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Posts about
Financial Planning
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.
5 Investment Tips For Navigating Market Uncertainty
You would think that the period from the end of 2007 and effectively all the way through to 2009,...
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...
3 Myths About Investment Risk Tolerance and Performance
Too often, in the financial world, there's a misguided obsession with beating benchmarks like the...
Lessons From the Cockpit: The Importance of a Financial Planning Checklist
In a recent advisor team meeting at Beck Bode, I drew a parallel between financial planning and my...
The True Value of a Good Financial Advisor
Humans are emotional creatures. When it comes to investing, because of our emotionality, we run a...
How Will AI Impact the Finance Industry?
Everyone is talking about artificial intelligence (AI) these days. Whether it be in the news, on...
The Key to Financial Success: Capturing the Power of Disruption
When I think of the driving force behind the work we do at Beck Bode, which is “to act for the...
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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