CALL US TODAY  |  617.209.2224

Relentless - The Blog

    The Myth of Portfolio Customization

    When you walk into Merrill Lynch or Fidelity – these are two different firms and I’d like to point out that the specific firm is irrelevant, this is simply an example – but a large firm like that, you would likely meet with a financial advisor. Let's imagine that this financial advisor has a hundred different clients. I'd be willing to bet you, based on my experience, that those hundred clients all would have very different looking portfolios, different types of managers and different asset classes. There's no pattern to what client A is invested in versus client B or someone else for that matter. This difference between the individual clients’ portfolios would not only be celebrated by the financial advisor, but even advertised and promoted with some pride and self-congratulation. 

    The Problem With Assumptions

    Today we’ll be visiting the topic of fees. Fees are something everyone wants to talk about. How...

    This Time, I Failed.

    I want to share with you a story, a recent story, a story of when I failed. Back in March of 2020,...

    The Road to a Better Life

    My partner Jim and I often talk about how financial advisors are compensated in our industry....

    8 Real-World Lessons We Have Learned About Buying A Financial Practice

    Here at Beck Bode, we have grown our firm both organically, meaning one client at a time, as well...

    The Discomfort of Honesty

    Recently I got a call from a client. “Ben, I really need to talk to you,” he said. He sounded...

    Which Side are You Protecting?

    On the MLB network I watched a sports documentary about Cal Ripken Jr. For those of you who aren’t...

    Preparing Your Clients For Your Succession

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

    Why Advisors Don’t Plan For Succession

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

    8 Ways To Increase The Value Of Your Practice In Preparation For Sale

    One of the ways in which we have been successful in growing Beck Bode is by inviting like-minded...
    Prev 1 2 3 4 5 Next