Relentless - The Blog

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    Succession Planning

    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 as through acquisition. While buying other financial practices, we have learned a few lessons the hard way, and others by developing a thoughtful and intentional process. We thought we’d share with you some of the real-world wisdom we have gained in the school of hard knocks. You can read a hundred books about business, but nothing beats learning it through experience. Whether you are a buyer or a seller, we hope you glean some valuable tips here:

    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...