Thought leadership and content marketing services specifically for wealth advisors, CPAs, estate attorneys, insurance and other financial professionals.
Co-authors of the annual CPA/Wealth Advisor Confidence Survey™
Latest Report Available Now.
Loading ...Recent Blog Posts
You Can Never Be Too Clear - Early in my career I worked in business development. I once asked my boss if I was following up too often with a prospect. Her answer: “If I was being too aggressive the prospect would let me know.” I feel the same way when it comes to clarity in your writing and communication. You can… Read More
Are You Forgetting ‘For Example’ When Writing and Presenting? - One of the great things about our business is that we get to work with some of the smartest minds in accounting, wealth management and estate planning. But all too often the “curse of knowledge” trips them up when they’re writing, presenting or being interviewed. Having encyclopedic knowledge of your subject area has many benefits… Read More
What the Final Four Can Teach the Big Four About a Winning Culture - Last week’s post (March Madness, April Sadness Biases for Investors and Hoopsters Alike) generated more feedback than usual, so I thought we’d do a follow-up post. With the annual NCAA Men’s Basketball tournament (aka “March Madness”) behind us, have we learned anything new about what separates the elite teams from all the other contending teams?… Read More
Berkowitz published in U.S. government book about Opportunity Zones
Click Below To Read
What others say about us
Cecil Nazareth
“Our great editors over the years, who keep me on track with a strict weekly
schedule, who help me economize my words, clarify my thoughts, and tie my
random ideas together into cohesive narrative. Hank and team bring me down to earth when I
get overconfident and their dry sense of humor never fails to pick me up when I’ve had a
tough day and am too tired to write or create.”
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!
