More Than Money & Taking Financial Advice from Social Media FinFluencers with Andrew Martz episode artwork

EPISODE · Jun 29, 2023 · 52 MIN

More Than Money & Taking Financial Advice from Social Media FinFluencers with Andrew Martz

from Optimized Advisor Podcast · host Andrew Martz, Scott Heinila

On this week’s episode, Scott welcomed back Andrew Martz to the studio. As a New York native with offices located in Los Angeles, Denver, and Dallas, Andrew’s client base spans the country. His client roster ranges from busy executives, entrepreneurs, and professionals in the sports and entertainment industries. Andrew is the co-host of the “Dollars & Sensibilities” podcast show where he shares his expertise with listeners around the numbers, concepts, and behaviors that can shape a person’s financial life. In this episode you will learn the following: How Andrew co-wrote a book, More Than Money with a group of like-minded Financial AdvisorsSocial Media FinFluencers and why their advice may not be the best strategy The future of the financial advisor industryAndrew’s business optimization strategiesListen to our previous episode with Andrew: Ep. 22 - Learn from An Optimized Advisor: Andrew Martz, WIS Advisors Connect with Scott on LinkedInConnect with  Andrew on LinkedInFor more on The Optimized Advisor Podcast click here  For more on WIS Advisors click herePurchase More Than Money hereFollow us on LinkedInFollow us on InstagramFollow us on Facebook**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 [email protected] **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 [email protected] Optimized Insurance Planning

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On this week’s episode, Scott welcomed back Andrew Martz to the studio. As a New York native with offices located in Los Angeles, Denver, and Dallas, Andrew’s client base spans the country. His client roster ranges from busy executives, entrepreneurs, and professionals in the sports and entertainment industries. Andrew is the co-host of the “Dollars & Sensibilities” podcast show where he shares his expertise with listeners around the numbers, concepts, and behaviors that can shape a person’s financial life.

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More Than Money & Taking Financial Advice from Social Media FinFluencers with Andrew Martz

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