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Benjamin Beck, CFP®

MANAGING PARTNER / CHIEF INVESTMENT OFFICER

    The Road to a Better Life

    My partner Jim and I often talk about how financial advisors are compensated in our industry. Without getting into the weeds, for the most part, an advisor’s compensation is typically tied to some revenue target, which you have to hit within a specific period of time (often the short duration of the training program, especially at the larger financial institutions), or else you’re gone. Goodbye. We don’t think that this is the best way to keep good people doing good work. Nor is it the only way to build a team.

    The Discomfort of Honesty

    Recently I got a call from a client. “Ben, I really need to talk to you,” he said. He sounded...

    Which Side Are You Protecting?

    On the MLB network I watched a sports documentary about Cal Ripken Jr. For those of you who aren’t...

    What Lights You Up?

    Every Monday at Beck Bode, we have a team call where I share some thinking that will hopefully get...

    Motivation

    When I think about people and their motivation in the realm of work, I think of three categories....

    Whatever You Do, Don’t Question My Relationships

    One of my favorite TV shows is American Greed on CNBC. If you aren’t familiar with it, its...

    Does a Financial Advisor Serve – or Lead?

    When I was younger I had this football coach whom I greatly admired. You know that expression you...

    Health & Wealth: Healthcare Planning & Open Enrollment Season

    A lot has happened this year, so it’s easy to miss that healthcare open enrollment season is upon...

    Making a Safe and Successful Transition in Quarantine

    It may feel like COVID-19 has put everything on hold and made some underlying problems worse. If...

    3 Things Wirehouse Advisors Need to Know Before Breaking Away

    In the financial advisory and investment world, Wirehouses are the franchises of the industry....
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