Optimized Advisor Podcast

Scott sat down with Andrew Martz in studio to discuss how Andrew has optimized his life and business. They talked about Andrew’s journey from growing up on the East Coast and then took a chance and moved across the country for a job opportunity in Los Angeles. Andrew shares some insightful ways he manages his relationships with his family, clients, and business. They talk about how important an on...

Scott had Paige McDaniel and Carrie Gilmore in studio to discuss all things real estate. Paige and Carrie, realtors and founders of The McDaniel Gilmore Group, a luxury real estate company servicing the south Orange County area. In this episode, they dive into the current real estate market since COVID and where its heading. Carrie and Paige share their background and how they got their start in t...

Scott sat down with Arthur Cooper, Co-Founder and Managing Director of Cooper McManus, an Irvine based wealth management firm. Arthur shared how he got his start in the industry and how he optimizes his time, strengths, and weakness to reach success. They also discussed Arthur’s passions and he shares a few stories from speakers that have inspired him over the years.    Connect with Scott on Linke...

Scott sat down with Dr. Taylor Pollei, a Facial Plastic and Reconstructive Surgeon, to learn about how Dr. Pollei got his start as a surgeon, why he focused on the face, and the different treatments he offers. They discussed the most popular treatments for men and preventive aging measures. The stats may surprise you on how many men get work done. Scott shared his own blood work to be a patient ex...

Scott Heinila sat down with Randy Platt and Rodney Burris, the founders of Care Partners, to discuss their professional philosophy that focuses on compassion and love and is built on a foundation of skilled associates with true expertise delivering exceptional care. Randy and Rodney both came from health care backgrounds and launched Care Partners in 2017. Care Partners is a caregiving organizatio...

Scott Heinila had Davin Salvagno back on virtually with Social Media Specialist, Annie Cooper, in studio to talk all things social media. Davin shares about his upcoming event, the Purpose Summit which will be May 11 – 13, 2021. Annie and Davin share the benefits of being on social media both personally and professionally, they provide insights on how to reach customers and clients by being vulner...

Bonus - Jeff Vallez shares why he has added Long-Term Care planning in his practice and how it is quickly growing into a very important facet of his business. Scott Heinila and good friend, Jeff Vallez, sat down to discuss Jeff’s unique practice, Shoreline Financial, and how he is an Optimized Advisor. Jeff dives into how he started working at a young age and instilled a strong work ethic that has...

Scott Heinila and good friend, Jeff Vallez, sat down to discuss Jeff’s unique practice, Shoreline Financial, and how he is an Optimized Advisor. Jeff dives into how he started working at a young age and instilled a strong work ethic that has helped him achieve success. Jeff shares some of the silver linings in dealing with the pandemic, taking a step back, re-evaluating priorities in his life and...

Scott Heinila, Jake Ireland, Nick Bernatowicz, and Ryan Letchford sat down to savor some Off Hours. They discussed how Jake got into the bourbon industry, how he launched his business during the height of the pandemic. A great tasting, easy drinking Bourbon Whiskey made for the moments in between and bucking the trend to be fresh, innovative and conversational.  Connect with Scott on LinkedIn Conn...

Scott Heinila sat down with Joni Wu and talked about all things travel. Joni is a Luxury Travel Advisor with Luxe Travel, A FROSCH Company, helping people plan their dream vacations all around the world. Joni gives some insight as to why using a Travel Advisor will help you optimize your time and have a much more memorable experience. Scott and Joni talk about travel during COVID and a few ideas f...

During this episode Scott Heinila and Ken Cruse dive into what it takes to establish a flourishing hotel brand with a unique Purpose to be good for the Soul, give back to the Community and environmentally respectful to the Planet.  They also talk about the hotel industry, its challenges amongst COVID and the future ahead for travel. Tune in to find out more about SPC and their unique properties. ...

Optimized Advisor Podcast host, Scott Heinila, welcomed dear friend and fellow podcast host, Bart Zandbergen of The Zandbergen Report Podcast in studio with Nick Bernatowicz to talk about annuities and retirement planning on The Zandbergen Report. During this episode, Bart, Scott, and Nick discuss retirement income and why it is essential. Studies show that people spend more time each year plannin...

Scott Heinila sat down with Justin Batt, founder of Daddy Saturday, for a virtual conversation about being an intentional father. Daddy Saturday is a global movement that helps fathers to be intentional and engaged with their children in order to change the next generation and end fatherlessness. Scott and Justin talk about how the Daddy Saturday movement started, how implementing it in his own li...

The Life Loving, Adventurous, Giving Adviser.   Scott Heinila sat down with friend and Investment Adviser, Jason Labrum CFP®, AIF® and talked about his journey from starting out in the industry to operating a successful wealth management firm, Intelligence Driven Advisers. They discuss how Jason’s father has mentored him in business and in life, the difference between adviser and advisor, the impo...

Scott Heinila sat down Joe Maringer, SVP, National Sales Manager at Great American Insurance Group for an informative industry discussion on the history of Great American and the future of the company. Joe shares how Great American is continuing to innovate by ongoing investment in technologies and new platforms to meet the needs of advisors. They talk about the current state of the annuity market...

Scott Heinila sat down with relationship expert, Morgan Cutlip, Ph. D. and a very special guest, his wife Melissa. They discussed ways to optimize relationships by being more intentional, how to manage your time, and why dating your spouse is important. Scott and Melissa shared some insights in how they put their relationship first. Dr. Morgan shares some tangible concepts that Advisors can use wh...

Scott Heinila sat down with good friend and Advanced Insurance Planning Professional, Dave Harris. In this episode, Dave shares about how he started in the industry and how he maximizes his centers of influence as his main source for developing new clients. With Dave’s unique boutique approach to his practice, he shares some of his strategies for optimization.  Connect with Scott on LinkedIn Conne...

Solo episode with Scott sharing some of the words he operates and lives by as his Law.  An individual’s Law are words one lives by that enlighten meaning and bring purpose, a code of sorts. Passion, Professional, Process, Performance and Persistence are some of the words that define Scott’s code. Scott dives into what these words mean to him and shares tactical tips for defining your Law.    Conne...

Scott Heinila sat down with Davin Salvagno for an impactful virtual discussion. Davin is the CEO and Founder of PurposePoint and author of “Finding Purpose at Work”. In this episode, Scott and Davin dive into what it means to find Purpose in both life and business. Davin shares insightful and tactical practices to better understand and live a life with Purpose now and forever.  Connect with Scott...

Scott Heinila sat down with Bart Zandbergen, CFP, for an informative discussion. With 35+ years of experience and at a point where his practice is optimized, learn how Bart got his start, how his practice has transitioned over the years, how he maximizes his time, among other topics discussed.   Connect with Scott on LinkedIn Connect with Bart on LinkedIn   For more on The Optimized Advisor Podcas...

Optimized Advisor Podcast host, Scott Heinila, welcomed dear friend and fellow podcast host, Bart Zandbergen, along with his publicist Paula Steurer of Sterling Public Relations in the studio for The Zandbergen Report’s 3rd Annual Holiday Wine Pairing episode. Scott joined in virtually while the studio’s production host Danielle Ramchandani was onsite and joined in on the tasting. During this fest...

Optimized Advisor Podcast host, Scott Heinila, sat down with Nick Bernatowicz, CLTC®, RICP® - Senior Sales Consultant with Producers Choice Network and Brad Shepard, CLTC® Regional Sales Director with One America. They are experts in Long-Term Care Planning with a combined 25+ years of experience. During this episode they discuss the critically important topic of planning for extended health care....

Optimized Advisor Podcast host, Scott Heinila, sat down with Nick Bernatowicz to discuss fitness and nutrition in a busy world. Nick comes with an extensive background in Fitness and Kinesiology. He owned and operated multiple fitness facilities and holds many credentials in fitness training. During their conversation, they dive into different forms of physical training as well as today's top nutr...