Optimized Advisor

19/10/2023

New Episode is Now Live!

Scott Heinila was a guest on The Zandbergen Report Podcast with CFP, Bart Zandbergen to discuss long-Term Care benefits, considerations, and possible changes. California is considering a statewide Long-Term Care Insurance program that is also known as AB 567. If passed, this bill would require residents to pay an increased income tax of 0.40% to 0.60% to cover the cost of state-funded long-term care program.

In this episode, the duo discusses the importance of being informed so that each person and their families can make the right choices for their individual needs related to their long-term care options.

Click here to watch the episode
https://youtu.be/ejRqSpCcxII

21/09/2023

Check out our latest podcast episode with Dr. Morgan Cutlip and Bart Zandbergen.

Relationships and family dynamics are an important part of helping us live a truly optimized life. Dr. Morgan is a relationship expert and shares her valuable insight on how to optimize your relationship with your partner to create the best family dynamic.

Don't miss this conversation. Watch on YouTube or listen on any podcast platform
https://www.youtube.com/watch?v=cAzC5Z2HBDk

14/09/2023

New episode alert!

Scott Heinila was joined in studio by Dr. Megan Cutlip and Bart Zandbergen for a collaborative episode. Both Dr. Morgan and Bart have been guests on the Optimized Advisor Podcast multiple times.

This is a great episode that focuses on optimizing your life and relationships. In this episode you will learn the following:
- Dr. Morgan’s book writing journey
- Tangible tools to take care of yourself emotionally
- How to overcome burnout and optimize your relationship with your partner for a better family dynamic

Pre Order Dr. Morgan's Book Here
https://drmorgancutlip.com/

Watch the episode on YouTube or stream on any podcast platform
https://youtu.be/cAzC5Z2HBDk

29/08/2023

Can you negotiate college tuition?

Check out our latest episode to find out! Todd M. Kelly and Andy Hickman joined us to share their experienced insight on college planning.

Watch on YouTube or any podcast platform.
https://youtu.be/JKt1A8xc9nU

24/08/2023

NEW EPISODE IS LIVE!

On this week’s episode Scott Heinila was joined virtually by Todd Kelly & Andy Hickman, Co-Founders of Cumulus College Quest, the college planning partners for Financial Professionals.

In this fascinating episode you will learn about:
- College Planning optimization as a Financial Professional
- The different types of financing for college
- How to request more scholarship opportunities from universities
- Various investment strategies to help client’s save for their children’s future college tuition

Watch it on YouTube or stream it from any podcast platform.
https://youtu.be/JKt1A8xc9nU

16/08/2023

How much of your time is spent working on tasks that are unrelated to your clients or your practice?

Check out this fascinating episode with Ryan George and learn how Docupace is revolutionizing ways to optimize your practice. Streamline paperwork, automate workflows, and ensure compliance to focus on what matters most – serving your clients and growing your business.

This was a valuable conversation that you won't want to miss. Check it out!
https://youtu.be/f-zBTKYmY5o

10/08/2023

EPISODE #93 IS NOW LIVE!

On this week’s episode Scott Heinila was joined by Ryan George, CMO of Docupace; the leading cloud-based fintech platform that simplifies how financial services and wealth management firms process and digitize data.

In this episode you will learn the following:
1. All about Docupace and how it helps advisors optimize their practice
2. Fintech/wealth management tech trends: What's worth paying attention to, and what isn’t
3. How AI comes into play to analyze data
4. The back-office revolution in wealth management: Why enhancing how the work is done is improving the client experience
5. Unlocking growth: The future of financial advice and how technology will change the financial services industry in the coming years

Check it out on YouTube or your favorite podcast platform!
https://youtu.be/f-zBTKYmY5o

02/08/2023

Tune in to the last week's episode as Judy Hoberman shares the inspiring story of her initial days in the industry and the journey through which she has built her successful career.

Watch the full episode on YouTube or listen on your favorite podcast platform.
https://youtu.be/dnddVR3ypNg

27/07/2023

New episode alert!

Scott Heinila invited Judy Hoberman in the studio for a discussion about her journey, her books, and her mission of helping women succeed. Judy Hoberman is President of Judy Hoberman and Associates, a company focused on empowering professional women. She will enlighten you and help you learn how both genders can support each other’s successes in a more productive way. Her experience in sales and leadership has helped her clients realize the importance of building relationships, standing out and being the authority in their market.

In this episode you will learn the following:
- How Judy navigated working in a male-dominated industry and succeeded at it
- The two books she authored, Selling In A Skirt and Walking On The Glass Floor
- Having passion for what you do and how to manifest and create the feature you want
- Leadership and communication and how they go hand in hand
- Her mission: To help one woman a day by following an important philosophy- “Women want to be treated equally, not identically ®”

Watch here or listen wherever you get your podcasts!
https://youtu.be/dnddVR3ypNg

20/07/2023

Robert Kirk joined Scott Heinila to share the goal of InterGen Data, Inc. on the latest podcast episode! Listen to learn how using comprehensive research data can help you serve your clients.

Watch the full episode on YouTube: https://www.youtube.com/watch?v=CwWDetVNEEo
Listen wherever you get your podcasts!

13/07/2023

NEW EPISODE LIVE!

Leveraging Data for Optimal Financial and Insurance Planning with Robert Kirk, InterGen Data

On this week’s episode, Scott Heinila was joined by Robert Kirk for a discussion on data. Robert is a seasoned financial industry expert with over 30 years of experience, serves as the Founder and CEO of InterGen Data, Inc., a company revolutionizing the banking, financial services, insurance, and home healthcare industries through the adoption of its proprietary and patent-pending Life Stage/Life Event prediction and analysis data.

Don't miss this episode - https://youtu.be/CwWDetVNEEo

06/07/2023

📚 Ready to take your financial knowledge to the next level?

Dive into the latest episode featuring Andrew Martz, where he discusses his book "More Than Money" co-written with a group of like-minded Financial Advisors.
Learn how their unique approach can transform your financial life.
Get inspired and empower your financial decisions! 💡📈

05/07/2023

🔍 Curious about the future of the financial advisor industry?

Join Scott and special guest Andrew Martz on the latest episode of our podcast.
Gain valuable insights into Andrew's business optimization strategies and discover why social media FinFluencers may not have the best financial advice.
Take control of your financial journey! 🚀💰

03/07/2023

🎙️ Tune in to this week's episode as Scott sits down with Andrew Martz, financial expert and co-host of Dollars & Sensibilities podcast.

Discover the secrets behind Andrew's book 'More Than Money' and why you should think twice before following social media FinFluencers.

Don't miss out! Listen now! 📻💼

30/06/2023

NEW EPISODE 🎙️
More Than Money & Taking Financial Advice from Social Media FinFluencers with Andrew Martz

On this week’s episode, Scott welcomed back Andrew Martz to the studio.
As a New York native with offices located in Los Angeles, Denver, and Dallas, Andrew’s client base spans the country. His client roster ranges from busy executives, entrepreneurs, and professionals in the sports and entertainment industries.

Andrew is the co-host of the “Dollars & Sensibilities” podcast show where he shares his expertise with listeners around the numbers, concepts, and behaviors that can shape a person’s financial life.

Enjoy the show - https://loom.ly/XpmSEBY

28/06/2023

🎧 Time to Catch Up on Your Optimized Advisor Podcast Episodes! 📚✨

Looking for valuable insights and expert advice on financial optimization?

Look no further!

Our latest podcast episode is one you definitely don't want to miss. 💡

Tune in as we dive deep into the world of finance, featuring special guests and discussions that will empower you to make informed decisions for your financial future. 📈💰

Get ready to level up your financial game and gain the knowledge you need to optimize your wealth.
Don't wait, hit play now! 🎙️🔊

27/06/2023

🎙️ Here is the truth...

In this powerful podcast episode, we dive into the essence of our values and how they shape our lives. Join us as we explore the 3 pillars that anchor us to what truly matters.

🎧 Tune in now to listen to the full episode and let these transformative insights inspire you.

26/06/2023

📣 You're Invited! 🎉
Tuesday, June 27, 2023 | 11:00am CST

Join us for an exclusive webinar on a Flexible Strategy for Protected Growth with Lincoln's OptiBlend Index Annuity. Discover how your clients can maximize their benefits and achieve financial security.

🔎 In this webinar, Scott Heinila and Craig Geiger will delve into the Fixed and Index Options & Features of the OptiBlend Index Annuity. Gain valuable insights and explore three FIA Case Design Ideas:

1️⃣ Safe Money Alternative Idea - Leveraging the S&P 500 Trigger and Fixed Bucket
2️⃣ Roth Conversion Strategies - Simplified Process
3️⃣ Grow & Spend Income Now or Later (No Rider Option)

Don't miss this opportunity to enhance your knowledge and provide your clients with effective strategies. Register now to secure your spot! Click the link below:
https://loom.ly/XllzcCU

A Flexible Strategy for Protected Growth... Learn how your clients can best benefit from Lincoln's OptiBlend Index Annuity. JOIN Scott Heinila and Craig Geiger to learn Fixed and Index Options & Features of the OptiBlend Index Annuity. In this webinar we will explore 3 FIA Case Deisgn Ideas: Safe Mo...

21/06/2023

🌟 Join us for an inspiring conversation!

Discover how Larry's personal journey led him to prioritize families' financial well-being and empower them with personalized service, top tools, and technology.

Plus, hear his insightful thoughts on mental health optimization. 🎙️

Don't miss this episode! Subscribe now to stay informed. 📲🎧

20/06/2023

📚 Looking for resources to enhance your financial planning and mindset?

Gain valuable knowledge from his book, "Financial Planning Made Personal," and his podcast, the Mitlin Money Mindset.

🎧✨ Subscribe to our podcast and empower yourself with financial wisdom! 💰💡

19/06/2023

🎙️ Listen to our latest episode featuring Larry Sprung, Founder and Wealth Advisor of Mitlin Financial!

📚 Discover his journey and insights on optimizing your business and life through core values, financial planning, and mental health advocacy.

Don't miss out! Subscribe to our podcast for more valuable discussions. 🎧✨

16/06/2023

🎙️ New Episode Alert! 🎉📺

Join us on this week's episode as Scott sits down with a special guest, Larry Sprung, Founder and Wealth Advisor of Mitlin Financial. Larry is not only an accomplished author but also the host of the Mitlin Money Mindset Podcast. Together, they dive into fascinating topics that will empower you to take control of your financial journey.

Here's a sneak peek of what you'll discover in this episode:

🔹 Larry's inspiring journey and the story behind the inception of Mitlin Financial.
🔹 The incredible impact of having strong Core Values in both business and life.
🔹 How Larry's book, "Financial Planning Made Personal," and his Mitlin Money Mindset podcast serve as valuable resources for his clients.
🔹 Larry's personal experience with mental health advocacy and the importance of optimizing our mental well-being.

Don't miss out on this insightful conversation that will enlighten and motivate you to take charge of your financial future. Tune in now on our YouTube channel https://loom.ly/PHKrm_w watch or listen to the full episode!

🔗 Link in Bio to subscribe so you don't miss an episode.

03/06/2023

🎙️ Exciting news!

Join us on Episode 088 of our podcast, where Scott welcomes Annie Dietrich from back in studio to dive deep into the world of social media and AI.

Discover the secrets to optimizing your social media strategy with AI tools and stay ahead of the latest trends in the industry.

Don't miss out on this valuable knowledge!
https://loom.ly/qJYJxxY

02/06/2023

📲 Are you looking to take your social media game to the next level?

Get ready to learn how to harness the power of AI tools to supercharge your social media strategy.
From Instagram Reels to LinkedIn strategies, we've got you covered! 🚀

Watch here https://loom.ly/qJYJxxY

02/06/2023

Curious about the impact of AI platforms like Chat GPT and Jasper on your social media presence?

Join us on where we sit down with Annie Dietrich from

Discover how to incorporate AI while staying true to your voice and authenticity.

Get ready to level up your social media game! 💙

26/05/2023

🎧🔍 Tune in to our latest episode on Optimized Advisor! 💼💻

🔊 Are you a financial advisor wondering which social media platforms you should be on? 📲🤔 Don't miss out on our informative discussion on social media and AI! 💡✨

📢 In this clip, we dive deep into the world of social media, dissecting the platforms that can supercharge your online presence as a financial advisor. 🚀💰

💭 Discover the key platforms where your target audience resides, and learn how to effectively leverage them to build your brand, attract clients, and expand your network. 📈🤝

🔓 Unlock the secrets to successful social media engagement and maximize your visibility in today's digital landscape. 💥💻

👉listen now! 🎙️🔗 https://loom.ly/QkmgaUk
Don't miss this valuable episode that can help you optimize your social media strategy as a financial advisor! 💼🔝

26/05/2023

📣 New Episode Alert! 🎙️

🌟 Join us as we dive into the fascinating world of social media and AI with the incredible Annie Dietrich, Founder of AC Social Designs! 🚀

In this episode of Optimized Advisor Podcast, Scott had the pleasure of welcoming back Annie Dietrich to the studio to discuss the hottest social media trends and the impact of AI. Annie is a true powerhouse in the industry, leading AC Social Designs, a dynamic social media marketing and content strategy firm that equips businesses and creators with killer social strategies and captivating content. 🔥

Tune in to this episode to gain invaluable insights, including:

🔹 Unlocking the potential of AI tools to optimize your social media strategy
🔹 Discovering the latest trends in the industry, including Instagram Reels, Engagement through DMs, and LinkedIn strategies
🔹 Demystifying the new Meta verification blue check mark and how it works
🔹 Exploring different AI platforms like Chat GPT and Jasper, and learning how to seamlessly integrate them while preserving your unique voice and authenticity

Get ready to supercharge your social media game and stay ahead of the curve! 📈✨

Don't miss out—listen now https://loom.ly/QkmgaUk or watch the full episode on youtube https://loom.ly/LU2nWM0 to catch the latest episode. 🎧

19/05/2023

🎧 Tune in and level up!

Don't miss out on the latest episodes of the Optimized Advisor podcast, where we dive deep into all things finance, business, and success. 💼📈

Did you know you can watch the episodes on YouTube and get your dose of inspiration and expert insights anytime, anywhere. 📺

🔥 Join the conversation and elevate your game today!

Scott welcomed Retirement Expert, Economist, Best Selling Author, Public TV host and International Speaker Tom Hegna virtually in studio to have a discussion on financial planning in the current economy, the importance of using the right tools at the right time, and practicing what he preaches when....

10/05/2023

🏆👏 What does it take to succeed financially?

Tune in to Oprtimized Advisor Podcast to hear from Tom Hegna, a public TV host and retirement expert, as he shares his insights on building and preserving wealth 💰

https://loom.ly/uwRaXHM

09/05/2023

🎙️🌟 Best selling author and international speaker Tom Hegna joins Scott to talk about his own retirement and the importance of putting a plan in place.

Don't miss out on this valuable conversation!

https://loom.ly/uwRaXHM

05/05/2023

🔍📈 With the current economic climate, financial planning has never been more crucial.

Tune in to to hear from expert Tom Hegna on how to make your money work for you!

https://optimizedadvisorpodcast.com/episodes/wealth-preservation-truth-bombs-featuring-tom-hegna

04/05/2023

💰💡 Are you using the right tools to preserve your wealth?

Retirement expert Tom Hegna shares his top tips on the Optimized Advisor Podcast!

Listen here - https://loom.ly/uwRaXHM

03/05/2023

🎉 Exciting news! 🎉

Scott recently welcomed retirement expert Tom Hegna to his show to drop some major truth bombs on wealth preservation 💸💣

Tom is an economist, best selling author, public TV host, and international speaker, and he shared some invaluable insights on financial planning in today's economy, including the importance of using the right tools at the right time ⏰ Plus, he practices what he preaches when it comes to his own retirement! 🔥

Don't miss out on this must-watch episode!
Check it out now!
https://loom.ly/uwRaXHM

27/04/2023

What does the future hold for the annuity industry? Join Scott and Paul Garofoli, the "Annuity King," as they explore this question and more in the latest episode of our podcast.

With Paul's 40 years of experience and entertaining presentation style, you're sure to learn something new.

Don't miss it!

26/04/2023

Ready to take your sales game to the next level?

Tune in to our latest podcast episode with Paul Garofoli, Annuity Regional Sales Director for The Standard, and learn about the fundamentals of sales and short term duration product options in the current annuity market.

Click the link now!
https://loom.ly/5hFpcPM

26/04/2023

Join Scott in the studio as he talks annuities with the legendary Paul Garofoli, Annuity Regional Sales Director for The Standard.

With 40 years of experience in the industry and a reputation as the "Annuity King," Paul's insights are not to be missed. Tune in to learn about the current market, sales fundamentals, and more.

Don't miss out on the chance to learn from the "Annuity King" himself!

Click the link https://loom.ly/5hFpcPM to watch the latest episode of our podcast and discover valuable insights about the annuity industry.

21/04/2023

Scott was joined in studio by Paul Garofoli, Annuity Regional Sales Director for the Standard to talk about the Annuity Industry.

Paul has a 40-year career touching upon all aspects of our industry, especially independent distribution. Nicknamed the “Annuity King,” his enthusiasm is legendary. A nationally recognized speaker, Paul is known for his entertaining presentations.

Most recently, Paul was the recipient of the NAILBA ID 20 Award, honoring a diverse group of insurance professionals who are the most fascinating trailblazers, change-makers or architects shaping the future of independent distribution.

In this episode you will learn the following:
✔️Fundamentals of sales – door knocking, consistency, success
✔️The current Annuity Market – short term duration product options
✔️Where the industry is heading
✔️How Insurance company representatives are an asset to your team

https://loom.ly/12YyPCc

18/04/2023

It's time to shift towards a value-based economy! 💡
Join us in this thought-provoking podcast episode as we explore the power of doing business with like-minded companies. 🌟

13/04/2023

Have you tuned into our latest Episode of Optimized Advisor?

Our guest Sean had an amazing story to share about how his business went viral. It was truly inspiring to hear how he adapted to the changing times and transformed his company for the better.

If you're looking for some motivation to take your business to the next level, you won't want to miss this episode.

Tune in now to hear Sean's story and learn from his experiences!

12/04/2023

Excited to share that I was recently a guest on fantastic podcast, where we talked about the elusive quest for work-life balance.
We dove deep into some of the common challenges professionals face today and offered some practical tips for achieving more balance and harmony in life.

Thank you so much, Judy, for having me on the show!
It was an honor to share my thoughts and experiences with your audience, and I enjoyed every minute of our conversation.

I highly recommend checking out the podcast episode
you can listen to the episode here: https://loom.ly/GVZPt5k