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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When to Use i.e. Instead of e.g. - Sometimes I regret that I didn’t take Latin in high school. But there was only one Latin teacher to choose from in our small school. Supposedly he was a monster, i.e., he was a brutal grader, with a bad temper and breath to match. Still, it would have been good to know the derivation of… Read More
Where vs. In Which? - A well-known financial professional seemed to be hedging her bets in a recent piece she sent to us for review. Right off the bat, three sentences rubbed me the wrong way (but apparently not her Marcom team): It's a win-win situation where the firm can provide higher-quality services, and the clients achieve better financial outcomes.… Read More
That or Which? - A well-known financial advisor recently asked us to update the manuscript for a book she published a few years ago. In the opening acknowledgements, three sentences using the word “which” didn’t seem right to me: “There are still a myriad of products which simply must be purchased through traditional selling methods.” “We can only sell… 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!
