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Relentless - The Blog
5 Questions You’ve Been Told to Ask Financial Advisors (And Why They Won’t Help You Choose One)
With the extra volatile post-pandemic economy, potential changes in the tax landscape, and the inflation rates of recent years, it’s more important than ever to be financially prepared for the future and the unexpected.
A Financially Fit Life: Ben Beck on CrossFit, Investing, and Family
Today we speak with Ben Beck, CFP®, Managing Partner & Chief Investment Officer at Beck Bode, a...
From Clients to Advocates: How Financial Advisors Can Earn Referrals
I’ve been thinking about referrals lately: how to ask for them, whom to ask, when, etc., etc. There...
The Role of Leadership in Choosing the Right Financial Advisor
When I was younger I had a football coach whom I greatly admired. You know that expression you...
Fee-Based Vs Fee-Only Financial Advisors: How Does Your Financial Advisor Get Paid?
The question of financial advisor compensation is central to establishing the relationship between...
5 Investment Tips For Navigating Market Uncertainty
You would think that the period from the end of 2007 and effectively all the way through to 2009,...
Preparing for Life After Selling Your Financial Practice
There are financial advisors who, after years of cultivating a client base and looking to sell...
The Advisor-Client Relationship: A Parallel to Doctor-Patient Dynamics
I like the analogy that is occasionally used in our industry, which finds parallels in the...
Navigating Emotional Investing: 3 Investment Mistakes That Hinder Financial Success
You may know that I love to spend time in Aruba. It’s where I go to unwind, to spend time with my...
The Ideal Clients for Financial Advisors: Learnings From Working With CrossFit Athletes
At Beck Bode, we see fitness and finance as going hand in hand. You want to be financially prepared...
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