Thursday, October 24, 2019

HB and Clients Garner National Media Attention

From opportunity zones and international tax strategies to retirement investing and student credit cards, our clients shared their insights with millions of Americans in the national media this month.

In a widely read guest column, HCVT’s Blake Christian and Abi Yanke counseled Accounting Today readers about steps that investors and opportunity fund managers should be taking before year-end. They were book-ended in Accounting Today by Randy Fox, founder of Two Hawks Consulting, who offered alternatives to opportunity zone investing for your accomplishing year-end tax planning and capital gain deferral.

When it comes to planning, Dr. Guy Baker, Ph.D. (founder of Wealth Teams Alliance) was quoted in US News & World Report about  7 ways to use fractional shares for growing retirement Investments. Meanwhile, Mark Rioboli, Director of Wealth Management for Independence Advisors (Wayne, PA), explained to Opp U readers the pros and cons of giving credit cards to college students.

Meanwhile, Kyle Walters, (L&H CPAs) published a widely series of guest columns in Accounting Today about running better client meetings and Cecil Nazareth (Nazareth CPAs) was published a guest article in Tax Stringer about Corporate International Tax Issues 2.0. Tax Stringer is the official online publication of the New York State Society of CPAs.

Research from  our Wealth Advisor Confidence Survey™ 2019 shows that the majority of high-performing advisors consider press mentions and bylined article “extremely” useful thought leadership tactics. But, most of you already know that as those tactics are already baked into your practice development assumptions.


Speaking of baked in, I had the privilege of being interviewed by Marketing Sherpa recently about the origins of popular business buzz words (What Is Baking In?). While lexicography is not really in my wheelhouse, I can’t tell you how many inquiries I received after being mentioned in Marketing Sherpa, the bible for online marketers. Bottom line: Never turn down an opportunity for press attention even, if the media outlet is not directly aligned with your niche. As P.T. Barnum always said: “There is no such thing as bad publicity.”

#media hits #press attention #thought leadership

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