• The evolution of fintech and advisor technology
• What “conversational financial planning” really means
• How AssetMap simplifies client discovery and engagement
• Integrating AssetMap with tools like eMoney
• Identifying planning gaps with the “6Ls” framework
• Why simplicity wins—even for high-net-worth clients
• Balancing AI, automation, and human relationships in advice

**

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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

With more than 20 years of experience as a clinical psychologist, former Army psychologist, author, speaker, and coach, Dr. Jen shares how the biggest obstacles to growth are often internal. The discussion explores how negative automatic thoughts, self-limiting beliefs, and emotional immaturity can quietly shape outcomes in marriage, business, leadership, and life.

For financial advisors and entrepreneurs, this episode offers meaningful insight into why success is not just about strategy, but also about mindset, self-awareness, accountability, and the ability to get out of your own way.

**

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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

1. From Bullying to Black Belt Leadership

• Dr. Terry’s journey began at age 13 after being bullied in school.
• His father enrolled him in martial arts, which ultimately transformed his confidence and mindset.
• Martial arts became the foundation for his leadership philosophy.

2. Why Only 5% Reach the Black Belt Level

• Less than 5% of martial arts students earn a black belt.
• The same pattern appears in business: 70% of businesses fail within 10 years.
• The difference between good and great is the discipline to keep going beyond initial success.

3. The Foundation of Leadership: Belief

• The first principle in Dr. Terry’s leadership philosophy is belief.
• You cannot achieve what you do not believe you are capable of achieving.
• Leaders must often lend belief to their teams until they develop it themselves.

4. The BLACK BELT Leadership Framework

Dr. Terry outlines his leadership acronym:

B – Belief
Confidence in your potential and vision.

L – Learning
Commit to becoming a subject matter expert.

A – Accountability
Take ownership of outcomes and responsibilities.

C – Communication
Great leaders connect, not just communicate.

K – Kinetic (Action)
Success requires action, not just intention.

B – Boldness
Growth requires stepping into the unknown.

E – Equipping
Train others to eventually replace you.

L – Loyalty
Build trust and commitment within your team.

T – Transformation
Commit to becoming a better version of yourself every day.

5. The Leadership Trap: Doing Everything Yourself

Many advisors struggle to scale because they refuse to delegate.

Dr. Terry teaches the 80/20 rule of leadership:

• If someone can do a task 80% as well as you, let them do it.
• Focus 80% of your time on the 20% of activities you're best at.

6. Empowering Teams to Scale

• Leaders must build organizations of leaders, not followers.
• Empowering teams means allowing them to fail forward.
• Growth happens when people step outside their comfort zone.

7. The 1% Rule for Daily Improvement

One of Dr. Terry’s most practical leadership strategies:

• Improve just 1% per day in a key area.
• Over 30 days, that creates 30% improvement.
• Start with simple questions like:
• “Is this the best use of my time right now?”

8. The Power of Recognition

Celebrating wins creates momentum.

As Tony Robbins says:

"What gets rewarded gets repeated."

Recognition builds:

• team morale
• success habits
• stronger organizational culture.

9. The Danger of Stopping Growth

Dr. Terry quotes Ray Kroc:

"As long as you're green, you're growing. Once you're ripe, you start to rot."

• Successful leaders:
• pursue lifelong learning
• invest in personal growth
• continuously improve their mindset and skillset.

Key Takeaways

• Belief is the foundation of leadership.
• Growth requires stepping into discomfort.
• Leaders must empower others to scale their impact.
• Small improvements compound into massive results.
• Lifelong learning separates elite performers from average professionals.

**

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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

Together, we explore what it means to differentiate yourself in a crowded industry, how to balance artistry with entrepreneurship, and why being fully authentic can be your greatest competitive advantage. Whether you’re a financial advisor refining your practice or a professional navigating your own next chapter, this episode challenges you to define success on your terms, stay committed to growth, and keep moving the ball forward—even when the path isn’t perfectly clear.

**

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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

Evan explains how Waterlily makes these conversations easier and more personalized: a short client intake generates an individualized care timeline (likelihood, timing, duration, care hours, and zip-code-based costs) and helps clients visualize tradeoffs like family caregiving vs. paid professional care. The platform can also model funding approaches by importing policy PDFs (or illustrations) to simulate how benefits would actually pay during a client’s predicted claim scenario, and it supports quoting/application workflows to reduce friction and improve execution.

**

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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

The team samples holiday drinks and snacks from around the world, reacting to surprising flavors, sharing personal favorites, and debating which traditions deserve a spot in future celebrations. Between sips, the conversation turns warm and nostalgic as each guest reflects on beloved holiday traditions, memorable family moments, and the stories that make the season meaningful.

With a fun mix of team camaraderie, cultural exploration, and heartfelt storytelling, this episode delivers a cozy, good-spirited celebration of what the holidays are all about—connection, tradition, and trying something new (even if it tastes a little unexpected).

**

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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

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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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

**

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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

In this episode You'll Learn the Following:

• Dan’s background in building and selling insurance firms
• Introduction to Cheifs: a way to convert home equity into tax-free cash
• How it differs from reverse mortgages: no payments, no age limit, low fees
• Ideal clients: affluent homeowners with high equity
• Use cases: life insurance funding, estate planning, retirement cash flow
• Advisor access and states where Cheifs is currently available

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For more on The Optimized Advisor Podcast click here
For more on Cornerstone Financing/Cheifs 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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

Annie Dietrich is a seasoned Social Media Strategist and Founder of AC Social. With over 8 years of experience in the ever-evolving world of social media, Annie has established herself as a leading expert in helping businesses and entrepreneurs build their brand, grow their community, and drive sales.

As a Certified Meta Manager and Advertising Specialist, Annie has earned recognition for her expertise in social media campaign management and advertising. Through AC Social, Annie offers personalized social media coaching, strategy, and management services designed to help businesses and entrepreneurs build their brand, grow their community, and drive sales. Annie's mission is to empower her clients with the knowledge and tools they need to succeed in the ever-changing world of social media.

In this episode you will learn the following: 

1. Insights into the evolving landscape of social media, emphasizing the importance of authenticity and engagement in building a brand presence for financial advisors.
2. Key strategies discussed include understanding competition for inspiration, creating a social media cadence, staying relevant with industry trends, crafting engagement-driven and shareable content, and leveraging authentic storytelling to build trust and credibility.
3. The importance of video content and metrics, advising financial advisors to focus on engagement, shares, and watch time rather than likes or follower counts, to effectively harness social media for business growth.

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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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

Chris Fuller, CSP is an award-winning international leadership speaker, author, and consultant with over 25 years of experience helping organizations build engaged leaders, high-performing teams, and inspired cultures. As President & CEO of RightPath Resources, Chris has expanded the firm’s impact – delivering proprietary behavioral tools and leadership development systems to clients across six continents—including several Fortune 500 companies, and 12 NFL teams.

A gifted storyteller and adventurer, Chris draws leadership lessons from both real-world business challenges and personal adventures, weaving practical insights with bold perspective. He is the author of Iditarod Leadership and InSPIRED Leadership, and holds the Certified Speaking Professional designation.

In this episode you will learn the following:

1. How RightPath Resources' behavioral assessment tools help to optimize team dynamics and leadership development in organizations, including NFL teams and various industries.
2. The importance of understanding individual wiring through assessments like RightPath to improve hiring processes, team interactions, and overall workplace efficiency, specifically targeting financial and insurance professionals.
3. The significance of self-awareness and understanding team dynamics to avoid common issues in organizations, such as miscommunication and ineffective team performance, by using data-driven insights from behavioral assessments.
4. Chris Fuller's books including "Iditarod Leadership" and "Inspired Leadership," which focus on leadership principles and team optimization, using storytelling to convey complex concepts.

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For more on The Optimized Advisor Podcast click here  
For more on RightPath Resources 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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

Ruth Raftery, JD, CPA, AEP® is a licensed attorney and a Certified Public Accountant with over 20 years of experience. As President and co-founder of Advanced Planning Educational Group (APEG), Ruth is responsible for creating and executing the design and strategic direction of APEG’s mission to support the needs of professionals who participate in the holistic planning process. In addition to her role with APEG, Ruth also serves as a Senior Advisor to AltaView Advisors, LLC a business valuation firm with offices in Orange County, San Francisco, Dallas, and New York, and is an instructor at Oakland University in Rochester, Michigan, where she teaches Income Tax in the post-graduate certification program.

Ruth has developed and taught various Estate, Gift, Trust, and Tax courses throughout her career. She is past President of the Estate Planning Council of New York City, past Chair of the Estate Planning Committee of the New York State Society of Certified Public Accountants and is an Accredited Estate Planner designee™ awarded by the National Association of Estate Planners and Councils. Ruth received her undergraduate degree in Accounting from the University of Scranton and her Law Degree from Temple University School of Law. She and her husband Brian live in Westfield, NJ. She and Brian have three college-aged daughters – Brigid, Megan, and Erin.  

In this episode you will learn the following: 

1. The importance of building relationships with attorneys and accountants for financial advisors to effectively incorporate estate and tax planning into their practices.
2. The critical role that financial advisors play in educating clients about estate planning without crossing into legal advice.
3. Innovative strategies, such as leveraging Roth conversions not just for tax benefits, but also for strategic financial planning, such as funding life insurance policies.
4. The unique dynamics of female advisor conferences and the importance of fostering intimate, supportive environments for women in the financial industry. Ruth shares insights into how these settings can encourage authenticity and collaboration, ultimately supporting the growth and success of female financial advisors.

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Connect with Ruth on LinkedIn

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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

Steve Prew is the Vice President and National Sales Manager at The American College of Financial Services. In his current role, Steve leads a dynamic sales team focused on exploring, developing, and managing institutional relationships within both the insurance and investment sectors of the industry.

Before joining The American College, Steve held a variety of roles with increasing responsibility, including retail advisor, internal and external wholesaler, key accounts manager, and national sales manager. These experiences have provided him with a well-rounded understanding of the financial services landscape.

A U.S. Navy veteran, Steve holds a Bachelor’s degree in Finance and an MBA with a focus in Strategic Management from Regis University. He currently resides in Highlands Ranch, CO with his wife, Katie. In his free time, Steve enjoys outdoor activities such as golfing, cycling, and bowhunting.

In this episode you will learn the following:

1. How The American College of Financial Services focuses on lifelong learning and the evolving landscape of financial services education.
2. The importance of continuous education in financial services, emphasizing the American College's role in providing specialized designations like the Tax Planning Certified Professional and Wealth Management Certified Professional.
3. The changing dynamics in the financial advisory industry, including the integration of insurance and investments, the recruitment of younger advisors, and the shift away from traditional four-year college degrees.
4. The American College's innovative approaches to education delivery, such as their Personal Pathway model and Knowledge Hub, which offer interactive, accessible, and comprehensive learning experiences for financial professionals.

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For more on The Optimized Advisor Podcast click here  
For more on The American College 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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

Walter C. Young ,MBA, RICP, is a dynamic financial expert, national speaker, Industry panelist and Amazon best-selling author of The 5Th Option.  Walter helps his audiences learn about the challenges retirees face in a modern economic environment and post pension society. His blend of stories, humor and financial planning theory keeps audiences entertained while learning the very latest academic research in retirement income planning. He earns rave reviews and guests often stay long after his presentation has ended to continue conversations.

With over 20 years of experience in the financial services industry, Walter has become a thought leader in economic-based financial planning theory, helping clients develop strategies to achieve their retirement goals.

Walter holds the prestigious Retirement Income Certified Professional (RICP) designation from the American College of Financial Services and a Master's in Business from Seattle University and is a member of the exclusive Forum 400.

In this episode you will learn the following: 

1. The "Fifth Option" in retirement planning, which challenges traditional financial planning strategies by integrating actuarial science and investments to recreate the stability once provided by pensions and Social Security.
2. The shortcomings of the traditional three-legged stool of retirement (pension, Social Security, and personal savings) and emphasizes the importance of creating a sustainable cash flow strategy, especially in the absence of pensions.
3. The "Beat the Bear" strategy, which involves using non-correlated assets like cash value life insurance to protect against market downturns, and the "Bucket Strategy," which segments assets into now, soon, and later buckets to manage risk and income flow over time.
4. The need for individuals to rethink retirement planning by focusing on creating predictable, risk-managed income streams using innovative financial products and strategies, aiming for a more efficient and confident retirement experience.

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For more on The Optimized Advisor Podcast click here  
For more on The 5th Option and to purchase the book 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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

Roger works with insurance professionals sharing his decades-long experience with One America’s Care Solutions plans. He provides case design strategies, proven sales presentation as well as marketing resources to grow and enhance an individual insurance business or a financial planning practice. For over 34 years, Roger has worked exclusively with the Care Solutions. 15 years under the original company Golden Rule Insurance, and the last 16 under OneAmerica. A resident of Plano, Texas, Roger is married with four adult children and six grandchildren.

In this episode you will learn the following: 

1. The "Silver Tsunami," referring to the wave of aging baby boomers and the significant long-term care needs they will soon face as they approach ages where such care becomes more common.
2. The inadequacy of Medicare in covering long-term care expenses, which are significant and not commonly planned for by individuals. 
3. The importance of advisors actively discussing long-term care planning with clients is stressed, as many advisors currently avoid or inadequately address the issue.
4. The challenges and opportunities presented by state-level initiatives, such as the Washington state law mandating long-term care coverage, which could influence broader adoption of long-term care insurance and planning.

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Connect with Roger on LinkedIn

For more on The Optimized Advisor Podcast click here  
For more on One America 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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

Travis has been licensed in the insurance industry for over 16 years. Following in his father’s footsteps, Travis grew up in the retirement planning industry learning his father's best practices. These years proved to him the importance of client relationships.

Travis believes in taking the time to make sure his clients understand the investment subjects before them and which options provide the best fit for their retirement plan. His investment philosophy stresses that it’s not what you make, but what you keep, promoting a safety-first approach with various strategies for growth. Travis founded Ivanoff Wealth Management Inc. to provide clients with a deeper understanding of investment strategies.

Travis resides in Cypress, California with his wife and three daughters. He is the vice president and development director for Pacific Coast Youth Foundation, a nonprofit for at-risk youth in Orange County that began as a memorial to his cousin Ernie. In his free time Travis enjoys snowboarding, surfing, camping, fishing, and golfing.

In this episode you will learn the following:

1. Travis’s background and the evolution of his family's advisory practice.
2. The importance of consistency and adaptability in conducting successful seminars for client acquisition.
3. Long-term care planning is a critical component of holistic financial advising.
4. The importance of time management, hiring strategically to scale a business, and balancing professional success with personal life priorities.

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Connect with Travis on LinkedIn

For more on The Optimized Advisor Podcast click here  
For more on Ivanoff Advisors 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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

Blayne Andersen, CFP® is the President and Chief Investment Officer of Bander Wealth Management and a Registered Financial Advisor with the NFLPA. With well over a decade of experience in capital markets, he has experience offering best in-class securities and advanced retirement planning strategies to include alternative investments such as real estate, oil and gas, along with structured notes, private equity and venture placements. His commitment to help clients achieve generational-changing wealth is only matched by his fiduciary responsibilities of operating with uncompromising integrity and fidelity to do what is best for our clients and their families.

In this episode you will learn the following: 

• Strategic Growth Through Acquisitions and Partnerships
• Emphasis on Client-Centric Communication
• Operational Efficiency and Technology Utilization
• Balancing Professional and Personal Life

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For more on The Optimized Advisor Podcast click here  
For more on Bander 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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

Nick started his insurance career in 2015, dedicating his time to assisting insurance and Financial Advisors and their Clients within the three facets of Protective Portfolio Planning – annuities, life insurance, and long-term care insurance. Nick took his passion for coaching and transitioned it from the fitness world to the insurance and financial world, quickly becoming a resource for advisors throughout the country.
Nick is currently an Insurance Planning Director at Optimized Insurance Planning, a wholesale insurance planning and marketing organization. Over the 8+ years of experience in the industry, Nick has become an expert in Long-Term Care planning, portfolio distribution and protection strategies, as well as legacy planning. Nick has a passion for partnering directly with Financial Professionals and providing them with direct, back-office support to help plan, protect, and enhance their practices. Nick is an active member of the Financial Planning Association (FPA). He maintains the RICP (Retirement Income Certified Professional) designation through the American College and the CLTC (Certification for Long-Term Care) designation.

Nick is very active; exercise and wellness are a big part of his day. In his free time, he enjoys golfing, wine tasting, and spending time with his wife, Britne, and daughter, Kylie. Nick currently lives in Texas.

In this episode you will learn the following:

1. Key industry trends: strong performance of annuities, particularly due to favorable interest rates, and the importance of guaranteed renewal rates in providing client security.
2. The opportunity for replacing older life insurance and annuity contracts to provide better benefits, such as enhanced long-term care and guaranteed income solutions.
3. Maintaining fitness routines through colder months, recommending consistent exercise.
4. Optimal pre- and post-workout nutrition.

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For more on The Optimized Advisor Podcast click here  
For more on Optimized Insurance Planning 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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

Sean Humeston was born and raised in Orange County, California where he began his career as a musician in a rock band in 1996 through 2003. During that time, he completed 14 national tours and played in several groups sharing his talents. Sean played bass guitar in these bands, but more importantly he played a huge role in the financial success of these groups. From budgeting to promotion, he developed a passion for finance. Sean then decided to make a shift in his trade and became a licensed retirement planner in 2001, where he specialized in working with school teachers. In 2008, he started Shoreline Financial Services LLC. After 23 years in the financial industry, his areas of expertise have now broadened to include estate and retirement planning, personal budgeting, wealth transfer as well as insurance and income planning. Sean is a proud member of the Better Business Bureau, National Ethics Association and the Institute of Financial Wellness.

Sean now resides in Queen Creek, Arizona. Outside of the office, he loves traveling and spending time with his wife and children. He still has maintained his passion for music over the years and actively plays the piano, guitar and bass.

In this episode you will learn the following: 

1. How Sean transitioned from being a bass player in a punk rock band to being a financial advisor.
2. The Shoreline Financial success story
3. The short-term annuity business model to continually engage with clients
4. Advertising in the right markets through newspapers and client seminars creates success.

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For more on The Optimized Advisor Podcast click here  
For more on Shoreline AZ 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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

In this episode you will learn the following: 

1. What Leopard is and how it helps optimize revenue opportunities for life and annuity distributors. 
2. Michael shares his career journey, highlighting his various educational and professional experiences, including his time at PolicyGenius, where he was involved in B2B offerings and strategy. He discusses how these experiences led to the founding of Leopard.
3. Inefficiencies in the insurance industry, particularly in managing existing policies and identifying client opportunities. Leopard seeks to address these issues by using AI to streamline data organization, policy management, and client engagement, offering a more efficient process for advisors.
4. The broader implications of AI in the financial industry, emphasizing its potential to improve efficiency and free up advisors' time for higher-value activities. Michael outlines his vision for Leopard's future, aiming to create a comprehensive data and automation ecosystem that benefits all stakeholders in the life and annuities distribution process.

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For more on The Optimized Advisor Podcast click here  
For more on Leopard 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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

In this episode you will learn the following: 

1. The Admin Effect began by offering virtual administrative services to advisors and quickly expanded through word of mouth, highlighting a demand for outsourced operational support in the financial sector.
2. The company offers training and process improvement to advisors' teams, emphasizing the importance of understanding complex applications and improving efficiency within advisor offices.
3. Kaitlyn shares personal motivations for founding The Admin Effect, driven by a desire to create positive work environments and help advisors optimize their operations.
4. The Admin Effect is expanding its services to consult with insurance carriers, aiming to connect industry dots and improve processes from an advisor's perspective.

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Connect with Katelyn on LinkedIn

For more on The Optimized Advisor Podcast click here  
For more on The Admin Effect 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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

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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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

For the past 24 years, Brad has enjoyed an area of focus in selling, training and marketing Long-Term Care and Linked Benefit solutions. His current role, Regional Sales Director, with OneAmerica is to help distribution partners, advisors and agents develop and grow their Long-Term Care Planning business through extensive business planning, marketing, training and support. He has also been a speaker, on the topic of Long-Term Care Planning, at hundreds of educational seminars, workshops and webinars across the country.

Brad is a Pennsylvania native and a graduate of the University of Pittsburgh. He resides in New Bloomfield, PA with his wife, Denise, son Logan, and daughter Linsay.

In this episode you will learn the following:

1. LTC Awareness: November is LTC Awareness Month, not to be confused with Long-Term Care Insurance Awareness Month. The focus is on planning and awareness of long-term care needs, especially relevant during family gatherings in the holiday season.
2. Pension Protection Act (PPA): The PPA, effective since January 1, 2010, allows for the tax-free distribution of gains from non-qualified annuities if used for long-term care expenses. Despite its benefits, it remains relatively unknown among financial professionals.
3. Tax Benefits and Plan Design: The PPA allows for tax-deferred gains within non-qualified annuities to be used tax-free for LTC. This involves a 1035 exchange to a PPA compliant annuity, potentially doubling or tripling the annuity value for LTC benefits, providing significant financial leverage.
4. Client Examples and Practical Applications: The discussion includes real-life examples and practical advice for advisors on how to leverage non-qualified annuities for LTC planning, emphasizing the importance of educating clients about these tax advantages.

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For more on The Optimized Advisor Podcast click here  
To learn more about One America products 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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

Jason has been helping individuals, families, and businesses with comprehensive financial planning, portfolio management, and business retirement plans since 1998. Jason founded Intelligence Driven Advisers (IDA), in 2009 after spending 12 years with two major Wall Street brokerage firms. Jason has been active in his community serving on the Board of Directors at the Boys & Girls Clubs of Carlsbad and Daybreak Community Church. In 2015 he launched Financial Detox®, a consumer advocacy brand with the mission of delivering transparent and simple financial education to the masses. Jason is the author of Financial Detox® published in 2018 as well as a radio show and podcast which can be accessed on any podcast medium. Jason has contributed to the following publications; Fox Business, CNBC, Forbes, Newsmax Finance, and Investor’s Business Daily. When not pursuing his professional endeavors, Jason spends time with his family and enjoys everything active and outdoors.

In this episode you will learn the following: 

1. IDA’s philosophy on financial planning
2. Navigating Annuities: Skepticism, Benefits, Rates, Renewals
3. The importance of Financial Advisors to prioritize the client’s best interests.
4. Jason & Scott’s thoughts on well-being, time optimization, balancing work and life, quality relationships and more. 

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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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

In 35+ years of business development, David developed a strong awareness of what it took for people to be productive and efficient, not just busy. He also personally sought to gain a balance of having a successful career along with the ability to pursue a meaningful personal life.

That led David to start Kairos Management Solutions, and then the Infinity Lifestyle Design program, focusing all his attention to guide business professionals who struggle with a lack of flexibility in their life to gain more quality personal time. Dave helps his clients craft a strategy around their current management of time, and then define a lifestyle of intention, ease, and joy.

In April 2024, David will release his first book called, The Time Optimized Life. The book reframes the reactive nature of time management and replaces it with a proactive method of time optimization.

In this episode you will learn the following: 

1. David Buck's Background
2. Time Management Philosophy
3. Client and Advisor Work
4. Practical Tools and Book Buck's book, "The Time Optimized Life,"

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Download and work through the Life Purpose Statement click here
Download the first chapter of The Time-Optimized Life 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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

Jay the VP/Relationship Manager for Athene covering accounts across the country. He has spent bulk of his 32 year career involved in retirement income planning. Prior to Athene, he worked at Genworth Financial as VP, Sports and Entertainment, where he worked on post career income planning for professional athletes. Before that, he was a Master Black Belt at GE Transportation Systems. He finds that wherever he has worked, he bring three key strengths to the table: strong interpersonal skills (team player), detail oriented with strong analytical and problem solving skills, and the ability to succeed through a strong work ethic. When not working, he loves to spend time with his wife of 32 years (Amy), and their 2 children (Sean - 25, and Erin - 22). He also enjoy running, and has completed 10 marathons.

In the episode, you will learn the following:

1. The Athene story – Innovative products, distribution channels
2. Athene's technological advancements, such as e-applications and index strategy presets, which streamline processes and benefit consumers.
3. Planning strategies like partial Roth conversions, emphasizing tax benefits and the mechanics of recharacterizing traditional IRAs into Roth IRAs within Athene products.
4. Athene Connect is a valuable resource for advisors, offering tools, webinars, and sales kits to enhance their practice and better serve clients.

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Disclosures:

Guarantees provided by annuities are subject to the financial strength and claims paying ability of the issuing insurance company.

Any information regarding taxation contained herein is based on our understanding of current tax law, which is subject to change

and differing interpretations. This information should not be relied on as tax, legal or financial advice and cannot be used by any taxpayer for the purposes of avoiding penalties under the Internal Revenue Code. We recommend that taxpayers consult with their tax or legal professionals for applicability to their personal circumstances. Under current tax law, the Internal Revenue Code already provides tax deferral to qualified money, so there is no additional tax benefit obtained by funding a qualified contract, such as an IRA, with an annuity; consider the other benefits provided by an annuity, such as lifetime income and a Death Benefit.

Required Minimum Distribution as defined by Internal Revenue Code Section 401(a)(9).

A diversified allocation does not ensure positive interest credits in any given year.

**

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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

Brian Ott, RICP, CLTC, is founder and president of 525 Advisors LLC, an independent insurance agency that specializes in asset-based long-term care insurance planning. He is also the host of Long-Term Care Radio which is aired in multiple markets and produced as a weekly podcast. Brian has been recognized nationally as a top producer and continues to build his practice through marketing focused on education.

In this episode you’ll learn the following: 

1. Specialization in Financial Services: The conversation highlights the value of specialization in financial advising, comparing the resurgence of specialized shops like butchers and cheese stores to the need for specialized financial services.
2. Challenges with Long-term Care Insurance (LTCI): LTCI is often avoided due to its complexity and the reluctance of advisors to have personal, emotionally charged conversations. The history and evolution of LTCI from the 1970s to now were discussed.
3. Affluent Clients & LTCI: The discussion explores why affluent clients, often overlooked for LTCI, actually benefit from it due to leverage, tax savings, and efficient asset management. The concept of "asset-based" LTCI is emphasized as a better self-insurance method.
4. Education and Awareness: Brian Ott stresses the importance of educating both advisors and clients about LTCI, noting that personal experiences with long-term care often drive interest and understanding of its value.

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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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

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.

1. Annuity Market Dynamics: Paul highlights the recent surge in the annuity market due to rising interest rates and increased acceptance of annuities as a valuable asset class by various financial institutions and the general public.
2. The Standard's Offerings: The Standard provides diversified financial products including group insurance, disability insurance, retirement plans, and annuities. Notably, they offer annuities up to age 93 and are Medicaid-friendly with unique features for elder care.
3. Enhanced Choice Index Plus: This new product suite includes multiple S&P 500-based indices and a proprietary index, offering competitive rates and a unique death benefit rider (Legacy Max) that compounds at 6%, providing substantial legacy benefits.
4. Consumer-Centric Features: The Standard's annuities come with consumer-friendly options like full account value upon death, spousal continuation benefits, and options for beneficiaries to manage the death benefit in a tax-efficient manner.

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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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

In this episode Scott was joined by Lara Galloway virtually to discuss building trust and emotional connection in the seminar marketing world.  At the time of recording, Lara was the SVP of Channel Management at White Glove, where she leveraged her expertise in Business Development, Marketing, Product and Sales to build enterprise partnerships that offer financial advisors lead-generating workshops and nurturing programs to keep them in front of their clients and prospects. Now, Lara is the Chief Marketing Officer at Goldstone Financial Group.

Her entrepreneurial background and 12-year tenure running her own coaching firm, where she provided advice and consulting to small business owners, make her a valuable coach to White Glove's employees and clients. In her free time, Lara enjoys baking, craft beer, hiking with her husband and kids and spending time with her dog, Tuck.

In this episode you will 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.

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For more about White Glove 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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

Lara's entrepreneurial background and 12-year tenure running her own coaching firm, where she provided advice and consulting to small business owners, make her a valuable coach to White Glove's employees and clients. In her free time, Lara enjoys baking, craft beer, hiking with her husband and kids and spending time with her dog, Tuck.

In this episode you will learn the following:

1. The importance of humanizing marketing efforts, whether in-person or virtual, and provide tips for success in both formats.
2. Success metrics for seminar marketing are discussed, emphasizing the need for realistic expectations and continuous improvement.
3. The scalability of workshops through automation and the importance of effective follow-up to convert leads.
4. Dive Into White Glove's resources, such as coaching, webinars, and the Fast Podcast, to enhance seminar marketing strategies and grow one's business effectively.

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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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

The conversation delved into various biases that can impact decision-making in financial planning and highlighted the importance of understanding these biases to better serve our clients.

In this episode you will learn the following:

1. Biases such as anchor bias, ambiguity aversion, myopic loss aversion, and herding bias, and explain how these biases influence decision-making in investments.
2. Anthony shares examples and stories to illustrate these biases, emphasizing the importance of working with a financial advisor to make rational decisions based on long-term goals.
3. He recommends "The Behavioral Investor" book and highlights his accreditation as a behavioral finance professional from the College for Financial Planning.
4. Anthony provides his contact information for further inquiries and encourages listeners to subscribe, like, share, and leave feedback on the podcast.

Anthony is responsible for developing and executing sales strategies with Guaranty’s key partners as well as crafting simplified sales concepts for our financial representatives. In 2022 Anthony earned his Accredited Behavioral Finance Professional Designation from the College for Financial Planning. This unique program is devoted to understanding the nature and role psychological biases and emotions play in the decision-making process in an uncertain environment. Through this program Anthony has learned how to help financial advisors recognize these behaviors in themselves and their clients and provide solutions to mitigate client financial behaviors. Anthony earned his bachelor’s degree in Business Administration from AIB College of Business, holds FINRA Series 6, 63, and 26 licenses as well as Iowa Life & Health Insurance Licenses.

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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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

Host Bart Zandbergen was joined in the podcast studio by Scott Heinila to discuss the art and power of discipline. The duo discussed how discipline plays a factor in their personal and professional lives as they navigate business, relationships, family matters, fitness and beyond. They began by unpacking people’s willingness to, “Do what others won’t do, to be or have what others won’t have,” and how a powerful motivating factor plays into the matter. Whether you are looking to rewrite your story, or design the chapter of your life called 2024, this episode will inspire you to take action to achieve the goals you plan to set for yourself by channeling discipline.

In this episode you will learn the following: 

• How consistency and persistency support discipline.
• Why your motivating factor has to be strong enough to carry your through plateaus.
• How to avoid getting lost in a cycle called “the case of the Mondays.”
• Why nutrition and fitness go hand in hand and one without the other works against your fitness goals.
• How to prioritize effectively to create sustainable routines and processes.
• What smart steps are to devote yourself to the big picture so you can work progressively towards your goals.

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For more on the Zandbergen 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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

Dwight Eberts is a dynamic and passionate speaker on the power of transformation. Following a successful 20-year career in business as a partner of a large insurance marketing organization, Dwight founded Coaching 122, where he now leverages his insights to help business owners and leaders juggle both the personal and professional demands they face every day.

His mission is to empower others to develop themselves to better serve their loved ones, teammates, and clients. His commitment to helping individuals thrive both personally and professionally has become the cornerstone of his career. Dwight is passionate and focused to making a lasting impact in the lives of those he speaks to and coaches. 

In this episode you will learn the following:

1. The concept of freedom of time and the importance of making the right choices in how time is spent.
2. The discussion emphasizes the need for clarity around priorities and making better decisions to optimize time and achieve a more fulfilling life.
3. The value of coaching, the significance of accountability in achieving goals, and the benefits of working on personal and professional development.

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For more on Coaching 122 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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

Anthony is responsible for developing and executing sales strategies with Guaranty’s key partners as well as crafting simplified sales concepts for our financial representatives. In 2022 Anthony earned his Accredited Behavioral Finance Professional Designation from the College for Financial Planning. This unique program is devoted to understanding the nature and role psychological biases and emotions play in the decision-making process in an uncertain environment. Through this program Anthony has learned how to help financial advisors recognize these behaviors in themselves and their clients and provide solutions to mitigate client financial behaviors. Anthony earned his bachelor’s degree in Business Administration from AIB College of Business, holds FINRA Series 6, 63, and 26 licenses as well as Iowa Life & Health Insurance Licenses. 

In this episode you will learn the following: 

1. S&P 500 Fixed Index Annuity (FIA)
2. Wealth Choice Series by Guarantee Income Life
3. Guaranteed Rate Lock Annuity

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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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

For the past 24 years, Brad has enjoyed an area of focus in selling, training and marketing Long-Term Care and Linked Benefit solutions. His current role, Regional Sales Director, with OneAmerica is to help distribution partners, advisors and agents develop and grow their Long Term Care Planning business through extensive business planning, marketing, training and support. He has also been a speaker, on the topic of Long-Term Care Planning, at hundreds of educational seminars, workshops and webinars across the country.

Brad is a Pennsylvania native and a graduate of the University of Pittsburgh. He resides in New Bloomfield, PA with his wife, Denise, son Logan, and daughter Linsay.

In this episode you will learn the following: 

1. How to effectively ask open-ended questions as an Advisor discussing long-term care planning solutions with clients
2. Avoid discussing numbers and financial aspects of long-term care
3. How to optimize client relations and personal experience to create an open dialogue for long-term care planning

Listen to our previous episode with Brad:

Ep. 2 - The Single Largest Unfunded Risk Facing Retirees
Ep. 75 - Home for the Holidays, LTC Awareness with Brad Shepard and Brian Ott

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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 optimizedadvisor@mailpcwest.com

**

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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

Host Bart Zandbergen was joined in the podcast studio by co-host Letitia Berbaum, Paula Steurer of Sterling Public Relations, Scott Heinila of Producers Choice Network, and featured guest Landon Patterson, CEO of Hundred Acre. Landon shared tasting insights, pairing notes and little-known facts about the distinctive wines he chose to feature on the episode, while the show’s guests also reviewed several wines from Copper Cane. Special thanks to Devon Ulrich, National Account Vice President, of Copper Cane Wines & Provisions for supporting this year’s podcast episode alongside Hundred Acre. Happy Holidays!

Featured wines in the 2023 edition of the Annual Holiday Wine Podcast include:

• Senza Freni by Paul Lato 2021 Tocai Friulano
• Napa Valley Quilt 2021 Fumé Blanc
• Belle Glos Oeil de Perdrix Pinot Noir Blanc
• Summer Dreams Twilight Pinot Noir 2021
• Belle Glos Pinot Noir Las Alturas
• La Vieux Donjon Chateauneuf Du Pape
• Napa Valley Quilt Cabernet Sauvignon

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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 optimizedadvisor@mailpcwest.com

**

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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

Jason Cillo is a holistic financial advisor and tax accountant from Milford, NH. He was born and raised in Milford and today owns two practices there, 21st Century Financial Group and Cillo Tax Services. Being a holistic financial advisor means his approach to financial/retirement planning for his clients’ is about looking at every aspect of one’s financial environment and then arranging those aspects to come together to create a personalized, tailored plan to achieve their goals and dreams. With over 15 years’ experience in the financial and tax industries he believes Social Security strategy, pension planning, income planning, investment planning, long term care planning, tax strategy/planning and legacy planning are all interconnected pieces of the puzzle that create one’s financial/retirement plans and how these puzzle pieces are arranged as a whole is what creates a holistic plan to meet his client’s financial goals. One wrong move could negatively affect the rest of the pieces. Jason holds a Bachelor’s of Science degree from the University of NH, a CRPC (Chartered Retirement Planning Counselor) designation from the College of Financial Planning, and is a published author of the co-authored book, 21st Century Retirement Rescue. As a fiduciary, Jason is always acting in the best interest of his clients at all times and finds great passion in helping people achieve their life -long goals and fulfill their retirement dreams.

In this episode you will learn the following: 

1. How Jason battled cancer and how it helped change his outlook on life
2. Jason’s journey in financial services
3. Jason’s book, “21st Century Retirement Rescue”
4. Roth Conversions

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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 optimizedadvisor@mailpcwest.com

**

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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

In this episode you will learn the following: 

1. What Long-Term Care is, what it consists of, and what various types are available
2. Possible changes coming with the proposed Long-Term Care Assembly Bill
3. What tax implications should be considered
4. What the state mandates would mean for California residents

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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 optimizedadvisor@mailpcwest.com

**

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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

Dr. Morgan Cutlip, PhD in Psychology and highly sought after relationship expert, knows what it feels like to lose yourself in motherhood, and she’s determined to help mothers navigate it better. Throughout her career, she has helped hundreds of thousands of people worldwide learn how to form and maintain healthy relationships. Dr. Morgan has been a featured relationship expert with Good Morning America, Teen Vogue, The New York Times, Women’s Health Magazine, MOPS International, Loveology, and Flo, the #1 app in health and fitness. Her new book, Love Your Kids Without Losing Yourself, is available now!

In this episode you will learn the following: 

1. Dr. Morgan’s book writing journey
2. Tangible tools to take care of yourself emotionally
3. How to overcome burnout and optimize your relationship with your partner for a better family dynamic

Listen to our previous episodes with Dr. Morgan Cutlip:

Ep. 048 - Being Intentional With Your Relationships Part II with Dr. Morgan Cutlip
Ep. 008 - Being Intentional With Your Relationships with Dr. Morgan Cutlip

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For more on Dr. Morgan and to purchase her book 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 optimizedadvisor@mailpcwest.com

**

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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

Todd M. Kelly is known nationwide as a leading authority in the area of college planning. In addition, Todd co-wrote and developed a curriculum for and trained thousands of financial professionals on how properly assist their clients through the complex maze that is college planning.  He has also co-created numerous programs and owns several college planning companies designed to assist both families and advisors.  Along with his business partner, Andy Hickman, Todd has also co-written The College Planning Parachute, an Insider’s Guide to developing an effective college selection and college funding plan.  

Steeped in College Planning for more than 20 years, Andy Hickman is a licensed advisor with a practice that grew almost exclusively as a result of his college planning expertise.   Andy co-authored (with his business partner, Todd Kelly) “The College Planning Parachute” (available on Amazon), co-created more than 1000 hours of college planning specific advisor training and has given hundreds of presentations to schools, organizations, and corporations on the topic of college planning.  He’s also been quoted or has been a guest on numerous radio programs, newspapers, and magazines on various aspects of college.

In this episode you will learn the following:

1. College Planning optimization as a Financial Professional
2. The different types of financing for college
3. How to request more scholarship opportunities from universities
4. Various investment strategies to help client’s save for their children’s future college tuition

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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 optimizedadvisor@mailpcwest.com

**

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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

He has also held marketing leadership positions at specialized asset managers – GuideStone Capital Management, based in Dallas, and U.S. Global Investors in San Antonio.

In addition to being a finalist for the WealthManagement.com broker-dealer Chief Marketing Officer of the Year award in 2019, Ryan was also a finalist for the 2022 ThinkAdvisor LUMINARIES.

He is a former chair of the Financial Services Institute Marketing Growth and Development Council, composed of top-level sales, marketing, and business development executives from across the industry and a member of the Forbes Communications Council, an invitation-only, fee-based organization of senior-level communications and public relations executives.

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

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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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

Judy also works with companies supporting their diversity and women’s initiatives in the areas of sales, leadership, recruiting, training, coaching, mentoring and retention. In her role as an executive coach and trainer, she is often described as “transformational.” 

Judy is the host of “Selling in a Skirt with Judy Hoberman” podcast and has been “The Gender Expert” on Fox News Radio. She has appeared on CNN Headlines, ABC, CBS, CW33 and Good Morning Texas, contributes articles to multiple publications and journals, and appeared on the cover of Exceptional People Magazine.

In this episode you will learn the following: 

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

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For more on The Optimized Advisor Podcast click here  
For all things Judy Hoberman and to purchase her books 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 optimizedadvisor@mailpcwest.com

**

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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

In this episode you will learn the following: 

1. How and why Robert started InterGen Data
2. How to utilize data in financial and insurance planning
3. The explosion of AI and how it helps to analyze data to determine what’s relevant
4. How insurance companies are utilizing data for client policy predictions 
5. How do you help clients effectively plan for their finances, healthcare, or insurance needs? By showing them the future.

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Connect with  Robert on LinkedIn

For more on The Optimized Advisor Podcast click here  
For more on InterGen Data 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 optimizedadvisor@mailpcwest.com

**

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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

In this episode you will learn the following: 

1. How Andrew co-wrote a book, More Than Money with a group of like-minded Financial Advisors
2. Social Media FinFluencers and why their advice may not be the best strategy 
3. The future of the financial advisor industry
4. Andrew’s business optimization strategies

Listen to our previous episode with Andrew: Ep. 22 - Learn from An Optimized Advisor: Andrew Martz, WIS Advisors
 

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Connect with  Andrew on LinkedIn

For more on The Optimized Advisor Podcast click here  
For more on WIS Advisors click here
Purchase More Than Money 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 optimizedadvisor@mailpcwest.com

**

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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

In this episode you will learn the following: 

1. Larry’s background – his how and why for starting Mitlin Financial
2. The importance of having Core Values to optimize your business and life
3. How Larry wrote his book, Financial Planning Made Personal and his podcast, the Mitlin Money Mindset are resources for his clients
4. Larry shares a personal story on mental health and how is an advocate for mental health optimization

Connect with Scott on LinkedIn
Connect with Larry on LinkedIn

For more on The Optimized Advisor Podcast click here  
For more on Mitlin Financial click here
For more on the Mitlin Money Mindset™ click here
To purchase and learn more about Financial Planning Made Personal 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 optimizedadvisor@mailpcwest.com

**

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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

In this episode you will learn the following: 

1. How to optimize your social media strategy utilizing AI tools
2. The latest trends in the social media industry including Instagram Reels, Engagement through DMs, and LinkedIn strategies
3. How the new Meta verification blue check mark works
4. The different AI platforms such as Chat GPT and Jasper, and how to incorporate them while keeping your voice and authenticity

Listen to our previous episodes with Annie:
Ep. 71 - Optimization Strategies to help Advisors Reach Social Media Success with Annie Dietrich, AC Social Designs
Ep. 60 - How to Grow and Optimize Your Social Media with Annie Dietrich, AC Social Designs

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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 optimizedadvisor@mailpcwest.com

**

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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

Tom Hegna is an economist, author, and retirement expert. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert!

As a former First Vice President at New York Life, retired Lieutenant Colonel, and economist, Tom has delivered over 5,000 seminars on his signature "Paychecks and Playchecks" retirement approach, helping Baby Boomers and seniors retire the "optimal" way. He has condensed a large chunk of his considerable knowledge into 5 books.

As a financial professional, after learning from this value packed episode you will walk away with a greater understanding of how wealth preservation strategies can deepen client relationships and grow your business better moving into the future.

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Connect with Tom on LinkedIn

For more on The Optimized Advisor Podcast click here  
For more on Tom Hegna 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 optimizedadvisor@mailpcwest.com

**

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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

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: 

1. Fundamentals of sales – door knocking, consistency, success
2. The current Annuity Market – short term duration product options
3. Where the industry is heading
4. How Insurance company representatives are an asset to your team

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Connect with Paul on LinkedIn

For more on The Optimized Advisor Podcast click here  
For more on The Standard 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 optimizedadvisor@mailpcwest.com

**

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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

In this episode you will learn the following:

1. How Sean started Buffer Insurance
2. How Buffer Insurance went viral when Roe v. Wade was overturned
3. Outsourcing work to people in other countries to scale and grow profits
4. Optimizing your business through your core values, vision, and going back to the why

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Connect with Sean on LinkedIn

For more on The Optimized Advisor Podcast click here  
For more on Buffer Insurance 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 optimizedadvisor@mailpcwest.com

**

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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

Diana Cabrices is the founder of Diana Cabrices Consulting, a growth consulting firm dedicated to energizing dead demand channels for B2B wealthtech brands as their Fractional Chief Evangelist. Often called a “product demo queen”, Diana has a knack for converting audiences into ambassadors, and won her first public speaking award at the age of 7. When she’s not representing intelligent technology or engaging with financial advisors, she’s usually planning her next trip (18+ countries and counting), convincing her friends and family to live more holistically, elevating women in the birth room as a doula, and spending time with her 15-year old Chiweenie, Guss. 

In this episode you will learn the following:

1. Diana’s background and how she started her own firm, Diana Cabrices Consulting
2. How Advisors can optimize their business through a variety of ways
3. Content Marketing and Artificial Intelligence Automation using Canva and Chat GPT

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Connect with  Diana on LinkedIn

For more on The Optimized Advisor Podcast click here  
For more on Diana Cabrices Consulting 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 optimizedadvisor@mailpcwest.com

**

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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

In this episode you will learn:

1. Some brainteaser questions where Bart tests Scott's knowledge
2. Scott and Bart’s recap of 2022 in terms of the market and investments
3. Scott and Bart’s forecast for 2023, recession, and stock market trends
4. Their advice and take on the current markets

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Connect with Bart on LinkedIn

For more on The Optimized Advisor Podcast click here  
For more on The Zandbergen Group click here
For more on The Zandbergen Report 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 optimizedadvisor@mailpcwest.com

**

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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

In this episode you will learn:

1. Create a collaborative & loyal culture
2. Define roles & future potential paths
3. Define & implement a base & incentive compensation structure
4. Empower ownership & develop leadership
5. How the 12-Week Year by Brian P. Morgan and Michael Lennington can help optimize your business and time management

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Connect Cynthia with on LinkedIn

For more on The Optimized Advisor Podcast click here  
For more on Spigel Strategies & Solutions LLC 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 optimizedadvisor@mailpcwest.com

**

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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

In this episode you will learn: 

1. All about Sorensen Consulting and the executive coaching and leadership development 
2. Behavioral Finance and how best to serve your clients
3. How to optimize our time and micro compartmentalizing 
4. Mindset techniques, managing stress and some of Ben's Navy tacts 

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Connect with Ben on LinkedIn

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 optimizedadvisor@mailpcwest.com

**

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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

In this episode you will learn: 

1. Matt’s Five ROI’s of Podcasting
2. How ProudMouth and the Pod Rocket Academy can help with marketing initiatives and launching a successful podcast
3. How Scott and Matt connect at the Riskalyze Conference with Females & Finance
4. Accelerate Your Influence by being an expert in your community

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Connect with Matt on LinkedIn

For more on The Optimized Advisor Podcast click here  
For more on ProudMouth 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 optimizedadvisor@mailpcwest.com

**

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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

In this episode you will learn the following: 

1. Compliance industry updates
2. How AdvisorAssist acts as the advisor’s advisor
3. How to optimize and protect your business
4. Market trend and audits

Connect with Scott on LinkedIn
Connect with Conor on LinkedIn

For more on The Optimized Advisor Podcast click here  
For more on AdvisorAssist 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 optimizedadvisor@mailpcwest.com

**

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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

In this episode you will learn the following:

1. Andrew’s background and role at RX3 Growth Partners
2. How RX3 differs from other funds by finding their niche with brands utilizing influencer and celebrity marketing
3. Current interest rate market and RX3 Growth Partners Fund 2
4. Savvy consumer buying trends in a digital world

Listen our previous episode with Nate Rabe, Co-Founder and Managing Partner at RX3 Growth Partners, Ep. 057 - Empowering Consumer Brands Through Authentic Relationships here

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Connect with Andrew on LinkedIn

For more on The Optimized Advisor Podcast click here  
For more on RX3 Growth Partners click here

Email Andrew: andrew@rx3growthpartners.com

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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 optimizedadvisor@mailpcwest.com

**

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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

 In this episode you will learn the following:

1. What is biohacking and how it can help you optimize your health
2. Kick off your 2023 health and wellness resolutions with an easy-to-follow toolkit
3. How to utilize cold-therapy, heat-therapy, and meditation to help you handle stress in everyday life
4. Learn how to join Ryan’s Healthy in 30 Program to optimize your overall health and wellness routine

Connect with Scott on LinkedIn
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Connect with Ryan on Instagram

For more on The Optimized Advisor Podcast click here  
For more on Reaching Dreams LLC 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 optimizedadvisor@mailpcwest.com

**

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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

In this episode, you will learn the following:  

1. How the Fed rates correlate to annuities and how to use that to increase sales.
2. From the Field: The best annuity products on the market today!
3. Insurance companies are growing and changing, and how that affects you, the producer.

Listen to their previous annuity update episode here: Ep. 56 - Annuities: Ken Fisher “hates them”…. should you? here

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 and the annuity products offered click here

**

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 optimizedadvisor@mailpcwest.com

**

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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

1. LTC Planning and facts
2. How to prepare families when their loved ones need LTC
3. Brad and Brian shared their personal stories dealing with LTC

Listen to their previous episodes here:  
Episode 002: The Single Largest Unfunded Risk Facing Retirees
Episode  026: Learn FromAn Optimized Advisor: Brian Ott, 525 Advisors

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Connect with  Brad on LinkedIn
Connect with Brian on LinkedIn

For more on The Optimized Advisor Podcast click here  
For more on Producers Choice Network click here
For more on One America click here
For more on 525 Advisors click here
For more on the iLTCI Conference 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 optimizedadvisor@mailpcwest.com

EPISODE NOTES

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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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

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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Connect with Bart on LinkedIn
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Connect with Tish on LinkedIn
Connect with Paula on LinkedIn
 

For more on The Optimized Advisor Podcast click here  
For more on The Zandbergen 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 optimizedadvisor@mailpcwest.com

**

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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

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

Connect with Scott on LinkedIn
Connect with Sheryl on LinkedIn
Connect with Beth on LinkedIn

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 optimizedadvisor@mailpcwest.com 

**

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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

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. 

Connect with Scott on LinkedIn
Connect with  Laura on LinkedIn

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: infopcn@centsai.com | laura@centsai.com

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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 optimizedadvisor@mailpcwest.com

**

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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

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

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 optimizedadvisor@mailpcwest.com
 

**

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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

Connect with Scott on LinkedIn
Connect with  Joe on LinkedIn

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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

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

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 optimizedadvisor@mailpcwest.com

**

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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

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: dwight@coaching122.com

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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 optimizedadvisor@mailpcwest.com

**

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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

Listen to Josh’s previous episodes:

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

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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 optimizedadvisor@mailpcwest.com

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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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

Listen to Dave’s first episode, 007 - Learn From An Optimized Advisor: Dave Harris 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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

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

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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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

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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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 optimizedadvisor@mailpcwest.com

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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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

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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 optimizedadvisor@mailpcwest.com 

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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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

This episode is Part 2 of a 2-Part series. Listen to Part 1 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 optimizedadvisor@mailpcwest.com

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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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

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

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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 optimizedadvisor@mailpcwest.com

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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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

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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 optimizedadvisor@mailpcwest.com

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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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

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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 optimizedadvisor@mailpcwest.com

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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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

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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 optimizedadvisor@mailpcwest.com

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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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

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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 optimizedadvisor@mailpcwest.com

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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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

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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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

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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 optimizedadvisor@mailpcwest.com

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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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

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Read the article 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 optimizedadvisor@mailpcwest.com

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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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

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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 optimizedadvisor@mailpcwest.com

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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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

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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 optimizedadvisor@mailpcwest.com

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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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning

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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 optimizedadvisor@mailpcwest.com

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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 optimizedadvisor@optimizedins.com

Optimized Insurance Planning