rich Boone discuss building an optimal business within the Financial Services industry. Rich Boone, Founder of IDEAL Plan Coaching walks through the elements of building a business plan: Identify, Determine, Evaluate, Assess and Leverage. Connect with Scott on LinkedInConnect with Rich on LinkedInFor more on The Optimized Advisor Podcast click here For more on Ideal Plan Coaching click hereEmail Rich directly: rich@idealplancoaching.comCall Rich at: 800-630-1590 Follow us on LinkedInFollow us on InstagramFollow us on...2021-07-1658 minOptimized Advisor PodcastLearn From An Optimized Advisor: Ryan Hoke, AIM CapitalIn this week’s episode, Scott sat down with Ryan Hoke of AIM Capital for a discussion about his family business that started in the 1970’s and how it has evolved and grown to what it is today, a successful insurance agency. The second part of the episode Ryan shared how he value’s Scott’s opinion and calls on him as a trusted resource for just about anything. The tables are turned with Ryan asking Scott a few questions and together they share some fun stories.Connect with Scott on LinkedInConnect with Ryan on LinkedIn...2021-07-0155 minOptimized Advisor PodcastLegislation and Regulations Update That Will Affect Your Business with Pete Buechler, NAIFA-CAScott welcomed Peter Buechler CFP®, CLU, ChFC, FLMI, AAPA in studio for an informative discussion. Pete is a long-time friend and professional associate of Scott’s. Currently, Pete is President of Cohesive Insurance Brokerage and he is the Government Relations Chairperson of NAIFA – CA. NAIFA stands for the National Association of Insurance and Financial Advisors, the only organization of its kind that advocates for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of the members. Scott and Pete discuss how NAIFA is an important organization for Advisors to join, all the benef...2021-06-2552 minOptimized Advisor PodcastLearn From An Optimized Advisor: Brian Ott, 525 AdvisorsScott sat down with Seattle based Advisor, Brian Ott, Founder/CEO of 525 Advisors in studio for a conversation to learn more about his practice. Brian has dedicated his practice to long-term care insurance planning and has seen success from his unique business strategy. Brian shares his background, how he got his start in the industry through firsthand experience, and how he executed on opportunities that have positioned his firm where it exists today. Scott and Brian discuss the current LTC space and how crucial it is to have long-term care planning conversations with clients and planning for the future. 2021-06-181h 01Optimized Advisor PodcastNational Wine Day Celebration with Foley Family WinesScott invited Devon Loquet Ulrich from Foley Family Wines along with Bart Zandbergen and Nick Bernatowicz in studio to celebrate National Wine Day (5/25). Devon informed the group of the Foley Food and Wine Society, the wineries, the restaurants, how to purchase the wines, and the different membership options. Devon also shared about her role within the company and how the industry pivoted during the pandemic from partnering with restaurants, retailers, and the entire wine making supply chain. Throughout the conversation they enjoyed select wines from the Foley Family portfolio.Connect with Scott on LinkedInConnect with...2021-06-111h 00Optimized Advisor PodcastMeaningful Marketing with Josh LackowskiScott was joined virtually with Josh Lackowski, the Director of Marketing Strategy & Account Services of Producers Choice Network to discuss marketing, branding, and how to be intentional in reaching clients. Josh talks about his background in marketing, video production, music and how they have helped shape him in becoming a strategic marketing expert. They discuss how focusing on the mission and vision and putting people first is the key to successful marketing. Connect with Scott on LinkedInConnect with Josh on LinkedInFor more on The Optimized Advisor Podcast click here For more on...2021-06-031h 08Optimized Advisor PodcastSummer Bods and Summer WODs with Nick BernatowiczScott invited Nick back in studio to discuss all things fitness and nutrition, a Part 2 of Ep. 001. Scott and Nick motivate you to get your body in shape for the summer and stay consistent with your workouts while traveling. They dive into how they keep up with their workouts on vacation, share easy-to-follow different ways to get workouts in using what you have at your disposal. They also discuss how nutrition places a key role in achieving your fitness goals and how to make good choices while traveling. Connect with Scott on LinkedInConnect with Nick o...2021-05-2733 minOptimized Advisor PodcastLearn from An Optimized Advisor: Andrew Martz, WIS AdvisorsScott sat down with Andrew Martz in studio to discuss how Andrew has optimized his life and business. They talked about Andrew’s journey from growing up on the East Coast and then took a chance and moved across the country for a job opportunity in Los Angeles. Andrew shares some insightful ways he manages his relationships with his family, clients, and business. They talk about how important an online presence is, fintech, and much more. Connect with Scott on LinkedInConnect with Andrew on LinkedInFor more on The Optimized Advisor Podcast click her...2021-05-201h 14Optimized Advisor PodcastLive, Play, Stay: The Real Estate Market Today with Paige McDaniel and Carrie Gilmore, McDaniel Gilmore GroupScott had Paige McDaniel and Carrie Gilmore in studio to discuss all things real estate. Paige and Carrie, realtors and founders of The McDaniel Gilmore Group, a luxury real estate company servicing the south Orange County area. In this episode, they dive into the current real estate market since COVID and where its heading. Carrie and Paige share their background and how they got their start in the industry, their unique approach, and competitive advantages, and how they optimize their time to best serve their clients and their families. Connect with Scott on LinkedInConnect with P...2021-05-1343 minOptimized Advisor PodcastLearn From An Optimized Advisor: Arthur Cooper, Cooper McManusScott sat down with Arthur Cooper, Co-Founder and Managing Director of Cooper McManus, an Irvine based wealth management firm. Arthur shared how he got his start in the industry and how he optimizes his time, strengths, and weakness to reach success. They also discussed Arthur’s passions and he shares a few stories from speakers that have inspired him over the years. Connect with Scott on LinkedInConnect with Arthur on LinkedInFor more on The Optimized Advisor Podcast click here For more on Cooper McManus click hereFollow us on Linked...2021-05-0655 minOptimized Advisor PodcastTestosterone, Botox, and Aging Gracefully with Dr. Taylor PolleiScott sat down with Dr. Taylor Pollei, a Facial Plastic and Reconstructive Surgeon, to learn about how Dr. Pollei got his start as a surgeon, why he focused on the face, and the different treatments he offers. They discussed the most popular treatments for men and preventive aging measures. The stats may surprise you on how many men get work done. Scott shared his own blood work to be a patient example and they talk about the different hormone therapies Dr. Pollei offers in his practice. Connect with Scott on LinkedInConnect with Dr. Taylor on L...2021-04-291h 01Optimized Advisor PodcastCare Partners and Caring for Seniors with Randy Platt and Rodney BurrisScott Heinila sat down with Randy Platt and Rodney Burris, the founders of Care Partners, to discuss their professional philosophy that focuses on compassion and love and is built on a foundation of skilled associates with true expertise delivering exceptional care. Randy and Rodney both came from health care backgrounds and launched Care Partners in 2017. Care Partners is a caregiving organization that provides home care, transitional medicine, and senior placement for patients in need. In this episode Randy and Rodney share their unique approach to optimizing their business, valuing not only their patience but also their staff of caregivers...2021-04-231h 03Optimized Advisor PodcastAuthentic, Intentional, and Simple Social Media Marketing Optimization with Davin Salvagno and Annie CooperScott Heinila had Davin Salvagno back on virtually with Social Media Specialist, Annie Cooper, in studio to talk all things social media. Davin shares about his upcoming event, the Purpose Summit which will be May 11 – 13, 2021. Annie and Davin share the benefits of being on social media both personally and professionally, they provide insights on how to reach customers and clients by being vulnerable and building trust. They share simple steps to follow to get your social media pages up and running. This is a must listen if you are looking to take your social media marketing to the next le...2021-04-161h 01Optimized Advisor PodcastBonus: Learn from An Optimized Advisor: Jeff Vallez, Shoreline FinancialBonus - Jeff Vallez shares why he has added Long-Term Care planning in his practice and how it is quickly growing into a very important facet of his business.Scott Heinila and good friend, Jeff Vallez, sat down to discuss Jeff’s unique practice, Shoreline Financial, and how he is an Optimized Advisor. Jeff dives into how he started working at a young age and instilled a strong work ethic that has helped him achieve success. Jeff shares some of the silver linings in dealing with the pandemic, taking a step back, re-evaluating priorities in his life an...2021-04-0807 minOptimized Advisor PodcastLearn from An Optimized Advisor: Jeff Vallez, Shoreline FinancialScott Heinila and good friend, Jeff Vallez, sat down to discuss Jeff’s unique practice, Shoreline Financial, and how he is an Optimized Advisor. Jeff dives into how he started working at a young age and instilled a strong work ethic that has helped him achieve success. Jeff shares some of the silver linings in dealing with the pandemic, taking a step back, re-evaluating priorities in his life and how to best optimize his time going forward. Connect with Scott on LinkedInConnect with Jeff on LinkedIn For more on The Optimized Advisor Podcast click...2021-04-0857 minOptimized Advisor PodcastThis Is A Bourbon For Life with Jake Ireland, Off Hours SpiritsScott Heinila, Jake Ireland, Nick Bernatowicz, and Ryan Letchford sat down to savor some Off Hours. They discussed how Jake got into the bourbon industry, how he launched his business during the height of the pandemic. A great tasting, easy drinking Bourbon Whiskey made for the moments in between and bucking the trend to be fresh, innovative and conversational. Connect with Scott on LinkedInConnect with Jake on LinkedInFor more on Off Hours and to place an order click hereFollow Off Hours on InstagramFollow Jake on InstagramF...2021-04-021h 33Optimized Advisor PodcastWhy You Should Use a Travel Advisor with Joni WuScott Heinila sat down with Joni Wu and talked about all things travel. Joni is a Luxury Travel Advisor with Luxe Travel, A FROSCH Company, helping people plan their dream vacations all around the world. Joni gives some insight as to why using a Travel Advisor will help you optimize your time and have a much more memorable experience. Scott and Joni talk about travel during COVID and a few ideas for the not-so-typical vacation. This episode will make you want to plan your next vacation!Connect with Scott on LinkedInConnect with Joni on LinkedIn 2021-03-2657 minOptimized Advisor PodcastLearn from An Optimized Advisor: Ken Cruse, Co-Founder and CEO of Soul Community Planet, IncDuring this episode Scott Heinila and Ken Cruse dive into what it takes to establish a flourishing hotel brand with a unique Purpose to be good for the Soul, give back to the Community and environmentally respectful to the Planet. They also talk about the hotel industry, its challenges amongst COVID and the future ahead for travel. Tune in to find out more about SPC and their unique properties. Connect with Scott on LinkedInConnect with Ken on LinkedInFor more on The Optimized Advisor Podcast click here For more on Soul Community Plan...2021-03-191h 11Optimized Advisor PodcastBonus Episode: Retirement Income Planning – What You Need to Know in 2021 with The Zandbergen ReportOptimized Advisor Podcast host, Scott Heinila, welcomed dear friend and fellow podcast host, Bart Zandbergen of The Zandbergen Report Podcast in studio with Nick Bernatowicz to talk about annuities and retirement planning on The Zandbergen Report. During this episode, Bart, Scott, and Nick discuss retirement income and why it is essential. Studies show that people spend more time each year planning a one week vacation than they do planning their retirement. This episode poses good food for thought that may have listeners choosing to flip the script and start investing in proper planning.In this episode learn:2021-03-1636 minOptimized Advisor PodcastHow To Be An Intentional Dad with Justin BattScott Heinila sat down with Justin Batt, founder of Daddy Saturday, for a virtual conversation about being an intentional father. Daddy Saturday is a global movement that helps fathers to be intentional and engaged with their children in order to change the next generation and end fatherlessness. Scott and Justin talk about how the Daddy Saturday movement started, how implementing it in his own life has made a positive impact on his children, and how fathers can easily adapt a few business-minded strategies to take their family relationship to the next level. Tune in to this inspiring and resourceful...2021-03-1247 minOptimized Advisor PodcastLearn from An Optimized Advisor: Jason Labrum CFP®, AIF®The Life Loving, Adventurous, Giving Adviser. Scott Heinila sat down with friend and Investment Adviser, Jason Labrum CFP®, AIF® and talked about his journey from starting out in the industry to operating a successful wealth management firm, Intelligence Driven Advisers. They discuss how Jason’s father has mentored him in business and in life, the difference between adviser and advisor, the importance of being intentional with clients, and having a strong team. This insightful conversation covers a wide range of topics on how Jason optimizes himself in all areas of his life. Connect with Scott on Lin...2021-03-051h 06Optimized Advisor PodcastAnnuities, Interest Rates, and AdvisoryScott Heinila sat down Joe Maringer, SVP, National Sales Manager at Great American Insurance Group for an informative industry discussion on the history of Great American and the future of the company. Joe shares how Great American is continuing to innovate by ongoing investment in technologies and new platforms to meet the needs of advisors. They talk about the current state of the annuity marketplace, specifically FIA’s and rapid growth of RILA products. Connect with Scott on LinkedInConnect with Joe on LinkedIn Visit Great American hereFor more on The Opti...2021-02-2559 minOptimized Advisor PodcastBeing Intentional With Your Relationships with Dr. Morgan CutlipScott Heinila sat down with relationship expert, Morgan Cutlip, Ph.D. and a very special guest, his wife Melissa. They discussed ways to optimize relationships by being more intentional, how to manage your time, and why dating your spouse is important. Scott and Melissa shared some insights in how they put their relationship first. Dr. Morgan shares some tangible concepts that Advisors can use when dealing with clients going through a divorce. Connect with Scott on LinkedInConnect with Morgan on LinkedIn Follow Dr. Morgan Cutlip on InstagramFor more on Dr. Morgan Cu...2021-02-1152 minOptimized Advisor PodcastLearn From An Optimized Advisor: Dave HarrisScott Heinila sat down with good friend and Advanced Insurance Planning Professional, Dave Harris. In this episode, Dave shares about how he started in the industry and how he maximizes his centers of influence as his main source for developing new clients. With Dave’s unique boutique approach to his practice, he shares some of his strategies for optimization. Connect with Scott on LinkedInConnect with Dave on LinkedIn For more on The Optimized Advisor Podcast click here Follow us on LinkedInFollow us on InstagramFollow us on Facebook...2021-01-2850 minOptimized Advisor PodcastSolo Episode: What’s Your Law? Passion. Professional. Process. Performance. Persistence.Solo episode with Scott sharing some of the words he operates and lives by as his Law. An individual’s Law are words one lives by that enlighten meaning and bring purpose, a code of sorts. Passion, Professional, Process, Performance and Persistence are some of the words that define Scott’s code. Scott dives into what these words mean to him and shares tactical tips for defining your Law. Connect with Scott on LinkedIn For more on The Optimized Advisor Podcast click hereFollow us on LinkedInFollow us on InstagramFollow...2021-01-2217 minOptimized Advisor PodcastLiving Life with Purpose Now and Forever with Davin SalvagnoScott Heinila sat down with Davin Salvagno for an impactful virtual discussion. Davin is the CEO and Founder of PurposePoint and author of “Finding Purpose at Work”. In this episode, Scott and Davin dive into what it means to find Purpose in both life and business. Davin shares insightful and tactical practices to better understand and live a life with Purpose now and forever. Connect with Scott on LinkedInConnect with Davin on LinkedIn For more on The Optimized Advisor Podcast click here Follow us on LinkedInFollow us on InstagramFo...2021-01-141h 04Optimized Advisor PodcastLearn From An Optimized Advisor: Bart Zandbergen, CFPScott Heinila sat down with Bart Zandbergen, CFP, for an informative discussion. With 35+ years of experience and at a point where his practice is optimized, learn how Bart got his start, how his practice has transitioned over the years, how he maximizes his time, among other topics discussed. Connect with Scott on LinkedInConnect with Bart on LinkedIn For more on The Optimized Advisor Podcast click here Follow us on LinkedInFollow us on InstagramFollow us on Facebook**This is the Optimized Advisor Podcast, where we...2020-12-301h 01Optimized Advisor PodcastBonus Episode: Holiday Wine Pairing Essentials with The Zandbergen ReportOptimized Advisor Podcast host, Scott Heinila, welcomed dear friend and fellow podcast host, Bart Zandbergen, along with his publicist Paula Steurer of Sterling Public Relations in the studio for The Zandbergen Report’s 3rd Annual Holiday Wine Pairing episode. Scott joined in virtually while the studio’s production host Danielle Ramchandani was onsite and joined in on the tasting. During this festive episode, Bart discussed 4 distinct wines with the guests including Nicolas Feuillatte Reserve Exclusive Rose, Fess Parker Dry Riesling, GBR by Etude, and Austin Hope’s Cabernet Sauvignon. From the perfect menu pairings for each to other great wine p...2020-12-261h 06Optimized Advisor PodcastThe Single Largest Unfunded Risk Facing RetireesOptimized Advisor Podcast host, Scott Heinila, sat down with Nick Bernatowicz, CLTC®, RICP® - Senior Sales Consultant with Producers Choice Network and Brad Shepard, CLTC® Regional Sales Director with One America. They are experts in Long-Term Care Planning with a combined 25+ years of experience. During this episode they discuss the critically important topic of planning for extended health care. Connect with Scott on LinkedInConnect with Nick on LinkedInConnect with Brad on LinkedInFor more on the Optimized Advisor Podcast click hereFollow us on LinkedInFollow us on Inst...2020-12-2335 min
Optimized Advisor PodcastFitness + Nutrition Optimized: Essentials For A Healthy LifestyleOptimized Advisor Podcast host, Scott Heinila, sat down with Nick Bernatowicz to discuss fitness and nutrition in a busy world. Nick comes with an extensive background in Fitness and Kinesiology. He owned and operated multiple fitness facilities and holds many credentials in fitness training. During their conversation, they dive into different forms of physical training as well as today's top nutritional plans. With so many choices and with time being scarce they identify a path to optimizing your fitness and nutritional balance. Connect with Scott on LinkedInConnect with Nick on LinkedInFor more o...2020-12-141h 08