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CLIENT PORTAL

ADVISORS

James Bode

MANAGING PARTNER

    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 been easy; I have had my share of challenges. But overall, I believe I have a positive outlook on life.

    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...

    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...
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