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Focus on the One Thing You Need Get Done Today, Tomorrow (and Next Year)
- by: Hank Berkowitz
- December 31, 2020
No CommentsI 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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10 Popular Creative Tools Even Left-Brained Advisors Can Use
- by: Hank Berkowitz
- September 25, 2020
Pros and cons of widely-adopted, inexpensive solutions on the market By PATRICIA CREEDON, Guest Blogger People ask me all the time if I know of any free or low-cost tools they can use to be more creative without breaking the bank. You might be wondering why a professional designer would recommend off-the-shelf creative solutions
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Podcasting for Busy Professionals
- by: Hank Berkowitz
- August 31, 2020
By Tina Dietz, guest columnist A Pew Research Center poll found that almost one-third of Americans believe they are overloaded with technology. As a result, some of us are trying to mitigate the impact that screen time can have on us: mentally, physically, emotionally and socially. “Screen-Free Week” is just one example of efforts to
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As Clients Scramble to Update Insurance, Don’t Let Them Be Infected by Taxes
- by: Hank Berkowitz
- May 7, 2020
Businesses may have come to a grinding halt during the pandemic. But, the phones of many estate planners and insurance professionals we know have been ringing off the hook. Millions of Americans have suddenly been forced into contemplating the fragility of life; they’re dusting off estate plans and upping their insurance policies like never before.
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Imagine Giving Employees Time Off to Sit and Think
- by: Hank Berkowitz
- January 21, 2020
“Nearly every one of the successful entrepreneurs I work with practices some form of meditation, spiritual practice or quiet thinking time. And the more progressive leaders I’ve encountered tend to pass that philosophy along within their companies and advocate for it.”
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The Power of Content Calendars
- by: Hank Berkowitz
- December 17, 2019
With a little bit of planning, you’ll never lose sleep about “What Am I Going to Write About Next?!?” One simple formula can save you lots of headaches. It’s no secret that credibility marketing is one of the most effective ways to position yourself as an expert in your niche. Research shows it’s one of the best
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Advisors: 10 Signs Your Website Could Use a Remodel
- by: Hank Berkowitz
- November 14, 2018
Now’s the time of year when many of you are setting your budgets, goals and dreams for 2019 and beyond. Before that second cup of coffee is finished, the bean counters at your firm will undoubtedly start honing in on that slippery, murky line item called “Marketing.” You know you need a better website and
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Step Away from Your Desk. Take a Break from Your Screen(s)
- by: Hank Berkowitz
- August 22, 2018
Like most teenage boys, my sons are on their devices pretty much all the time. As card carrying members of GenZ, they watch TV on their phones. They game (a lot) on their consoles. They’ve learned everything from the correct way to tie a bow-tie to building a drone from scratch via YouTube and eHow.
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Advisors: 4 Keys to Getting More (and Better) Media Attention
- by: Hank Berkowitz
- August 8, 2018
Our recent post (HB Clients Featured in Philly Inquirer, Advisor News and Accounting Today) generated higher than normal feedback, so we thought we’d do a follow-up. In a highly competitive business in which most of your work, establishing yourself as a thought leader is one of the best ways to separate yourself from the pack.
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Read This Before You Hit ‘Cancel Meeting’
- by: Hank Berkowitz
- August 16, 2017
We all get hopelessly over-scheduled at times. But if you find yourself constantly rescheduling your work appointments, running hopelessly behind schedule, never being able to commit to plans with friends or family (including your spouse and kids), then you may have some issues to sort out. Not to be Miss Manners on you, but every