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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...