Thought leadership and content marketing services specifically for wealth advisors, CPAs, estate attorneys, insurance and other financial professionals.
Co-authors of the 5th annual CPA/Wealth Advisor Confidence Survey™
2021 Report Coming This Spring. 2020 Report Available Now.
Loading ...Recent Blog Posts
What others say about us
Randy Hubschmidt
HB is extremely creative and they always bring practical, actionable ideas to the table. They have a pragmatic, efficient approach to helping us refine our message in a clear and concise voice that resonates in today’s ‘get-to-the point’ requirement in order to be heard. They do all of this within the larger (strategic) picture of building our brand and broadening our reach.
Guy Baker
HB has the unique ability to blend together multiple disciplines in a creative and organized way. [Founder] Berkowitz brings his many gifts to a project and always delivers on his value proposition.
James Nevers
I have been working with HB for a number of years and during that time they have helped me stay focused and on schedule with my writing goals. They are great accountability partners with decades of editing experience that helped me turn my technical knowledge into articles my clients and prospects can understand. Thanks!
Mark A. Rioboli
HB does a fantastic job of sifting through my verbose drafts and distilling them down to concise and digestible writing. They have an uncommonly strong grasp of our industry and also know what our audience needs and wants. They bridge the gap creatively and their turnaround is always fast
