Why trust, judgment, and context—not just information—are becoming the defining characteristics of great financial advisors.
Financial advisors spend a great deal of time tracking tax legislation, but the biggest planning opportunities often come from understanding how Washington makes decisions—not just what it decides. In this interview, Jeff Bush explains why today’s advisors should spend less time predicting the next election or tax bill and more time preparing clients for an era of constant policy change. From SECURE 2.0 implementation to the likelihood of the filibuster rule being abolished or significantly weakened, and the growing influence of federal deficits on future tax policy, Bush offers a Washington insider’s perspective on what truly deserves advisors’ attention.
Rather than focusing solely on tax strategies, Bush argues that advisors who understand the forces driving congressional action will be better equipped to navigate uncertainty, reassure anxious clients, and identify planning opportunities before they become obvious. His message is simple: in today’s environment, successful advisors won’t be those who make the best political predictions; that’s my job—they’ll be the ones who help clients make confident financial decisions regardless of what Washington does next.