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.
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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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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!
