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HB Blog: Online Marketing B2Beat

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

    • March 21, 2018
    • Posted by: Hank Berkowitz
    • Category: Uncategorized
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    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
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    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
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    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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  • What Super Bowl 52 Taught Us About Calculated Risk

    • February 6, 2018
    • Posted by: Hank Berkowitz
    • Category: Uncategorized
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    I remember one chilly Tuesday as an elementary schooler in Philadelphia. We were allowed to stay home because the hometown Eagles beat Dallas on Monday Night Football the night before. It wasn’t for the East Division title or National Conference championship. It wasn’t even for the final playoff spot. We simply beat Dallas during the

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  • Is the Miraculous Economic/Market Balloon Coming Back to Earth?

    • January 29, 2018
    • Posted by: Hank Berkowitz
    • Category: Uncategorized
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    Many of you have been sprinkling the term “animal spirits” into your blogs and articles lately and referencing the Shiller CAPE ratio. Good stuff. That’s why we’re sharing Robert Shiller’s piece from yesterday’s NY Times with you: Consumer Confidence Is Lifting the Economy. But for How Much Longer? Shiller, originator of the eponymous Cyclically Adjusted

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  • Our Top 10 Posts of 2017

    • January 13, 2018
    • Posted by: Hank Berkowitz
    • Category: Uncategorized
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    From the White House to Hollywood to the worlds of sport, business and high finance, it’s hard to remember a year in which the media has been more central to the national conversation. From fake news, to workplace misconduct to a President hell-bent on bypassing it, the media is still one of the most powerful

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  • HB Clients Attracting National Media Attention

    • January 3, 2018
    • Posted by: Hank Berkowitz
    • Category: Uncategorized
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    Burning the midnight oil may seem lonely at times, but your efforts did not go unnoticed by your clients or the national media. Those of you who’ve been making your weekly Gut Check™ accountability calls are 5-times more likely to obtain coverage and guest publishing opportunities. Here’s a sampler: BLAKE CHRISTIAN, CPA explained to Financial

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  • New Books by HB Publishing Clients Help You Flex Entrepreneurial Muscles

    • December 27, 2017
    • Posted by: Hank Berkowitz
    • Category: Uncategorized
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    What could a surfer from the Midwest, a snowboarder from California and a field hockey coach from India possibly have in common? Answer: They’re entrepreneurial financial advisors who love working with fellow entrepreneurs. They’re also book authors who recently collaborated with HB Publishing & Marketing Company to unlock more than 100 combined years of wisdom

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  • Must-See New Movie for Financial Advisors

    • December 16, 2017
    • Posted by: Hank Berkowitz
    • Category: Uncategorized
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    I admit it. I hate shopping. I hate the stress, crowds, overspending, forced smiles, drunken caroling and crappy weather that comes with the Holidays. But I do enjoy one tradition this time of year–advance screenings of major motion pictures that come straight to our doorstep courtesy of my wife’s membership in the Directors Guild of

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  • Forget Open Rates; Focus on CTOR

    • December 8, 2017
    • Posted by: Hank Berkowitz
    • Category: Uncategorized
    No Comments

    Everyone’s focused on metrics this time of year. Budget battles for 2018 are in full swing as bean-counters and jealous colleagues scrutinize how your precious marketing dollars are spent (or wasted) online. Social media gets all the headlines today, but good old email marketing is still very effective for financial professionals—if done well. Katrina Manning,

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