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Benjamin Beck, CFP®

MANAGING PARTNER / CHIEF INVESTMENT OFFICER

    “Too Much” Equities

    Let’s talk about prospecting, which is something I think of often. Imagine you meet with a prospective client who was referred to you. You have a great first meeting, learn more about them; you build rapport. Maybe they bring you their financial statements for the first time. Or maybe there is a follow-up conversation, and they share with you steps they have taken on their own or with another advisor. In the past we would typically follow up these first encounters with something in writing that reflects a deeper conversation about their assets – which by the way, differs from what we do today, but we will get to that in a minute. In the past, we would have followed up with a written piece, call it an investment proposal, essentially an outline of our Growth Strategy or Income Growth Strategy.

    Owning Your Agenda

    You may have noticed, many of my musings start with ownership of a major sports team. That’s...

    Retirement Planning on the Back of a Napkin

    You know how some people are always looking for the next diet fad? Keto versus Macro versus South...

    If You Can’t Stand the Heat…

    I thought I’d start out with a couple of definitions. I know these are common words, but it’s...

    Batting Above Average

    As advisors, our role is to put our clients in front of positive investing opportunities. Our work...

    This Time, I Failed.

    I want to share with you a story, a recent story, a story of when I failed. Back in March of 2020,...

    The Road to a Better Life

    My partner Jim and I often talk about how financial advisors are compensated in our industry....

    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...

    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...
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