617.209.2224

CLIENT PORTAL

James Bode

MANAGING PARTNER

    Where Are You Building a Legacy?

    Given how frequently we talk about legacy with our clients, it makes sense for us to have a clear idea of how we see our own legacy.

    Factoring Private School Funding Into Your Financial Equation?

    My wife Crista and I are in an interesting spot regarding the education of our children. We have...

    What Does Living Well Mean to You?

    When I think about “living well,” the first thing I notice is that for me, living well has very...

    Four Signs You May Be Getting Bad Financial Advice

    People often ask me what makes for a great financial advisor. Honestly, this question doesn’t even...

    Estate Planning: 6 Ways To Financially Prepare Before You Die

    If I knew today was my last day, what would my legacy be? This isn’t a comfortable question, but...

    Fee-Based vs Fee-Only Advisor: Which Should You Choose?

    The question of advisor compensation is central to establishing the relationship between advisor...

    8 Real-World Lessons We Have Learned About Buying A Financial Practice

    Here at Beck Bode, we have grown our firm both organically, meaning one client at a time, as well...

    Preparing Your Clients For Your Succession

    Most financial advisors know that they need to have a succession plan in place – whether they...

    Why Financial Advisors Don’t Plan For Succession

    We know from experience in working with business owners that planning for succession is something...

    8 Ways To Increase The Value Of Your Practice In Preparation For Sale

    One of the ways in which we have been successful in growing Beck Bode is by inviting like-minded...