Latest Optimized Podcast Episodes
Unlocking Retirement Success: Inside Athene's Rise to the Top with Jay Rosencrance
Optimized Advisor Podcast - July 11, 2024 22:00 - 54 minutes ★★★★★ - 17 ratingsScott welcomed Jay Rosencrance, RICP, WMCPin studio for a discussion on annuities and the history of Athene. Jay is the VP/Relationship Manager at Athene. Jay the VP/Relationship Manager for Athene covering accounts across the country. He has spent bulk of his 32 year career involved in retire...
Optimizing Long-Term Care: Insights for Financial Advisors and Affluent Clients with Brian Ott
Optimized Advisor Podcast - June 20, 2024 22:00 - 34 minutes ★★★★★ - 17 ratingsScott welcomed Brian Ott to the studio along with Nick Bernatowicz to discuss the importance and intricacies of long-term care (LTC) planning. Brian Ott, RICP, CLTC, is founder and president of 525 Advisors LLC, an independent insurance agency that specializes in asset-based long-term care ins...
Unlocking Annuity Potential: Innovations, Strategies, and Legacy Planning with Paul Garofoli, The Standard
Optimized Advisor Podcast - June 06, 2024 22:00 - 39 minutes ★★★★★ - 17 ratingsIn this episode, Scott welcomed Paul Garofoli to the studio to discuss annuities. Paul Garofoli, Annuity Regional Sales Director for the Standard, has a 40-year career touching upon all aspects of our industry, especially independent distribution. Nicknamed the “Annuity King,” his enthusiasm is ...
Optimize Your Connection: Building Trust and Emotional Engagement in Seminar Marketing with Lara Galloway
Optimized Advisor Podcast - May 23, 2024 22:00 - 28 minutes ★★★★★ - 17 ratingsPart 2 with Lara Galloway: In this episode Scott was joined by Lara Galloway virtually to discuss building trust and emotional connection in the seminar marketing world. At the time of recording, Lara was the SVP of Channel Management at White Glove, where she leveraged her expertise in Busin...
Mastering Seminar Marketing and Building Trust Through Estate Planning with Lara Galloway
Optimized Advisor Podcast - May 09, 2024 22:00 - 42 minutes ★★★★★ - 17 ratingsIn this episode Scott was joined by Lara Galloway, virtually, to discuss seminar marketing and estate planning. At the time of recording, Lara was the SVP of Channel Management at White Glove, where she leverages her expertise in Business Development, Marketing, Product and Sales to build enterp...
Mastering Behavioral Finance: Unpacking Investor Biases with Anthony Nizzi, GILICO
Optimized Advisor Podcast - April 18, 2024 22:00 - 34 minutes ★★★★★ - 17 ratingsScott welcomed back Anthony Nizzi to the podcast studio to discuss behavioral finance. The conversation delved into various biases that can impact decision-making in financial planning and highlighted the importance of understanding these biases to better serve our clients. In this episode you...
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...
No Rules Rules, Part Two: Implementation
Optimized HX - January 25, 2023 21:24 - 25 minutes ★★★★★ - 72 ratingsWe are examining part two of the series of the book No Rules Rules: Netflix and the Culture of Reinvention. This episode focuses more on the implementation of some of the ideas in the book. We'll talk about having hard conversations, candor, and direct honesty at all times, what it requires, ...
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