HeyJaredOptimized Advisor Podcast
The Optimized Advisor Podcast is built for financial advisors, insurance professionals, and wealth management leaders who want to grow smarter, serve deeper, and lead with confidence in today’s evolving financial landscape.Hosted by Scott, each episode features candid…
- Indexed episodes, last 90 days
- 4
- Latest publication
- Sep 10, 2026
- Audience
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- Earliest in this view
- Jul 16, 2026
Latest episodes
Should You Break Away? Chad Taylor on Going Independent and Bringing Every Client With You (opens the original)
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What does it really take to leave a major brokerage firm, build your own practice, and bring 100% of your clients with you? In this episode, Scott Heinila sits down with Chad Taylor, founder of Seapoint Wealth Advisors, who traded a senior vice president role at UBS for independence in May 2021 — and grew from $220 million to over $400 million in assets in the years since. Chad shares how a childhood interest in money (and a Berkshire-country upbringing outside Omaha) led him into the business,
Stuck at a Plateau? Stop Adding, Start Cutting. With Kristin Andree (opens the original)
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Business coach Kristin Andree, CFP® — founder of My FA Coach and creator of Advisor Edge — returns to the show for a candid conversation with Scott Heinila about what actually moves the needle in an advisory practice. Drawing on 26 years in the industry, Kristin breaks down the four stages every advisor moves through, the two mistakes that keep practices stuck, and why the real work of coaching is rarely about adding more — it's about eliminating what's below the floor and going all-in on the ri
Should Bitcoin Have a Seat at the Table? Eric Runge on the Non-Sovereign Asset (opens the original)
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What if the real question isn't whether Bitcoin will go up, but whether your clients can afford to hold none of it? In this episode, Scott Heinila sits down with author and advisor Eric Runge, founder of Veritas Bitcoin Strategies (DBA Family Office Bitcoin) and author of Bitcoin and the Family Office: An Intelligent Introduction for the Ultra Affluent. The conversation deliberately separates Bitcoin from the broader "crypto" category, framing it not as a speculative tech trade but as a potentia
Are You Still Selling Accumulation When Your Clients Need Income? Tom Hegna on Guaranteed Income, AI, and the Future of Advice (opens the original)
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What separates the top 10% of advisors from everyone else — and are you on the right side of it? Tom Hegna returns to the Optimized Advisor Podcast to press advisors on the questions that will define the next decade of the business. Are you treating AI as an enemy or as your best assistant? When a client loads your illustration into AI, does it validate your plan or warn them away? Are you still selling the "sexier" accumulation story when the research — from BlackRock, Ernst & Young, Barclays,
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