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Relentless - The Blog

    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 maybe you are getting referrals, but they’re not of the quality you need. In the realm of business, relationships are the cornerstone of success. Whether you're an entrepreneur, a financial advisor, or a professional in any field, the ability to foster strong connections with centers of influence (COIs) can make a significant difference in your growth trajectory. However, cultivating these relationships requires intention, effort, and a strategic approach.

    Goal-Based Investing: The Foundation for Advisor-Client Relationships

    What I want to talk about today is what we call the GPS here at Beck Bode. GPS stands for Goals...

    The True Value of a Good Financial Advisor

    Humans are emotional creatures. When it comes to investing, because of our emotionality, we run a...

    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...
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