Optimized Advisor Podcast artwork

Optimized Advisor Podcast

106 episodes - English - Latest episode: 2 months ago - ★★★★★ - 17 ratings

This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. Hosted by Scott Heinila.

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.

Entrepreneurship Business Leisure entrepreneurship financial advisor insurance advisor optimized advisor financial services business marketing optimize your life optimization optimize your profession
Homepage Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Episodes

Rewriting Your Story With Discipline with Bart Zandbergen, The Zandbergen Report

January 18, 2024 23:00 - 31 minutes - 28.6 MB

Podcast 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 play...

Optimizing Time: Gaining Freedom and Clarity with Dwight Eberts, Coaching 122

December 21, 2023 23:00 - 39 minutes - 36 MB

Scott was joined in the virtual podcast studio by Dwight Eberts, founder of Coaching 122, to discuss how small business owners and executives gain clarity, confidence, and control over their decisions to live a more fulfilling life. Dwight Eberts is a dynamic and passionate speaker on the power of transformation. Following a successful 20-year career in business as a partner of a large insurance marketing organization, Dwight founded Coaching 122, where he now leverages his insights to help...

76% of The Time S&P 500 Has Shown Positive Returns Over The Last 40 Years with Anthony Nizzi, GILICO

December 07, 2023 23:00 - 19 minutes - 18.3 MB

Scott welcomed Anthony Nizzi in the studio for a little shop talk. Anthony Nizzi is the Director of Sales Development at Guaranty Income Life Insurance Company. They dive into the simplicity, transparency, and varying options within Guarantee Income Life's product suite, catering to different client needs and ages.  Anthony is responsible for developing and executing sales strategies with Guaranty’s key partners as well as crafting simplified sales concepts for our financial representatives...

A Picture & A Story Are Worth A Thousand Words with Brad Shepard, One America

November 30, 2023 23:00 - 23 minutes - 21.8 MB

Scott welcomed Brad Shepard back to the Optimized Advisor studio for a third time to discuss the emphasis on creating an emotional connection, engaging in meaningful conversations, utilizing probing questions to explore clients' thoughts, and initiating discussions on long-term care planning to address clients' concerns effectively. For the past 24 years, Brad has enjoyed an area of focus in selling, training and marketing Long-Term Care and Linked Benefit solutions. His current role, Regio...

The Zandbergen Report’s 6th Annual Holiday Wine Pairing Podcast

November 16, 2023 23:00 - 1 hour - 80.3 MB

Scott 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 episo...

Learn From An Optimized Advisor: Jason Cillo, 21st Century Financial Group

November 02, 2023 22:00 - 1 hour - 55.7 MB

Scott was joined in studio in Boston, courtesy of Bill Bonk, by today’s guest Jason Cillo. Jason shared his journey, trials and tribulations and how he defines success today.  Jason Cillo is a holistic financial advisor and tax accountant from Milford, NH. He was born and raised in Milford and today owns two practices there, 21st Century Financial Group and Cillo Tax Services. Being a holistic financial advisor means his approach to financial/retirement planning for his clients’ is about lo...

The Zandbergen Report Podcast: Long-Term Care Updates with Scott Heinila and Bart Zandbergen

October 19, 2023 22:00 - 30 minutes - 28.1 MB

Scott 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 ...

Master Your Relationship With Yourself, Your Partner, and Your Kids with Dr. Morgan Cutlip and Bart Zandbergen

September 14, 2023 22:00 - 34 minutes - 31.5 MB

Scott was joined in studio by Dr. Morgan Cutlip and Bart Zandbergen for a collaborative episode. Both Dr. Morgan Cutlip and Bart Zandbergen have been guests on the Optimized Advisor Podcast multiple times.  Dr. Morgan Cutlip, PhD in Psychology and highly sought after relationship expert, knows what it feels like to lose yourself in motherhood, and she’s determined to help mothers navigate it better. Throughout her career, she has helped hundreds of thousands of people worldwide learn how to...

Back To School College Planning Optimization with Todd Kelly & Andy Hickman, Cumulus College Quest

August 24, 2023 22:00 - 54 minutes - 49.9 MB

On this week’s episode Scott was joined virtually by Todd Kelly & Andy Hickman, Co-Founders of Cumulus College Quest, the college planning partners for Financial Professionals. About our guests... Todd M. Kelly is known nationwide as a leading authority in the area of college planning. In addition, Todd co-wrote and developed a curriculum for and trained thousands of financial professionals on how properly assist their clients through the complex maze that is college planning.  He has also ...

A Revolutionary Change of Pace for Wealth Management with Ryan George, Docupace

August 10, 2023 22:00 - 48 minutes - 44.2 MB

On 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 con...

Women Want to be Treated Equally, Not Identically with Judy Hoberman

July 27, 2023 22:00 - 50 minutes - 46.4 MB

Scott 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 enlig...

Leveraging Data for Optimal Financial and Insurance Planning with Robert Kirk, InterGen Data

July 13, 2023 22:00 - 50 minutes - 46.5 MB

On 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 ...

More Than Money & Taking Financial Advice from Social Media FinFluencers with Andrew Martz

June 29, 2023 22:00 - 52 minutes - 48 MB

On 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...

Learn from An Optimized Advisor: Larry Sprung, Mitlin Financial

June 15, 2023 22:00 - 44 minutes - 41.2 MB

On 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 wi...

Navigating Social Media in the Era of AI with Annie Dietrich, AC Social Designs

May 25, 2023 22:00 - 43 minutes - 39.5 MB

Scott 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 tools The latest trends in the social media industry including Instagram Reels, Engagement...

Wealth Preservation Truth Bombs Featuring Tom Hegna

May 03, 2023 15:00 - 32 minutes - 29.9 MB

Scott 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 Ret...

Let's Talk Annuities with Annuity King Paul Garofoli, The Standard

April 20, 2023 22:00 - 44 minutes - 40.5 MB

Scott 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 ...

Impactful Insurance Solutions For Employers and Seniors with Sean Turner, Buffer Insurance

March 23, 2023 22:00 - 48 minutes - 44.5 MB

Scott 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 senior...

The Chief Evangelist for Business Optimization with Diana Cabrices

March 16, 2023 22:00 - 37 minutes - 34.8 MB

Scott 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. Wh...

The 2022 Recap and Look Into 2023 Financial and Investment Forecast with Bart Zandbergen, Zandbergen Group

March 09, 2023 23:00 - 39 minutes - 36.1 MB

Scott 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 knowledge Scott and Bart’s recap of 2022 i...

How to Grow & Manage Your Team for Business Optimization with Cynthia Spigel

March 02, 2023 23:00 - 49 minutes - 45.6 MB

Scott 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 culture Define roles & future potential paths Define & implem...

Behavioral Finance For Business Optimization with Dr. Ben Sorensen

February 16, 2023 23:00 - 36 minutes - 33 MB

Scott 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 practi...

Optimize Your Business and Accelerate Your Influence with Podcast Expert, Matt Halloran, ProudMouth

January 26, 2023 23:00 - 33 minutes - 31.1 MB

Scott 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 ...

The Advisor’s Advisor for Business Optimization with Conor Anderson, AdvisorAssist

January 12, 2023 23:00 - 33 minutes - 30.3 MB

Scott 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 updates How AdvisorAssist acts as the advisor’s advisor How to optimize and protect your business Market trend and audits Connect with Scott on LinkedIn Connect with Conor on Li...

The Niche Private Equity Fund with Andrew Costa, RX3 Growth Partners

January 05, 2023 23:00 - 40 minutes - 36.9 MB

Scott 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 Partners How RX3 d...

How to Optimize Your Health through Biohacking with Ryan Dietrich and Nick Bernatowicz

December 15, 2022 23:00 - 48 minutes - 44.5 MB

For 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 health Kick off your 2023 health and wellness resolutions with an easy-to-follow toolkit How to utilize cold-therapy, heat-therapy, and meditation to help you handle stress in everyday ...

What You Need to Know to Sell More Annuities in 2023, with Nick Bernatowicz, Producers Choice Network

December 08, 2022 23:00 - 26 minutes - 24.3 MB

Scott 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 upd...

Home for the Holidays, LTC Awareness with Brad Shepard and Brian Ott

December 01, 2022 23:00 - 39 minutes - 36.1 MB

Scott 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 facts How to prepare families when their loved ones need LTC Brad and Brian shared their personal stories dealing with LTC Listen to their previous episodes here:   Episode 002: The Single Largest Unfunded Risk Facing Retirees Epi...

The Zandbergen Report’s 5th Annual Holiday Wine Pairing

November 17, 2022 23:00 - 1 hour - 83.6 MB

Scott 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 exper...

The Fearless Summit and Females and Finance Part II with Sheryl Hickerson and Beth Moss

November 10, 2022 23:00 - 29 minutes - 27.5 MB

Scott 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 industry How the Females & Fin...

Expanding Your Reach Through Social Media with Laura Shean, Centsai

October 06, 2022 22:00 - 33 minutes - 30.4 MB

Scott 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 Netw...

Optimization Strategies to help Advisors Reach Social Media Success with Annie Dietrich, AC Social Designs

September 22, 2022 22:00 - 47 minutes - 43.4 MB

Scott 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 here Episod...

Learn from An Optimized Advisor: Joe Pantozzi

August 18, 2022 22:00 - 46 minutes - 42.5 MB

Scott 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 ca...

Solving the World Water Crisis with Nick Jordan, Wells of Life

August 11, 2022 22:00 - 31 minutes - 28.5 MB

Scott 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 d...

The Freedom of Time with Dwight Eberts, Coaching 122

August 04, 2022 22:00 - 35 minutes - 32.2 MB

This 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 succes...

Just Brand It with Josh Lackowski

July 14, 2022 22:00 - 33 minutes - 31 MB

Scott 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 here Episode 063 - Meaningful Marketing Part 2 with Josh Lackowski here Connect with Scott on LinkedI...

Flexible Solutions For Growing Businesses: How to Attract, Retain and Reward Top Talent in this Competitive Workforce Environment

June 30, 2022 22:10 - 55 minutes - 51.2 MB

Scott 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...

Optimizing Your Mindset with Jason Labrum

June 23, 2022 22:00 - 40 minutes - 37.3 MB

Scott 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® here Connect with Scott on LinkedIn C...

Trends in Financial Planning Revenue with Jeff Hoenle

June 09, 2022 22:00 - 29 minutes - 26.9 MB

Scott 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...

Meaningful Marketing Part2 with Josh Lackowski

June 02, 2022 22:00 - 42 minutes - 39 MB

Scott 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.  ...

Meaningful Marketing Part 2 with Josh Lackowski

June 02, 2022 22:00 - 42 minutes - 39 MB

Scott 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.  ...

Don't Fix It in Post- Video Fundamentals with Neil Willoughby Pt 2

May 19, 2022 22:00 - 25 minutes - 23.5 MB

Scott 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 Pa...

Don't Fix It in Post- Video Fundamentals with Neil Willoughby Pt 1

May 12, 2022 22:00 - 33 minutes - 30.4 MB

Scott 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 ...

How to Grow and Optimize Your Social Media with Annie Dietrich, AC Social Designs

April 21, 2022 22:00 - 57 minutes - 52.6 MB

Scott 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 LinkedIn Connect with  Annie on Lin...

Dressing for 2022 and Beyond with Bart Zandbergen and Dave Welch, b.spoke Style

April 07, 2022 22:00 - 49 minutes - 45.3 MB

Scott 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 ha...

Springtime Flex with Bart Zandbergen and Nick Bernatowicz

March 31, 2022 22:00 - 31 minutes - 29.2 MB

Scott 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 LinkedIn Connect with  Bart on LinkedIn Connect with Nick on LinkedIn For more on The Optimized Advisor Podcast click here   For more on The Zanbergen Group click here Follow us on...

Empowering Consumer Brands Through Authentic Relationships with Nate Raabe, RX3 Growth Partners

March 24, 2022 22:29 - 44 minutes - 40.9 MB

Scott 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 an...

Annuities: Ken Fisher “hates them”…. should you?

March 17, 2022 22:00 - 39 minutes - 35.8 MB

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 LinkedIn Connect with Nick on LinkedIn For more on The Optimized Advisor Podcast click here   For more on Producers Choice Network click here Want to learn more and ...

Optimize Your Wellness-Based Life with Angela Sinnett, Magnolia Wellness

March 10, 2022 23:00 - 45 minutes - 41.4 MB

Scott 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 jour...

SOLO Episode: Eight Questions for Advisors to Optimize Their Business for Growth

March 03, 2022 23:00 - 27 minutes - 25.6 MB

Scott 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 LinkedIn Follow Scott on Instagram For more on The Optimized Advisor Podcast click here   Read the article here F...