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    Financial Advisor

    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 relationship between doctor and patient, and advisor and client. And while I am not at all suggesting that we are doctors, the nature of the interaction between doctor and patient does mirror the way that we interact with clients in our work.

    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...

    Why Historical Performance Shouldn't Determine Your Next Investment Decision

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

    3 Critical Questions About Your Investment Strategy

    When a client is introduced to us and says they want to work toward a successful retirement, we...
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