# 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.

As of: 2026-10-06
Address: https://advisoriq.com/podcasts/optimized-advisor-podcast/

## Facts

- hosts: Scott Heinila
- firm: not stated
- 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: not stated, rss: https://feeds.simplecast.com/FSp6Mw1y, website: https://optimizedadvisorpodcast.com/

## 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.

## Sources

- The show's RSS feed, checked 2026-10-06: https://feeds.simplecast.com/FSp6Mw1y
- SEC Investment Adviser Public Disclosure (IAPD), checked 2026-10-05: https://adviserinfo.sec.gov/

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## Cite as

AdvisorIQ, as of 2026-10-06. https://advisoriq.com/podcasts/optimized-advisor-podcast/

License: https://advisoriq.com/license/