Optimized Advisor Podcast
Scott HeinilaThe Optimized Advisor Podcast is built for financial advisors, insurance professionals, and wealth management leaders who want to grow smarter, serve deeper, and lead with confidence in today’s evolving financial landscape. Hosted by Scott, each episode features candid conversations with top producers, carrier executives, industry innovators, and operational experts. Together, we explore retiremen... more
| Publishes | Twice monthly | Episodes | 146 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | EntrepreneurshipBusinessManagement | |||
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Latest Episodes
Is your practice built for the client who will actually hold the assets? Maggie Nielsen co-founded Purse Strings with her business partner and mother, who holds a doctorate in adult learning and spent years building onboarding education for the insur... more
In this conversation, Scott and Harley explore:
• Why do most clients—especially men—deeply believe a care event won't happen to them, and why does that belief shut down the conversation?
• How did the way long-term care insurance was historically... more
Guest: Chad Taylor, Founder, Seapoint Wealth Advisors (San Diego, CA) — Forbes 2026 Best-in-State Wealth Advisors (confirm firm name/URL before publishing)
What you’ll learn in this episode:
• How do you know if your clients are truly loyal — an... more
About the Guest: Kristin Andree, CFP®
With 26 years of financial planning and advisory experience, Kristin Andree is a former Fortune 100 managing director who now serves as the founder of My FA Coach and creator of Advisor Edge. She has coached tho... more
Key Facts
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- love Larry Sprung on episode 89
I loved episode 89 with Larry Sprung… I am off to listen to his podcast the Mitlin Money Mindset!
His book “Financial Planning Made Personal” sounds great
Apple Podcasts5Shh Moms Reading
United States3 years ago - :)
Love this guy!
Apple Podcasts5CaliFreeThinkerUnited States6 years ago
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Frequently Asked Questions About Optimized Advisor Podcast
What is Optimized Advisor Podcast about and what kind of topics does it cover?
A practical, practitioner-focused show for financial professionals seeking to elevate client outcomes and practice performance. Across episodes, listeners encounter deep dives into retirement income, long-term care planning, annuities, and life insurance, paired with real-world guidance on practice management, marketing, and leadership. Guests range from independent advisors and carrier executives to AI proponents and coaching experts, all sharing actionable frameworks, growth strategies, and techniques to build scalable, client-centered practices. Noteworthy throughlines include moving from product-first pitches to family- and outcome-driven conversations, leveraging technology and data to streamline operations, and prioritizing trust, ong... more
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How many listeners does Optimized Advisor Podcast get?
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How many subscribers and views does Optimized Advisor Podcast have?
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How many episodes of Optimized Advisor Podcast are there?
Optimized Advisor Podcast launched 6 years ago and published 146 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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What guests have appeared on Optimized Advisor Podcast?
Recent guests on Optimized Advisor Podcast include:
1. Harley Gordon
2. Chad Taylor
3. Kristin Andree
4. Eric Runge
5. Tom Hegna
6. Katelynn Graham
7. Tiffany Markarian
8. Cary Carbonaro
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.