Breakthrough Advisor

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 [https://www.linkedin.com/in/yostrandy/] * Email [ ryost@insurmark.net]  * InsurMark [https://www.insurmark.net/] * Contact Form [https://insurmark.net/contact/] Connect with David Anderson: * LinkedIn [https://www.linkedin.com/in/david-anderson-6a333672/] * Simplicity Group [https://www.simplicitygroup.com/] 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.

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™ [https://s.w.org/images/core/emoji/17.0.2/72x72/2122.png], 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 [https://www.linkedin.com/in/yostrandy/] * Email [ ryost@insurmark.net]  * InsurMark [https://www.insurmark.net/] * Contact Form [https://insurmark.net/contact/] Connect With David Foster: * LinkedIn [https://www.linkedin.com/in/fosterdavid1/] * Simplicity Group [https://www.simplicitygroup.com/] 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.

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

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… [https://go.insurmark.net/WP-2023-05-18-Winning-Annuities_LP-Infographic.html] * Building a Tax-Free Retirement – With Patrick Kelly (Ep. 12) – https://insurmark.net/2020/10/breakth… [https://insurmark.net/2020/10/breakthrough-advisor-episode-12-building-a-tax-free-retirement-with-patrick-kelly/]  Connect with Randy Yost: * LinkedIn [https://www.linkedin.com/in/jacklmartin] * InsurMark [https://www.insurmark.net/] * Contact Form [https://insurmark.net/contact/] Connect with Patrick Kelly: * LinkedIn [https://www.linkedin.com/in/patrick-kelly-16687212/] 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.

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

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 [https://go.insurmark.net/WP-2023-05-18-Winning-Annuities_LP-Infographic.html]  Connect with Jack Martin: * LinkedIn: Jack Martin [https://www.linkedin.com/in/jacklmartin]   * InsurMark [https://www.insurmark.net/] * Contact Form [https://insurmark.net/contact/] Connect with Randy Yost: * LinkedIn: Randy Yost [https://www.linkedin.com/in/yostrandy/] * InsurMark – Randy Yost [https://insurmark.net/team/ryost/] Connect With Jason Jenkins: * LinkedIn: Jason Jenkins [https://www.linkedin.com/in/jasonmichaeljenkins/] * Simplicity Group [https://www.simplicitygroup.com/] 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.

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

What’s the secret to increasing your win rate from 85% to 100%? You might be surprised to learn that it starts with a personal story. Join Randy Yost on the Breakthrough Advisor Podcast as he chats with Deirdre Van Nest, an expert in helping advisors and entrepreneurs create their “personal brand why story.” Deirdre opens up about overcoming her fear of public speaking and how she now empowers financial advisors to build trust and connect deeply with clients.  Discover why the personal brand, why story is crucial for forming authentic relationships with clients and how it can accelerate decision-making. Deirdre also offers tips on the types of stories to tell and how to tailor them to resonate with your audience. Randy Yost and Deirdre Van Nest discuss: * (00:03:07) Building trust and connection quickly through storytelling * (00:04:06) Transforming fear into public speaking success  * (00:07:12) Strategies for increasing client conversion rates with a personal brand why story * (00:19:28) Identifying the right story to tell and its implementation Resources: * Winning at the Intersection of Annuities and Wealth Management [https://go.insurmark.net/WP-2023-05-18-Winning-Annuities_LP-Infographic.html] * Deirdre Van Nest’s NAIFA conference – Roger’s story [https://vimeo.com/647045402?turnstile=0.HYBp6tPXTNXZI7lW-uimPhnOfUlpFHcoE66ESkRG5dEjaei3ww9sP3UNmz_OmJIjYQRLdMxwCdj2ZYYXUp1YAIPknnXA0gkJaPHNvbCs3ueK2xHchvw1VPvqzRQNn5_iVw8YWetF4FNrSMYalJWVlVIO_GYhzI1ZHoF3bAw8wNRpPgWqENDn8yJA9Jh6t7nZW2W16sfty7BE3l-iaX0P1XnxzhHNTF735W6ZikgRSi-771T1w1Ds0xfnb7BZpdxQ6yVjLpwmICRWPbW9urkrMpJyhXdvejPiKl3wbB4Sigu3QSlMm2WUQ5QkiUsfDx2HsXk25S2dfX4xPRShX2RC3CforXWOLqBKM892vtLT7J6CvL6V-vr6MOYqyBz-oA7rkTListxYSuPzqLEJD1UvaaP2UnPwGaU14etibz3TTvS1EqrdEMgw9w0tUzvfnwrLMIPA6oyxmOA0brgxNvjw7eSfLVrqf4L7CD-A86yCL5MMY9i07q6ssG1NF05AVkyKXpld4SgbiLNfkNFFsfyGKp8U8GryFE8-1hABDdyWvilrHreW8sv0bHhaP3rK-6-mhpUGF4AWmJvexXYZ4AAczacGWSCWdRewp0A9U5JOCWwsPWrsLk54b2SPHSoU6QYB2EjNAqUOoSPdQzg6ArSkFuxEeYN5ZggPhlBJbXMVBT3ZSIqxF3R6maOzKwNIKY1s1IBO7z57qwklkvsI8CEmIGJMG_MXj95UakV9mpMU4rNiTysh8A7d82HpOxLh0kX8oqLqxhNPjy9aIkqdXUWBy-P7j1MjyF2ia97j6aMHFNl6KRv0ol3qzn5L9lvvhjGJ7HLeppqOXg6Fgk8JX_YjzA.EkWKQINmC8c9elk3dZIYNQ.aaa1ba2702571fd35f869fc177f07fd1ea7efed3d88c6fedd90519617e0968b7] * Deirdre’s “Story Guide” [https://referralcoach.com/wp-content/uploads/2022/06/CGT-Story-Guide.pdf] Connect with Randy Yost: * LinkedIn: Randy Yost [https://www.linkedin.com/in/yostrandy/] * ryost@insurmark.net [ryost@insurmark.net] * InsurMark [https://www.insurmark.net/] Connect With Deirdre Van Nest: About Deirdre Van Nest: * dvn@crazygoodtalks.com [dvn@crazygoodtalks.com] * LinkedIn: Deirdre Van Nest [https://www.linkedin.com/in/dvannest/] * LinkedIn: Crazy Good Talks | Deirdre Van Nest [https://www.linkedin.com/company/crazy-good-talks/] * Twitter: @DeirdreVanNest [https://twitter.com/deirdrevannest] * Facebook: Crazy Good Talks [https://www.facebook.com/crazygoodtalks/] * Crazy Good Talks [https://crazygoodtalks.com/] Deirdre Van Nest doesn’t believe in boring you with a laundry list of credentials. She is the go-to expert for ‘Mission-Driven” financial professionals and entrepreneurs on how to Make An Impact when you express yourself. Deidre is a top-rated International Keynoter, Trainer, Story Strategist & Artist, and the Creator of the Crazy Good Talks® Blueprint and the Emotionally Engaging Advisor™ [https://s.w.org/images/core/emoji/17.0.2/72x72/2122.png]two practical communication systems that have taught thousands how to capture attention, connect emotionally and Make An Impact. She is passionate about this work and feels blessed every day to help my clients succeed. On a personal note, Deirdre is an Italian & Irish New Yorker living in Minnesota, where she tries hard not to scare people with her loud voice and enthusiastic hand gestures.