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    Swim Coach or LifeGuard? Navigating Financial Rip Currents

    A rip current doesn’t care that you know how to swim. The job is to build the resilience before the current grabs hold. Recently, I’ve spent some time in Maine, Aruba, and most recently in South Carolina. I was down there with my son, Griffin. He had a baseball tournament in Myrtle Beach that lasted for most of last week. And the first thing that caught me off guard about Myrtle Beach wasn’t the hotels or the crowds. It wasn’t even the beach itself. It was the Carolina shoreline. You stand on the dunes where we were, and you look north, you look south, and it feels like somebody forgot to put an ending to the beach. It just keeps going. And then there was the water itself. We’d just gotten back from Aruba a little while earlier, and Aruba is so deep in the Caribbean that it’s about as warm and inviting as anywhere I’ve ever been.

    THE POWER HITTER

    It is one thing to deliver an investment process. It is another to own it. First pitch of the game....

    BUILDING A NEW LEGACY: PETER KALIANIOTIS ON DEBT, INFLATION AND BECOMING A FINANCIAL ADVISOR

    what happens when the life you know disappears?

    Change as Opportunity: Navigating Advisor Transitions with Confidence

    Change has a way of forcing us to stop and think.

    A Financially Fit Life: Ben Beck on CrossFit, Investing, and Family

    Today we speak with Ben Beck, CFP®, Managing Partner & Chief Investment Officer at Beck Bode, a...

    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...

    Fee-Based Vs Fee-Only Financial Advisors: How Does Your Financial Advisor Get Paid?

    AI-Generated Summary: The key difference between financial advisors is their compensation...

    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...
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