Most advisors know they need a stronger digital presence, but the landscape can feel overwhelming. David Anderson breaks it down into practical steps any advisor can take to build trust online without getting tangled in compliance challenges. In this episode, Randy Yost and David Anderson, Director of Digital Marketing and Analytics at Simplicity Group, unpack the most significant shifts in consumer behavior, the rise of AI in marketing, and what advisors must focus on to stay relevant in a digital-first world. David shares how to create content that stands out, what really builds credibility with high-net-worth prospects, and which platforms are worth paying attention to right now. Randy and David discuss:

• Why due diligence now starts online, and how advisors can adapt
• The real influence of AI on content creation and workflow
• Balancing compliance with engaging video and social content
• What high-net-worth prospects look for before reaching out
• And more

Connect with Randy Yost:

• LinkedIn
• Email
• InsurMark
• Contact Form

Connect with David Anderson:

• LinkedIn
• Simplicity Group

About our Guest: David Anderson is the Director of Digital Marketing at Simplicity, specializing in strategies for high compliance industries. His background in analytics and consumer behavior shapes his approach to advisor marketing, helping firms create digital ecosystems that support trust and long-term growth.

Tax law is changing again, and with it, the way advisors should guide their clients. The One Big Beautiful Bill Act (O-B-B-B-A) introduces provisions that impact everyday retirees, mass affluent professionals, and high-net-worth families alike. In this episode of The Breakthrough Advisor, host Randy Yost sits down with David Foster, JD, AEP, CLU®, ChFC®, CAP®, Director of Advanced Markets at Simplicity, to unpack the real implications of O-B-B-B-A and how advisors can turn complexity into opportunity. You’ll discover:

• Why misinformation spreads so quickly with new tax laws and how advisors can set the record straight
• Key provisions for retirees, from senior deductions to Social Security planning
• What mass affluent “HENRY” clients need now: income tax strategies over estate tax talk
• Opportunities for high-net-worth families in wealth transfer and creditor protection planning
• How charitable giving incentives are shifting and what that means for nonprofits and donors
• And more

Connect with Randy Yost:

• LinkedIn
• Email
• InsurMark
• Contact Form

Connect With David Foster:

• LinkedIn
• Simplicity Group

About our Guest:

David Foster is the Director of Advanced Markets at Simplicity with more than 30 years of experience in financial planning, tax law, and advisor support. Known for his ability to simplify complex legislation into actionable insights, he helps advisors across the country create better outcomes for their clients.

Is your practice ready for the ripple effects of the next big tax wave?

In this high-impact episode of The Breakthrough Advisor, Randy Yost sits down with bestselling author and Simplicity partner Patrick Kelly to unpack the One Big Beautiful Bill Act, a sweeping piece of legislation that could quietly reshape retirement income strategy, tax diversification, and the way you start client conversations.

From a staggering $36 trillion national debt projection to newly introduced “Trump Accounts” for kids, Patrick explores how this bill isn’t just policy, it’s an opportunity. Whether you’re coaching clients through Roth conversions, engaging the next generation, or simply looking for a smarter reason to pick up the phone, this conversation will change the way you think about what’s possible.

Expect insights on:

• The surprising opportunity hidden in massive national debt
• Why this legislation gives you a reason to reach out, now
• How top advisors are leveraging Patrick’s books and webinar series to drive new business
• What you need to know about Trump Accounts and 529 changes for families
• And more!

Resources:

• Winning at the Intersection of Annuities and Wealth Management – https://go.insurmark.net/WP-2023-05-1…
• Building a Tax-Free Retirement – With Patrick Kelly (Ep. 12) – https://insurmark.net/2020/10/breakth…

Connect with Randy Yost:

• LinkedIn
• InsurMark
• Contact Form

Connect with Patrick Kelly:

• LinkedIn

About Our Guest:

Patrick Kelly is the best-selling author of 7 books – Tax-Free Retirement (2007), The Retirement Miracle (2011), Stress-Free Retirement (2013), The 5 Retirement Myths (2015), Seven Secrets to a Happy Retirement (2016), The Life Insurance Dilemma (2017), and Tax-Free Retirement – 10th Anniversary Edition (2017) – which together have sold more than 1,000,000 copies nationwide. Patrick has been one of the industry’s most sought-after speakers and trainers, delivering his unique message to over 150,000 financial professionals from coast to coast since the release of his first book in 2007. One of his greatest passions is to help consumers understand they are able to step off the roller coaster of fear and loss and onto the peace-filled road of growth and stability. Patrick lives in the Pacific Northwest with his wife of 28 years. Together they love spending time with their 4 children, their son-in-law, and their grandson.