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| 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 |