{"type":"podcast","title":"Optimized Advisor Podcast","lead":"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.","as_of":"2026-10-06","facts":{"hosts":"Scott Heinila","firm":null,"audience":"advisors","topic":"Practice management","summary":"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.","host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-05","episodes_last_90_days":"5","latest_episodes":[{"title":"Are You Selling a Product or Protecting a Family's Lifetime Commitment? Harley Gordon on Reframing the Long-Term Care Conversation","published_on":"2026-09-24","url":"https://optimizedadvisorpodcast.com/episodes/are-you-selling-a-product-or-protecting-a-familys-lifetime-commitment-harley-gordon-on-reframing-the-long-term-care-conversation-VuRok9Fw"},{"title":"Should You Break Away? Chad Taylor on Going Independent and Bringing Every Client With You","published_on":"2026-09-10","url":"https://optimizedadvisorpodcast.com/episodes/should-you-break-away-chad-taylor-on-going-independent-and-bringing-every-client-with-you-fKd6grDp"},{"title":"Stuck at a Plateau? Stop Adding, Start Cutting. With Kristin Andree","published_on":"2026-08-20","url":"https://optimizedadvisorpodcast.com/episodes/stuck-at-a-plateau-stop-adding-start-cutting-with-kristin-andree-UVnL7i3t"},{"title":"Should Bitcoin Have a Seat at the Table? Eric Runge on the Non-Sovereign Asset","published_on":"2026-08-06","url":"https://optimizedadvisorpodcast.com/episodes/should-bitcoin-have-a-seat-at-the-table-eric-runge-on-the-non-sovereign-asset-uygTdAlF"},{"title":"Are You Still Selling Accumulation When Your Clients Need Income? Tom Hegna on Guaranteed Income, AI, and the Future of Advice","published_on":"2026-07-16","url":"https://optimizedadvisorpodcast.com/episodes/are-you-still-selling-accumulation-when-your-clients-need-income-tom-hegna-on-guaranteed-income-ai-and-the-future-of-advice-iavPoYu7"},{"title":"Is Your Team Stuck in Survival Mode? How to Go From Founder-Led to Operator-Led with Katelynn Graham","published_on":"2026-07-02","url":"https://optimizedadvisorpodcast.com/episodes/is-your-team-stuck-in-survival-mode-how-to-go-from-founder-led-to-operator-led-with-katelynn-graham-bBxoCaPj"},{"title":"Is Your Marketing a Strategy - or Just Hope With a Budget? With Tiffany Markarian","published_on":"2026-06-18","url":"https://optimizedadvisorpodcast.com/episodes/stop-chasing-leads-start-building-networks-a-smarter-marketing-strategy-for-advisors-with-tiffany-markarian-WuQqxw0C"},{"title":"Finders, Minders & the $30 Trillion Question: Cary Carbonaro on the Future of Women in Wealth”","published_on":"2026-06-04","url":"https://optimizedadvisorpodcast.com/episodes/finders-minders-the-30-trillion-question-cary-carbonaro-on-the-future-of-women-in-wealth-53Eu0WDt"},{"title":"Fired for Being the Worst Agent in America. Then Made it to The Top of the Table 36 Years in a Row.","published_on":"2026-05-21","url":"https://optimizedadvisorpodcast.com/episodes/fired-for-being-the-worst-agent-in-america-then-made-it-to-the-top-of-the-table-36-years-in-a-row-XirFwmlh"},{"title":"$1.5 Trillion in Motion: Craig Collins’ 2026 Annuity Industry Update","published_on":"2026-05-07","url":"https://optimizedadvisorpodcast.com/episodes/15-trillion-in-motion-craig-collins-2026-annuity-industry-update-yijjys7J"}],"links":{"apple_podcasts":"https://podcasts.apple.com/us/podcast/optimized-advisor-podcast/id1544865553","spotify":null,"rss":"https://feeds.simplecast.com/FSp6Mw1y","website":"https://optimizedadvisorpodcast.com/"}},"sources":[{"url":"https://feeds.simplecast.com/FSp6Mw1y","label":"The show's RSS feed","checked":"2026-10-06"},{"url":"https://adviserinfo.sec.gov/","label":"SEC Investment Adviser Public Disclosure (IAPD)","checked":"2026-10-05"}],"related":[{"title":"All advisor-hosted podcasts","url":"https://advisoriq.com/podcasts/"},{"title":"Practice management on AdvisorIQ","url":"https://advisoriq.com/topics/practice-management/"},{"title":"Attractive Advisor","url":"https://advisoriq.com/podcasts/attractive-advisor/"},{"title":"Financial Advisor Marketing Playbook","url":"https://advisoriq.com/podcasts/financial-advisor-marketing-playbook/"},{"title":"Financial Advisor's Workshop","url":"https://advisoriq.com/podcasts/financial-advisors-workshop/"},{"title":"For Advisors By Advisors","url":"https://advisoriq.com/podcasts/for-advisors-by-advisors/"},{"title":"FutureProof Advisor Podcast","url":"https://advisoriq.com/podcasts/futureproof-advisor-podcast/"},{"title":"Her Life, Her Practice, Her Way","url":"https://advisoriq.com/podcasts/her-life-her-practice-her-way/"}],"notes":["Inclusion is editorial and never paid. AdvisorIQ does not accept money, sponsorship or anything else of value to list a show.","Every listed show has at least one host who currently holds an investment adviser registration, checked against the SEC's Investment Adviser Public Disclosure (IAPD) records on the date shown.","AdvisorIQ does not endorse the views expressed on these shows, and listing one is not a recommendation of its hosts or their firms.","Episodes link to each show's own pages. AdvisorIQ does not host or copy audio; episode titles are the show's own."],"url":"https://advisoriq.com/podcasts/optimized-advisor-podcast/","citation":"AdvisorIQ, as of 2026-10-06. https://advisoriq.com/podcasts/optimized-advisor-podcast/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors","disclaimer":"Summaries of rules set by designation bodies and regulators, which have the final word."}