Why We Left Merrill Lynch to Start an Independent RIA | Beck Bode Founding Story скачать в хорошем качестве

Why We Left Merrill Lynch to Start an Independent RIA | Beck Bode Founding Story

On February 20, 2013, Ben Beck, CFP® and Jim Bode left Merrill Lynch to start Beck Bode, an independent RIA based out of Massachusetts with offices serving clients in New Hampshire and Michigan and across the United States. In this special anniversary episode of NoBondsCast, they tell the full founding story for the first time. They talk about the 5 AM game plan, walking out of Merrill Lynch, the clients who followed without hesitation, building a planning-first approach, and where they see the firm heading over the next thirteen years. Whether you're an advisor considering independence, a business owner thinking about your next chapter, or someone who wants to understand what drives the people managing your money, this one's worth your time. 0:18 – The morning of February 20, 2013 2:40 – Breakfast with Rob and walking out 4:33 – The entrepreneurial leap 6:37 – The first year: learning to be business owners 8:42 – "It wasn't a convincing game" 11:03 – What's changed in 13 years 12:34 – Non-negotiables and the GPS evolution 14:49 – Getting older, getting better 16:26 – "It's an emotional business" 18:30 – Building the team and the vision forward 22:00 – Culture and the unvarnished truth 24:29 – The doctor analogy 27:24 – What hasn't changed in 13 years Subscribe to NoBondsCast for conversations about intentional financial planning, long-term decision-making, and building plans that adapt as life changes.