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18/01/2024

First Episode of 2024 is LIVE!

Rewriting Your Story With Discipline with Bart Zandbergen, The Zandbergen Report

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.

Listen to this inspiring episode or watch it on YouTube.
https://youtu.be/zTja5tB-AZk

21/12/2023

New Episode is Live!

Scott Heinila was joined in the virtual podcast studio by Dwight Eberts, founder of Coaching 122, to discuss how small business owners and executives gain clarity, confidence, and control over their decisions to live a more fulfilling life.

In this episode you will learn the following:
- The concept of freedom of time and the importance of making the right choices in how time is spent.
- The discussion emphasizes the need for clarity around priorities and making better decisions to optimize time and achieve a more fulfilling life.
- The value of coaching, the significance of accountability in achieving goals, and the benefits of working on personal and professional development.

Click the YouTube link to watch the episode or listen on your favorite podcast platform.
https://youtu.be/1198s5pBwmg

07/12/2023

New Episode Alert!

Scott Heinila welcomed Anthony Nizzi, ABFP™, AAMS® in the studio for a little shop talk. Anthony is the Director of Sales Development at Guaranty Income Life Insurance Company. They dive into the simplicity, transparency, and varying options within Guarantee Income Life's product suite, catering to different client needs and ages.

Give this quick and informative episode a listen for new sales ideas.

30/11/2023

New Episode Alert!

Scott Heinila welcomed Brad Shepard back to the Optimized Advisor studio for a third time to discuss the emphasis on creating an emotional connection, engaging in meaningful conversations, utilizing probing questions to explore clients' thoughts, and initiating discussions on long-term care planning to address clients' concerns effectively.

Listen to learn what Brad means when he says, "A Picture & A Story are Worth a Thousand Words"
https://youtu.be/_kkw2qt4a_E

16/11/2023

New Episode!

Scott was invited as a guest to be on The Zandbergen Report’s 6th annual Holiday Wine Pairing Podcast episode with host, Bart Zandbergen.

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.

03/11/2023

New Episode Alert!

Scott was joined in studio in Boston, courtesy of Bill Bonk, by today’s guest Jason Cillo. Jason shared his journey, trials and tribulations and how he defines success today.

In this episode you will learn the following:
- How Jason battled cancer and how it helped change his outlook on life
- Jason’s journey in financial services
- Jason’s book, “21st Century Retirement Rescue”
- Roth Conversions

Watch the episode on YouTube or listen on any podcast platform
https://youtu.be/VOYo1wxOAq4

19/10/2023

New Episode is Now Live!

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

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

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

21/09/2023

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

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

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

14/09/2023

New episode alert!

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

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

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

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

29/08/2023

Can you negotiate college tuition?

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

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

24/08/2023

NEW EPISODE IS LIVE!

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

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

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

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