Custom Research

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Our Primary Research Studies help you do a deep dive on your industry, your clients, your customers and your members.

  • Develop branded research studies to become the authority on an industry hot topic or issue.
  • Gauge client or member satisfaction.
  • Benchmark against your peers.
  • Enhance your organization’s reputation as a thought leader through webinars, podcasts, articles and live events based on your research.
  • Use results for future articles, presentations and media interviews. 

Annual CPA/Wealth Advisor Confidence Survey™  Report Is Available Now.

how can we help you?

Contact us or visit us at our Norwalk CT office

HB is extremely creative and they always bring practical, actionable ideas to the table. They have a pragmatic, efficient approach to helping us refine our message in a clear and concise voice that resonates in today’s ‘get-to-the point’ requirement in order to be heard. They do all of this within the larger (strategic) picture of building our brand and broadening our reach.

Randy Hubschmidt
Managing Partner, Fortis Wealth, Valley Forge, PA

HB has the unique ability to blend together multiple disciplines in a creative and organized way. [Founder] Berkowitz brings his many gifts to a project and always delivers on his value proposition.

Guy Baker
Managing Director | Ph.D., Wealth Teams Alliance, Irvine, CA