Optimized Advisor Podcast

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. 

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Read the article here

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This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected]

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This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected]

Optimized Insurance Planning

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.  

Connect with Scott on LinkedIn
Connect with  Joe on LinkedIn

For more on The Optimized Advisor Podcast click here  
For more on Coviusm click here 

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This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected]

**

This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected]

Optimized Insurance Planning

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
Connect with Bart on LinkedIn

For more on The Optimized Advisor Podcast click here  
For more on The Zandbergen Report Podcast click here

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This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected]

**

This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected]

Optimized Insurance Planning

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 Advisor Podcast click here  
For more on Cooper McManus click here

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This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected]

**

This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected]

Optimized Insurance Planning

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 traditional seminar marketing companies, and how advisors can take advantage of their services. Pivoting and adapting has been the name of the game in the midst of the pandemic where Whiteglove feels they’ve executed and delivered. Please listen and we hope you enjoy.

Connect with Scott on LinkedIn
Connect with Brad on LinkedIn

For more on The Optimized Advisor Podcast click here  
For more on Whiteglove click here

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This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected]

**

This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected]

Optimized Insurance Planning

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 LinkedIn
Connect with Aaron on LinkedIn

For more on The Optimized Advisor Podcast click here  
For more on AIM Capital click here

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This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected]

**

This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected]

Optimized Insurance Planning

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. 008: Being Intentional With Your Relationships here

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For more on The Optimized Advisor Podcast click here  
For more on Dr. Morgan Cutlip and My Love Things click here

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This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected]

**

This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected]

Optimized Insurance Planning

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 adventure.

Connect with Scott on LinkedIn
Connect with Jared on LinkedIn

For more on The Optimized Advisor Podcast click here  
For more on Ascent Wealth Advisors click here
For more on FPA Orange County click here

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This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected]

**

This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected]

Optimized Insurance Planning

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, a rose, and a champagne to discuss pairing options for, while adding in some wine facts to help listeners elevate their wine knowledge. The 2021 edition of this highly anticipated podcast is certainly memorable and includes answers to pairing questions for unconventional holiday meals as well. Cheers!

In this episode learn more about these featured wines and what they pair perfectly with for holiday meals and beyond:

- Moët Chandon Champagne - Brave & Maiden Rose - Chateau De Maligny Chablis - Groth Sauvignon Blanc - Margerum Viogner - Fess Parker Chardonnay - Louis Jadot Beaujolais - Belle Glos Clark and Telephone Pinot Noir - The Prisoner Cabernet

Connect with Scott on LinkedIn
Connect with Bart on LinkedIn
Connect with Nick on LinkedIn
Connect with Paula on LinkedIn
Connect with Danielle on LinkedIn

For more on The Optimized Advisor Podcast click here  
For more on The Zandbergen Report Podcast click here

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Follow us on Facebook

**

This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected]

**

This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected]

Optimized Insurance Planning

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 applicable, maybe even more so, today as it was 20 years ago.  

Connect with Scott on LinkedIn
Connect with Bill on LinkedIn

For more on The Optimized Advisor Podcast click here  
For more on BBIM click here
For more on Producers Choice Network click here

Contact BBIM at (781) 538-5925

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This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected]

**

This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected]

Optimized Insurance Planning