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Why Write a Book?
- by: Hank Berkowitz
- October 22, 2025
No CommentsNow is the time of year when financial professionals start planning and budgeting for 2026. Many of you have told me you’re “finally ready to buckle down” and write the book you’ve been contemplating for so many years. That’s great. Contrary to what you might think, people are still reading plenty of books even in
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You Can Never Be Too Clear
- by: Hank Berkowitz
- June 10, 2025
Early in my career I worked in business development. I once asked my boss if I was following up too often with a prospect. Her answer: “If I was being too aggressive the prospect would let me know.” I feel the same way when it comes to clarity in your writing and communication. You can
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Are You Forgetting ‘For Example’ When Writing and Presenting?
- by: Hank Berkowitz
- May 19, 2025
One of the great things about our business is that we get to work with some of the smartest minds in accounting, wealth management and estate planning. But all too often the “curse of knowledge” trips them up when they’re writing, presenting or being interviewed. Having encyclopedic knowledge of your subject area has many benefits
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The Power of Writing Things Down
- by: Hank Berkowitz
- January 23, 2025
When I’m rushing out the door late for an appointment, my wife inevitably asks me to pick up some skim milk, real butter and jumbo eggs on the way home. “Three items. Nothing unusual. I’ve got this,” I tell myself and commit the task to memory. But then come the pesky addendums to the list
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Ditch the Duplicatives
- by: Hank Berkowitz
- November 27, 2024
Just when I thought we were eradicating cliches like “space” and “low-hanging fruit” and “it is what it is” from business communication, a new scourge has surfaced – the duplicative. That’s when you add redundant words to a simple phrase to make it sound more important. Stop doing it! I don’t have stats to back
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Back Up Your Facts with Real Sources, not AI
- by: Hank Berkowitz
- June 27, 2024
If you’re finding it harder to get your content past the compliance department and trade media editors, it’s not your imagination. These eagle-eyed reviewers are increasingly under pressure to verify facts and matters of attribution before going live. They know content shapers are increasingly relying on AI to assist them. They know AI tools often
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In the Financial Advisory Space? Stop Using These 7 Words
- by: Hank Berkowitz
- June 1, 2024
Space may be the final frontier, but it has no place in your business vocabulary. I can’t tell you how many times we’ve come across references to the “private equity space” or “ultra-high net worth space” in our client’s presentations, guest columns or podcast interviews. PLEASE STOP! The word “space” is a prime example of
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What March Madness Teaches About Our Biases
- by: Hank Berkowitz
- March 25, 2024
With the first week of the NCAA Men’s Basketball tournament (aka #MarchMadness) in the books, many of you are lamenting your “busted brackets.” Don’t feel bad. An estimated 30 million people painstakingly fill out their tournament picks every year, and there has never been a verified perfect bracket. The closest to perfection came in 2019, when a
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Why It’s Hard to Edit Our Own Writing?
- by: Hank Berkowitz
- March 7, 2024
Simple steps for breaking through Whether you have three books to your credit or agonize over a monthly blog post, there are at least a dozen reasons why it can be challenging to edit our own writing effectively. How many of these traps below sound like you? If you answered, yes to three or more,
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Irregardless, I Could Care Less
- by: Hank Berkowitz
- February 7, 2024
Most of you are armed with grammar apps, spell checkers and AI. But we’re still seeing plenty of grammatical fumbles in your submissions. Take the word “irregardless.” It’s frequently misused because it appears in most dictionaries and sounds more imposing than simply saying “regardless. ” By adding the prefix “ir” (which means “not”) to a
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