Relentless - The Blog

Get the latest insights and thought leadership content on financial planning, investing and more on Relentless - the Beck Bode blog.

    The Problem With Assumptions

    Today we’ll be visiting the topic of fees. Fees are something everyone wants to talk about. How much are they? Are they too high, too low, just right? What do they cover? Why do we charge what we charge? How are our fees different from the competition? Are we worth it? Every question you can imagine on the topic of fees. 

    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 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...
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