50 Washington Street
7th Floor
Norwalk, CT 06854
-
HB Clients in the News…Yes, Media Coverage Matters
- by: Hank Berkowitz
- November 10, 2017
No CommentsBoast all you want on your website and social media accounts. But, it’s hard to beat the value of being quoted in the press or writing guest columns for influential media outlets. According to the Wealth Advisor Confidence Survey™ 2017 that we’re conducting with The Financial Awareness Foundation, half of advisors (48%) say that being
-
Most Advisors Not Spooked Yet. Are They Delusional?
- by: Hank Berkowitz
- November 2, 2017
Suppose you stood outside your local DMV and took a random poll of motorists. The vast majority would tell you they are very good drivers. And guess what? Those same folks would tell you most other motorists on the road are terrible drivers. It seems like the same thing is happening to independent financial advisory
-
Don’t Be Cheap or Lazy with Client Communications
- by: Hank Berkowitz
- October 24, 2017
As the old saying goes, “you only get one chance to make a first impression.” By the same token, you only get one chance to leave a lasting impression. At a time when four out of five high-net-worth individuals are considering leaving their advisors at any given time, can you afford to take a chance