617.209.2224

CLIENT PORTAL

James Bode

MANAGING PARTNER

    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 acquisition. While buying other financial practices, we have learned a few lessons the hard way and also by developing a thoughtful and intentional process.

    Why Financial Advisors Struggle with Succession Planning

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

    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...

    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...
    Prev 1 2 Next