Optimized Advisor Podcast

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 oversee many operational responsibilities.  

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For more on The Optimized Advisor Podcast click here  
For more on WIS 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]

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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 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 Advisor.  They also talk about his role at Simon and how it is a key fintech solution for financial advisors and insurance professionals today.

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Connect with Scott Stolz on LinkedIn
Connect with Jamie Kosharek on LinkedIn

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

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 Jeff's Ep. 034: Learn From An Optimized Advisor: Jeff Hoenle, CFP®, CRPC®, AEP® here
Listen to Ruth's Ep. 039: Learn From An Optimized Advisor: Ruth Raftery, JD, CPA, AEP here

Connect with Scott on LinkedIn
Connect with Jeff on LinkedIn
Connect with Ruth on LinkedIn

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

For more information on APEG, email [email protected] or call 800-568-2444

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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

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 Educational Group (APEG) and their Why? here
Listen to Jeff's Ep. 034: Learn From An Optimized Advisor: Jeff Hoenle, CFP®, CRPC®, AEP® here
Listen to Ruth's Ep. 039: Learn From An Optimized Advisor: Ruth Raftery, JD, CPA, AEP here

Connect with Scott on LinkedIn
Connect with Jeff on LinkedIn
Connect with Ruth on LinkedIn

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

For more information on APEG, email [email protected] or call 800-568-2444

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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

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. 039: Learn From An Optimized Advisor: Ruth Raftery, JD, CPA, AEP here

Connect with Scott on LinkedIn
Connect with Jeff on LinkedIn
Connect with Ruth on LinkedIn

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

For more information on APEG, email [email protected] or call 800-568-2444

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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 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 better serve the needs of others.  

Connect with Scott on LinkedIn
Connect with Jamie on LinkedIn

For more on The Optimized Advisor Podcast click here  
For more on Producers Choice Network 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 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 to better serve their clients. 

Connect with Scott on LinkedIn
Connect with Ruth on LinkedIn

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

For more information on APEG, email [email protected] or call 800-568-2444

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Follow us on Facebook

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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 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 technology is so important in this space. 

Connect with Scott on LinkedIn
Connect with Brian on LinkedIn

For more on The Optimized Advisor Podcast click here  
For more on Advisory DNA click here

Email Brian 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]

**

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

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 an advocate for insurance. 

Connect with Scott on LinkedIn
Connect with Nick on LinkedIn

For more on The Optimized Advisor Podcast click here  
For more on Producers Choice Network services click here
Visit Life Happens here
Visit LIMRA 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 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/Insuretech software creation is only the beginning where Retirement Analyzer strives to provide ongoing training, education, prospecting and sales solutions to meet the needs of insurance professionals & financial planners today.

Connect with Scott on LinkedIn
Connect with Brooke on LinkedIn
Connect with Steve on LinkedIn

For more on The Optimized Advisor Podcast click here  
For more on Retirement Analyzer 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