Optimized Advisor Podcast
1) Holiday Spirits: A World Tour of Drinks, Snacks & Stories
2) Scaling with Purpose: Culture, Delegation, and the Entrepreneurial Advisor with David Steele
In this conversation, David Steele shares his journey from being a stockbroker to a successful wealth manager and entrepreneur. He discusses the importance of value in financial advisory, the transiti...Show More
3) The Journey from Worship Leader to Insurance Pro with Justin Woodbury
In this episode of the Optimized Advisor Podcast, host Scott Heinila welcomes Justin Woodbury to discuss effective marketing strategies for insurance and financial advisors. They explore Justin's uniq...Show More
4) Unlocking Dormant Wealth: The Future of Home Equity with Dan Anderson, Cornerstone Financing
On this episode of the Optimized Advisor Podcast, host Scott Heinila speaks with industry veteran Dan Anderson, who shares his journey from four decades in insurance distribution to co-founding Corner...Show More
5) Crafting Connections: Social Strategies for Financial Advisors with Annie Dietrich
Scott welcomed Annie Dietrich in studio to dive deep into the world of social media for financial advisors, uncovering strategies to optimize your personal and professional presence in the digital rea...Show More
6) Navigating the Right Path: Optimizing Leadership and Team Dynamics with Chris Fuller
Scott welcomed Chris Fuller to the virtual studio for this week's episode! Scott and Chris discuss the role of Right Path Resources in optimizing team dynamics and leadership through behavioral assess...Show More
7) Mastering the Art of Holistic Financial Advising with Ruth Raftery, APEG
Scott welcomed Ruth Raftery in the studio for a discussion about the importance of education in estate and tax planning, the role of financial advisors in collaborating with estate planning attorneys,...Show More
8) Lifelong Learning: Revolutionizing Financial Advisory with The American College
Scott welcomed Steve Prew to the virtual studio for this week’s episode where they discuss discussing the evolution of financial advising, the importance of lifelong learning, and how The American Col...Show More
9) Unlocking Retirement Success: The Fifth Option with Walter Young
Scott was joined by Walter Young in the virtual studio for a discussion on retirement income strategies, focusing on Young's book "The Fifth Option," which explores innovative approaches to retirement...Show More
10) Navigating the Silver Tsunami: Preparing for Long-Term Care Challenges with Roger Cantu
Scott welcomed Roger Cantu, Regional Sales Director at One America, in studio for a discussion on the importance of long-term care planning for the aging population, highlighting the financial and fam...Show More