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Advisor Survey: Even the Affluent Lack Financial Awareness
- by: Hank Berkowitz
- February 11, 2021
No CommentsMost advisors we talked to are optimistic about their growth prospects in 2021. But they don’t seem as confident about their clients’ financial acumen. Early results of our 5th annual CPA/Wealth Advisor Confidence Survey™ showed more than half of advisors (55%) believe America’s financial literacy has NOT improved over the past year. More than half
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Advisors Remain Cautiously Optimistic for 2021
- by: Hank Berkowitz
- February 3, 2021
Reasons for optimism may surprise you Preliminary results of our 5th annual CPA/Wealth Advisor Confidence Survey™ show the vast majority of U.S. financial advisory firms (92%) expect to grow in 2021. In fact, nearly two in five (39%) are expecting to grow by double digits or more this year—comparable to pre-COVID levels. While more
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The Power of Your Byline
- by: Hank Berkowitz
- December 2, 2020
Even in this digital age, a bylined article is one of the most effective tools available for establishing credibility with your target audience. Putting your name on a published work positions you as an expert in your niche—a leader among your peers. It draws attention to the stature and strength of your firm and it
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HB to Present CPA/Wealth Advisor Confidence Survey™ Findings, Wednesday 10am ET
- by: Hank Berkowitz
- October 21, 2020
Back in 1986, Warren Buffet made one of his most astute observations: “Occasional outbreaks of two super-contagious diseases—fear and greed—will forever occur in the investment community. The timing of these epidemics will be unpredictable.” He could have not been more prophetic. As we were winding up our 4th annual CPA/Wealth Advisor Confidence Survey™ in late
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High Performing Advisors Work the Press
- by: Hank Berkowitz
- June 24, 2020
Our newly released Wealth Advisor Confidence Survey™ 2020, shows that cultivating media relationships is something that high-performing firms do a lot better than low-performing firms. Garnering press was once again among the Top 4 thought leadership tactics for CPAs, Wealth Advisors and Estate Planners in 2020 with nearly four out of five respondents (78%) rating
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Not Your Grandfather’s Recession
- by: Hank Berkowitz
- September 16, 2019
Our annual CPA/Wealth Advisor Confidence Survey™ shows that almost half of advisors (47%) expect a recession within the next 12 months–up from one third of advisors (33%) who thought so at this time a year ago. Now that we have an inverted yield curve on top of escalating trade tensions with China, slowing business investment and waning
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Survey: Highest-Performing Advisors Earn their Media Coverage and Bylines
- by: Hank Berkowitz
- July 17, 2019
It was great seeing so many of you last week at the NYC @AccountingShow. Here’s a link to my presentation about the findings from the 2019 CPA/Wealth Advisor Confidence Survey™ with the one and only Rick Telberg @CPA_Trendlines. Click here for the presentation. As shown below, the highest performing advisors tend to put the greatest
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Survey: Highest-Performing Advisors Do the Most Public Speaking
- by: Hank Berkowitz
- July 8, 2019
As we compiled the results of our 2019 CPA/Wealth Advisor Confidence Survey™, we wondered if there were any data points separating the most optimistic advisors from all the rest. Every type of advisor seems to be more concerned about the economy, the high value of the stock market, the inverted yield curve and Trump tariffs
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Are Target Date Funds Missing the Mark?
- by: Hank Berkowitz
- April 25, 2019
In this age of Amazon and Uber convenience, it’s tempting for many investors to take the “set it and forget it route” when it comes to retirement planning or tuition financing. In fact, defined contribution money managers reported a large jump in target-date assets under management to $1.44 trillion as of Dec. 31, up nearly
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Survey: CPAs, Wealth Advisors Increasingly Pessimistic about Markets, Economy
- by: Hank Berkowitz
- March 16, 2019
DC turbulence, Trump tariffs and overvalued stock market leading causes of concern. But, nation’s financial literacy gradually improving Nearly 90-percent expect market correction within 12 months. More than half (52%) say recession is “somewhat” or “very” likely. Highest-performing firms most likely to publish, speak and do media interviews. Wealth advisors are far more optimistic about