50 Washington Street
7th Floor
Norwalk, CT 06854
-
Want Media Attention? Make the Media’s Job Easier, Not Harder
- by: Hank Berkowitz
- March 27, 2021
No CommentsI was a financial journalist for many years before starting HB Publishing. You know how you feel when telemarketers call you just after you’ve sat down for dinner? Well that’s how I used to feel when a rookie PR person or fledgling entrepreneur would pitch me a completely off base story—typically when I was crashing
-
Data Shows Leading Advisors Work the Press (Smart)
- by: Hank Berkowitz
- March 18, 2021
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%)
-
Survey: Top Advisors to Speak, Educate and Publish More in 2021
- by: Hank Berkowitz
- March 8, 2021
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
-
7 Steps to a Better Website
- by: Hank Berkowitz
- February 19, 2021
By Patricia Creedon, Guest Columnist Whether you are meeting prospective clients online or in person; whether they find you through a referral or a talk you gave–one thing is sure. They looked you up on the web first. That’s why you need a website that holds their attention, explains why your firm is just what
-
Advisor Survey: Even the Affluent Lack Financial Awareness
- by: Hank Berkowitz
- February 11, 2021
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
-
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
-
We’ll Miss You Hammerin’ Hank: Master of Consistency and Tolerance
- by: Hank Berkowitz
- January 25, 2021
Last weekend marked the passing of baseball great, Henry Aaron. He was just shy of his 87th birthday. Aaron was one of my first boyhood sports heroes at a time when kids could still look up to athletes, celebrities and even Presidents as role models. At the time, I didn’t know the 20-something Aaron would
-
Using Podcast Interviews to Establish Credibility
- by: Hank Berkowitz
- January 20, 2021
By Tina Dietz, guest columnist With 65 million Americans monthly listeners, podcasting is one of the fastest growing platforms that professionals can use to establish authority. Whether you’re just starting a firm, or your organization has long-established credentials, podcasting can catapult your influence beyond the capabilities of many other expert-building marketing channels. Getting featured on TV,
-
Voices of Reason Amid the Chaos
- by: Hank Berkowitz
- January 11, 2021
After a year like 2020, many were hoping for some normalcy in 2021. It didn’t last long. This first week of the new year saw a record number of Covid deaths, an armed insurrection of the U.S Capitol, a surprisingly weak jobs report, new calls for Presidential impeachment, Democrats gaining a Senate majority for the
-
Focus on the One Thing You Need Get Done Today, Tomorrow (and Next Year)
- by: Hank Berkowitz
- December 31, 2020
I don’t care how disciplined you think you are; the Holidays are a time of huge distraction. Even in a normal year, it’s easy to let slip our to-do lists, budgets, client follow-ups and timesheets when gift lists, parties, family gatherings and travel plans are tugging at our subconscious. That’s okay. If ever we needed
Loading ...