Hank Berkowitz Featured in The Daily CPA
- by: Hank Berkowitz
- May 4, 2018
The Wealth Advisor Confidence Survey™ 2018 took the pulse of CFPs, Financial Advisors, Insurance Professionals, and CPAs. Broadly speaking, CPAs were more likely to forecast a recession, predict market corrections in the stock market, and project less optimistic growth for their firm and the growth of their industry as a whole.
But according to Hank Berkowitz, Principal at HB Publishing & Marketing Company, LLC and co-author of the survey, the raw data might point to CPAs being more pessimistic but when put into context CPAs are more in-tune with their clients and in-tune with broader economic indicators than their peers.