Optimized Advisor Podcast

Scott was joined virtually with Josh Lackowski, the Director of Marketing Strategy & Account Services of Producers Choice Network to discuss marketing, branding, and how to be intentional in reaching clients. Josh talks about his background in marketing, video production, music and how they have helped shape him in becoming a strategic marketing expert. They discuss how focusing on the mission and vision and putting people first is the key to successful marketing.  

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For more on The Optimized Advisor 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] 

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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 invited Nick back in studio to discuss all things fitness and nutrition, a Part 2 of Ep. 001. Scott and Nick motivate you to get your body in shape for the summer and stay consistent with your workouts while traveling. They dive into how they keep up with their workouts on vacation, share easy-to-follow different ways to get workouts in using what you have at your disposal. They also discuss how nutrition places a key role in achieving your fitness goals and how to make good choices while traveling. 

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Listen to Ep. 001: Fitness + Nutrition Optimized: Essentials For A Healthy Lifestyle here

For more on The Optimized Advisor 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 sat down with Andrew Martz in studio to discuss how Andrew has optimized his life and business. They talked about Andrew’s journey from growing up on the East Coast and then took a chance and moved across the country for a job opportunity in Los Angeles. Andrew shares some insightful ways he manages his relationships with his family, clients, and business. They talk about how important an online presence is, fintech, and much more.  

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For more on The Optimized Advisor Podcast click here  
For more on Andrew and WIS Advisors click here

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Listen to to Dollars & Sensibilities 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 had Paige McDaniel and Carrie Gilmore in studio to discuss all things real estate. Paige and Carrie, realtors and founders of The McDaniel Gilmore Group, a luxury real estate company servicing the south Orange County area. In this episode, they dive into the current real estate market since COVID and where its heading. Carrie and Paige share their background and how they got their start in the industry, their unique approach, and competitive advantages, and how they optimize their time to best serve their clients and their families. 

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For more on The Optimized Advisor 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 sat down with Arthur Cooper, Co-Founder and Managing Director of Cooper McManus, an Irvine based wealth management firm. Arthur shared how he got his start in the industry and how he optimizes his time, strengths, and weakness to reach success. They also discussed Arthur’s passions and he shares a few stories from speakers that have inspired him over the years.   

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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

Scott sat down with Dr. Taylor Pollei, a Facial Plastic and Reconstructive Surgeon, to learn about how Dr. Pollei got his start as a surgeon, why he focused on the face, and the different treatments he offers. They discussed the most popular treatments for men and preventive aging measures. The stats may surprise you on how many men get work done. Scott shared his own blood work to be a patient example and they talk about the different hormone therapies Dr. Pollei offers in his practice. 

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For more on The Optimized Advisor Podcast click here
For more on Dr. Taylor Pollei and his 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 Heinila sat down with Randy Platt and Rodney Burris, the founders of Care Partners, to discuss their professional philosophy that focuses on compassion and love and is built on a foundation of skilled associates with true expertise delivering exceptional care. Randy and Rodney both came from health care backgrounds and launched Care Partners in 2017. Care Partners is a caregiving organization that provides home care, transitional medicine, and senior placement for patients in need. In this episode Randy and Rodney share their unique approach to optimizing their business, valuing not only their patience but also their staff of caregivers, being intentional about how they pair caregivers to patients, and customer referrals and reviews are the best marketing tool they utilize.  

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For more on Care Partners click here

For more on The Optimized Advisor 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 Heinila had Davin Salvagno back on virtually with Social Media Specialist, Annie Cooper, in studio to talk all things social media. Davin shares about his upcoming event, the Purpose Summit which will be May 11 – 13, 2021. Annie and Davin share the benefits of being on social media both personally and professionally, they provide insights on how to reach customers and clients by being vulnerable and building trust. They share simple steps to follow to get your social media pages up and running. This is a must listen if you are looking to take your social media marketing to the next level. 

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For more on The Optimized Advisor Podcast click here  
For more on the Purpose Summit click here
For more on AC Social Designs click here
 

Listen to Ep. 005: Living Life with Purpose Now and Forever with Davin Salvagno 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

Bonus - Jeff Vallez shares why he has added Long-Term Care planning in his practice and how it is quickly growing into a very important facet of his business.

Scott Heinila and good friend, Jeff Vallez, sat down to discuss Jeff’s unique practice, Shoreline Financial, and how he is an Optimized Advisor. Jeff dives into how he started working at a young age and instilled a strong work ethic that has helped him achieve success. Jeff shares some of the silver linings in dealing with the pandemic, taking a step back, re-evaluating priorities in his life and how to best optimize his time going forward.  

Connect with Scott on LinkedIn
Connect with Jeff on LinkedIn  

For more on The Optimized Advisor Podcast click here  
For more on Shoreline Financial 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 Heinila and good friend, Jeff Vallez, sat down to discuss Jeff’s unique practice, Shoreline Financial, and how he is an Optimized Advisor. Jeff dives into how he started working at a young age and instilled a strong work ethic that has helped him achieve success. Jeff shares some of the silver linings in dealing with the pandemic, taking a step back, re-evaluating priorities in his life and how to best optimize his time going forward.  

Connect with Scott on LinkedIn
Connect with Jeff on LinkedIn  

For more on The Optimized Advisor Podcast click here  
For more on Shoreline Financial click here

Follow us on LinkedIn
Follow us on Instagram
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