Optimized Advisor Podcast

Scott welcomed back Jeff Hoenle in studio for a discussion on financial industry trends, revenue models, broker dealers and more. 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). His industry expertise and advice are highlighted throughout this episode, get ready to take...

Scott welcomed Josh Lackowski in studio to pick up where their conversation on Meaningful Marketing left off (listen to Ep. #24 here) . Josh is the Director of Marketing Strategy & Account Services of Producers Choice Network and is a marketing and creative expert that has helped take the Optimized Advisor Podcast to the next level. In this episode they discuss how to break through the noise to be...

Scott was joined in the virtual studio by Neil Willoughby, Media Content Production Specialist at Producers Choice Network to discuss all things video production. In this episode Neil shares how to optimize your video production and gives postproduction tips. Scott and Neil discuss best practices for shooting quality content, editing software, editing tips and more. Neil is our very own podcast ed...

Scott was joined in the virtual studio by Neil Willoughby, Media Content Production Specialist at Producers Choice Network to discuss all things video production. In this episode Neil discusses video production 101 and what’s required to create quality video content for a variety of purposes. Neil shares his tips and tricks on video equipment, lighting, microphones to set your video production up...

Scott invited good friend and founder of AC Social Designs, Annie Dietrich, in studio to discuss all things social media and how to navigate the ever-changing social media world. Annie shared all her tips and tricks to grow on social media such as optimizing your bio, finding your niche, and engagement strategies. AC Social Designs is a creative full-service design and management company that deli...

Scott and Bart Zandbergen, CFP and host of the Zandbergen Report Podcast co-hosted this episode and invited Dave Welch, Chief Vision Officer of b.spoke Style, in studio to discuss current menswear fashion trends. With many people either going back to work in an office, while others are working solely from home, and others who are still working remotely entirely, the art of dressing well has shifte...

Scott and Bart Zandbergen, CFP and host of the Zandbergen Report Podcast, co-hosted this episode with Nick Bernatowicz and discussed all things fitness. They talked about fitness, motivation, nutrition, proper supplements and creating the right workout routine to meet your optimal results. Connect with Scott on LinkedIn Connect with  Bart on LinkedIn Connect with Nick on LinkedIn For more on The O...

Scott invited Nate Raabe in studio to discuss his company RX3 Growth Partners. Nate is the Co-Founder and Managing Partner of the investment firm. RX3 bridges the gap between capital and culture by facilitating authentic relationships between their community of influential investors and their partner brands to unlock value. Nate shares his career journey to starting RX3 Growth Partners, how he opt...

Scott and Nick Bernatowicz sit down in studio to discuss annuities in today’s market. They break down the uses of annuities for growth and income. They talk about the history of annuities and how they fit into an investment portfolio. They also touch on the uses as a solution for long-term care planning. Connect with Scott on LinkedIn Connect with Nick on LinkedIn For more on The Optimized Advisor...

Scott invited Angela Sinnett in studio for a conversation all about health and wellness and optimizing your body. Angela is an acupuncturist, nutritionist, herbalist and founder of Magnolia Wellness specializing in holistic, eastern medicine. Angela shares her journey of dealing with her own health issues to starting her practice. They discuss the different services she offers, how someone can sta...

Scott was inspired to record a solo episode on an article called “Eight Questions for Advisors to Optimize Their Business for Growth” by Mindy Diamond. Scott goes over the 8 questions in detail and he shares his experiences, thoughts, and his own goals for personal and business development. This episode is all about optimizing yourself and your business.  Connect with Scott on LinkedIn Follow Scot...

Scott was joined virtually by Joe Elsasser, Founder and President of Covisum, a financial technology company focused on creating software that improves lives through better financial decisions. Joe shares how Covisum came to be and how it successfully help financial advisors serving mass-affluent clients in our near retirement powers some of the nation’s largest financial planning institutions.  ...

Scott welcomed back good friend, strategic partner, and fellow podcast host, Bart Zandbergen, in studio to talk all about Mindset and what it means to them. Bart shares how he prepares himself for the new year by working on his Statement of Vision to manifest and set goals for himself. Bart and Scott provide tactical tips to set yourself up for success this year. Connect with Scott on LinkedIn Con...

Scott invited David McManus in studio for a discussion on optimization. David is the Senior Wealth Advisor and Co-Founder of Cooper McManus. David shares his journey, how he sets himself apart from other advisors, how efficiently scaled his business and client reach in a virtual environment and much more.  Connect with Scott on LinkedIn Connect with David on LinkedIn For more on The Optimized Advi...

Kicking off 2022 with a brand-new episode focusing on optimizing your business! Scott was joined virtually by Brad Swineheart, SVP of Channel Marketing at Whiteglove. Whiteglove is a seminar marketing and lead generating firm that takes a unique approach to serving financial advisors. Brad and Scott discussed the changes in seminar marketing in the past 2 years, how Whiteglove is different than tr...

Scott was joined in studio with Aaron Hoke, President of AIM Capital,  and discussed his journey of getting to where he is today. In this episode they talk about career changes, determination, learning life skills, leadership, working in a virtual environment, and much more. Aaron also shares some insights into how he optimizes his life and the principles he follows.  Connect with Scott on LinkedI...

Scott invited relationship expert, Dr. Morgan Cutlip, back in studio to dive deeper into relationships. In this episode you’ll learn how Dr. Morgan utilizes social media to educate, entertain, and relate to her audience by sharing her expertise in psychology and relationships. They also discuss the Attachment 101 theory, communicating in relationships, and time management. Listen to Morgan’s Ep. 0...

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....