Month: April 2025
Adapting to the Silver Tsunami: Growth Strategies for Entrepreneurial Advisors (Ep. 86)

Adapting to the Silver Tsunami: Growth Strategies for Entrepreneurial Advisors (Ep. 86)

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The financial advisory business is on the cusp of a massive transformation! 

Is your firm ready to catch the wave of the Silver Tsunami? Are you prepared to engage with the next generation of clients who communicate and consume information very differently?

In this episode, Jeremy Houser discusses the challenges and opportunities facing financial advisors in 2025. He emphasizes the importance of adapting to new technologies and communication methods to connect with both current and future clients. 

Additionally, Jeremy shares data and strategies on client engagement, tech implementation, and the necessity of connecting with the younger generation to sustain and grow advisory firms.

Jeremy highlights:

  • The “Silver Tsunami” and its effect on advisory practices
  • Technology preferences: Gen Xers vs. Baby Boomers
  • The “Great Wealth Transfer” and its ramifications for future services
  • Innovative strategies to engage clients’ children for generational loyalty
  • Strategies separating high-growth vs low-growth financial firms
  • The crucial role of social media in reaching younger generations
  • And more!

Resources: 

Connect with Jeremy Houser:

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Understanding Tax Reform and Political Shifts with Jeff Bush (Ep. 85)

Understanding Tax Reform and Political Shifts with Jeff Bush (Ep. 85)

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With tax laws set to change and political uncertainty shaping the economy, financial professionals must stay ahead of the curve.

How can advisors prepare their clients for potential tax hikes? What does the current administration mean for financial markets and regulations?

In this episode, Jeremy Houser speaks with Jeff Bush, founder of The Washington Update, about the tax landscape, political shifts in Washington, and key financial planning opportunities. 

Jeff shares insights on legislative challenges, market uncertainties, and strategies advisors can use to guide their clients effectively.

Jeff discusses:

  • The background and mission of The Washington Update
  • Challenges facing the new administration, including tax reform and tariffs
  • The potential impact of tariff policies on the economy
  • Strategies for advisors regarding upcoming tax changes
  • The significance of leveraging tech, DOGE and efficiency in government
  • And more!

Connect With Jeff Bush:

Connect with Jeremy Houser:

About Our Guest:

A dynamic and insightful speaker and author, Jeff Bush is known for his unique ability to translate difficult and confusing information coming out of Washington D.C. into winning growth strategies for business owners, executives, and high-net- worth investors. The Washington Update is widely considered the financial industry’s NONPARTISAN experts on all things Washington. Founded by Andy Friedman in 2008, Jeff is now the principal of the firm.

Jeff presents more than 200 times yearly in the US and abroad to a client base that includes a who’s who list of fortune 500 firms from Wall Street to Main Street and everywhere in between.

Jeff frequently appears on CNBC’s Nightly Business Report, is featured in various industry publications, including Investment News, ThinkAdvisor, Wealth Management, Wealth Solutions Report, and a guest on POTUS Sirius/XM Radio.

While Jeff is best known as a keynote speaker, he has shared the stage with many notables, including prior Chairman and Vice Chairman of the Federal Reserve, Ben Bernanke and Stanley Fischer, Ron Insana, a reporter for Market Score Board and former Senior CNBC Analyst, Consuelo Mack, host of Wealth Track, Jeffrey Applegate, CIO for Morgan Stanley, Robert Reynolds President and CEO of Putnam Investments, and John Theil, former Vice Chairman of Global Wealth Management at Bank of America.

Jeff is a 30+ year veteran of the financial industry. By the end of his career on Wall Street, he managed a $50+ billion sales organization. Before that, Jeff was the youngest managing partner in the 150-year history of The New England Financial.

Jeff holds a bachelor’s degree in Business Administration/Management with an emphasis in Accounting, Computers, and Philosophy from William Jewell College.

Jeff’s dedication, forward-thinking, and strategic abilities have resulted in performance records, industry awards, and industry accolades.

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