Are Your Clients “Difficult,” or Are They Scared?

Published on January 28, 2026

No one gets anywhere until one party decides to take a different dance step! When you feel yourself becoming defensive, consciously choose to drop it and lean into curiosity.

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Effective Client Communication Strategies for Busy Advisory Firms

January 28, 2026
When clients feel valued, seen, and heard, they feel more satisfied with their overall client experience. Happy clients are more likely to refer your firm to other well-suited individuals and families — making effective client communication a critical component of growth.

Mamdani Pushes for Tax Hikes on Wealthy New Yorkers to Fill Budget Gap

January 28, 2026
Mayor Zohran Mamdani is amping up pressure on Governor Kathy Hochul to hike taxes for the richest residents and corporations, asking the state to send billions more in aid to New York City as he faces mounting budget holes.