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Posts about
Financial Advisor
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 advisor and client – and if it’s not, it needs to be.
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...
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...
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...
Financial Advisor Meeting Checklist: 4 Ways To Build Trust With Your Clients
Every financial advisor - in fact, anyone who provides advice to others - needs to do a certain...
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...
The True Value of a Good Financial Advisor
Humans are emotional creatures. When it comes to investing, because of our emotionality, we run a...
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...
How to Choose a Financial Advisor: Ask the Right Questions
Recently, I was in a conversation with somebody who lives in my town. Knowing what I do for a...
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