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You’re an Elite Professional; Don’t Sound Like a Jamoke
- by: Hank Berkowitz
- November 26, 2020
No CommentsCongrats. You’re at the top of your peer group in terms of billings or AUM. But you may be turning off more clients than you think when you come across as lazy or uneducated in your writing and public speaking. Here’s an excerpt from a quarterly bulletin that one of our clients asked us to
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Our Social Dilemma: What Big Tech Doesn’t Want You to Know This Holiday Season
- by: Hank Berkowitz
- November 17, 2020
With Covid cases spiking and freezing weather descending on the Northeast, my wife and I decided to test out our self-quarantining skills last weekend. Bottom line: we won’t be making a habit of self-imposed hibernation, but at least we caught up on yard work and all the shows we’ve been planning to watch. Most of
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6 Tips for Being a Great Podcast Guest
- by: Hank Berkowitz
- November 11, 2020
By TINA DIETZ, guest columnist In today’s fast-paced, time-compressed world, audio is becoming an increasingly popular medium. More than one-third of Americans are tuning in to podcasts on a monthly basis and that number is expected to reach 132 million by 2022. In many ways, podcasting is the ideal learning and entertainment medium for busy,
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Let’s Agree to Disagree
- by: Hank Berkowitz
- November 2, 2020
I finally got around to reading “A Warning,” the best-selling insider look at the Trump White House by the author known simply as “Anonymous.” Published in late 2019, there has been tremendous speculation about who the author was. He or she seemed to have deep insider access to many high-level meetings in and around the
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Why We Need Youth Sports Back
- by: Hank Berkowitz
- October 27, 2020
With the cool weather, longer nights and changing leaves here in late October, my car seems to be on autopilot to the nearest soccer field. For the better part of 15 years, I’ve always had at least one kids on the soccer pitch—or more accurately “between the pipes.” But here we are, on the cusp
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HB to Present CPA/Wealth Advisor Confidence Survey™ Findings, Wednesday 10am ET
- by: Hank Berkowitz
- October 21, 2020
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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7 Ways to Re-purpose Podcast Interviews into Marketing Gold
- by: Hank Berkowitz
- October 13, 2020
By Tina Dietz, guest columnist So, you got interviewed on a podcast as an expert? Congrats! Rather than simply letting the host of the podcast be 100 percent responsible for sharing and promoting that podcast episode, let’s explore the ways you can use this invaluable content to create content marketing assets for your
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Our Most Popular Posts of Q3
- by: Hank Berkowitz
- October 7, 2020
The college tuition trap, Zombie philanthropy and real life’s similarity to high school and are topics that have been weighing on your minds—and your clients’ minds. Here are our most popular posts of the past month, chock full of insights from our clients: Colleges: Adjust Tuition or Kiss Alumni Donations Goodbye: The more colleges stick
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10 Popular Creative Tools Even Left-Brained Advisors Can Use
- by: Hank Berkowitz
- September 25, 2020
Pros and cons of widely-adopted, inexpensive solutions on the market By PATRICIA CREEDON, Guest Blogger People ask me all the time if I know of any free or low-cost tools they can use to be more creative without breaking the bank. You might be wondering why a professional designer would recommend off-the-shelf creative solutions
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Are Your Clients Making These 5 Early Retirement Mistakes?
- by: Hank Berkowitz
- September 14, 2020
Even in a highly disrupted year like 2020, September is when many people take stock of their lives. Students are back to school (more or less). Football is back on TV. The 9/11 remembrances just took place and Jewish friends and colleagues rewind the Torah to “the beginning” on Rosh Hashanah (i.e. Hebrew New Year).
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