Optimized Advisor Podcast

Scott 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. They discussed how they are both Eagle Scouts and how that has shaped Jared’s love for the outdoors and...

Host Bart Zandbergen was joined in the studio by Scott Heinila, Nick Bernatowicz, and Danielle Ramchandani of Optimized Advisor and Paula Steurer of Sterling Public Relations for the 4th annual holiday wine pairing podcast. A certified sommelier, Bart selected 9 wines from his well-curated wine cellar to enjoy with his guests. Mixing it up this year, Bart chose 4 distinct white wines, 3 red wines,...

Scott sat down with an Associate of his over on the East Coast. Bill Bonk, Owner/Regional Director of BBIM an Affiliate office of Producers Choice Network. Together they discuss how Bill discovered the world Annuities and becoming an expert wholesale consultant to Advisors within his community.  Scott and Bill also discuss a foundational sales idea of Producers Choice and how it’s still fully appl...

Scott invited Andrew Kuo and Nick Bernatowicz in studio to discuss Andrew’s journey directly out of college into working for a broker dealer firm and to becoming Managing Director of Western International Securities. They discuss how obtaining designations helped accelerate Andrew along in his career and relationship building. Andrew shares how he optimizes and leverages his time to prioritize and...

Scott and Jamie were joined by Scott Stolz, Head of Insurance Solutions at Simon an fintech solution. SIMON is committed to transforming the digital experience for financial advisors, enabling them to better serve their clients.  During their conversation, they discuss the journey and process to Scott writing his first book on annuities, Unlocking the Annuity Mystery, Practical Advice for every Ad...

Part 3 of the 3 Part APEG Series: Scott sat down with with the co-founders of APEG, Jeffrey Hoenle, CFP®, CRPC®, AEP® and Ruth Flynn Raftery, JD, CPA, AEP® how to properly plan for the family vacation home.    Listen to Part 1 Ep. 040: What is Advanced Planning Educational Group (APEG) and their Why? here Listen to Part 2 Ep. 041: The Five Pillars of Financial Planning with APEG here Listen to Jef...

Part 2 of the 3 Part APEG Series: Scott sat down with with the co-founders of APEG, Jeffrey Hoenle, CFP®, CRPC®, AEP® and Ruth Flynn Raftery, JD, CPA, AEP® and discuss the Five Pillars of Financial Planning with APEG and how their organization takes a unique approach to better serve clients.  Stay Tuned for next week for Part 3 with APEG.  Listen to Part 1 Ep. 040: What is Advanced Planning Educat...

Introducing a 3 Part Series with the co-founders of APEG, Jeffrey Hoenle, CFP®, CRPC®, AEP® and Ruth Flynn Raftery, JD, CPA, AEP® to initially discuss the story behind APEG, how it came to be, the bold goal for success and APEG's WHY.   Stay Tuned for next week for Part 2 with APEG.  Listen to Jeff's Ep. 034: Learn From An Optimized Advisor: Jeff Hoenle, CFP®, CRPC®, AEP® here Listen to Ruth's Ep....

Scott Heinila and Jamie Kosharek, MBA, President of Producers Choice Network discuss the keys to obtaining higher levels of significance and growth within a structured organization. By building upon a unified foundation which values placing others first, keeping promises and planning for life, PCN has been able to adapt to a volatile environment and evolve into a stronger company that is able to b...

 Scott was joined virtually by Ruth Raftery, attorney, CPA, President, and co-founder of Advanced Planning Educational Group (APEG). Ruth shared her insights with over 20 years in the industry on individual income taxation, estate, gift and trust taxation. Ruth explains how she co-founded APEG as an educational communityso financial professionals, attorneys, and accountants can all have resources...

Scott was joined virtually by Brian Church, Founder and CEO of Advisory DNA. One of the Financial Services Industry’s most dynamic consulting organizations that aides Financial Advisors and Firm Owners in the process of moving, merging, or selling their business. Brian shares how he got into the industry, how he works with financial advisors to optimize their practice, and why expanding on technol...

September is Life Insurance Awareness Month! It’s a great time for financial advisors and insurance professionals to have the very necessary life insurance conversation with clients. In this episode, Scott and Nick Bernatowicz sit down to discuss and share insights on the topic of life insurance. They break down the different types of life insurance, the benefits of having coverage, and how to be...

Scott spoke with Brooke Thomas and Steve Goldstein, CFP®, ChFC®, the founders of Retirement Analyzer – a fintech solution for retirement and financial planning.  They discuss the story behind how Retirement Analyzer began by Founder and Top National Agent Chuck Cravens. They discuss how Retirement Analyzer aims to make the process for retirement planning refreshingly simple.  Additionally, Fintech...

Scott was joined virtually by Jeff Hoenle for an informative discussion on optimizing your time and practice. 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). He shares how he got his start in the industry, how he values education and designations to show his clients he...

Scott sat down virtually with Norm Trainor, an author and the President and CEO of the Covenant Group. TCG helps financial service organizations grow market share and increase productivity by improving the practice development capability of their owners, managers, advisors, and agents. Scott and Norm dive into their programs and how they can help optimize advisor’s businesses.   Connect with Scott...

Scott invited Bill McBride in studio for a discussion all about how Bill has optimized his resources and education to get where he is today. Bill shared how he is a self-proclaimed forever student, obtaining multiple degrees, and is always learning. Scott asks Bill about his journey from his first job at 9 years old to starting his own wealth management firm. They dive into how Bill focuses on his...

Scott was joined by Sherly Hickerson, Founder and CEO, Females and Finance and Beth Moss, Regional Director, Producers Choice Network virtually for a discussion about females in the financial planning industry. Sheryl shared about her organization, Females and Finance and  how women utilize their membership resources to connect with like-minded professionals.   Connect with Scott on LinkedIn Conne...

Scott sat down with CPA, Garrett Nyberg of Boroff & Nyberg LLP in studio to discuss all things taxes and accounting. Topics discussed include, Biden’s proposed tax legislation, tax planning preparedness, and on-going best practices for both business and personal taxes.  Connect with Scott on LinkedIn Connect with Garrett on LinkedIn For more on The Optimized Advisor Podcast click here    For more...

During this episode, Scott and Rich Boone discuss building an optimal business within the Financial Services industry. Rich Boone, Founder of IDEAL Plan Coaching walks through the elements of building a business plan: Identify, Determine, Evaluate, Assess and Leverage.  Connect with Scott on LinkedIn Connect with Rich on LinkedIn For more on The Optimized Advisor Podcast click here    For more on...

In this week’s episode, Scott sat down with Ryan Hoke of AIM Capital for a discussion about his family business that started in the 1970’s and how it has evolved and grown to what it is today, a successful insurance agency. The second part of the episode Ryan shared how he value’s Scott’s opinion and calls on him as a trusted resource for just about anything. The tables are turned with Ryan asking...

Scott welcomed Peter Buechler CFP®, CLU, ChFC, FLMI, AAPA in studio for an informative discussion. Pete is a long-time friend and professional associate of Scott’s. Currently, Pete is President of Cohesive Insurance Brokerage and he is the Government Relations Chairperson of NAIFA – CA. NAIFA stands for the National Association of Insurance and Financial Advisors, the only organization of its kind...

Scott sat down with Seattle based Advisor, Brian Ott, Founder/CEO of 525 Advisors in studio for a conversation to learn more about his practice. Brian has dedicated his practice to long-term care insurance planning and has seen success from his unique business strategy. Brian shares his background, how he got his start in the industry through firsthand experience, and how he executed on opportunit...

Scott invited Devon Loquet Ulrich from Foley Family Wines along with Bart Zandbergen and Nick Bernatowicz in studio to celebrate National Wine Day (5/25). Devon informed the group of the Foley Food and Wine Society, the wineries, the restaurants, how to purchase the wines, and the different membership options. Devon also shared about her role within the company and how the industry pivoted during...

Scott was joined virtually with Josh Lackowski, the Director of Marketing Strategy & Account Services of Producers Choice Network to discuss marketing, branding, and how to be intentional in reaching clients. Josh talks about his background in marketing, video production, music and how they have helped shape him in becoming a strategic marketing expert. They discuss how focusing on the mission and...

Scott invited Nick back in studio to discuss all things fitness and nutrition, a Part 2 of Ep. 001. Scott and Nick motivate you to get your body in shape for the summer and stay consistent with your workouts while traveling. They dive into how they keep up with their workouts on vacation, share easy-to-follow different ways to get workouts in using what you have at your disposal. They also discuss...