Optimized Advisor Podcast

Scott welcomed back Jeff Hoenle in studio for a discussion on financial industry trends, revenue models, broker dealers and more. 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). His industry expertise and advice are highlighted throughout this episode, get ready to take notes!

Listen to Jeff’s previous episodes here:
Ep. 034: Learn From An Optimized Advisor: Jeff Hoenle, CFP®, CRPC®, AEP®
Ep. 040: What is Advanced Planning Educational Group (APEG) and their Why?
Ep. 041: The Five Pillars of Financial Planning with APEG
Ep. 042: Proper Estate Planning For The Family Vacation Home with APEG 

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For more on The Optimized Advisor Podcast 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 welcomed Josh Lackowski in studio to pick up where their conversation on Meaningful Marketing left off (listen to Ep. #24 here). Josh is the Director of Marketing Strategy & Account Services of Producers Choice Network and is a marketing and creative expert that has helped take the Optimized Advisor Podcast to the next level. In this episode they discuss how to break through the noise to become well-known and build trusted relationships, attraction, connection, and how to transform. 

Connect with Scott on LinkedIn
Connect with Josh 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] 

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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 in the virtual studio by Neil Willoughby, Media Content Production Specialist at Producers Choice Network to discuss all things video production. In this episode Neil shares how to optimize your video production and gives postproduction tips. Scott and Neil discuss best practices for shooting quality content, editing software, editing tips and more. Neil is our very own podcast editor. Get ready to take notes and take your video content to the next level!

This episode is Part 2 of a 2-Part series. Listen to Part 1 here

Connect with Scott on LinkedIn
Connect with Neil 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 in the virtual studio by Neil Willoughby, Media Content Production Specialist at Producers Choice Network to discuss all things video production. In this episode Neil discusses video production 101 and what’s required to create quality video content for a variety of purposes. Neil shares his tips and tricks on video equipment, lighting, microphones to set your video production up the right way. Neil is our very own podcast editor. Get ready to take notes and take your video content to the next level!

This episode is Part 1 of a 2-Part series, stay tuned next week for Part 2.

Connect with Scott on LinkedIn
Connect with Neil on LinkedIn

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

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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 invited good friend and founder of AC Social Designs, Annie Dietrich, in studio to discuss all things social media and how to navigate the ever-changing social media world. Annie shared all her tips and tricks to grow on social media such as optimizing your bio, finding your niche, and engagement strategies. AC Social Designs is a creative full-service design and management company that delivers your brand through social media.

Connect with Scott on LinkedIn
Connect with  Annie on LinkedIn

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]

**

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 Bart Zandbergen, CFP and host of the Zandbergen Report Podcast co-hosted this episode and invited Dave Welch, Chief Vision Officer of b.spoke Style, in studio to discuss current menswear fashion trends. With many people either going back to work in an office, while others are working solely from home, and others who are still working remotely entirely, the art of dressing well has shifted. In this episode, the trio discuss the importance of wardrobe consulting, what style trends have emerged, and how to dress to impress here in 2022 and beyond.

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Connect with  Bart on LinkedIn
Connect with Dave on LinkedIn

For more on The Optimized Advisor Podcast click here  
For more on The Zandbergen Group click here
For more on b.spoke Style 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 and Bart Zandbergen, CFP and host of the Zandbergen Report Podcast, co-hosted this episode with Nick Bernatowicz and discussed all things fitness. They talked about fitness, motivation, nutrition, proper supplements and creating the right workout routine to meet your optimal results.

Connect with Scott on LinkedIn
Connect with  Bart on LinkedIn
Connect with Nick on LinkedIn

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

**

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 Nate Raabe in studio to discuss his company RX3 Growth Partners. Nate is the Co-Founder and Managing Partner of the investment firm. RX3 bridges the gap between capital and culture by facilitating authentic relationships between their community of influential investors and their partner brands to unlock value. Nate shares his career journey to starting RX3 Growth Partners, how he optimizes his time in both business and his personal life. He shares what sets his company apart and how focusing on relationships is key. 

Connect with Scott on LinkedIn
Connect with Nate on LinkedIn

For more on The Optimized Advisor Podcast click here  
For more on RX3 Growth Partners 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 and Nick Bernatowicz sit down in studio to discuss annuities in today’s market. They break down the uses of annuities for growth and income. They talk about the history of annuities and how they fit into an investment portfolio. They also touch on the uses as a solution for long-term care planning.

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 click here

Want to learn more and discuss annuities and other insurance solutions with us?
Call us at 888-838-0448
Email Nick 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 Angela Sinnett in studio for a conversation all about health and wellness and optimizing your body. Angela is an acupuncturist, nutritionist, herbalist and founder of Magnolia Wellness specializing in holistic, eastern medicine. Angela shares her journey of dealing with her own health issues to starting her practice. They discuss the different services she offers, how someone can start to optimize their health, and Scott asks her questions about his own health and wellness journey. If you’re looking for ways to feel better and overall your health, this episode is for you. 

Connect with Scott on LinkedIn
Connect with  Angela on LinkedIn

For more on The Optimized Advisor Podcast click here  
For more on  Magnolia Wellness 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