Breakthrough Advisor

Simplicity InsurMark
  • 4.4(7개의 평가)
  • 마케팅

Welcome to The Breakthrough Advisor Podcast. In this podcast we inspire advisors with ideas and pathways to break through barriers and build a thriving retirement income business.

  1. 2025. 12. 12.

    The Digital Shift Advisors Can’t Ignore with David Anderson (Ep. 87)

    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.

    38분

  2. 2025. 11. 04.

    Uncovering Opportunities from the One Big Beautiful Bill Act with David Foster (Ep. 86)

    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.

    32분

  3. 2025. 10. 01.

    How to Turn New Tax Laws Into New Clients with Patrick Kelly (Ep. 85)

    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. The post How to Turn New Tax Laws Into New Clients with Patrick Kelly (Ep. 85) first appeared on Simplicity InsurMark.

    37분

  4. 2025. 07. 24.

    Mastering Human Connection for Real Growth with Jason Jenkins (Ep. 84)

    Randy Yost and Jason Jenkins uncover what sets elite advisors apart. Jason shares his journey to leading a transformative advisor development training. The post Mastering Human Connection for Real Growth with Jason Jenkins (Ep. 84) first appeared on Simplicity InsurMark.

    42분

  5. 2025. 04. 02.

    Increase Your Win Rate: Proven Techniques for Financial Advisors (Ep. 83)

    Join Randy Yost and Deirdre Van Nest as they discuss how she now empowers financial advisors to build trust and connect deeply with clients.  The post Increase Your Win Rate: Proven Techniques for Financial Advisors (Ep. 83) first appeared on Simplicity InsurMark.

    29분

  6. 2025. 02. 20.

    Beyond Optimization: The New Social Security Risks (and How to Solve Them) (Ep. 82)

    Jack Martin chats with David Duley, founder of PlanGap, about how advisors can navigate the ever-shifting landscape of Social Security. The post Beyond Optimization: The New Social Security Risks (and How to Solve Them) (Ep. 82) first appeared on Simplicity InsurMark.

    33분

  7. 2025. 02. 03.

    Revolutionizing Client Relationships and Acquisition with Tom Rieman (Ep 81)

    Jack Martin and Tom Rieman explore the elements that drive a successful advisory practice, with a fresh approach to improving client-advisor relationships. The post Revolutionizing Client Relationships and Acquisition with Tom Rieman (Ep 81) first appeared on Simplicity InsurMark.

    36분

  8. 2025. 01. 13.

    Understanding the Social Security Fairness Act with Mary Beth Franklin (Ep. 80)

    Jack Martin sits down with Mary Beth Franklin to discuss the newly passed Social Security Fairness Act and its implications for retirement income planning. The post Understanding the Social Security Fairness Act with Mary Beth Franklin (Ep. 80) first appeared on Simplicity InsurMark.

    35분
모두 보기(87개)

평가 및 리뷰

4.4
최고 5점
7개의 평가

소개

Welcome to The Breakthrough Advisor Podcast. In this podcast we inspire advisors with ideas and pathways to break through barriers and build a thriving retirement income business.

정보

  • 제작진
    Simplicity InsurMark
  • 방송 연도
    2020년 - 2025년
  • 에피소드
    87
  • 등급
    전체 연령 사용가
  • 저작권
    © Simplicity InsurMark. All Rights Reserved
  • 웹사이트 보기
    Breakthrough Advisor