HB Blog: Online Marketing B2Beat

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

Last week’s post (What’s Your Charisma Score?) generated a fair amount of feedback as expected. But, let’s be clear about one thing: Being an extrovert is not synonymous with being charismatic. As several of our clients explained to the national media last week, introverts may actually have an advantage and it’s also what makes them

What’s Your Charisma Score? You’re a successful financial advisor. No matter how many degrees and certifications you list after your name, you’re in the people business at the end of the day. Clients gravitate to you because they trust you, they like you and they think you have integrity. That’s why they share so many

I went in for a routine colonoscopy and endoscopy last Tuesday. As many of you know, the hardest part about the procedure is the “prep process.” You have to stop eating for about 24 hours, drink some foul liquid and camp out on the toilet as you “cleanse” your bowels to a shimmery shine. My

Rick Telberg (@CPA_Trendlines) and I did a quick show of hands at last week’s @Accounting Show in New York. To begin our presentation, we asked audience members if they thought we were heading into a recession. More than half the hands shot up immediately and a few more were raised tentatively. That aligned with our

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

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

With a three-day holiday weekend upon us, millions of Americans will be fleeing to their beach houses, lake retreats or mountain cabins to kick off the official start to summer. Parades, barbecues and traffic will be the main topics of conversation, but the subject of money (or lack thereof) inevitably surfaces whenever extended families spend