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.

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