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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What the Final Four Can Teach the Big Four About a Winning Culture - Last week’s post (March Madness, April Sadness Biases for Investors and Hoopsters Alike) generated more feedback than usual, so I thought we’d do a follow-up post. With the annual NCAA Men’s Basketball tournament (aka “March Madness”) behind us, have we learned anything new about what separates the elite teams from all the other contending teams?… Read More
March Madness, April Sadness Biases for Investors and Hoopsters Alike - Maybe because the rest of the world is in such turmoil, the basketball gods gave us an eerily predictable and uneventful NCAA Men’s Basketball Tournament. As we head into the final weekend of “March Madness,” the Final Four remaining teams (Auburn, Duke, Florida and Houston) are each heavily favored No.1 seeds for only the second… Read More
This Word Literally Cramps Your Credibility - Standing in the coffee shop line the other day, I couldn’t help overhearing these cringeworthy conversations around me: "OMG. I literally died laughing!" (No, you’re very much alive, I thought to myself. That’s unfortunate for those of us around you). "I'm literally freezing." (You're probably just cold and under-dressed I thought). "The dude’s business literally… 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!
