Optimized Advisor Podcast

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 is an expert. Jeff shares the Why and Vision behind the creation of APEG to assist other financial planners, estate planning attorneys and CPA's in a mutually beneficial education based national community.

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For more on The Optimized Advisor Podcast click here  
For more on Platinum Wealth Management click here
For more on APEG 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 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.  

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Connect with Norm on LinkedIn

For more on The Optimized Advisor Podcast click here
For more on The Covenant Group click here
For the Business Builder E-Book 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 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 clients, building trust, and focusing on their family and much more. 

Connect with Scott on LinkedIn
Connect with Bill on LinkedIn

For more on The Optimized Advisor Podcast click here  
For more on McBride Wealth Management 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 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
Connect with Sheryl on LinkedIn
Connect with Beth on LinkedIn

For more on The Optimized Advisor Podcast click here  
For more on Females and Finance and to get involved, 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 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 on Boroff & Nyberg 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

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. 

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Connect with Rich on LinkedIn

For more on The Optimized Advisor Podcast click here  
For more on  Ideal Plan Coaching click here

Email Rich directly: [email protected]
Call Rich at: 800-630-1590 

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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

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 a few questions and together they share some fun stories.

Connect with Scott on LinkedIn
Connect with Ryan 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 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 that advocates for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of the members. Scott and Pete discuss how NAIFA is an important organization for Advisors to join, all the benefits it provides, and the advocacy efforts they deploy for Advisors and Insurance Professionals. Pete shares how he got involved in NAIFA, what he does in his current role, and much more about the current legislation and regulations within insurance and financial services. 

Connect with Scott on LinkedIn
Connect with Pete on LinkedIn

For more on The Optimized Advisor Podcast click here  
For more on NAIFA click here
For more on NAIFA-CA click here
For more on Cohesive Insurance Services 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 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 opportunities that have positioned his firm where it exists today. Scott and Brian discuss the current LTC space and how crucial it is to have long-term care planning conversations with clients and planning for the future. 

Connect with Scott on LinkedIn
Connect with Brian on LinkedIn

For more on The Optimized Advisor Podcast click here  
For more on 525 Advisors 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 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 the pandemic from partnering with restaurants, retailers, and the entire wine making supply chain. Throughout the conversation they enjoyed select wines from the Foley Family portfolio.

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Connect with Devon on LinkedIn
Connect with Nick on LinkedIn
Connect with Bart on LinkedIn

For more on The Optimized Advisor Podcast click here  
For more on the Foley Food and Wine Society 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