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    Financial Planning (3)

    The Role of Leadership in Choosing the Right Financial Advisor

    When I was younger I had a football coach whom I greatly admired. You know that expression you sometimes hear athletes use about their coaches: “He or she was the kind of coach you’d run through a wall for.”

    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...

    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...
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