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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Recent Blog Posts

  • Overcoming ‘Smartest Kid in the Class Syndrome’ When Writing or Speaking - One of the best things about my work is that I get to work with some of the smartest, hardest working and most insightful thought leaders in the financial advisory world. One of the worst things about my work is that I work with some of the smartest, most insightful leaders in the financial advisory… Read More
  • Gen Z Poised to Reverse the Financial Literacy Slide - By Blaise Mazurkiewicz, guest columnist According to our firm’s annual CPA/Wealth Advisor Confidence Survey three out of five (63%) respondents believed that financial literacy and awareness has not improved over the past two years. Even more troubling, the data found financial advisors were more pessimistic about the younger generation’s financial future than any other generation.… Read More
  • Writing in a Rut? Slow Down to Go Faster - Last month’s post about faster, clearer writing, generated a fair amount of feedback. Several readers asked how to get started when you’re staring at a blank screen or simply dreading the process of “putting pen to paper”? We get this question often during the Dog Days of summer because everyone’s on vacation, thinking about vacation… Read More

Berkowitz published in U.S. government book about Opportunity Zones

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Hank Berkowitz Discusses Thought Leadership Content on Sustainable Business Podcast

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Effective Strategies for content marketing – Hank Berkowitz

Close more business. . . . faster.
Attract more of the right kinds of clients.
Attract top talent and strategic partners.
Garner more media coverage and speaking invitations.
Crystallize your business vision.

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