Media Outreach

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Media Outreach

We do NOT engage in pay-for-play. HB clients will never have to pay media outlets to be interviewed, quoted or published. By leveraging our long-standing relationships with a narrowly defined roster of influential journalists, bloggers and analysts, and by carefully monitoring their coverage areas and needs, we can substantially improve your odds of being quoted, interviewed, published and sourced on influential media channels.

1. Earned Media Coverage

Using our Just-in-Time media outreach process, HB clients have been recently quoted or published in US News & World Report, Money, Fortune, ForbesFast Company, Fiduciary News, California Business Journal, New York Newsday, Investment News, Business Insider,, The Philadelphia Inquirer, National Real Estate Investor, Orange County Register CIO,  Planned Giving Design Center,  Sarder-TV, Tech Republic, Perillo Wealth Advisor , Employee Benefit News and more.

Again, HB clients DO NOT pay media outlets for coverage they earn.


Quotes Dr. Guy Baker, Wealth Teams Alliance
7 Basic Questions Concerning 401(k) Investment Policy Statements

Interviews Fortis Wealth’s Matt Topley:
Vanguard’s market forecasts for 2020 and beyond? Higher, but not as juicy as the 2010 decade.

Interviews Blake Christian, tax partner, HCVT, LLP
The Real Opportunity Zone Gold Rush Is Happening At Events, In Consultants’ Offices

Interviews Anthony Glomski, AG Asset Advisory
Give Your Employees Time Off to Just Sit and Think Guilt-Free

2. Published Articles

Patrick Toner-10 Reasons  Why Employees Buy (or Waive) Benefits

Kyle Walters- Regular guest columnist

Matt TopleyTop 10 Life Advice Comments for Millennials

Blake Christian

Cecil Nazareth

Randy Fox- Taking the Lead (Trust) on Clients’ Charitable Giving

Anthony Glomski- When Clients Cash Out: Four Smart Financial Moves

3. Public Speaking, Broadcast Interviews, Podcast Appearances

Private Wealth Management Summit

Angel Investor’s Network Podcast: Building Your Business and Securing a Successful Exit

Private Wealth Mid-Atlantic Forum

The Future of the Advisory Business podcast on Wharton Radio, “Behind the Markets”

Engage with Andy Busch podcast: Why we need to remain calm to create big-time LT wealth Webinar: Complying with the Latest Lease Accounting Rules

The Sustainable Business Podcast: Philanthropy and Money Skills

On the Air with Accounting Today: Building Strong Exit Strategies

Sarder TV: Learning from the Best

Most major state CPA societies

Accounting & Finance Show NYC and LA

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