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    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.

    8 Centers of Influence Tips for Financial Advisors

    What do you do when you’re not getting enough referrals from your Centers of Influence (COI)? Or...

    The True Value of a Good Financial Advisor

    Humans are emotional creatures. When it comes to investing, because of our emotionality, we run a...

    Financial Advisor Practice Acquisition: 8 Lessons We Learned

    Here at Beck Bode, we have grown our firm organically (meaning one client at a time) and through...

    How to Choose a Financial Advisor: Ask the Right Questions

    Recently, I was in a conversation with somebody who lives in my town. Knowing what I do for a...

    Why Historical Performance Shouldn't Determine Your Next Investment Decision

    I was fortunate to be near the water for a period of time this past summer. I like to be out in the...

    3 Critical Questions About Your Investment Strategy

    When a client is introduced to us and says they want to work toward a successful retirement, we...

    Four Signs You May Be Getting Bad Financial Advice

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

    Should You Have More Than One Financial Advisor?

    “Is it okay for a client to have multiple financial advisors?” This is a question I am asked every...

    What Makes Beck Bode Unique? A Look at Our Investment Strategies

    A prospective client asked me recently, in all sincerity, “What is it that makes you guys so...
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