50 Washington Street
9th Floor
Norwalk, CT 06854
-
Consistency Is Not Boring
- by: Hank Berkowitz
- July 14, 2022
No CommentsOn more than one occasion, my wife has accused me of being the most boring man in America. I eat the same thing for breakfast and lunch every day. I drink the same brand of beer every night. I wear the same five outfits to work (one for each day of the week). I’ve worn
-
Keys to Faster, Clearer Writing
- by: Hank Berkowitz
- June 30, 2022
Mark Twain once said, “I didn’t have time to write you a short letter, so I wrote you a long one.” One of the biggest challenges for successful professionals is not coming across as the smartest kid in the class. When asked to do a presentation, author a guest column or write a forward to a colleague’s book,
-
Helping Clients with Chronically Ill Children
- by: Hank Berkowitz
- November 26, 2021
“Caring for a child with an illness is taxing on your physical and mental health. Take time to appreciate the positive moments when the light peaks through, while also building a community around you early and consistently to guide you through the difficult times.”
-
Writing: The First Step for Successful Innovation
- by: Hank Berkowitz
- August 8, 2021
Forget apps, hacks and shortcuts. Writing takes practice, practice, practice Last week’s post about The Key to Writing Faster provoked a lot of feedback. In fact, Jeffrey Wyant, serial entrepreneur and co-founder of Coast to Coast Fulfillment, Inc. in West Greenwich, Rhode Island submitted a great guest post that I wanted to share with you.
-
The Key to Writing Faster
- by: Hank Berkowitz
- July 28, 2021
My college track coach was not the nicest guy in the world, but he had a unique ability to distill complex concepts into the simplest terms. On our first day of practice, he gathered all the nervous freshmen together and barked: “Gentlemen: The key to running faster is to practice running faster. Hopefully it won’t
-
Survey: Wealth Advisors Most Optimistic; CPAs the Least
- by: Hank Berkowitz
- July 10, 2021
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
-
HB Publishing Cited in Wealth Management Magazine
- by: Hank Berkowitz
- April 26, 2021
Last week, Wealth Management/Informa media group was kind enough to highlight findings from our 2021 CPA/Wealth Advisor Confidence Survey™. As contributor Randy A. Fox explained in his article, Business Booming for Estate Planners, Giving Officers, seven out of 10 (71%) surveyed estate planners and planned giving officers expected their entities to grow in 2021. In fact,
-
Want Media Attention? Make the Media’s Job Easier, Not Harder
- by: Hank Berkowitz
- March 27, 2021
I was a financial journalist for many years before starting HB Publishing. You know how you feel when telemarketers call you just after you’ve sat down for dinner? Well that’s how I used to feel when a rookie PR person or fledgling entrepreneur would pitch me a completely off base story—typically when I was crashing
-
Data Shows Leading Advisors Work the Press (Smart)
- by: Hank Berkowitz
- March 18, 2021
Quality over quantity to build longstanding relationships As our 5th annual CPA/Wealth Advisor Confidence Survey™ draws to a close, several data points stand out. More than four out of five surveyed advisors (81%) told us they expect their practices to grow over the next 12 months. Even more encouraging, nearly two in five respondents (38%)
-
Survey: Top Advisors to Speak, Educate and Publish More in 2021
- by: Hank Berkowitz
- March 8, 2021
Most remain optimistic despite interest rates, tax changes, market volatility and bumpy VAX rollout Our 5th annual CPA/Wealth Advisor Confidence Survey™ is coming to a close. Despite recent market turbulence, preliminary data indicates that only two in five advisors (44%) believe a market correction of more than 10 percent is “very likely” in 2021 and