• 7 Steps to a Better Website
    • by: Hank Berkowitz
    • February 19, 2021
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    By Patricia Creedon, Guest Columnist Whether you are meeting prospective clients online or in person; whether they find you through a referral or a talk you gave–one thing is sure. They looked you up on the web first. That’s why you need a website that holds their attention, explains why your firm is just what

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  • Advisor Survey: Even the Affluent Lack Financial Awareness
    • by: Hank Berkowitz
    • February 11, 2021
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    Most advisors we talked to are optimistic about their growth prospects in 2021. But they don’t seem as confident about their clients’ financial acumen. Early results of our 5th annual CPA/Wealth Advisor Confidence Survey™  showed more than half of advisors (55%) believe America’s financial literacy has NOT improved over the past year. More than half

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  • Advisors Remain Cautiously Optimistic for 2021
    • by: Hank Berkowitz
    • February 3, 2021
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    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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  • Using Podcast Interviews to Establish Credibility
    • by: Hank Berkowitz
    • January 20, 2021
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    By Tina Dietz, guest columnist With 65 million Americans monthly listeners, podcasting is one of the fastest growing platforms that professionals can use to establish authority. Whether you’re just starting a firm, or your organization has long-established credentials, podcasting can catapult your influence beyond the capabilities of many other expert-building marketing channels. Getting featured on TV,

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  • Voices of Reason Amid the Chaos
    • by: Hank Berkowitz
    • January 11, 2021
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    After a year like 2020, many were hoping for some normalcy in 2021. It didn’t last long. This first week of the new year saw a record number of Covid deaths, an armed insurrection of the U.S Capitol, a surprisingly weak jobs report, new calls for Presidential impeachment, Democrats gaining a Senate majority for the

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