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    From Clients to Advocates: How Financial Advisors Can Earn Referrals

    I’ve been thinking about referrals lately: how to ask for them, whom to ask, when, etc., etc. There are like 17,000 ways out there to ask for referrals: “Ask!” “Don’t ask!” and everything in between. I don’t want this to turn into a how-to piece because how you ask for referrals is up to you.

    The Role of Leadership in Choosing the Right Financial Advisor

    When I was younger I had a football coach whom I greatly admired. You know that expression you...

    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...

    5 Investment Tips For Navigating Market Uncertainty

    You would think that the period from the end of 2007 and effectively all the way through to 2009,...

    Preparing for Life After Selling Your Financial Practice

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

    The Advisor-Client Relationship: A Parallel to Doctor-Patient Dynamics

    I like the analogy that is occasionally used in our industry, which finds parallels in the...

    Navigating Emotional Investing: 3 Investment Mistakes That Hinder Financial Success

    You may know that I love to spend time in Aruba. It’s where I go to unwind, to spend time with my...

    The Ideal Clients for Financial Advisors: Learnings From Working With CrossFit Athletes

    At Beck Bode, we see fitness and finance as going hand in hand. You want to be financially prepared...

    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...

    3 Myths About Investment Risk Tolerance and Performance

    Too often, in the financial world, there's a misguided obsession with beating benchmarks like the...
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