Podcasts · For advisors
Optimized Advisor Podcast
As of Oct 6, 2026, Optimized Advisor Podcast, hosted by Scott Heinila, has published 5 episodes in the last 90 days; the latest is "Are You Selling a Product or Protecting a Family's Lifetime Commitment? Harley Gordon on Reframing the Long-Term Care Conversation" on Sep 24, 2026.
Conversations with advisors, insurance carriers and practice consultants about running and growing a practice. The show leans toward retirement income, long-term care, annuities and life insurance, alongside breakaway moves, team building and marketing.
- Hosts
- Scott Heinila
- For
- Advisors
- Topic
- Practice management
- Latest episode
- Sep 24, 2026
Host verified as a registered investment adviser representative against IAPD on Oct 5, 2026.
Latest episodes
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Sep 24, 2026
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Sep 10, 2026
Should You Break Away? Chad Taylor on Going Independent and Bringing Every Client With You 47 min
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Aug 20, 2026
Stuck at a Plateau? Stop Adding, Start Cutting. With Kristin Andree 42 min
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Aug 6, 2026
Should Bitcoin Have a Seat at the Table? Eric Runge on the Non-Sovereign Asset 54 min
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Jul 16, 2026
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Jul 2, 2026
Is Your Team Stuck in Survival Mode? How to Go From Founder-Led to Operator-Led with Katelynn Graham 57 min
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Jun 18, 2026
Is Your Marketing a Strategy - or Just Hope With a Budget? With Tiffany Markarian 40 min
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Jun 4, 2026
Finders, Minders & the $30 Trillion Question: Cary Carbonaro on the Future of Women in Wealth” 44 min
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May 21, 2026
Fired for Being the Worst Agent in America. Then Made it to The Top of the Table 36 Years in a Row. 56 min
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May 7, 2026
$1.5 Trillion in Motion: Craig Collins’ 2026 Annuity Industry Update 44 min
From the show's feed, read Oct 6, 2026. Titles are the show's own; links open the show's pages.
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