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
The One Thing That Makes Prospects Choose You Over Other Advisors - If a prospect is deciding whether to choose you or another financial advisor who is just as credentialed, experienced and geographically convenient as you are, why would they pick you? Most financial advisors still can’t answer this basic question! My friend Randy Shattuck, founder of The Shattuck Group told me that’s because most high-net-worth (HNW)… Read More
The Dog Days of August Already Came and Went - According to the calendar, we’re less than half-way through the hazy, lazy dog days of August. Traditionally it’s “Out of the Office” (OOO) season when everyone is on vacation, packing to go, or still reliving the great time they had at the beach, sailing on the lake, or traveling abroad. But if you think you… Read More
This vs. That — and Why You Should Care - Here’s something that might be quietly undermining your credibility as a thought influencer without you even realizing it. I admit, I sometimes get tripped myself. I’m talking about those seemingly harmless words: “this” and “that.” Not to bring back painful memories of high school English, but most of you are in the financial world. Knowing… Read More
Berkowitz discusses top content marketing strategies on Unique CPA Podcast
Click Below To Read
Berkowitz published in U.S. government books about Opportunity Zones
Click Below To Read
Berkowitz presents findings of CPA/Wealth Advisor Survey
Hank Berkowitz Discusses Thought Leadership Content on Sustainable Business Podcast
Listen to Audio Now!
Effective Strategies for content marketing – Hank Berkowitz
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!
