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    The True Value of a Good Financial Advisor

    Humans are emotional creatures. When it comes to investing, because of our emotionality, we run a big risk of being our own worst enemies. Intellectually, of course, we are perfectly capable of rationalizing, saying things like, “Oh, I understand the markets go up and down. I know that in the long-term I need to stay put…I’m “good,” I don't want to do anything rash with my money.”

    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...

    What Does Legacy Mean to You?

    In our line of work, legacy is a frequently discussed topic. We talk with our clients about the...

    How Will AI Impact the Finance Industry?

    Everyone is talking about artificial intelligence (AI) these days. Whether it be in the news, on...

    Are Bonds a Good Investment in 2024?

    When markets are turbulent, it’s normal for investors to want to protect their investments. Let’s...

    A Financial Planner's Investment Advice to His Parents

    Many of us financial advisors remember what drove us to enter our line of work. Some of us are very...
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