Latest Optimize your profession Podcast Episodes
Home for the Holidays, LTC Awareness with Brad Shepard and Brian Ott
Optimized Advisor Podcast - December 01, 2022 23:00 - 39 minutes ★★★★★ - 17 ratingsScott 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 wh...
The Zandbergen Report’s 5th Annual Holiday Wine Pairing
Optimized Advisor Podcast - November 17, 2022 23:00 - 1 hour ★★★★★ - 17 ratingsScott 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 Ramchanda...
The Fearless Summit and Females and Finance Part II with Sheryl Hickerson and Beth Moss
Optimized Advisor Podcast - November 10, 2022 23:00 - 29 minutes ★★★★★ - 17 ratingsScott 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 fr...
Expanding Your Reach Through Social Media with Laura Shean, Centsai
Optimized Advisor Podcast - October 06, 2022 22:00 - 33 minutes ★★★★★ - 17 ratingsScott 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 thei...
Optimization Strategies to help Advisors Reach Social Media Success with Annie Dietrich, AC Social Designs
Optimized Advisor Podcast - September 22, 2022 22:00 - 47 minutes ★★★★★ - 17 ratingsScott 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 everythi...
Learn from An Optimized Advisor: Joe Pantozzi
Optimized Advisor Podcast - August 18, 2022 22:00 - 46 minutes ★★★★★ - 17 ratingsScott 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. Le...
Solving the World Water Crisis with Nick Jordan, Wells of Life
Optimized Advisor Podcast - August 11, 2022 22:00 - 31 minutes ★★★★★ - 17 ratingsScott 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 re...
The Freedom of Time with Dwight Eberts, Coaching 122
Optimized Advisor Podcast - August 04, 2022 22:00 - 35 minutes ★★★★★ - 17 ratingsThis 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 profess...
Just Brand It with Josh Lackowski
Optimized Advisor Podcast - July 14, 2022 22:00 - 33 minutes ★★★★★ - 17 ratingsScott 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 value...
Flexible Solutions For Growing Businesses: How to Attract, Retain and Reward Top Talent in this Competitive Workforce Environment
Optimized Advisor Podcast - June 30, 2022 22:10 - 55 minutes ★★★★★ - 17 ratingsScott 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 busin...
Optimizing Your Mindset with Jason Labrum
Optimized Advisor Podcast - June 23, 2022 22:00 - 40 minutes ★★★★★ - 17 ratingsScott 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....
Trends in Financial Planning Revenue with Jeff Hoenle
Optimized Advisor Podcast - June 09, 2022 22:00 - 29 minutes ★★★★★ - 17 ratingsScott 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 Educat...
Meaningful Marketing Part2 with Josh Lackowski
Optimized Advisor Podcast - June 02, 2022 22:00 - 42 minutes ★★★★★ - 17 ratingsScott 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 Optimiz...
Meaningful Marketing Part 2 with Josh Lackowski
Optimized Advisor Podcast - June 02, 2022 22:00 - 42 minutes ★★★★★ - 17 ratingsScott 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 Optimiz...
Don't Fix It in Post- Video Fundamentals with Neil Willoughby Pt 2
Optimized Advisor Podcast - May 19, 2022 22:00 - 25 minutes ★★★★★ - 17 ratingsScott 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 practice...
Don't Fix It in Post- Video Fundamentals with Neil Willoughby Pt 1
Optimized Advisor Podcast - May 12, 2022 22:00 - 33 minutes ★★★★★ - 17 ratingsScott 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. Ne...
How to Grow and Optimize Your Social Media with Annie Dietrich, AC Social Designs
Optimized Advisor Podcast - April 21, 2022 22:00 - 57 minutes ★★★★★ - 17 ratingsScott 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 eng...
Dressing for 2022 and Beyond with Bart Zandbergen and Dave Welch, b.spoke Style
Optimized Advisor Podcast - April 07, 2022 22:00 - 49 minutes ★★★★★ - 17 ratingsScott 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 s...
Springtime Flex with Bart Zandbergen and Nick Bernatowicz
Optimized Advisor Podcast - March 31, 2022 22:00 - 31 minutes ★★★★★ - 17 ratingsScott 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. Conn...
Empowering Consumer Brands Through Authentic Relationships with Nate Raabe, RX3 Growth Partners
Optimized Advisor Podcast - March 24, 2022 22:29 - 44 minutes ★★★★★ - 17 ratingsScott 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 pa...
Annuities: Ken Fisher “hates them”…. should you?
Optimized Advisor Podcast - March 17, 2022 22:00 - 39 minutes ★★★★★ - 17 ratingsScott 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 ...
Optimize Your Wellness-Based Life with Angela Sinnett, Magnolia Wellness
Optimized Advisor Podcast - March 10, 2022 23:00 - 45 minutes ★★★★★ - 17 ratingsScott 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 hea...
SOLO Episode: Eight Questions for Advisors to Optimize Their Business for Growth
Optimized Advisor Podcast - March 03, 2022 23:00 - 27 minutes ★★★★★ - 17 ratingsScott 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...
FinTech Solution with a Shared Vision with Joe Elsasser, Covisum
Optimized Advisor Podcast - February 17, 2022 23:00 - 42 minutes ★★★★★ - 17 ratingsScott 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-affluen...
The Power of Mindset and your Statement of Vision with Bart Zandbergen
Optimized Advisor Podcast - February 03, 2022 23:58 - 28 minutes ★★★★★ - 17 ratingsScott 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 ...
Learn From An Optimized Advisor: David McManus, CFP, Cooper McManus
Optimized Advisor Podcast - January 13, 2022 23:00 - 57 minutes ★★★★★ - 17 ratingsScott 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 ...
Seminar and Digital Marketing in Today’s World with Brad Swineheart, Whiteglove
Optimized Advisor Podcast - January 06, 2022 23:00 - 47 minutes ★★★★★ - 17 ratingsKicking 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 S...
Learn From An Optimized Advisor: Aaron Hoke, AIM Capital
Optimized Advisor Podcast - December 16, 2021 23:00 - 56 minutes ★★★★★ - 17 ratingsScott 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 so...
Being Intentional With Your Relationships Part II with Dr. Morgan Cutlip
Optimized Advisor Podcast - December 09, 2021 23:00 - 52 minutes ★★★★★ - 17 ratingsScott 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 ...
Learn From An Optimized Advisor: Jared Tanimoto, CFP
Optimized Advisor Podcast - December 02, 2021 23:00 - 55 minutes ★★★★★ - 17 ratingsScott 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....
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