Optimized Advisor Podcast

Scott Heinila and Nick Bernatowicz virtually joined fellow podcast host and strategic partner, Bart Zandbergen in the podcast studio by co-host Letitia Berbaum, Paula Steurer of Sterling Public Relations for the 5th Annual Holiday Wine Pairing Podcast alongside studio engineer Danielle Ramchandani. This year’s line-up of wines featured some that are well known, some that are hidden gems, and some that were being tried by the podcast crew for the very first time. Led by Bart’s sommelier expertise, the cast discusses what pairings are best tailored with certain dishes alongside some unexpected pairings to consider. Cheers to the 2022 holiday season and blessings to all!

The 2022 wine line-up includes: 

• Veuve Cliquot Rose
• Mulderbosch Chenin Blanc
• J Dusi Red Zinfandel
• Robert Bialis Black Chicken Red Zinfandel
• William Selyam Pinot Noir

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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 was joined virtually by Beth Moss, Regional Director of Producers Choice Network and Sheryl Hickerson, CEO and Founder of Females & Finance to discuss their attendance of the Riskalyze Fearless Investing Summit.

They discussed an article title, How Men Can Become Better Allies to Women from the Harvard Business Review.

Here are the top 3 takeaways from that article: 

1. How men are the biggest advocates of helping women advanced in the financial services industry
2. How the Females & Finance Fearless Pledge applies and what it means to the world of women in finance
3. A few speakers that have inspired Scott, Beth, and Sheryl

Listen to their previous episode here: Episode 031: Females and Finance with Sheryl Hickerson and Beth Moss
Watch here: Females and Finance with Sheryl Hickerson and Beth Moss

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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] 

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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 Laura Shean, the Executive Director of Strategic Partnerships US & LATAM at Centsai to discuss how social media marketing helps advisors expand their reach to their clients and prospects. Centsai is a social media marketing platform that helps advisors optimize their online presence through customizable financial and insurance based content. Laura shares how the Centsai platform works, case studies of how advisors have seen results, and the Producers Choice Network partnership. 

If you’re looking for dedicated help to optimize your social media and create your personal or business brand online, this episode is for you. 

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For more on The Optimized Advisor Podcast click here  
For more on Centsai click here
For more on the Centsai and Producers Choice Network Partnership click here

Email: [email protected] | [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

Scott was joined in studio by Annie Dietrich, founder of AC Social Designs, to discuss the latest in social media. They dive into how advisors can optimize social media for their business. They expand on the topics of content, quality, cadence, website, newsletter, events and how to tie everything back to social media to promote and tell a story. 

Listen to Annie’s previous episodes:
Episode 60: How to Grow and Optimize Your Social Media with Annie Dietrich, AC Social Designs here
Episode 17: Authentic, Intentional, and Simple Social Media Marketing Optimization with Davin Salvagno and Annie Cooper here

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For more on The Optimized Advisor Podcast click here  
For more on AC Social Designs 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 Joe Pantozzi for the latest Optimized Advisor Podcast episode. Joe Pantozzi is the CEO and Founder of Alpha Omega Wealth Management. Joe has been in the insurance and financial planning space since 1976. Joe shares his story, what sets him and his business apart. Learn how Joe optimizes his business tools by helping his clients and their families to unlock the keys to their own prosperity by building their wealth through the Infinite Banking Concept utilizing cash value life insurance.

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For more on The Optimized Advisor Podcast click here  
For more on Alpha Omega 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]

Optimized Insurance Planning

Scott co-hosted this week’s episode with fellow podcast host and strategic partner, Bart Zandbergen. They sat down with Nick Jordan, the CEO of Wells of Life, a non-profit Christian organization whose mission is to provide rural Ugandans access to safe, clean water through the installation or restoration of stainable borehole water wells and water sanitation and educational programs. Nick shares his story on how he started Wells of Life, the work they do, and how you can get involved. Nick dives into how the organization optimizes their resources to successfully grow and provide water to those in need. This is an inspirational, motivational, and heart-felt episode. 

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For more on The Optimized Advisor Podcast click here  
For more on Wells of Life click here

Contact Nick Jordan directly at 949-584-6166

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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

This week Scott sat down with Dwight Eberts for a virtual conversation about the idea of being free from time, time management and optimization. Dwight co-founded Producers Choice Network and has since launched his next venture, 122 Coaching, where he provides executive life coaching and professional development services. Scott and Dwight share insights on how to best optimize your time in all aspects of your life and how being intentional and selfish with your time can help lead to a successful and balanced life. 

Connect with Scott on LinkedIn
Connect with  Dwight on LinkedIn

For more on The Optimized Advisor Podcast click here  
For more on 122 Coaching, email Dwight here: [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

Scott was joined by Josh Lackowski, Director of Marketing Strategy & Account Services of Producers Choice Network, in studio to discuss branding your business. Josh shares his branding best practices, challenges advisors face with branding, establishing a company mission statement and core values.  

Listen to Josh’s previous episodes:

Episode 024 - Meaningful Marketing with Josh Lackowski here
Episode 063 - Meaningful Marketing Part 2 with Josh Lackowski here

Connect with Scott on LinkedIn
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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 in studio with Dave Harris, CEO and founder of DPH Financial Services, and virtually with Trevor Patching, Vice President of Business Development at the Atticus Group. In this episode learn about what the Atticus Group does for creating strategic partnerships. They discuss business development, executive plans, exit strategies, premium financing, finding key asset employees for your business, and much more. This episode is a must listen to optimize your business. 

Listen to Dave’s first episode, 007 - Learn From An Optimized Advisor: Dave Harris here

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For more on The Optimized Advisor Podcast click here
For more on The Atticus Group 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]

Optimized Insurance Planning

Scott invited Jason Labrum back in studio to discuss all things mindset. As a successful entrepreneur and certified financial planner, Jason shares his tips and tricks to optimize his life through his mindset. Scott and Jason also discuss getting clients in the right mindset with their finances.  Jason is the Founder and CEO of Intelligence Driven Advisers. 

Listen to Jason’s first episode, #10 - Learn from An Optimized Advisor: Jason Labrum CFP®, AIF® here

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For more on The Optimized Advisor Podcast click here  
For more on IDA Wealth click here

Purchase Jason's book, Financial Detox®: How To Steer Clear of Toxic Advice, Achieve Financial Independence, and Manage Your Wealth for Maximum Impact, 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]

Optimized Insurance Planning