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HB Blog: Online Marketing B2Beat

  • HB Featured in ’25 Financial Advisor Marketing Ideas’ (Fit Small Business)

    • May 30, 2018
    • Posted by: Hank Berkowitz
    • Category: Uncategorized
    No Comments

    As many of you know, we’ve long advocated “Taking the High Road” when it comes to providing clients, prospects and followers with concise, highly relevant content. Thanks to the folks at Fit Small Business.com (FSB), we’re not the only ones who agree. FSB was kind enough to list us as #9 in their 2018 listing

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  • 10 Reasons Why Tech Tools Won’t Make You a Better Writer

    • May 16, 2018
    • Posted by: Hank Berkowitz
    • Category: Uncategorized
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    Apps, smart devices and AI tools are taking over every part of our lives. So, it’s tempting to use tech crutch when you have to dash out a blog post, short article or another chapter of your long-delayed book. While technology can be a great backstop for the mundane aspects of writing, it’s no substitute

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  • Be Entrepreneurial (even if you never start a business)

    • May 8, 2018
    • Posted by: Hank Berkowitz
    • Category: Uncategorized
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    With graduation season upon us, the latest crop of smart, ambitious and hopeful young adults will officially enter the world of adulthood. For most, that will mean entering the workforce immediately or perhaps after one last overseas trip. Today’s kids have more pressure on them than any previous generation to show ROI on their monstrous

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  • Hank Berkowitz Featured in The Daily CPA

    • May 4, 2018
    • Posted by: Hank Berkowitz
    • Category: Uncategorized
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    CPAs: Pessmist or Realist? Berkowitz discusses the results of the Wealth Advisor Confidence Survey™ 2018 which he’ll be presenting at Acconting& Finance Show – NYC in July. 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

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  • How About Some Good News for a Change

    • April 20, 2018
    • Posted by: Hank Berkowitz
    • Category: Uncategorized
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    “If it bleeds it leads!” That was the motto in the newsroom of the ABC-TV affiliate in Harrisburg, PA where I started my career. Fresh out of college, I remember those bleary eyed mornings, 5:30 am, just developing a taste for very bad office coffee. My job was to call every hospital emergency room, police

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  • Common Investor Mistakes Plague Your March Madness Picks, Part 2

    • March 31, 2018
    • Posted by: Hank Berkowitz
    • Category: Uncategorized
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    In Part 1 of this post, Evan Powers CFP®  author of myFinancialAnswers, observed that filling out your brackets is a lot like constructing an investment portfolio. “You’re trying to find the balance between the ‘safe’ picks (top seeds, blue-chip stocks) and the ‘upset’ picks (lower seeds, growth stocks); crafting a ‘unique’ bracket that you think can outperform

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  • Behavioral Finance Explains Why Your Brackets Are Busted

    • March 29, 2018
    • Posted by: Hank Berkowitz
    • Category: Uncategorized
    No Comments

    Ask 100 of your (distracted) co-workers how their NCAA basketball tournament picks are holding up and 98 will tell you they got “blown up” this year thanks to all the “F’n upsets!” The other two are probably lying. How can that be? Two of the Final Four teams are #1 seeds (Villanova and Kansas) and

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  • DOL Fiduciary Rule Overturned (Again) — Are you surprised?

    • March 21, 2018
    • Posted by: Hank Berkowitz
    • Category: Uncategorized
    No Comments

    As most of you know by now, a federal appeals court vacated the fiduciary rule late last week. On the surface, the decision was a setback for consumers, investors and their advocates and it was a win the broker/dealers, insurers and others in the financial product sales arena who’ve been increasingly under pressure to recommend

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  • Institutional Investors Under the Gun to Do the Right Thing

    • March 12, 2018
    • Posted by: Hank Berkowitz
    • Category: Uncategorized
    No Comments

    Many of you have been following this blog for years. You know I’m neither a Lefty Liberal nor an arch conservative. I do my best to stay in the middle lane of public opinion and keep politics out of this forum. That being said, I proudly participated in our Connecticut town’s march against gun violence

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  • It’s Not All Doom and Gloom

    • February 26, 2018
    • Posted by: Hank Berkowitz
    • Category: Uncategorized
    No Comments

    The latest stock market volatility, combined with the Florida school shootings, the daily soap opera in the White House and the crappy weather in the East and Midwest could give even the sunniest of us the late winter blues. Fortunately there’s hope. The U.S. overachieved its way to Winter Olympic medals in our non-core sports

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