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.

What if mastering human connection, not just products or processes, was the most important skill in your practice?

In this powerful episode, host Randy Yost sits down with Jason Jenkins, Executive Vice President at Simplicity, to uncover what sets elite advisors apart. With nearly three decades in the industry, Jason shares his journey from selling life insurance out of college to leading one of the most transformative advisor development trainings in the country.

You’ll hear why systems and scale mean nothing without storytelling, how founder stories build immediate trust, and why the top advisors obsess over one thing: continuous improvement.

Here’s what you can expect from this release:

• How to shift from doing more to becoming more
• The power of a well-crafted founder story
• Why skill development is more scalable than marketing spend
• How to coach through fear and simplify for execution
• And more!

Resources:

• Winning at the Intersection of Annuities and Wealth Management

Connect with Jack Martin:

• LinkedIn: Jack Martin
• InsurMark
• Contact Form

Connect with Randy Yost:

• LinkedIn: Randy Yost
• InsurMark – Randy Yost

Connect With Jason Jenkins:

• LinkedIn: Jason Jenkins
• Simplicity Group

About Jason Jenkins:

Founder of AssetLock and currently CMO at Simplicity Group Holdings. He has been in the financial industry for over 20 years and brings an independent, client-centered approach to the firm. Jason graduated from Westmont College in 1997 with a B.A. in Business & Economics. He later received his MBA from Point Loma Nazarene University in 2005.

In 2010, Jason was recognized by San Diego Metropolitan Magazine with the ‘Top 40 Under 40″ distinction, recognizing San Diego’s “Brightest Leaders of Today and Tomorrow”. Jason’s also helped start a non-profit that is helping educate underprivileged children in Ghana, Africa. The non-profit is the Human Factor Leadership Academy.

What does Social Security mean for your clients’ future?

In this episode, Jack Martin chats with David Duley, CEO and founder of PlanGap, about the ever-shifting landscape of Social Security and how advisors can help clients navigate these changes. The discussion dives into the implications of the recently signed Social Security Fairness Act and its potential impact on public employees and retirees. Dave shares innovative solutions and strategies designed to protect clients’ financial well-being against political uncertainties, offering insights into how these changes could affect retirement plans.

Jack and David discuss:

• (02:00) Implications of the Social Security Fairness Act
• (09:28) Strategies to safeguard retirement income
• (11:59) The expanding conversation around Social Security planning
• (14:06) Insights into Social Security optimizations and protections
• (24:57) Future developments at PlanGap
• And more

Resources:

• Winning at the Intersection of Annuities and Wealth Management
• Transcript

Connect With David Duley:

• PlanGap
• LinkedIn: David Duley

Connect with Jack Martin:

• LinkedIn: Jack Martin
• InsurMark
• Contact Form

About Dave Duley:
David Duley is a native of Flint, Michigan, and has called Atlanta his home since attending school at Oxford College of Emory University and Emory University’s Goizueta School of Business.

Are you delivering what clients truly want?

In this episode of The Breakthrough Advisor Podcast, your host Jack Martin engages with Tom Rieman, CPWA®, a seasoned professional with over 25 years in the financial industry, to explore the crucial elements that drive a successful advisory practice. With an eye on Practice Intel, Tom introduces a fresh approach to understanding and improving client-advisor relationships, focusing on performance management and enhancing the quality of advice.

Jack and Tom dive into:

• (03:35) The core attributes clients truly value in their advisors and why they matter more than traditional metrics
• (09:23) How Practice Intel leverages client data to illuminate gaps and opportunities in your advisory practice
• (18:18) Insights on shifting from a sales-centric process to a client-centric, advice-oriented model
• (20:01) Strategies for delivering hyper-personalized advice through refined processes
• (28:18) The importance of data-driven performance management in elevating enterprise value and organic growth
• And more

Tune in for an insightful conversation that challenges the status quo and offers actionable steps to strengthen your advisory business.

Resources:

• Winning at the Intersection of Annuities and Wealth Management
• Transcript

Connect With Tom Rieman:

• Practice Intel
• LinkedIn: Tom Rieman

Connect with Jack Martin:

• LinkedIn: Jack Martin
• InsurMark
• Contact Form

About Tom Rieman:

Tom Rieman, CPWA® has a career spanning over 25 years in wealth management with a background in field sales, training & development and data science. Tom brings significant expertise including asset management distribution, institutional consumer research and a deep understanding of the broker-dealer ecosystem with a focus on process and performance improvement. Before founding Practice Intel, Tom was Head of Wealth Solutions at J.D. Power & Associates, Executive Director of Practice Management at Brinker Capital, and Vice President of Learning and Development at J.P. Morgan Asset Management. Tom’s extensive experience also includes time in the field as a wholesaler and providing advisory services to high-net-worth clients. Tom is a respected speaker at national conferences and a valued contributor to Barron’s Advisor and other industry publications. He holds a master’s degree in Organizational Learning and a Certified Private Wealth Advisor® certification.

Curious about how the latest Social Security reform might impact you or your clients?

In this episode, Jack Martin sits down with Mary Beth Franklin, CFP® to discuss the newly passed Social Security Fairness Act and its implications for retirement income planning. They dive into the implications of the windfall elimination provision and the government pension offset repeal, bringing new hope to millions of public employees.

Mary discusses:

• (01:55) The impending changes with the windfall elimination provision and its impact on retired individuals with public pensions
• (05:00) What the repeal of the government pension offset means for spouses in public service sectors
• (10:57) The potential financial implications and the steps clients need to take if entitled to retroactive Social Security benefits
• (19:07) How financial advisors can best guide their clients through this transition and the opportunities it presents
• And more

Tune in to understand these regulatory updates better and learn how to navigate this significant shift in social security policy.

Resources:

• Winning at the Intersection of Annuities and Wealth Management
• Transcript

Connect With Mary Beth Franklin CFP®:

• LinkedIn: Mary Beth Franklin
• MaryBethFranklin.com

Connect with Jack Martin:

• LinkedIn: Jack Martin
• InsurMark
• Contact Form

About Mary Beth Franklin:
Mary Beth is a CFP®, longtime contributing editor to Investment News, author, highly sought-after speaker, expert on Social Security planning, and recently won a Telly award for her PBS special “Social Security and You.”