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You’re an Elite Professional; Don’t Sound Like a Jamoke
- by: Hank Berkowitz
- November 26, 2020
No CommentsCongrats. 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
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
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
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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Are Your Clients Making These 5 Early Retirement Mistakes?
- by: Hank Berkowitz
- September 14, 2020
Even in a highly disrupted year like 2020, September is when many people take stock of their lives. Students are back to school (more or less). Football is back on TV. The 9/11 remembrances just took place and Jewish friends and colleagues rewind the Torah to “the beginning” on Rosh Hashanah (i.e. Hebrew New Year).
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Colleges: Adjust Tuition or Kiss Alumni Donations Good-Bye
- by: Hank Berkowitz
- August 25, 2020
Chances are you have clients with college-age kids or grandkids who are wondering if they’re still getting their money’s worth. Perhaps you have your own. You may also have generous clients contemplating large gifts to their alma mater. Either way, it’s a stressful decision and many feel they’re getting ripped off. Most colleges aren’t budging
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Don’t ‘Pitch’ Stories to the Media; Be a Problem Solver
- by: Hank Berkowitz
- July 22, 2020
“According to” are two of the most powerful words in credibility marketing. So, why do we make it so difficult on ourselves? As a former financial journalist, I can’t tell you how many times some well-intentioned PR person pitched me a story that was completely wrong for our audience. She hadn’t taken the time to
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Buzzwords, Clichés and Corporate-Speak Will Hurt Your Personal Brand
- by: Hank Berkowitz
- October 8, 2019
I had the honor of contributing to a recent Marketing Sherpa series on corporate buzzwords and lazy jargon. Marketing 101: What is baking in? We all get pressed for time, especially during the crazy Q4 run up to the Holidays. It’s easy to easy to fall back on clichés and corporate buzzwords when you need
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Why Introverts Make Great Leaders (and Advisors)
- by: Hank Berkowitz
- September 9, 2019
Last week’s post (What’s Your Charisma Score?) generated a fair amount of feedback as expected. But, let’s be clear about one thing: Being an extrovert is not synonymous with being charismatic. As several of our clients explained to the national media last week, introverts may actually have an advantage and it’s also what makes them
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What’s Your Charisma Score?
- by: Hank Berkowitz
- August 31, 2019
What’s Your Charisma Score? You’re a successful financial advisor. No matter how many degrees and certifications you list after your name, you’re in the people business at the end of the day. Clients gravitate to you because they trust you, they like you and they think you have integrity. That’s why they share so many