Thought leadership and content marketing services specifically for wealth advisors, CPAs, estate attorneys, insurance and other financial professionals. HB is extremely creative and they always bring practical, actionable ideas to the table. They have a pragmatic, efficient approach to helping us refine our message in a clear and concise voice that resonates in today's 'get-to-the point' requirement in order to be heard.
They do all of this within the larger (strategic) picture of building our brand and broadening our reach. HB has the unique ability to blend together multiple disciplines in a creative and organized way. I have been working with HB for a number of years and during that time they have helped me stay focused and on schedule with my writing goals. They are great accountability partners with decades of editing experience that helped me turn my technical knowledge into articles my clients and prospects can understand.
HB does a fantastic job of sifting through my verbose drafts and distilling them down to concise and digestible writing.
They do all of this within the larger (strategic) picture of building our brand and broadening our reach. HB has the unique ability to blend together multiple disciplines in a creative and organized way. I have been working with HB for a number of years and during that time they have helped me stay focused and on schedule with my writing goals. They are great accountability partners with decades of editing experience that helped me turn my technical knowledge into articles my clients and prospects can understand.
HB does a fantastic job of sifting through my verbose drafts and distilling them down to concise and digestible writing.
Services
We are a hands-on content marketing and business development firm based in Norwalk, CT, just north of New York City.
Since 1991, we have been dedicated to helping financial professionals and related trade associations optimize their thought leadership status, their profitability and their clarity of vision.
Think of us as your trusted on-demand collaborators-an extra set of hands-to help wealth advisors, estate planners, CPAs, insurance professionals and financial industry associations dramatically improve their client communications, industry visibility, client retention and new client (or member) acquisition efforts.
Since 1991, we have been dedicated to helping financial professionals and related trade associations optimize their thought leadership status, their profitability and their clarity of vision.
Think of us as your trusted on-demand collaborators-an extra set of hands-to help wealth advisors, estate planners, CPAs, insurance professionals and financial industry associations dramatically improve their client communications, industry visibility, client retention and new client (or member) acquisition efforts.
For three decades, Rich has helped financial services firms, law firms, public and private corporations, associations, government.
A graphic design and brand building expert, Patricia Creedon has helped a wide range of financial professionals create impactful books, ebooks, white papers.
For over 20 years, Mark Klimek has been an expert content shaper, editor and writing coach for thought leaders in the financial services industry.
Eric Wynne has more than 30 years of experience in advertising and sponsorship sales in both consumer and B2B media.
A graphic design and brand building expert, Patricia Creedon has helped a wide range of financial professionals create impactful books, ebooks, white papers.
For over 20 years, Mark Klimek has been an expert content shaper, editor and writing coach for thought leaders in the financial services industry.
Eric Wynne has more than 30 years of experience in advertising and sponsorship sales in both consumer and B2B media.
Using our HB Gut Check accountability process, veteran financial journalists collaborate with you on a one-on-one basis to create, edit, research or ghost-write compelling content for you.
Enhance your status as a thought leader in your industry.
Reinforce your credibility with clients, prospects, strategic partners, analysts, the media, speaker bureaus and prospective employees.
We do NOT engage in pay-for-play.
HB clients will never have to pay media outlets to be interviewed, quoted or published.
Enhance your status as a thought leader in your industry.
Reinforce your credibility with clients, prospects, strategic partners, analysts, the media, speaker bureaus and prospective employees.
We do NOT engage in pay-for-play.
HB clients will never have to pay media outlets to be interviewed, quoted or published.
We start by gaining an in-depth understanding of your personal values and goals, your niche in the market and your ideal clients.
We then help you clarify your personal and practice development goals.
With that foundation in place, we can develop a comprehensive content marketing strategy that's best suited to your unique communication style and preferred frequency, your bandwidth, your budget and your brand.
We require NO long-term contracts or large upfront fees.
Many HB principals and clients have extensive athletic backgrounds.
We then help you clarify your personal and practice development goals.
With that foundation in place, we can develop a comprehensive content marketing strategy that's best suited to your unique communication style and preferred frequency, your bandwidth, your budget and your brand.
We require NO long-term contracts or large upfront fees.
Many HB principals and clients have extensive athletic backgrounds.
Our mission is to help our clients substantially increase their take-home pay and business equity without compromising their values or time spent with family, friends and community.
But, if you have a burning desire to win and are willing to put in the work, set the right foundation, follow our basic blocking and tackling techniques, and come prepared to your weekly Gut Check sessions, then you'll have a positive outcome.
That means you'll be spending more of your time with the right kinds of clients, prospective clients and strategic partners-and less time at the office!
But, if you have a burning desire to win and are willing to put in the work, set the right foundation, follow our basic blocking and tackling techniques, and come prepared to your weekly Gut Check sessions, then you'll have a positive outcome.
That means you'll be spending more of your time with the right kinds of clients, prospective clients and strategic partners-and less time at the office!
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