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Latest Blog & Articles
Discussion of the latest issues affecting our clients.
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Refining new client communications
I am adding these three points of discussion to new client conversations prior to onboarding. Scheduling Policy “Much like an airline, I operate with limited capacity and offer services to more people than I can serve at one time, based on the understanding that not all inquiries result in engagement. However, I am committed to…
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Money Island: New Jersey’s Hidden Seafood Powerhouse
Money Island, New Jersey, a small, weather-worn village on the Delaware Bay may not be widely known, but in the world of commercial fishing, it stands as a giant. Often promoted as New Jersey’s second most productive seafood landing port, this coastal community plays a pivotal role in sustaining one of the state’s most valuable…
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Analyzing Recent Immigrant Client Relationships
A significant portion, even the majority lately, of my new advisory clients are recent immigrants. This week I was approached in a public event about a first-time situation that caused me to pause and think about looking at the big picture of my role here. The Big Picture This is what I see: A significant…