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™
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Test Drive Resolutions Now (or they won’t stick in ’23) - Oscar Wilde once said: “Good resolutions are simply checks that people draw on a bank where they have no account.” As humans, we’re not very good at keeping promises to ourselves. Take New Year’s resolutions. Year after year we promise ourselves: “After the Holidays I’ll get my fitness/finances/waistline/relationships back on track.” And what happens? They… Read More
Finding Your Inner Writer’s Voice - 8 powerful tips Have you ever listened to yourself on an answering machine message or cell phone voice recorder? Pretty cringeworthy, right? Well, that’s what it’s like when you don’t read back your written work to yourself before posting it lor publishing it. Sure, those words on the screen are yours, but it doesn’t really… Read More
Are You a Writer or an Editor? Take Quiz - Many of you consider yourselves left-brained “numbers people.” But that doesn’t mean you can’t be a more confident writer or content shaper. The two skills are not mutual exclusive. In fact, you didn’t get to where you are today without having solid right-brained communication skills. What’s amazing to me is that many of you think… Read More
Berkowitz published in U.S. government book about Opportunity Zones
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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!
