617.209.2224

CLIENT PORTAL

James Bode

MANAGING PARTNER

    Why Early Planning for College Matters: Insights from Our Family Journey

    For the past 15 years, I've been discussing college planning with many of our clients, but now that I’m living it, I have a deeper understanding of both the emotional and the financial challenges involved in getting a child to college.

    Beyond the Million-Dollar Mark: Defining Your Retirement Goals

    A number is not a retirement goal; what’s your goal, really?

    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...

    Preparing for Life After Selling Your Financial Practice

    There are financial advisors who, after years of cultivating a client base and looking to sell...

    Feeling Stuck? A Personal Story of Overcoming Challenges

    Let me begin by saying that I consider myself an optimistic person. This doesn’t mean my life has...

    Beyond Revenue: 8 Determinants of Valuation for a Financial Advisory Business

    If you’re thinking you’d like to sell your practice at some point, you’ll want to know what it’s...

    8 Centers of Influence Tips for Financial Advisors

    What do you do when you’re not getting enough referrals from your Centers of Influence (COI)? Or...

    Key Elements of Succession Planning: Preparing Your Clients

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

    7 Ways to Maximize the Valuation of Your Financial Advisory Practice

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

    Financial Advisor Practice Acquisition: 8 Lessons We Learned

    Here at Beck Bode, we have grown our firm organically (meaning one client at a time) and through...
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