Optimized Advisor Podcast

By Scott Heinila

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Category: Entrepreneurship

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Subscribers: 2
Reviews: 0
Episodes: 135

Description

The Optimized Advisor Podcast is built for financial advisors, insurance professionals, and wealth management leaders who want to grow smarter, serve deeper, and lead with confidence in today’s evolving financial landscape. Hosted by Scott, each episode features candid conversations with top producers, carrier executives, industry innovators, and operational experts. Together, we explore retirement income strategies, long-term care planning, annuities, life insurance, practice management, leadership, marketing, and the real-world challenges advisors face every day. This podcast is about more than products — it’s about positioning. It’s about bringing up the conversations that matter most. And it’s about helping advisors build scalable, profitable practices while protecting the families they serve. If you're committed to elevating your impact in the financial services industry, you're in the right place. New episodes drop bi-weekly on Thursdays. The content of this podcast is not intended to provide investment or business advice and should not be relied upon in making an investment or business decisions. Optimized Advisor Podcast does not warrant the accuracy or completeness of the information contained herein. Opinions are Optimized Advisor Podcast's current opinions and are subject to change without notice.

Episode Date
Stop Half-Assing It: AI, Podcasting & the Future of the Modern Advisor with Matt Halloran
Apr 23, 2026
Simplifying Financial Planning: How AssetMap is Transforming Advisor-Client Conversations | ft. Allison Susko
Apr 10, 2026
Get Out of Your Own Way: Dr. Jen on Self-Limiting Beliefs, Mindset, and Advisor Growth
Mar 19, 2026
The Black Belt Leader: How Belief, Discipline, and 1% Growth Create Elite Advisors
Mar 05, 2026
Embracing Authenticity and Adaptability in Creative Careers
Feb 19, 2026
Waterlily + the 4-Step Long-Term Care Planning Process: From Education to Execution
Jan 16, 2026
Holiday Spirits: A World Tour of Drinks, Snacks & Stories
Dec 12, 2025
Scaling with Purpose: Culture, Delegation, and the Entrepreneurial Advisor with David Steele
Oct 02, 2025
The Journey from Worship Leader to Insurance Pro with Justin Woodbury
Sep 18, 2025
Unlocking Dormant Wealth: The Future of Home Equity with Dan Anderson, Cornerstone Financing
Jul 24, 2025
Crafting Connections: Social Strategies for Financial Advisors with Annie Dietrich
Jul 10, 2025
Navigating the Right Path: Optimizing Leadership and Team Dynamics with Chris Fuller
Jun 12, 2025
Mastering the Art of Holistic Financial Advising with Ruth Raftery, APEG
May 22, 2025
Lifelong Learning: Revolutionizing Financial Advisory with The American College
May 08, 2025
Unlocking Retirement Success: The Fifth Option with Walter Young
Apr 10, 2025
Navigating the Silver Tsunami: Preparing for Long-Term Care Challenges with Roger Cantu
Mar 27, 2025
Mastering the Art of Seminars: Unlocking Success with Travis Ivanoff
Feb 27, 2025
The Optimized Advisor: Navigating Wealth, Family, and the Great Outdoors with Blayne Andersen
Jan 30, 2025
Optimizing Your Financial Fitness: The Intersection of Wealth and Wellness with Nick Bernatowicz
Jan 09, 2025
From Punk Rock to Financial Rock Star: The Journey of Sean Humeston
Dec 12, 2024
Unlocking Efficiency: How Leopard is Revolutionizing Insurance with AI
Nov 21, 2024
The Admin Effect: Streamlining Success in the Financial Services Industry with Katelyn Kucharo
Oct 24, 2024
Optimizing Uncertainty: Mastering Emotional Intelligence and Empathy in Financial Advising with Dr. Naomi Win
Oct 03, 2024
Unlocking the Hidden Gems of LTC: Transforming Tax-Deferred Annuities into Tax-Free Benefits with Brad Shepard, One America
Aug 22, 2024
Optimizing Client Trust: Beyond Annuities and Into Authentic Relationships with Jason Labrum, CFP®, AIF®
Aug 08, 2024
Mastering Time: Strategies for Personal and Professional Optimization with David Buck
Jul 25, 2024
Unlocking Retirement Success: Inside Athene's Rise to the Top with Jay Rosencrance
Jul 11, 2024
Optimizing Long-Term Care: Insights for Financial Advisors and Affluent Clients with Brian Ott
Jun 20, 2024
Unlocking Annuity Potential: Innovations, Strategies, and Legacy Planning with Paul Garofoli, The Standard
Jun 06, 2024
Optimize Your Connection: Building Trust and Emotional Engagement in Seminar Marketing with Lara Galloway
May 23, 2024
Mastering Seminar Marketing and Building Trust Through Estate Planning with Lara Galloway
May 09, 2024
Mastering Behavioral Finance: Unpacking Investor Biases with Anthony Nizzi, GILICO
Apr 18, 2024
Rewriting Your Story With Discipline with Bart Zandbergen, The Zandbergen Report
Jan 18, 2024
Optimizing Time: Gaining Freedom and Clarity with Dwight Eberts, Coaching 122
Dec 21, 2023
76% of The Time S&P 500 Has Shown Positive Returns Over The Last 40 Years with Anthony Nizzi, GILICO
Dec 07, 2023
A Picture & A Story Are Worth A Thousand Words with Brad Shepard, One America
Nov 30, 2023
The Zandbergen Report’s 6th Annual Holiday Wine Pairing Podcast
Nov 16, 2023
Learn From An Optimized Advisor: Jason Cillo, 21st Century Financial Group
Nov 02, 2023
The Zandbergen Report Podcast: Long-Term Care Updates with Scott Heinila and Bart Zandbergen
Oct 19, 2023
Master Your Relationship With Yourself, Your Partner, and Your Kids with Dr. Morgan Cutlip and Bart Zandbergen
Sep 14, 2023
Back To School College Planning Optimization with Todd Kelly & Andy Hickman, Cumulus College Quest
Aug 24, 2023
A Revolutionary Change of Pace for Wealth Management with Ryan George, Docupace
Aug 10, 2023
Women Want to be Treated Equally, Not Identically with Judy Hoberman
Jul 27, 2023
Leveraging Data for Optimal Financial and Insurance Planning with Robert Kirk, InterGen Data
Jul 13, 2023
More Than Money & Taking Financial Advice from Social Media FinFluencers with Andrew Martz
Jun 29, 2023
Learn from An Optimized Advisor: Larry Sprung, Mitlin Financial
Jun 15, 2023
Navigating Social Media in the Era of AI with Annie Dietrich, AC Social Designs
May 25, 2023
Wealth Preservation Truth Bombs Featuring Tom Hegna
May 03, 2023
Let's Talk Annuities with Annuity King Paul Garofoli, The Standard
Apr 20, 2023
Impactful Insurance Solutions For Employers and Seniors with Sean Turner, Buffer Insurance
Mar 23, 2023
The Chief Evangelist for Business Optimization with Diana Cabrices
Mar 16, 2023
The 2022 Recap and Look Into 2023 Financial and Investment Forecast with Bart Zandbergen, Zandbergen Group
Mar 09, 2023
How to Grow & Manage Your Team for Business Optimization with Cynthia Spigel
Mar 02, 2023
Behavioral Finance For Business Optimization with Dr. Ben Sorensen
Feb 16, 2023
Optimize Your Business and Accelerate Your Influence with Podcast Expert, Matt Halloran, ProudMouth
Jan 26, 2023
The Advisor’s Advisor for Business Optimization with Conor Anderson, AdvisorAssist
Jan 12, 2023
The Niche Private Equity Fund with Andrew Costa, RX3 Growth Partners
Jan 05, 2023
How to Optimize Your Health through Biohacking with Ryan Dietrich and Nick Bernatowicz
Dec 15, 2022
What You Need to Know to Sell More Annuities in 2023, with Nick Bernatowicz, Producers Choice Network
Dec 08, 2022
Home for the Holidays, LTC Awareness with Brad Shepard and Brian Ott
Dec 01, 2022
The Zandbergen Report’s 5th Annual Holiday Wine Pairing
Nov 17, 2022
The Fearless Summit and Females and Finance Part II with Sheryl Hickerson and Beth Moss
Nov 10, 2022
Expanding Your Reach Through Social Media with Laura Shean, Centsai
Oct 06, 2022
Optimization Strategies to help Advisors Reach Social Media Success with Annie Dietrich, AC Social Designs
Sep 22, 2022
Learn from An Optimized Advisor: Joe Pantozzi
Aug 18, 2022
Solving the World Water Crisis with Nick Jordan, Wells of Life
Aug 11, 2022
The Freedom of Time with Dwight Eberts, Coaching 122
Aug 04, 2022
Just Brand It with Josh Lackowski
Jul 14, 2022
Flexible Solutions For Growing Businesses: How to Attract, Retain and Reward Top Talent in this Competitive Workforce Environment
Jun 30, 2022
Optimizing Your Mindset with Jason Labrum
Jun 23, 2022
Trends in Financial Planning Revenue with Jeff Hoenle
Jun 09, 2022
Meaningful Marketing Part 2 with Josh Lackowski
Jun 02, 2022
Don't Fix It in Post- Video Fundamentals with Neil Willoughby Pt 2
May 19, 2022
Don't Fix It in Post- Video Fundamentals with Neil Willoughby Pt 1
May 12, 2022
How to Grow and Optimize Your Social Media with Annie Dietrich, AC Social Designs
Apr 21, 2022
Dressing for 2022 and Beyond with Bart Zandbergen and Dave Welch, b.spoke Style
Apr 07, 2022
Springtime Flex with Bart Zandbergen and Nick Bernatowicz
Mar 31, 2022
Empowering Consumer Brands Through Authentic Relationships with Nate Raabe, RX3 Growth Partners
Mar 24, 2022
Annuities: Ken Fisher “hates them”…. should you?
Mar 17, 2022
Optimize Your Wellness-Based Life with Angela Sinnett, Magnolia Wellness
Mar 10, 2022
SOLO Episode: Eight Questions for Advisors to Optimize Their Business for Growth
Mar 03, 2022
FinTech Solution with a Shared Vision with Joe Elsasser, Covisum
Feb 17, 2022
The Power of Mindset and your Statement of Vision with Bart Zandbergen
Feb 03, 2022
Learn From An Optimized Advisor: David McManus, CFP, Cooper McManus
Jan 13, 2022
Seminar and Digital Marketing in Today’s World with Brad Swineheart, Whiteglove
Jan 06, 2022
Learn From An Optimized Advisor: Aaron Hoke, AIM Capital
Dec 16, 2021
Being Intentional With Your Relationships Part II with Dr. Morgan Cutlip
Dec 09, 2021
Learn From An Optimized Advisor: Jared Tanimoto, CFP
Dec 02, 2021
Zandbergen Report’s 4th Annual Holiday Wine Pairing
Nov 18, 2021
Tax Advantage Strategies Using Annuities with Bill Bonk
Nov 11, 2021
Learn From A Managing Director: Andrew Kuo, WIS
Nov 04, 2021
Simon: Your Investment Platform, Reimagined w/ Scott Stolz and Jamie Kosharek
Oct 28, 2021
Proper Estate Planning For The Family Vacation Home with APEG
Oct 21, 2021
The Five Pillars of Financial Planning with APEG
Oct 14, 2021
What is Advanced Planning Educational Group (APEG) and their Why?
Oct 08, 2021
Turning “Business” Into “Better” with Jamie Kosharek
Sep 30, 2021
Learn From An Optimized Advisor: Ruth Raftery, JD, CPA, AEP
Sep 23, 2021
Your Best Vocational Life w/ Brian Church, Advisory DNA
Sep 16, 2021
Life Insurance Awareness Month
Sep 09, 2021
Where Financial Planning And Understanding Meet with Brooke Thomas and Steve Goldstein, Retirement Analyzer
Sep 02, 2021
Learn From An Optimized Advisor: Jeff Hoenle, CFP®, CRPC®, AEP®
Aug 26, 2021
The Business Builder with Norm Trainor, The Covenant Group
Aug 12, 2021
Learn From An Optimized Advisor: Bill McBride, McBride Wealth Management
Aug 05, 2021
Females and Finance with Sheryl Hickerson and Beth Moss
Jul 29, 2021
Taxes: Scream Sizzle and Excitement with Garrett Nyberg
Jul 22, 2021
Optimizing Your Practice and Building The IDEAL Business Plan with Rich Boone
Jul 15, 2021
Learn From An Optimized Advisor: Ryan Hoke, AIM Capital
Jul 01, 2021
Legislation and Regulations Update That Will Affect Your Business with Pete Buechler, NAIFA-CA
Jun 24, 2021
Learn From An Optimized Advisor: Brian Ott, 525 Advisors
Jun 17, 2021
National Wine Day Celebration with Foley Family Wines
Jun 10, 2021
Meaningful Marketing with Josh Lackowski
Jun 03, 2021
Summer Bods and Summer WODs with Nick Bernatowicz
May 27, 2021
Learn from An Optimized Advisor: Andrew Martz, WIS Advisors
May 20, 2021
Live, Play, Stay: The Real Estate Market Today with Paige McDaniel and Carrie Gilmore, McDaniel Gilmore Group
May 13, 2021
Learn From An Optimized Advisor: Arthur Cooper, Cooper McManus
May 06, 2021
Testosterone, Botox, and Aging Gracefully with Dr. Taylor Pollei
Apr 29, 2021
Care Partners and Caring for Seniors with Randy Platt and Rodney Burris
Apr 22, 2021
Authentic, Intentional, and Simple Social Media Marketing Optimization with Davin Salvagno and Annie Cooper
Apr 15, 2021
Bonus: Learn from An Optimized Advisor: Jeff Vallez, Shoreline Financial
Apr 08, 2021
Learn from An Optimized Advisor: Jeff Vallez, Shoreline Financial
Apr 08, 2021
This Is A Bourbon For Life with Jake Ireland, Off Hours Spirits
Apr 01, 2021
Why You Should Use a Travel Advisor with Joni Wu
Mar 25, 2021
Learn from An Optimized Advisor: Ken Cruse, Co-Founder and CEO of Soul Community Planet, Inc
Mar 19, 2021
Bonus Episode: Retirement Income Planning – What You Need to Know in 2021 with The Zandbergen Report
Mar 16, 2021
How To Be An Intentional Dad with Justin Batt
Mar 11, 2021
Learn from An Optimized Advisor: Jason Labrum CFP®, AIF®
Mar 05, 2021
Annuities, Interest Rates, and Advisory
Feb 25, 2021
Being Intentional With Your Relationships with Dr. Morgan Cutlip
Feb 11, 2021
Learn From An Optimized Advisor: Dave Harris
Jan 27, 2021
Solo Episode: What’s Your Law? Passion. Professional. Process. Performance. Persistence.
Jan 21, 2021
Living Life with Purpose Now and Forever with Davin Salvagno
Jan 14, 2021
Learn From An Optimized Advisor: Bart Zandbergen, CFP
Dec 30, 2020
Bonus Episode: Holiday Wine Pairing Essentials with The Zandbergen Report
Dec 26, 2020
The Single Largest Unfunded Risk Facing Retirees
Dec 22, 2020
Fitness + Nutrition Optimized: Essentials For A Healthy Lifestyle
Dec 14, 2020