The Advisor Club Podcast

Hosted by Paul Hewitt & Steve Rumsey

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Aug 2025

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About the show

Welcome to the Advisor Club Podcast hosted by Paul Hewitt and Steve Rumsey from Optimus Advisory Group. On this podcast we discuss ideas to transform your clients into your advocates through better human understanding & connection, and through improved financial & economic acumen. This podcast is for financial advisors seeking to enhance their ability to strengthen relationships with clients and prospects. For several years, we have immersed ourselves in behavioral science through attending dozens of live events and studying over twenty books on the subject. We started in this business as financial advisors in the mid-1990's and have since morphed into an ETF Strategist RIA firm.

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5 recent

August 5, 202522 min

Episode 6: How to be a Super Communicator - Use the right questions as an advisor to become a communication master.

In this podcast, we dive into how financial advisors can use the tools outlined by author and speaker Charles Duhigg to become a Super Communicator. We talk about how it is vital to "get out of the shallow end and into the deep end of the pool" regarding emotional connections with clients and prospects. We hit on what are the key question asking techniques that can revolutionize your interactions with client, prospects, spouses, friends, etc.

July 26, 202422 min

Episode 4: Part II - Using the book Switch to help clients change things when change is hard

Using the concepts in the book Switch, we talk about how advisors can "Clear the Path" for clients and prospects, making change easier:Motivate clients with If/Then statementsExamples of how to "Clear the Path for clients," from pre-filling in forms to creating action triggersMaking it easier for clients to say yes to change

June 27, 202427 min

Episode 3: Using the book Switch to help clients and prospects change things when change is hard

SWITCH by Chip & Dan Heath - HOW TO CHANGE THINGS WHEN CHANGE IS HARD.Change can be hard due to the conflict between our emotional and rational minds. We'll show you how to use a 3-part framework to align the two minds and make a switch in any change situation, especially in helping your clients & prospects. Executing change is like trying to get an elephant to move in a new direction. To make change easier, align the Rider and the Elephant, and make the new Path easier to take. Using the 3-part framework with clients and prospects:Give precise directionEngage both rational & emotional sides of the brainShape the path to change direction

May 15, 202426 min

Episode 2: Using the book Beyond Reason to build stronger client relationships

In Episode 2, we discuss the book Beyond Reason and how it has the potential to strengthen advisors' client relationships. We talk about the book's 5 core emotional triggers (Appreciation, Affiliation, Autonomy, Status, Role) and how using them properly can turn clients into advocates.

March 27, 202422 min

Episode 1: Life journeys & the origins of Optimus Advisory Group

On this epsiode, the hosts discuss the origins of Optimus Advisory Group. Both growing up in Southern California, Paul Hewitt & Steve Rumsey both became financial advisors in the mid-1990s. Their paths crossed in 2001 and they've been working together ever since. Listen to how they became independent RIAs, joined forces and later began focusing on providing ETF-based investment solutions and started helping advisors (IARs) and RIAs.