Latest Optimized advisor Podcast Episodes
Rewriting Your Story With Discipline with Bart Zandbergen, The Zandbergen Report
Optimized Advisor Podcast - January 18, 2024 23:00 - 31 minutes ★★★★★ - 17 ratingsPodcast 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, relati...
Optimizing Time: Gaining Freedom and Clarity with Dwight Eberts, Coaching 122
Optimized Advisor Podcast - December 21, 2023 23:00 - 39 minutes ★★★★★ - 17 ratingsScott 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...
76% of The Time S&P 500 Has Shown Positive Returns Over The Last 40 Years with Anthony Nizzi, GILICO
Optimized Advisor Podcast - December 07, 2023 23:00 - 19 minutes ★★★★★ - 17 ratingsScott 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 cl...
A Picture & A Story Are Worth A Thousand Words with Brad Shepard, One America
Optimized Advisor Podcast - November 30, 2023 23:00 - 23 minutes ★★★★★ - 17 ratingsScott 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 ...
The Zandbergen Report’s 6th Annual Holiday Wine Pairing Podcast
Optimized Advisor Podcast - November 16, 2023 23:00 - 1 hour ★★★★★ - 17 ratingsScott 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 Cho...
Learn From An Optimized Advisor: Jason Cillo, 21st Century Financial Group
Optimized Advisor Podcast - November 02, 2023 22:00 - 1 hour ★★★★★ - 17 ratingsScott 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 ...
The Zandbergen Report Podcast: Long-Term Care Updates with Scott Heinila and Bart Zandbergen
Optimized Advisor Podcast - October 19, 2023 22:00 - 30 minutes ★★★★★ - 17 ratingsScott 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...
Master Your Relationship With Yourself, Your Partner, and Your Kids with Dr. Morgan Cutlip and Bart Zandbergen
Optimized Advisor Podcast - September 14, 2023 22:00 - 34 minutes ★★★★★ - 17 ratingsScott 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 ...
Back To School College Planning Optimization with Todd Kelly & Andy Hickman, Cumulus College Quest
Optimized Advisor Podcast - August 24, 2023 22:00 - 54 minutes ★★★★★ - 17 ratingsOn 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 addit...
A Revolutionary Change of Pace for Wealth Management with Ryan George, Docupace
Optimized Advisor Podcast - August 10, 2023 22:00 - 48 minutes ★★★★★ - 17 ratingsOn 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 ...
Women Want to be Treated Equally, Not Identically with Judy Hoberman
Optimized Advisor Podcast - July 27, 2023 22:00 - 50 minutes ★★★★★ - 17 ratingsScott 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 c...
Leveraging Data for Optimal Financial and Insurance Planning with Robert Kirk, InterGen Data
Optimized Advisor Podcast - July 13, 2023 22:00 - 50 minutes ★★★★★ - 17 ratingsOn 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 ...
More Than Money & Taking Financial Advice from Social Media FinFluencers with Andrew Martz
Optimized Advisor Podcast - June 29, 2023 22:00 - 52 minutes ★★★★★ - 17 ratingsOn 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 entertai...
Learn from An Optimized Advisor: Larry Sprung, Mitlin Financial
Optimized Advisor Podcast - June 15, 2023 22:00 - 44 minutes ★★★★★ - 17 ratingsOn 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 ...
Navigating Social Media in the Era of AI with Annie Dietrich, AC Social Designs
Optimized Advisor Podcast - May 25, 2023 22:00 - 43 minutes ★★★★★ - 17 ratingsScott 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 conte...
Wealth Preservation Truth Bombs Featuring Tom Hegna
Optimized Advisor Podcast - May 03, 2023 15:00 - 32 minutes ★★★★★ - 17 ratingsScott 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 w...
Let's Talk Annuities with Annuity King Paul Garofoli, The Standard
Optimized Advisor Podcast - April 20, 2023 22:00 - 44 minutes ★★★★★ - 17 ratingsScott 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...
Impactful Insurance Solutions For Employers and Seniors with Sean Turner, Buffer Insurance
Optimized Advisor Podcast - March 23, 2023 22:00 - 48 minutes ★★★★★ - 17 ratingsScott 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....
The Chief Evangelist for Business Optimization with Diana Cabrices
Optimized Advisor Podcast - March 16, 2023 22:00 - 37 minutes ★★★★★ - 17 ratingsScott 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 br...
The 2022 Recap and Look Into 2023 Financial and Investment Forecast with Bart Zandbergen, Zandbergen Group
Optimized Advisor Podcast - March 09, 2023 23:00 - 39 minutes ★★★★★ - 17 ratingsScott 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 202...
How to Grow & Manage Your Team for Business Optimization with Cynthia Spigel
Optimized Advisor Podcast - March 02, 2023 23:00 - 49 minutes ★★★★★ - 17 ratingsScott 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, creatin...
Behavioral Finance For Business Optimization with Dr. Ben Sorensen
Optimized Advisor Podcast - February 16, 2023 23:00 - 36 minutes ★★★★★ - 17 ratingsScott 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 thou...
Optimize Your Business and Accelerate Your Influence with Podcast Expert, Matt Halloran, ProudMouth
Optimized Advisor Podcast - January 26, 2023 23:00 - 33 minutes ★★★★★ - 17 ratingsScott 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...
The Advisor’s Advisor for Business Optimization with Conor Anderson, AdvisorAssist
Optimized Advisor Podcast - January 12, 2023 23:00 - 33 minutes ★★★★★ - 17 ratingsScott 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: C...
The Niche Private Equity Fund with Andrew Costa, RX3 Growth Partners
Optimized Advisor Podcast - January 05, 2023 23:00 - 40 minutes ★★★★★ - 17 ratingsScott 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 ...
How to Optimize Your Health through Biohacking with Ryan Dietrich and Nick Bernatowicz
Optimized Advisor Podcast - December 15, 2022 23:00 - 48 minutes ★★★★★ - 17 ratingsFor 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 o...
What You Need to Know to Sell More Annuities in 2023, with Nick Bernatowicz, Producers Choice Network
Optimized Advisor Podcast - December 08, 2022 23:00 - 26 minutes ★★★★★ - 17 ratingsScott 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 incr...
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...
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