James Bode

MANAGING PARTNER

Estate Planning: 6 Ways To Financially Prepare Before You Die

If I knew today was my last day, what would my legacy be? This isn’t a comfortable question, but it’s an important one. Answering it begins with a conversation — an open, honest moment with yourself and your loved ones. Many people don’t want to even think about creating an estate planning strategy because death has traditionally been seen as the end, so what would be the point? The point is to have a positive impact and not leave your loved ones in disarray after you’re gone.  

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

​​The question of advisor compensation is central to establishing the relationship between advisor...

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 Financial 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...