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Advisor Survey: Even the Affluent Lack Financial Awareness
- by: Hank Berkowitz
- February 11, 2021
No CommentsMost 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
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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
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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
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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,
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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
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Calm Before (During and After) the Storm
- by: Hank Berkowitz
- September 12, 2017
As some of you know, I enjoy doing masonry work on the weekends to relax. It’s physical and it’s dirty. It requires a blend of math, physics, esthetics and brute strength. I know manual labor is not everyone’s idea of a fun weekend, but for me, it’s a welcome change from email, texting and computer
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Less Is More in the ‘Excess of Everything’ Age
- by: Hank Berkowitz
- August 11, 2016
What we can learn Olympic boxers, cyclists, amateur fly-fishermen and backyard trampoline enthusiasts. On the advice of our client, Gary Klaben of Chicago-based Coyle Financial Counsel, I picked up a copy of Matthew May’s The Laws of Subtraction. I was trying to squeeze in a little R&R in the deep woods of western Michigan where
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