• Helping Clients with Chronically Ill Children
    • by: Hank Berkowitz
    • November 26, 2021
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    “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.”

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  • Survey: Wealth Advisors Most Optimistic; CPAs the Least
    • by: Hank Berkowitz
    • July 10, 2021
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    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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  • Want Media Attention? Make the Media’s Job Easier, Not Harder
    • by: Hank Berkowitz
    • March 27, 2021
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    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

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  • Data Shows Leading Advisors Work the Press (Smart)
    • by: Hank Berkowitz
    • March 18, 2021
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    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%)

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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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