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.
Recent Blog Posts
Are You Getting These Common Words Wrong? - Not to embarrass anyone on this distribution list, but I came across this in a client’s guest column the other day. He was a big proponent of AI, Grammarly and SpellChecker, by the way: “In principal, the judge’s decision should not effect the outcome.” Affect vs. Effect: These homophones confuse many, especially when writing quickly.… Read More
Do You Struggle With ‘For Example’ When Writing or Presenting? - Smart people often have difficulty explaining things simply. They may have a deep understanding of the subject matter and find it difficult to distill that knowledge into layman's terms. They may be so familiar with the problem that they assume others understand it as well, and fail to realize that they need to explain it… Read More
You Don’t Have Writer’s Block - Over the past week, I’ve had several conversations with clients about why they haven’t been able to get the ball rolling on their next content piece. I get it. You’re busy closing out the month. You’re trying to get some R&R over the Holiday weekend. Just don’t tell me you have “writer’s block.” Most of… Read More
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!