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Relentless - The Blog

    The Road to a Better Life

    My partner Jim and I often talk about how financial advisors are compensated in our industry. Without getting into the weeds, for the most part, an advisor’s compensation is typically tied to some revenue target, which you have to hit within a specific period of time (often the short duration of the training program, especially at the larger financial institutions), or else you’re gone. Goodbye. We don’t think that this is the best way to keep good people doing good work. Nor is it the only way to build a team.

    8 Real-World Lessons We Have Learned About Buying A Financial Practice

    Here at Beck Bode, we have grown our firm both organically, meaning one client at a time, as well...

    The Discomfort of Honesty

    Recently I got a call from a client. “Ben, I really need to talk to you,” he said. He sounded...

    Which Side are You Protecting?

    On the MLB network I watched a sports documentary about Cal Ripken Jr. For those of you who aren’t...

    Preparing Your Clients For Your Succession

    Most financial advisors know that they need to have a succession plan in place – whether they...

    Why Financial Advisors Don’t Plan For Succession

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

    8 Ways To Increase The Value Of Your Practice In Preparation For Sale

    One of the ways in which we have been successful in growing Beck Bode is by inviting like-minded...

    The Worst Financial Advisor

    People often ask me what makes for a great financial advisor. Honestly, this question doesn’t even...

    The Illusion of Certainty

    I was fortunate to be near the water for a period of time this past summer. I like to be out in the...

    Are You Running with the Herd?

    "It's impossible to produce superior returns unless you do something quite different from the...
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