617.209.2224

CLIENT PORTAL

Benjamin Beck, CFP®

MANAGING PARTNER / CHIEF INVESTMENT OFFICER

    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.

    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...

    What Does Legacy Mean to You?

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

    How Will AI Impact the Finance Industry?

    Everyone is talking about artificial intelligence (AI) these days. Whether it be in the news, on...

    Are Bonds a Good Investment in 2024?

    When markets are as turbulent as they are in 2023, it’s normal for investors to want to protect...

    A Financial Planner's Investment Advice to His Parents

    Many of us financial advisors remember what drove us to enter our line of work. Some of us are very...

    The 2 Biggest Reasons To Question Traditional Investing Strategies

    Thanks to technology, many people are able now to work from anywhere in the world at any time. They...

    Is It Possible To Achieve True Wealth in Your Lifetime?

    Lately, I’ve been asking myself, “What is the true definition of wealth?”

    The Effects of Inflation

    Have you ever been in a conversation with someone, and they say something that strikes you as...
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