Tag: Advisor Strategies
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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FEATURE
Best Practices For The Fourth Quarter with Roger Smith (Ep. 25)

Best Practices For The Fourth Quarter with Roger Smith (Ep. 25)

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2022 has been an ever-changing environment for advisors.

Due to the change from the global pandemic to now feeling some sort of normalcy, there have been a lot of changes and adjustments that have had to be made over the past few months. 

In this episode, Jeremy Houser is joined by Roger Smith from Insurmark to unpack his business successes and how he and his team have achieved them through adapting to their clients and upping their customer service and product processes. 

Roger discusses: 

  • The importance of working as a team and knowing each other’s strengths
  • How to properly identify your client’s needs
  • Balancing client feedback when it comes to your services
  • The difference between good and great customer service
  • His team’s approach to supporting clients through annuities, retirement planning, and Medicare season 
  • And more!

Resources: 

Connect with Roger Smith:

Book time with Jeremy Houser:

Connect with Jeremy Houser:

About Our Guest: 

Roger Smith has been helping families protect and enjoy their retirement for over 30 years. Roger has over 5000 satisfied clients. Roger is blessed to have two daughters, Chesney & Kennedy, along with his granddaughter Camila.

He has served over the last 21 years as a Rotarian, including 2 terms as President. Chamber of Commerce President and Board of Directors. Board member of William Thomas Helton foundation, which helps people with disabilities. Sunday School Teacher at Waynesboro First Baptist Church. Benefactor for Abigail’s Plan, an organization dedicated to providing baseball fields and facilities to handicapped children, and Sheltering Tree Ranch, a small private Christian school for Autistic children.

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