50 Washington Street
9th Floor
Norwalk, CT 06854
-
The Key to Writing Faster
- by: Hank Berkowitz
- July 28, 2021
2 CommentsMy college track coach was not the nicest guy in the world, but he had a unique ability to distill complex concepts into the simplest terms. On our first day of practice, he gathered all the nervous freshmen together and barked: “Gentlemen: The key to running faster is to practice running faster. Hopefully it won’t
-
Global Minimum Tax a Big Step in the Right Direction
- by: Hank Berkowitz
- July 15, 2021
But the devil is in the details. If your client or company is impacted by new global tax rules, focus on your tax base not your tax rate By Cecil Nazareth | guest columnist Treasury Secretary Janet Yellen announced last week that 130 of the 139 countries in the Organization for Economic Cooperation and Development (OECD) agreed
-
Stop Clearing Your Throat When You Write
- by: Hank Berkowitz
- April 15, 2021
Don’t worry if your first draft sucks You’d think after all the texting, tweeting and TikTok-ing we do in our limited attention-span society, we’d be better at getting straight to the point. But we don’t. We waffle, we hedge, we tiptoe around the edges in our conversations and Zoom calls. It’s even worse in our
-
Want Media Attention? Make the Media’s Job Easier, Not Harder
- by: Hank Berkowitz
- March 27, 2021
I was a financial journalist for many years before starting HB Publishing. You know how you feel when telemarketers call you just after you’ve sat down for dinner? Well that’s how I used to feel when a rookie PR person or fledgling entrepreneur would pitch me a completely off base story—typically when I was crashing
-
Data Shows Leading Advisors Work the Press (Smart)
- by: Hank Berkowitz
- March 18, 2021
Quality over quantity to build longstanding relationships As our 5th annual CPA/Wealth Advisor Confidence Survey™ draws to a close, several data points stand out. More than four out of five surveyed advisors (81%) told us they expect their practices to grow over the next 12 months. Even more encouraging, nearly two in five respondents (38%)
-
Survey: Top Advisors to Speak, Educate and Publish More in 2021
- by: Hank Berkowitz
- March 8, 2021
Most remain optimistic despite interest rates, tax changes, market volatility and bumpy VAX rollout Our 5th annual CPA/Wealth Advisor Confidence Survey™ is coming to a close. Despite recent market turbulence, preliminary data indicates that only two in five advisors (44%) believe a market correction of more than 10 percent is “very likely” in 2021 and
-
7 Steps to a Better Website
- by: Hank Berkowitz
- February 19, 2021
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
-
Using Podcast Interviews to Establish Credibility
- by: Hank Berkowitz
- January 20, 2021
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,
-
Less Is More in the ‘Excess of Everything’ Age
- by: Hank Berkowitz
- August 11, 2016
What we can learn Olympic boxers, cyclists, amateur fly-fishermen and backyard trampoline enthusiasts. On the advice of our client, Gary Klaben of Chicago-based Coyle Financial Counsel, I picked up a copy of Matthew May’s The Laws of Subtraction. I was trying to squeeze in a little R&R in the deep woods of western Michigan where