Optimized Advisor Podcast
- Business · Entrepreneurship, Investing, Management
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About
The 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 retirement income strategies, long-term care planning, annuities, life insurance, practice management, leadership, marketing, and the real-world challenges advisors face every day. This podcast is about more than products — it’s about positioning. It’s about bringing up the conversations that matter most. And it’s about helping advisors b...
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Recent episodes
- Women Are not a Niche. They’re the Market. With Maggie Nielsen
- Are You Selling a Product or Protecting a Family's Lifetime Commitment? Harley Gordon on Reframing the Long-Term Care Conversation
- Should You Break Away? Chad Taylor on Going Independent and Bringing Every Client With You
- Stuck at a Plateau? Stop Adding, Start Cutting. With Kristin Andree
- Should Bitcoin Have a Seat at the Table? Eric Runge on the Non-Sovereign Asset
- Are You Still Selling Accumulation When Your Clients Need Income? Tom Hegna on Guaranteed Income, AI, and the Future of Advice
- Is Your Team Stuck in Survival Mode? How to Go From Founder-Led to Operator-Led with Katelynn Graham
- Is Your Marketing a Strategy—or Just Hope With a Budget? With Tiffany Markarian
- Finders, Minders & the $30 Trillion Question: Cary Carbonaro on the Future of Women in Wealth”
- Fired for Being the Worst Agent in America. Then Made it to The Top of the Table 36 Years in a Row.