Podcast

Optimized 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…

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Latest episodes

  1. Should Bitcoin Have a Seat at the Table? Eric Runge on the Non-Sovereign Asset6 Aug 2026
  2. Are You Still Selling Accumulation When Your Clients Need Income? Tom Hegna on Guaranteed Income, AI, and the Future of Advice16 Jul 2026
  3. Is Your Team Stuck in Survival Mode? How to Go From Founder-Led to Operator-Led with Katelynn Graham2 Jul 2026
  4. Is Your Marketing a Strategy—or Just Hope With a Budget? With Tiffany Markarian18 Jun 2026
  5. Finders, Minders & the $30 Trillion Question: Cary Carbonaro on the Future of Women in Wealth”4 Jun 2026
  6. Fired for Being the Worst Agent in America. Then Made it to The Top of the Table 36 Years in a Row.21 May 2026
  7. $1.5 Trillion in Motion: Craig Collins’ 2026 Annuity Industry Update7 May 2026
  8. Stop Half-Assing It: AI, Podcasting & the Future of the Modern Advisor with Matt Halloran23 Apr 2026
  9. The Black Belt Leader: How Belief, Discipline, and 1% Growth Create Elite Advisors5 Mar 2026
  10. Embracing Authenticity and Adaptability in Creative Careers19 Feb 2026