Optimized Advisor Podcast

Are you an insurance or financial professional looking to optimize your life and profession? Then the Optimized Advisor Podcast is for you! Our podcast provides a platform to help professionals discover best practices, strategies, and advice from other optimized advisors. You’ll learn how to make the most of your practice and grow as a successful advisor. We also provide insights into staying motivated in order to help push yourself further towards achieving success. Unlock more effective ways of running your business by hearing stories from those who have walked in similar shoes on our podcast! Listeners will find new ways of thinking about their practice, get ideas for changing up current processes, and ultimately become more successful in their respective fields through our conversations with industry leaders. Subscribe now and join us alongside thousands of other optimized advisors on the Optimized Advisor Podcast today! Start optimizing your life – one episode at a time! #optimizedadvisorpodcast #marketing #financialservices #producerschoicenetwork #podcast

New Episode is LIVE! 🎧🎙 Ep. 111 - Unlocking the Hidden Gems of LTC: Transforming Tax-Deferred Annuities into Tax-Free Benefits with Brad Shepard, One America Scott Heinila, RICP® was joined by Brad Shepard for a virtual episode about Long-Term Care. Fall and the Holidays will be here before you know it and November is LTC Awareness Month. Listen wherever you get your podcasts. Watch the full episode on YouTube: https://lnkd.in/g8u3xY-c #optimizedadvisorpodcast #optimizedadvisor #optimizedinsuranceplanning #oip #oneamerica #LTC #longtermcare #insuranceplanning #retirementplanning #taxbenefits #financialservices #insuranceservcies #insurancemarketing #podcastclip

Jason Labrum, CFP®, AIF® shared some wise words from his father, Rick Labrum on the latest episode! What's your favorite part of the episode? Comment below to let us know! Listen wherever you get your podcasts Watch on YouTube: https://lnkd.in/gxsa8Xqt Scott Heinila, RICP® Optimized Insurance Planning #optimizeyourlife #opitmizedadvisorpodcast #podcastclips #podcast #financialadvisor #optimizedadvisor #optimizedinsuranceplanning #fatherhood

NEW EPISODE IS LIVE! Episode 110: Optimizing Client Trust: Beyond Annuities and Into Authentic Relationships with Jason Labrum, CFP®, AIF® Scott Heinila, RICP® welcomed Jason Labrum back to the studio for a discussion on IDA Wealth's holistic and integrated approach to financial planning, which includes in-house CPAs for tax planning, the complexities of annuities, and they share their personal philosophies and lifestyle choices that contribute to a fulfilling life. Listen wherever you get your podcasts Watch the full episode on YouTube: https://lnkd.in/gxsa8Xqt #optimizedadvisor #optimizedadvisorpodcast #financialplanning #CFP #financialadvisor #retirementplanning #podcast #annuityrates #annuity #insuranceplanning #wealthmanagement #timemanagement #timeoptimization

How do you manage your time personally and professionally for optimization? David Buck shares all about this on the latest episode! Watch here: https://lnkd.in/gwTkmAaa Listen wherever you get your podcasts #optimizedadvisorpodcast #timemanagement #podcastepisode #financialadvisors #businessoptimization #podcast

Episode 109 is now live! Mastering Time: Strategies for Personal and Professional Optimization with David Buck Scott Heinila, RICP® invited David Buck to join the virtual studio for the latest episode to discuss David’s philosophy on time management, emphasizing the proactive nature of "time optimization" over the reactive concept of "time management."  Listen wherever you get your podcasts. Watch the full episode on YouTube here: https://lnkd.in/gwTkmAaa Kairos (Time) Management Solutions Optimized Insurance Planning #optimizedadvisorpodcast #optimizedadvisor #timemanagement #davidbuck #timeoptimization #podcast

Ep. 108 is live! Unlocking Retirement Success: Inside Athene's Rise to the Top with Jay Rosencrance Listen wherever you get your podcasts! https://lnkd.in/g2JnMqpU #optimizedadvisorpodcast #optimizedadvisor #insuranceplanning #oip #athene #annuities Optimized Insurance Planning Athene

New Episode is live!!! 🎙 Ep. 107 - Optimizing Long-Term Care: Insights for Financial Advisors and Affluent Clients with Brian Ott Scott Heinila, RICP®, CLTC welcomed Brian Ott RICP, CLTC to the studio along with Nick Bernatowicz, RICP®, CLTC to discuss the importance and intricacies of long-term care (LTC) planning. In this episode you’ll learn the following:  1. Specialization in Financial Services 2. Challenges with Long-term Care Insurance (LTCI) 3. Affluent Clients & LTCI 4. Education and Awareness Listen wherever you get your podcasts Watch on YouTube: https://lnkd.in/g9fymaiJ #optimizedadvisorpodcast #optimizedavisor #525advisors #longtermcare #LTC #LTCplanning #lifeinsuranceplanning #lifeinsurance #retirementplanning #podcast #ltcexpert #RICP #optimizedinsuranceplanning Optimized Insurance Planning

Our latest episode is live! 🎙🎧 Ep. 106: Unlocking Annuity Potential: Innovations, Strategies, and Legacy Planning with Paul Garofoli, FLMI, RICP® of The Standard Scott and Paul dive into the following in this week's episode: 1. Annuity Market Dynamics 2. The Standard's Offerings 3. Enhanced Choice Index Plus 4. Consumer-Centric Features Listen wherever you get your podcasts Watch on YouTube here: https://lnkd.in/de9jRQXT Powered By Optimized Insurance Planning Scott Heinila, RICP®, CLTC #optimizedadvisorpodcast #optimizedinsuranceplanning #podcast #annuities #insuranceplanning #insurancemarketing #retirementplanning #annuityrates #annuityindustry #annuityking

Episode 105: Optimize Your Connection: Building Trust and Emotional Engagement in Seminar Marketing with Lara Galloway is live! In this episode you'll learn the following: 1. The significance of connecting with clients on an emotional level, understanding their needs, and building trust through education and rapport.  2. Best practices for both physical and digital workshops, highlighting the value of engaging the audience, asking questions, and using polls to foster interaction.  3. The upcoming wealth transfer from boomers to Gen X and women, emphasizing the need for advisors to adapt their approach to connect with these demographics.  4. The role of ongoing communication, such as drip campaigns and social media content, in nurturing client relationships and staying top of mind.    Listen wherever you get your podcasts: https://lnkd.in/g2JnMqpU Watch the full episode on YouTube: https://lnkd.in/gb8Ps5Ju Hosted by Scott Heinila, RICP®, CLTC Powered by Optimized Insurance Planning White Glove #optimizedadvisorpodcast #financialadvisor #podcastepisode #seminarmarketing #businessoptimization #estateplanningseminar #financialplanning #retirementplanning #whiteglove