Optimized Advisor Podcast

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...

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...