James Bode

MANAGING PARTNER

Fee-Based vs Fee-Only: Which Should You Choose?

​​The question of advisor compensation is central to establishing the relationship between advisor and client – and if it’s not, it needs to be. Clients are sometimes uncomfortable bringing up the issue, because talking about money isn’t easy. Also, not all advisors are forthright about how they are compensated, so it’s important for clients to be well-informed before deciding on the advisor that’s right for them.  

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...

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...

The Worst Financial Advisor

People often ask me what makes for a great financial advisor. Honestly, this question doesn’t even...

5 Important Things To Do While You're Still Alive (And Why Your Loved Ones Will Be Grateful)

I was sitting in a meeting the other day, where the topic of discussion was life changes....