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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Back Up Your Facts with Real Sources, not AI - If you’re finding it harder to get your content past the compliance department and trade media editors, it’s not your imagination. These eagle-eyed reviewers are increasingly under pressure to verify facts and matters of attribution before going live. They know content shapers are increasingly relying on AI to assist them. They know AI tools often… Read More
In the Financial Advisory Space? Stop Using These 7 Words - Space may be the final frontier, but it has no place in your business vocabulary. I can’t tell you how many times we’ve come across references to the “private equity space” or “ultra-high net worth space” in our client’s presentations, guest columns or podcast interviews. PLEASE STOP! The word “space” is a prime example of… Read More
What Constantly Canceling, Rescheduling Says About You - As a trusted advisor, most of you would never think of canceling or rescheduling meetings with clients at the last minute unless it was an absolute emergency. But when you constantly reschedule with your team, your prospects, your strategic partners, your vendors, your consultants and even your family, you could be doing irreparable harm to… 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!
