Optimized Advisor Podcast

From Punk Rock to Financial Rock Star: The Journey of Sean Humeston

Episode Summary

Scott Heinila welcomed Sean Humeston to the studio to discuss Sean's unconventional journey from a punk rock band musician to a successful career in the insurance industry. The conversation highlights Sean's innovative approach to marketing annuities, including leveraging newspaper ads and community papers, as well as his experiences with seminars and events.

Episode Notes

Sean Humeston was born and raised in Orange County, California where he began his career as a musician in a rock band in 1996 through 2003. During that time, he completed 14 national tours and played in several groups sharing his talents. Sean played bass guitar in these bands, but more importantly he played a huge role in the financial success of these groups. From budgeting to promotion, he developed a passion for finance. Sean then decided to make a shift in his trade and became a licensed retirement planner in 2001, where he specialized in working with school teachers. In 2008, he started Shoreline Financial Services LLC. After 23 years in the financial industry, his areas of expertise have now broadened to include estate and retirement planning, personal budgeting, wealth transfer as well as insurance and income planning. Sean is a proud member of the Better Business Bureau, National Ethics Association and the Institute of Financial Wellness.

Sean now resides in Queen Creek, Arizona. Outside of the office, he loves traveling and spending time with his wife and children. He still has maintained his passion for music over the years and actively plays the piano, guitar and bass.

In this episode you will learn the following:

How Sean transitioned from being a bass player in a punk rock band to being a financial advisor.
The Shoreline Financial success story
The short-term annuity business model to continually engage with clients
Advertising in the right markets through newspapers and client seminars creates success.

Connect with Scott on LinkedIn
Connect with Sean on LinkedIn

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