Optimized Advisor Podcast

Scott 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 today owns two practices there, 21st Century Financial Group and Cillo Tax Services. Being a holistic fin...

Scott 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 to pay an increased income tax of 0.40% to 0.60% to cover the cost of state-funded long-term care progr...

Scott 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 what it feels like to lose yourself in motherhood, and she’s determined to help mothers navigate it bette...

On 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 addition, Todd co-wrote and developed a curriculum for and trained thousands of financial professionals on how...

On 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 industry. Before joining Docupace, he served as the Assistant VP, Marketing and Communications at 1st...

Scott 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 coach, author, radio show host and mentor. Her 30 years in business has given her both knowledge and a se...

On 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 healthcare industries through the adoption of its proprietary and patent-pending Life Stage/Life Event p...

On 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 entertainment industries. Andrew is the co-host of the “Dollars & Sensibilities” podcast show where he shares hi...

On 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 focus on prioritizing the families we serve. The Mitlin team consistently helps those families make heal...

Scott 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 content. In this episode you will learn the following:  How to optimize your social media strategy utilizing...

Scott 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 when it comes to his own retirement. Tom Hegna is an economist, author, and retirement expert. He has bee...

Scott 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 nationally recognized speaker, Paul is known for his entertaining presentations. Most recently, Paul wa...

Scott 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. Protecting others and ensuring their future impact is his highest priority at Buffer. Sean educates bus...

Scott 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 brands as their Fractional Chief Evangelist. Often called a “product demo queen ”, Diana has a knack for co...

Scott 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 2022 and provide their take on the 2023 financial market and investments. In this episode you will learn: S...

Scott 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, creating a distinctive client experience, and growing and managing your team.  In this episode you will learn:...

Scott 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 thousands of senior executives annually. During the past 20 years, Ben has become best known for his rich mi...

Scott 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 and been on over 1,000 podcast episodes. He’s also the host of ProudMouth podcast, the Top Advisor Mark...

Scott 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:  Compliance industry updates How AdvisorAssist acts as the advisor’s advisor How to optimize and protect you...

Scott 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 Partners is a consumer growth equity firm that helps brands realize their full potential. In this episod...

For 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 optimize your health Kick off your 2023 health and wellness resolutions with an easy-to-follow toolkit How...

Scott 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 increase sales. From the Field: The best annuity products on the market today! Insurance companies are growing...

Scott 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 when their loved ones need LTC Brad and Brian shared their personal stories dealing with LTC Listen to their...

Scott 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 Ramchandani. This year’s line-up of wines featured some that are well known, some that are hidden gems, and some...

Scott 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 from the Harvard Business Review. Here are the top 3 takeaways from that article:  How men are the biggest...