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Data Shows Leading Advisors Work the Press (Smart)
- by: Hank Berkowitz
- March 18, 2021
No CommentsQuality 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%)
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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
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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
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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,
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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