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HB Blog: Online Marketing B2Beat

  • Survey: CPAs, Wealth Advisors Increasingly Pessimistic about Markets, Economy

    • March 16, 2019
    • Posted by: Hank Berkowitz
    • Category: Uncategorized
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    DC turbulence, Trump tariffs and overvalued stock market leading causes of concern. But, nation’s financial literacy gradually improving Nearly 90-percent expect market correction within 12 months. More than half (52%) say recession is “somewhat” or “very” likely. Highest-performing firms most likely to publish, speak and do media interviews. Wealth advisors are far more optimistic about

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  • Survey: Another Market Correction Likely in 2019. Should We Be Worried?

    • March 11, 2019
    • Posted by: Hank Berkowitz
    • Category: Uncategorized
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    Our recently completed Wealth Advisor Confidence Survey™ 2019 found that nearly 90 percent of independent financial advisors and CPAs expect at least one more double-digit stock market correction over the next 12 months. Again, they don’t necessarily think we’ll end 2019 in negative territory, but they do think we’ll see some jarring bumps and potholes

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  • Don’t Let HNW Clients Trip Over Real Estate Opportunities

    • February 25, 2019
    • Posted by: Hank Berkowitz
    • Category: Uncategorized
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    A recent Spectrem Group study found that one in four investors with a net worth between $1 million and $5 million said they would invest in real estate. What’s more, our annual Wealth Advisor Confidence Survey™ 2019 found that nearly 90 percent of CPAs and wealth advisors are expecting a stock market correction within 12

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  • Benefits of Boredom (Unless It’s the Super Bowl)

    • February 5, 2019
    • Posted by: Hank Berkowitz
    • Category: Uncategorized
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    Benefits of Boredom (Unless It’s the Super Bowl) For those of you who managed to stay awake for Sunday’s Big Game, congrats. You either had a lot of money on the line or you’re a glutton for punishment. Not only was it the lowest-scoring NFL championship game in the “LIII-year” history of this overhyped event,

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  • HB tells LA media what’s got advisors juiced (and worried) in 2019

    • January 19, 2019
    • Posted by: Hank Berkowitz
    • Category: Uncategorized
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    Thanks to our friends at the Long Beach Business Journal for including me in their Economic Forecast 2019 special section. The gist of my comments to business owners, based on findings from our annual Wealth Advisor Confidence Survey conducted in conjunction with The Financial Awareness Foundation, was that “The easy money has been made. Now

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  • Advisors remain optimistic despite multiple headwinds in 2019

    • January 9, 2019
    • Posted by: Hank Berkowitz
    • Category: Uncategorized
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    Advisors remain optimistic about their growth prospects despite multiple headwinds in 2019 Initial findings from our 2019 Wealth Advisor Confidence Survey™ indicate that independent wealth advisors remain confident about their growth prospects despite significant headwinds across the economic, political, tax and investment landscape. Our confidential online survey will be open for another week or so

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  • Fastest-Growing Advisors Contact Clients More Frequently

    • December 14, 2018
    • Posted by: Hank Berkowitz
    • Category: Uncategorized
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    New research from The Financial Awareness Foundation’s (TFAF’s) Wealth Advisor Confidence Survey™ confirms that it pays to reach out and touch people. According to TFAF, higher performing advisors are more likely than other advisors to contact clients more than once per month. For example, nearly three in five firms (58%) expecting double-digit growth in 2019

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  • Fastest Growing Advisors Bullish on Thought Leadership

    • November 26, 2018
    • Posted by: Hank Berkowitz
    • Category: Uncategorized
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    As discussed in my last post, social media is fine for advisors. But, research from The Financial Awareness Foundation’s (TFAF’s) Wealth Advisor Confidence Survey™ confirms that financial advisors find significantly more value in thought leadership tactics that showcase their ability to speak, present, write and charm the press. The findings are even more striking when

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  • Advisors: 10 Signs Your Website Could Use a Remodel

    • November 14, 2018
    • Posted by: Hank Berkowitz
    • Category: Uncategorized
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    Now’s the time of year when many of you are setting your budgets, goals and dreams for 2019 and beyond. Before that second cup of coffee is finished, the bean counters at your firm will undoubtedly start honing in on that slippery, murky line item called “Marketing.” You know you need a better website and

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  • Before Your Clients Write that Tuition Check……

    • October 29, 2018
    • Posted by: Hank Berkowitz
    • Category: Uncategorized
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    Now is the time of year that many clients are turning to you for advice about financing the jaw-dropping price of college tuition. Study after study confirms that a college education—one of the biggest legal rackets in America today–is still worth the price of admission and stress. But, several of our clients have been telling

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