Optimized Advisor Podcast Scott Heinila

In this episode Scott was joined by Lara Galloway virtually to discuss seminar marketing and estate planning. At the time of recording, Lara was the SVP of Channel Management at White Glove, where she leverages her expertise in Business Development, Marketing, Product and Sales to build enterprise partnerships that offer financial advisors lead-generating workshops and nurturing programs to keep them in front of their clients and prospects. Since the recording, Lara changed jobs and is now the Chief Marketing Officer at Goldstone Financial Group.

Lara's entrepreneurial background and 12-year tenure running her own coaching firm, where she provided advice and consulting to small business owners, make her a valuable coach to White Glove's employees and clients. In her free time, Lara enjoys baking, craft beer, hiking with her husband and kids and spending time with her dog, Tuck.

In this episode you will learn the following:

The importance of humanizing marketing efforts, whether in-person or virtual, and provide tips for success in both formats.
Success metrics for seminar marketing are discussed, emphasizing the need for realistic expectations and continuous improvement.
The scalability of workshops through automation and the importance of effective follow-up to convert leads.
Dive Into White Glove's resources, such as coaching, webinars, and the Fast Podcast, to enhance seminar marketing strategies and grow one's business effectively.

Scott welcomed back Anthony Nizzi to the podcast studio to discuss behavioral finance.

The conversation delved into various biases that can impact decision-making in financial planning and highlighted the importance of understanding these biases to better serve our clients.

Podcacst collaboration episode with The Zandbergen Report:



Host Bart Zandbergen was joined in the podcast studio by Scott Heinila to discuss the art and power of discipline. The duo discussed how discipline plays a factor in their personal and professional lives as they navigate business, relationships, family matters, fitness and beyond. They began by unpacking people’s willingness to, “Do what others won’t do, to be or have what others won’t have,” and how a powerful motivating factor plays into the matter. Whether you are looking to rewrite your story, or design the chapter of your life called 2024, this episode will inspire you to take action to achieve the goals you plan to set for yourself by channeling discipline.

Scott was joined in the virtual podcast studio by Dwight Eberts, founder of Coaching 122, to discuss how small business owners and executives gain clarity, confidence, and control over their decisions to live a more fulfilling life.

Scott welcomed Anthony Nizzi in the studio for a little shop talk. Anthony Nizzi is the Director of Sales Development at Guaranty Income Life Insurance Company. They dive into the simplicity, transparency, and varying options within Guarantee Income Life's product suite, catering to different client needs and ages.

Scott welcomed Brad Shepard back to the Optimized Advisor studio for a third time to discuss the emphasis on creating an emotional connection, engaging in meaningful conversations, utilizing probing questions to explore clients' thoughts, and initiating discussions on long-term care planning to address clients' concerns effectively.