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    Financial Advisor (2)

    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.

    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...

    Four Signs You May Be Getting Bad Financial Advice

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

    Should You Have More Than One Financial Advisor?

    “Is it okay for a client to have multiple financial advisors?” This is a question I am asked every...

    What Makes Beck Bode Unique? A Look at Our Investment Strategies

    A prospective client asked me recently, in all sincerity, “What is it that makes you guys so...

    The Most Important Question To Ask Your Financial Advisor

    If you’ve known us for a while, you’ll know that the question “Why?” is in Beck Bode’s DNA. It’s...
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