• Survey: Wealth Advisors Most Optimistic; CPAs the Least
    • by: Hank Berkowitz
    • July 10, 2021
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    As we prepare to release our 5th annual CPA/Wealth Advisor Confidence Survey™  to the media and general public, this much is clear. Financial advisors of all stripes have never been busier. But tons of billable hours and ample referrals don’t necessarily translate into satisfaction. First the good news: Four in five survey respondents (81%) told

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  • Can Baby Bonds Put Disadvantaged Kids on the Path to Prosperity?
    • by: Hank Berkowitz
    • June 18, 2021
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    Thanks to legislation approved on Wednesday, every year over 15,000 Connecticut infants born into low-income families will receive $3,200 government-funded savings accounts. The accounts are designed to provide qualifying children with an estimated $10,600 when they turn 18. The returns are based on a projected average rate of return on investment over 18 years of 6.9

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  • HB Publishing Cited in Wealth Management Magazine
    • by: Hank Berkowitz
    • April 26, 2021
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    Last week, Wealth Management/Informa media group was kind enough to highlight findings from our 2021 CPA/Wealth Advisor Confidence Survey™. As contributor Randy A. Fox explained in his article, Business Booming for Estate Planners, Giving Officers, seven out of 10 (71%) surveyed estate planners and planned giving officers expected their entities to grow in 2021. In fact,

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  • Data Shows Leading Advisors Work the Press (Smart)
    • by: Hank Berkowitz
    • March 18, 2021
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    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%)

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  • Survey: Top Advisors to Speak, Educate and Publish More in 2021
    • by: Hank Berkowitz
    • March 8, 2021
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    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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  • Advisor Survey: Even the Affluent Lack Financial Awareness
    • by: Hank Berkowitz
    • February 11, 2021
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    Most 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
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    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
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    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
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    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
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    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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