Relentless - The Blog

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

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    Financial Advisor

    What You Wish Your Advisor Had Told You

    You would think that the period from the end of 2007 and effectively all the way through to 2009, would be a terrible way for a new financial advisor to start their career. And yet that’s how I started my career, back in 2004, not knowing of course that we were about to head into the biggest financial collapse in history (2009) since The Great Depression. 

    5 Questions To Ask Before You Invest

    While throwing money into a savings account is crucial to building your emergency funds, this alone...

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

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

    “Too Much” Equities

    Let’s talk about prospecting, which is something I think of often.  Imagine you meet with a...

    If You Can’t Stand the Heat…

    I thought I’d start out with a couple of definitions. I know these are common words, but it’s...

    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....

    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...

    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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