• Getting Your Bylined Articles Published
    • by: Hank Berkowitz
    • January 14, 2022
    No Comments

    Rarely a week goes by when someone doesn’t send me a link to an article in The Wall Street Journal, Forbes, Business Insider or Barron’s that’s written by someone they know – often a competitor. “What do I have to do to get in there?” they ask me with exasperation. “I know more about [topic

    read more

  • I Quit!
    • by: Hank Berkowitz
    • October 18, 2021
    No Comments

    With all the talk about inflation, stagflation, higher taxes and lack of affordable housing, I couldn’t help noticing one contrary statistic amid the sea of pessimism—the national “quit rate” is at an all-time high. The quit rate is the number of workers who voluntarily leave their jobs as opposed to being terminated, downsized or furloughed.

    read more

  • Survey: Wealth Advisors Most Optimistic; CPAs the Least
    • by: Hank Berkowitz
    • July 10, 2021
    No Comments

    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

    read more

  • Can Baby Bonds Put Disadvantaged Kids on the Path to Prosperity?
    • by: Hank Berkowitz
    • June 18, 2021
    No Comments

    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

    read more

  • HB Publishing Cited in Wealth Management Magazine
    • by: Hank Berkowitz
    • April 26, 2021
    No Comments

    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,

    read more

  • Data Shows Leading Advisors Work the Press (Smart)
    • by: Hank Berkowitz
    • March 18, 2021
    No Comments

    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%)

    read more

  • Survey: Top Advisors to Speak, Educate and Publish More in 2021
    • by: Hank Berkowitz
    • March 8, 2021
    No Comments

    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

    read more

  • Advisor Survey: Even the Affluent Lack Financial Awareness
    • by: Hank Berkowitz
    • February 11, 2021
    No Comments

    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

    read more

  • Advisors Remain Cautiously Optimistic for 2021
    • by: Hank Berkowitz
    • February 3, 2021
    No Comments

    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

    read more

  • Calm Before (During and After) the Storm
    • by: Hank Berkowitz
    • September 12, 2017
    No Comments

    As some of you know, I enjoy doing masonry work on the weekends to relax. It’s physical and it’s dirty. It requires a blend of math, physics, esthetics and brute strength. I know manual labor is not everyone’s idea of a fun weekend, but for me, it’s a welcome change from email, texting and computer

    read more
  • 1
  • 2