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Wealth Advisor Confidence Survey

  • Fastest-Growing Advisors Contact Clients More Frequently

    • December 14, 2018
    • Posted by: Hank Berkowitz
    • Category: Uncategorized
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    New research from The Financial Awareness Foundation’s (TFAF’s) Wealth Advisor Confidence Survey™ confirms that it pays to reach out and touch people. According to TFAF, higher performing advisors are more likely than other advisors to contact clients more than once per month. For example, nearly three in five firms (58%) expecting double-digit growth in 2019

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  • Fastest Growing Advisors Bullish on Thought Leadership

    • November 26, 2018
    • Posted by: Hank Berkowitz
    • Category: Uncategorized
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    As discussed in my last post, social media is fine for advisors. But, research from The Financial Awareness Foundation’s (TFAF’s) Wealth Advisor Confidence Survey™ confirms that financial advisors find significantly more value in thought leadership tactics that showcase their ability to speak, present, write and charm the press. The findings are even more striking when

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  • Advisors: 4 Keys to Getting More (and Better) Media Attention

    • August 8, 2018
    • Posted by: Hank Berkowitz
    • Category: Uncategorized
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    Our recent post (HB Clients Featured in Philly Inquirer, Advisor News and Accounting Today) generated higher than normal feedback, so we thought we’d do a follow-up. In a highly competitive business in which most of your work, establishing yourself as a thought leader is one of the best ways to separate yourself from the pack.

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  • Hank Berkowitz Featured in The Daily CPA

    • May 4, 2018
    • Posted by: Hank Berkowitz
    • Category: Uncategorized
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    CPAs: Pessmist or Realist? Berkowitz discusses the results of the Wealth Advisor Confidence Survey™ 2018 which he’ll be presenting at Acconting& Finance Show – NYC in July. The Wealth Advisor Confidence Survey™ 2018 took the pulse of CFPs, Financial Advisors, Insurance Professionals, and CPAs. Broadly speaking, CPAs were more likely to forecast a recession, predict market corrections in

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