All Episodes
Optimized Advisor Podcast — 144 episodes
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.
$1.5 Trillion in Motion: Craig Collins’ 2026 Annuity Industry Update
Stop Half-Assing It: AI, Podcasting & the Future of the Modern Advisor with Matt Halloran
Simplifying Financial Planning: How AssetMap is Transforming Advisor-Client Conversations | ft. Allison Susko
Get Out of Your Own Way: Dr. Jen on Self-Limiting Beliefs, Mindset, and Advisor Growth
The Black Belt Leader: How Belief, Discipline, and 1% Growth Create Elite Advisors
Embracing Authenticity and Adaptability in Creative Careers
Waterlily + the 4-Step Long-Term Care Planning Process: From Education to Execution
Holiday Spirits: A World Tour of Drinks, Snacks & Stories
Scaling with Purpose: Culture, Delegation, and the Entrepreneurial Advisor with David Steele
The Journey from Worship Leader to Insurance Pro with Justin Woodbury
Unlocking Dormant Wealth: The Future of Home Equity with Dan Anderson, Cornerstone Financing
Crafting Connections: Social Strategies for Financial Advisors with Annie Dietrich
Navigating the Right Path: Optimizing Leadership and Team Dynamics with Chris Fuller
Mastering the Art of Holistic Financial Advising with Ruth Raftery, APEG
Lifelong Learning: Revolutionizing Financial Advisory with The American College
Unlocking Retirement Success: The Fifth Option with Walter Young
Navigating the Silver Tsunami: Preparing for Long-Term Care Challenges with Roger Cantu
Mastering the Art of Seminars: Unlocking Success with Travis Ivanoff
The Optimized Advisor: Navigating Wealth, Family, and the Great Outdoors with Blayne Andersen
Optimizing Your Financial Fitness: The Intersection of Wealth and Wellness with Nick Bernatowicz
From Punk Rock to Financial Rock Star: The Journey of Sean Humeston
Unlocking Efficiency: How Leopard is Revolutionizing Insurance with AI
The Admin Effect: Streamlining Success in the Financial Services Industry with Katelyn Kucharo
Optimizing Uncertainty: Mastering Emotional Intelligence and Empathy in Financial Advising with Dr. Naomi Win
Unlocking the Hidden Gems of LTC: Transforming Tax-Deferred Annuities into Tax-Free Benefits with Brad Shepard, One America
Optimizing Client Trust: Beyond Annuities and Into Authentic Relationships with Jason Labrum, CFP®, AIF®
Mastering Time: Strategies for Personal and Professional Optimization with David Buck
Unlocking Retirement Success: Inside Athene's Rise to the Top with Jay Rosencrance
Optimizing Long-Term Care: Insights for Financial Advisors and Affluent Clients with Brian Ott
Unlocking Annuity Potential: Innovations, Strategies, and Legacy Planning with Paul Garofoli, The Standard
Optimize Your Connection: Building Trust and Emotional Engagement in Seminar Marketing with Lara Galloway
Mastering Seminar Marketing and Building Trust Through Estate Planning with Lara Galloway
Mastering Behavioral Finance: Unpacking Investor Biases with Anthony Nizzi, GILICO
Rewriting Your Story With Discipline with Bart Zandbergen, The Zandbergen Report
Optimizing Time: Gaining Freedom and Clarity with Dwight Eberts, Coaching 122
76% of The Time S&P 500 Has Shown Positive Returns Over The Last 40 Years with Anthony Nizzi, GILICO
A Picture & A Story Are Worth A Thousand Words with Brad Shepard, One America
The Zandbergen Report’s 6th Annual Holiday Wine Pairing Podcast
Learn From An Optimized Advisor: Jason Cillo, 21st Century Financial Group
The Zandbergen Report Podcast: Long-Term Care Updates with Scott Heinila and Bart Zandbergen
Master Your Relationship With Yourself, Your Partner, and Your Kids with Dr. Morgan Cutlip and Bart Zandbergen
Back To School College Planning Optimization with Todd Kelly & Andy Hickman, Cumulus College Quest
A Revolutionary Change of Pace for Wealth Management with Ryan George, Docupace
Women Want to be Treated Equally, Not Identically with Judy Hoberman
Leveraging Data for Optimal Financial and Insurance Planning with Robert Kirk, InterGen Data
More Than Money & Taking Financial Advice from Social Media FinFluencers with Andrew Martz
Learn from An Optimized Advisor: Larry Sprung, Mitlin Financial
Navigating Social Media in the Era of AI with Annie Dietrich, AC Social Designs
Wealth Preservation Truth Bombs Featuring Tom Hegna
Let's Talk Annuities with Annuity King Paul Garofoli, The Standard
Impactful Insurance Solutions For Employers and Seniors with Sean Turner, Buffer Insurance
The Chief Evangelist for Business Optimization with Diana Cabrices
The 2022 Recap and Look Into 2023 Financial and Investment Forecast with Bart Zandbergen, Zandbergen Group
How to Grow & Manage Your Team for Business Optimization with Cynthia Spigel
Behavioral Finance For Business Optimization with Dr. Ben Sorensen
Optimize Your Business and Accelerate Your Influence with Podcast Expert, Matt Halloran, ProudMouth
The Advisor’s Advisor for Business Optimization with Conor Anderson, AdvisorAssist
The Niche Private Equity Fund with Andrew Costa, RX3 Growth Partners
How to Optimize Your Health through Biohacking with Ryan Dietrich and Nick Bernatowicz
What You Need to Know to Sell More Annuities in 2023, with Nick Bernatowicz, Producers Choice Network
Home for the Holidays, LTC Awareness with Brad Shepard and Brian Ott
The Zandbergen Report’s 5th Annual Holiday Wine Pairing
The Fearless Summit and Females and Finance Part II with Sheryl Hickerson and Beth Moss
Expanding Your Reach Through Social Media with Laura Shean, Centsai
Optimization Strategies to help Advisors Reach Social Media Success with Annie Dietrich, AC Social Designs
Learn from An Optimized Advisor: Joe Pantozzi
Solving the World Water Crisis with Nick Jordan, Wells of Life
The Freedom of Time with Dwight Eberts, Coaching 122
Just Brand It with Josh Lackowski
Flexible Solutions For Growing Businesses: How to Attract, Retain and Reward Top Talent in this Competitive Workforce Environment
Optimizing Your Mindset with Jason Labrum
Trends in Financial Planning Revenue with Jeff Hoenle
Meaningful Marketing Part 2 with Josh Lackowski
Don't Fix It in Post- Video Fundamentals with Neil Willoughby Pt 2
Don't Fix It in Post- Video Fundamentals with Neil Willoughby Pt 1
How to Grow and Optimize Your Social Media with Annie Dietrich, AC Social Designs
Dressing for 2022 and Beyond with Bart Zandbergen and Dave Welch, b.spoke Style
Springtime Flex with Bart Zandbergen and Nick Bernatowicz
Empowering Consumer Brands Through Authentic Relationships with Nate Raabe, RX3 Growth Partners
Annuities: Ken Fisher “hates them”…. should you?
Optimize Your Wellness-Based Life with Angela Sinnett, Magnolia Wellness
SOLO Episode: Eight Questions for Advisors to Optimize Their Business for Growth
FinTech Solution with a Shared Vision with Joe Elsasser, Covisum
The Power of Mindset and your Statement of Vision with Bart Zandbergen
Learn From An Optimized Advisor: David McManus, CFP, Cooper McManus
Seminar and Digital Marketing in Today’s World with Brad Swineheart, Whiteglove
Learn From An Optimized Advisor: Aaron Hoke, AIM Capital
Being Intentional With Your Relationships Part II with Dr. Morgan Cutlip
Learn From An Optimized Advisor: Jared Tanimoto, CFP
Zandbergen Report’s 4th Annual Holiday Wine Pairing
Tax Advantage Strategies Using Annuities with Bill Bonk
Learn From A Managing Director: Andrew Kuo, WIS
Simon: Your Investment Platform, Reimagined w/ Scott Stolz and Jamie Kosharek
Proper Estate Planning For The Family Vacation Home with APEG
The Five Pillars of Financial Planning with APEG
What is Advanced Planning Educational Group (APEG) and their Why?
Turning “Business” Into “Better” with Jamie Kosharek
Learn From An Optimized Advisor: Ruth Raftery, JD, CPA, AEP
Your Best Vocational Life w/ Brian Church, Advisory DNA
Life Insurance Awareness Month
Where Financial Planning And Understanding Meet with Brooke Thomas and Steve Goldstein, Retirement Analyzer
Learn From An Optimized Advisor: Jeff Hoenle, CFP®, CRPC®, AEP®
The Business Builder with Norm Trainor, The Covenant Group
Learn From An Optimized Advisor: Bill McBride, McBride Wealth Management
Females and Finance with Sheryl Hickerson and Beth Moss
Taxes: Scream Sizzle and Excitement with Garrett Nyberg
Optimizing Your Practice and Building The IDEAL Business Plan with Rich Boone
Learn From An Optimized Advisor: Ryan Hoke, AIM Capital
Legislation and Regulations Update That Will Affect Your Business with Pete Buechler, NAIFA-CA
Learn From An Optimized Advisor: Brian Ott, 525 Advisors
National Wine Day Celebration with Foley Family Wines
Meaningful Marketing with Josh Lackowski
Summer Bods and Summer WODs with Nick Bernatowicz
Learn from An Optimized Advisor: Andrew Martz, WIS Advisors
Live, Play, Stay: The Real Estate Market Today with Paige McDaniel and Carrie Gilmore, McDaniel Gilmore Group
Learn From An Optimized Advisor: Arthur Cooper, Cooper McManus
Testosterone, Botox, and Aging Gracefully with Dr. Taylor Pollei
Care Partners and Caring for Seniors with Randy Platt and Rodney Burris
Authentic, Intentional, and Simple Social Media Marketing Optimization with Davin Salvagno and Annie Cooper
Bonus: Learn from An Optimized Advisor: Jeff Vallez, Shoreline Financial
Learn from An Optimized Advisor: Jeff Vallez, Shoreline Financial
This Is A Bourbon For Life with Jake Ireland, Off Hours Spirits
Why You Should Use a Travel Advisor with Joni Wu
Learn from An Optimized Advisor: Ken Cruse, Co-Founder and CEO of Soul Community Planet, Inc
Bonus Episode: Retirement Income Planning – What You Need to Know in 2021 with The Zandbergen Report
How To Be An Intentional Dad with Justin Batt
Learn from An Optimized Advisor: Jason Labrum CFP®, AIF®
Annuities, Interest Rates, and Advisory
Being Intentional With Your Relationships with Dr. Morgan Cutlip
Learn From An Optimized Advisor: Dave Harris
Solo Episode: What’s Your Law? Passion. Professional. Process. Performance. Persistence.
Living Life with Purpose Now and Forever with Davin Salvagno
Learn From An Optimized Advisor: Bart Zandbergen, CFP
Bonus Episode: Holiday Wine Pairing Essentials with The Zandbergen Report
The Single Largest Unfunded Risk Facing Retirees
Fitness + Nutrition Optimized: Essentials For A Healthy Lifestyle