HB Publishing and Marketing Company LLC

Where words and numbers meet

  • About
    • Company Overview
    • How We Do It
    • Clients
    • Philosophy
    • Our team
  • Services
    • Content Development
    • Media Outreach
    • Custom Research
  • Results
    • Case Studies
    • Testimonials
  • Blog
  • Resources
    • Polls
  • contact
203-852-9200
HB Publishing and Marketing Company LLC
  • About
    • Company Overview
    • How We Do It
    • Clients
    • Philosophy
    • Our team
  • Services
    • Content Development
    • Media Outreach
    • Custom Research
  • Results
    • Case Studies
    • Testimonials
  • Blog
  • Resources
    • Polls
  • contact
203-852-9200
50 Washington Street
7th Floor
Norwalk, CT 06854
  • Survey: Wealth Advisors Most Optimistic; CPAs the Least

    • by: Hank Berkowitz
    • July 10, 2021
    No Comments

    As we prepare to release our 5th annual CPA/Wealth Advisor Confidence Survey™  to the media and general public, this much is clear. Financial advisors of all stripes have never been busier. But tons of billable hours and ample referrals don’t necessarily translate into satisfaction. First the good news: Four in five survey respondents (81%) told

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  • Advisors Remain Cautiously Optimistic for 2021

    • by: Hank Berkowitz
    • February 3, 2021
    No Comments

    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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50 Washington Street
7th Floor
Norwalk, CT 06854
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