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Discussion of the latest issues affecting our clients.
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13 Years after Superstorm Sandy: Where am I?
I wrote this blog post ten years ago on this night, 10/28/2025, and am reproducing it from my diary. The simple fact is that our community never recovered. I am changed because of Sandy. Superstorm Sandy changed my life; that is an understatement. As we approach the 3 year anniversary this week is…
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Should Advisor’s Pricing Always Align With “Value Delivered”? My Counterpoint.
A well-known accounting industry coach recently shared a message that hit my inbox: “You’re solving $50K+ problems and getting paid $500 for them. That’s not sustainable… When clients ask What would you do? or Should we buy or lease this? those are strategy questions. If you’re not pricing for advisory, you’re leaving money on the…
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How to Serve “The Wasteland”
Another adviser recently described the $100K–$500K income bracket as “a wasteland”, a place where, as they put it, “it’s hard to show what value a $10K accountant brings.” I’ve heard this before. I left a career serving clients with higher income levels to focus on this exact market, families and small business owners earning between…