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Relentless - The Blog

    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 amount of preparation before a client meeting. Once you master the basics, most of that preparation becomes mental preparation. The question is: are you really ready to meet with this person? Let’s see.

    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...

    Goal-Based Investing: The Foundation for Advisor-Client Relationships

    What I want to talk about today is what we call the GPS here at Beck Bode. GPS stands for Goals...

    The True Value of a Good Financial Advisor

    Humans are emotional creatures. When it comes to investing, because of our emotionality, we run a...

    Key Elements of Succession Planning: Preparing Your Clients

    Most financial advisors know that they need to have a succession plan in place – whether they...

    7 Ways to Maximize the Valuation of Your Financial Advisory Practice

    One of the ways in which we have been successful in growing Beck Bode is by inviting like-minded...

    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...

    Why Financial Advisors Struggle with Succession Planning

    We know from experience in working with business owners that planning for succession is something...

    Where Are You Building a Legacy?

    Given how frequently we talk about legacy with our clients, it makes sense for us to have a clear...

    What Does Legacy Mean to You?

    In our line of work, legacy is a frequently discussed topic. We talk with our clients about the...
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