Optimized Advisor Podcast

Scott was joined virtually by Diana Cabrices to discuss the wealthtech industry, content marketing, and what it means to be a Chief Evangelist.

Diana Cabrices is the founder of Diana Cabrices Consulting, a growth consulting firm dedicated to energizing dead demand channels for B2B wealthtech brands as their Fractional Chief Evangelist. Often called a “product demo queen”, Diana has a knack for converting audiences into ambassadors, and won her first public speaking award at the age of 7. When she’s not representing intelligent technology or engaging with financial advisors, she’s usually planning her next trip (18+ countries and counting), convincing her friends and family to live more holistically, elevating women in the birth room as a doula, and spending time with her 15-year old Chiweenie, Guss. 

In this episode you will learn the following:

1. Diana’s background and how she started her own firm, Diana Cabrices Consulting
2. How Advisors can optimize their business through a variety of ways
3. Content Marketing and Artificial Intelligence Automation using Canva and Chat GPT

Connect with Scott on LinkedIn
Connect with  Diana on LinkedIn

For more on The Optimized Advisor Podcast click here  
For more on Diana Cabrices Consulting 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 was joined virtually by Bart Zandbergen, for a collaborative episode with the Zandbergen Report Podcast. Bart is the CEO and Founder of The Zandbergen Group, a wealth management firm and he’s the Host of The Zandbergen Report Podcast. In this episode Scott and Bart dive into a recap of 2022 and provide their take on the 2023 financial market and investments.

In this episode you will learn:

1. Some brainteaser questions where Bart tests Scott's knowledge
2. Scott and Bart’s recap of 2022 in terms of the market and investments
3. Scott and Bart’s forecast for 2023, recession, and stock market trends
4. Their advice and take on the current markets

Connect with Scott on LinkedIn
Connect with Bart on LinkedIn

For more on The Optimized Advisor Podcast click here  
For more on The Zandbergen Group 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 was joined in studio by Cynthia Spigel, Owner and Consultant at Spigel Strategies & Solutions LLC to talk about growing and managing your team. Spigel Strategies & Solutions LLC is a coaching and consulting firm that has an emphasis on execution in institutionalizing your business, creating a distinctive client experience, and growing and managing your team. 

In this episode you will learn:

1. Create a collaborative & loyal culture
2. Define roles & future potential paths
3. Define & implement a base & incentive compensation structure
4. Empower ownership & develop leadership
5. How the 12-Week Year by Brian P. Morgan and Michael Lennington can help optimize your business and time management

Connect with Scott on LinkedIn
Connect Cynthia with on LinkedIn

For more on The Optimized Advisor Podcast click here  
For more on Spigel Strategies & Solutions LLC 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 Dr. Ben Sorensen, Founder and President of Sorensen Consulting. Dr. Ben Sorensen provides leadership training, sales training, and executive coaching to corporate and non-profit organizations around the world and across a wide spectrum of industries. Ben trains thousands of senior executives annually. During the past 20 years, Ben has become best known for his rich mix of corporate experience, non-profit work, and teaching ability. Ben focuses on teaching practical, proven skills while customizing all material to the specific needs of each client. Ben is also an Intelligence Officer in the Navy Reserves and is a Pastor in his community.

In this episode you will learn: 

1. All about Sorensen Consulting and the executive coaching and leadership development 
2. Behavioral Finance and how best to serve your clients
3. How to optimize our time and micro compartmentalizing 
4. Mindset techniques, managing stress and some of Ben's Navy tacts 

Connect with Scott on LinkedIn
Connect with Ben on LinkedIn

For more on The Optimized Advisor Podcast click here  
For more on Sorensen Consulting 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 Matt Halloran, Co-Founder and CRO at ProudMouth. ProudMouth is the solution toone of the biggest obstacles professionals and companies face: the ability to consistently produce authentic and valuable content to power their content marketing strategy. Matt has hosted and been on over 1,000 podcast episodes. He’s also the host of ProudMouth podcast, the Top Advisor Marketing Podcast, where he shares marketing strategies tailored for advisors and connects with top industry leaders, and Be Your Own Loud, which features amazing people who’ve gained influence by being unapologetically themselves. 

In this episode you will learn: 

1. Matt’s Five ROI’s of Podcasting
2. How ProudMouth and the Pod Rocket Academy can help with marketing initiatives and launching a successful podcast
3. How Scott and Matt connect at the Riskalyze Conference with Females & Finance
4. Accelerate Your Influence by being an expert in your community

Connect with Scott on LinkedIn
Connect with Matt on LinkedIn

For more on The Optimized Advisor Podcast click here  
For more on ProudMouth 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 Conor Anderson, Partner and Head of Advisor Services. AdvisorAssist provides comprehensive turnkey solutions for both new and transitioning advisors as well as established registered investment advisor (RIA) firms. 

In this episode you will learn the following: 

1. Compliance industry updates
2. How AdvisorAssist acts as the advisor’s advisor
3. How to optimize and protect your business
4. Market trend and audits

Connect with Scott on LinkedIn
Connect with Conor on LinkedIn

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

Scott was joined in studio by Andrew Costa, Partner at RX3 Growth Partners, to talk about their growth equity portfolio fund. Andrew is responsible for managing all aspects of the fund’s investment process, including sourcing, diligence, investment committee and portfolio management. RX3 Growth Partners is a consumer growth equity firm that helps brands realize their full potential.

In this episode you will learn the following:

1. Andrew’s background and role at RX3 Growth Partners
2. How RX3 differs from other funds by finding their niche with brands utilizing influencer and celebrity marketing
3. Current interest rate market and RX3 Growth Partners Fund 2
4. Savvy consumer buying trends in a digital world

Listen our previous episode with Nate Rabe, Co-Founder and Managing Partner at RX3 Growth Partners, Ep. 057 - Empowering Consumer Brands Through Authentic Relationships here

Connect with Scott on LinkedIn
Connect with Andrew on LinkedIn

For more on The Optimized Advisor Podcast click here  
For more on RX3 Growth Partners click here

Email Andrew: [email protected]

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

For the last episode of 2022, Scott was joined in the studio by Nick Bernatowicz and Ryan Dietrich, Founder, Fitness Trainer, and Biohacking Expert at Reaching Dreams LLC to discuss health optimization.

 In this episode you will learn the following:

1. What is biohacking and how it can help you optimize your health
2. Kick off your 2023 health and wellness resolutions with an easy-to-follow toolkit
3. How to utilize cold-therapy, heat-therapy, and meditation to help you handle stress in everyday life
4. Learn how to join Ryan’s Healthy in 30 Program to optimize your overall health and wellness routine

Connect with Scott on LinkedIn
Connect with Nick on LinkedIn
Connect with Ryan on Instagram

For more on The Optimized Advisor Podcast click here  
For more on Reaching Dreams LLC 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

Scott was joined in the studio by Nick Bernatowicz, Senior Sales Consultant at Producers Choice Network to discuss what you need to know to increase your Annuity sales in 2023.

In this episode, you will learn the following:  

1. How the Fed rates correlate to annuities and how to use that to increase sales.
2. From the Field: The best annuity products on the market today!
3. Insurance companies are growing and changing, and how that affects you, the producer.

Listen to their previous annuity update episode here: Ep. 56 - Annuities: Ken Fisher “hates them”…. should you? here

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 and the annuity products offered click here

**

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 was joined virtually by Brad Shepard, Regional Sales Director at One America and Brian Ott, Founder and CEO 525 Advisors to discuss Long-Term Care planning during LTC Awareness Month. In the episode they discussed the following:  

1. LTC Planning and facts
2. How to prepare families when their loved ones need LTC
3. Brad and Brian shared their personal stories dealing with LTC

Listen to their previous episodes here:  
Episode 002: The Single Largest Unfunded Risk Facing Retirees
Episode  026: Learn FromAn Optimized Advisor: Brian Ott, 525 Advisors

Connect with Scott on LinkedIn
Connect with  Brad on LinkedIn
Connect with Brian on LinkedIn

For more on The Optimized Advisor Podcast click here  
For more on Producers Choice Network click here
For more on One America click here
For more on 525 Advisors click here
For more on the iLTCI Conference click here

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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]

EPISODE NOTES

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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