• 7 Steps to a Better Website
    • by: Hank Berkowitz
    • February 19, 2021
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    By Patricia Creedon, Guest Columnist Whether you are meeting prospective clients online or in person; whether they find you through a referral or a talk you gave–one thing is sure. They looked you up on the web first. That’s why you need a website that holds their attention, explains why your firm is just what

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  • Using Podcast Interviews to Establish Credibility
    • by: Hank Berkowitz
    • January 20, 2021
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    By Tina Dietz, guest columnist With 65 million Americans monthly listeners, podcasting is one of the fastest growing platforms that professionals can use to establish authority. Whether you’re just starting a firm, or your organization has long-established credentials, podcasting can catapult your influence beyond the capabilities of many other expert-building marketing channels. Getting featured on TV,

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  • Focus on the One Thing You Need Get Done Today, Tomorrow (and Next Year)
    • by: Hank Berkowitz
    • December 31, 2020
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    I don’t care how disciplined you think you are; the Holidays are a time of huge distraction. Even in a normal year, it’s easy to let slip our to-do lists, budgets, client follow-ups and timesheets when gift lists, parties, family gatherings and travel plans are tugging at our subconscious. That’s okay. If ever we needed

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  • Advisors: Do You Suffer from “Smartest Kid in the Class Syndrome?”
    • by: Hank Berkowitz
    • December 24, 2020
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    “Early in my career, I used to get very excited whenever clients came in for a consultation or review meeting,” said Kyle Walters, an L&H CPAs partner and author of The Personal CFO. “I really thought they were coming in to learn about all the latest developments I was following in accounting, tax and personal finance. It

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  • Two Simple Vocal Techniques for Reducing Stress When Presenting
    • by: Hank Berkowitz
    • December 9, 2020
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    By Tina Dietz, guest columnist If 2020 wasn’t stressful enough, now we have the Holidays, year-end deadlines and uncertainty about everything from tax rates and vaccine rollout, to the estate tax exemption to PPP loan forgiveness (or not). What happens to your voice when you’re in a state of tension, stress, fear, worry or anxiety?

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  • The Power of Your Byline
    • by: Hank Berkowitz
    • December 2, 2020
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    Even in this digital age, a bylined article is one of the most effective tools available for establishing credibility with your target audience. Putting your name on a published work positions you as an expert in your niche—a leader among your peers. It draws attention to the stature and strength of your firm and it

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  • You’re an Elite Professional; Don’t Sound Like a Jamoke
    • by: Hank Berkowitz
    • November 26, 2020
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    Congrats. You’re at the top of your peer group in terms of billings or AUM. But you may be turning off more clients than you think when you come across as lazy or uneducated in your writing and public speaking. Here’s an excerpt from a quarterly bulletin that one of our clients asked us to

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  • 6 Tips for Being a Great Podcast Guest
    • by: Hank Berkowitz
    • November 11, 2020
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    By TINA DIETZ, guest columnist In today’s fast-paced, time-compressed world, audio is becoming an increasingly popular medium. More than one-third of Americans are tuning in to podcasts on a monthly basis and that number is expected to reach 132 million by 2022. In many ways, podcasting is the ideal learning and entertainment medium for busy,

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  • 7 Ways to Re-purpose Podcast Interviews into Marketing Gold
    • by: Hank Berkowitz
    • October 13, 2020
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    By Tina Dietz, guest columnist     So, you got interviewed on a podcast as an expert? Congrats! Rather than simply letting the host of the podcast be 100 percent responsible for sharing and promoting that podcast episode, let’s explore the ways you can use this invaluable content to create content marketing assets for your

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  • Our Most Popular Posts of Q3
    • by: Hank Berkowitz
    • October 7, 2020
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    The college tuition trap, Zombie philanthropy and real life’s similarity to high school and are topics that have been weighing on your minds—and your clients’ minds. Here are our most popular posts of the past month, chock full of insights from our clients: Colleges: Adjust Tuition or Kiss Alumni Donations Goodbye: The more colleges stick

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