• HB Clients Rock the National Media in April
    • by: Hank Berkowitz
    • April 14, 2019
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    Results of our annual CPA Wealth Advisor Confidence Survey™ showed that once again, public speaking, bylined articles and press coverage were the top three thought leadership tactics among high performing advisors. Firms expecting double digit growth in 2019 were significantly more likely to utilize these tactics, than firms expecting single-digit growth or declining growth. Contact

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  • HB tells LA media what’s got advisors juiced (and worried) in 2019
    • by: Hank Berkowitz
    • January 19, 2019
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    Thanks to our friends at the Long Beach Business Journal for including me in their Economic Forecast 2019 special section. The gist of my comments to business owners, based on findings from our annual Wealth Advisor Confidence Survey conducted in conjunction with The Financial Awareness Foundation, was that “The easy money has been made. Now

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  • HB Clients Featured in National Media
    • by: Hank Berkowitz
    • October 22, 2018
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    It was another good week for those of you taking advantage of our Just in Time media relations services. Here are some highlights. ANTHONY GLOMSKI, founder of AG Asset Advisory, was the featured guest on the Angel Investor Podcast with Jeff Barnes. Author of the new book, Liquidity and You: A Personal Guide for Tech

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  • Short Sellers Stirring?
    • by: Hank Berkowitz
    • October 12, 2018
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    The stock market’s recent nosedive has many wondering if the near-record bull market is finally running out of steam. Some analysts say the reversal is a healthy correction bringing valuations in line with historical norms. But, plenty of media pundits are playing the doom-and-gloom card and counting the days until the yield curve officially inverts.

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  • HB Clients Rock NYC Accounting & Finance Show
    • by: Hank Berkowitz
    • July 18, 2018
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    As the old saying goes, “If you want something done, ask a busy person to do it.” Three of our most peripatetic clients—Molly Grubb, Anthony Glomski and Cecil Nazareth–took time out of their hectic schedules to share their expertise with 2,000 attendees at the  Accounting & Finance Show last week at New York City’s Javits

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  • DOL Fiduciary Rule Overturned (Again) — Are you surprised?
    • by: Hank Berkowitz
    • March 21, 2018
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    As most of you know by now, a federal appeals court vacated the fiduciary rule late last week. On the surface, the decision was a setback for consumers, investors and their advocates and it was a win the broker/dealers, insurers and others in the financial product sales arena who’ve been increasingly under pressure to recommend

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  • It’s Not All Doom and Gloom
    • by: Hank Berkowitz
    • February 26, 2018
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    The latest stock market volatility, combined with the Florida school shootings, the daily soap opera in the White House and the crappy weather in the East and Midwest could give even the sunniest of us the late winter blues. Fortunately there’s hope. The U.S. overachieved its way to Winter Olympic medals in our non-core sports

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  • New Books by HB Publishing Clients Help You Flex Entrepreneurial Muscles
    • by: Hank Berkowitz
    • December 27, 2017
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    What could a surfer from the Midwest, a snowboarder from California and a field hockey coach from India possibly have in common? Answer: They’re entrepreneurial financial advisors who love working with fellow entrepreneurs. They’re also book authors who recently collaborated with HB Publishing & Marketing Company to unlock more than 100 combined years of wisdom

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  • HB Publishing’s Top 6 Posts of 2016
    • by: Hank Berkowitz
    • December 26, 2016
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    1. Incorporating Video into Articles and Posts (and vice versa) 2. Does Your Trust Battery Need a Charge? 3. Successful Professionals Use Slideshare 4. Not Worried? Maybe You Should Be 5. Working Out the Changing Nature of Our Work 6. Is Free Time Overrated? *** Will you be podcasting in 2017? Take our InstaPoll and

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