Benjamin Beck, CFP®

Questioner
DISC Type : c

Managing Partner & Chief Investment Officer at Beck Bode, LLC

Medfield, Massachusetts, United States

Overview

Benjamin Beck is the Managing Partner and Chief Investment Officer at Beck Bode, LLC, a wealth management firm. A CERTIFIED FINANCIAL PLANNER™ and FINRA arbitrator, he focuses on disciplined, long-term investment strategies that manage client emotions. He earned a B. S. from Northeastern University and began his career at Merrill Lynch and Morgan Stanley.

Benjamin has a deep interest in the intersection of physical fitness and financial health, particularly within the CrossFit community. He is a father who shares lessons on domination and discipline learned from his sons sports experiences. He also hosts the "NoBondsCast" podcast, exploring various financial topics.

A former professional baseball player, Benjamin played for several seasons after a successful collegiate career at Northeastern University, where he hit a walk-off home run.

Personality Overview

Systematic

Value Seeker

Not Easily Convinced

They prefer to fully evaluate every situation.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. It is quite likely of them to ask for pricing or other concessions.

Topics They Care About

Behavioral Investing
Writes and speaks extensively on how human emotion leads to poor investment decisions and the need for discipline to stay on the right path, separating investors from speculators.
Client-Centric Philosophy
Believes clients' greatest fear isn't volatility but feeling unimportant or unseen. He emphasizes going a layer deeper in conversations to ensure clients feel supported and understood.
Fitness and Finance
Draws parallels between the discipline required for physical fitness, specifically CrossFit, and the discipline needed for long-term financial success, seeing them as interconnected.

Media Appearances

NoBondsCast Podcast with Benjamin Beck | Beck Bode, LLC. Featured in Beck Bode website

See Now

Work History

2-2013
Managing Partner & Chief Investment Officer at Beck Bode, LLC
2-2013
Managing Partner and Chief Investment Officer at Beck Bode, LLC
12-2005 - 2-2013
Partner - The Beck Bode Wealth Management Group at Merrill Lynch
12-2004 - 9-2005
Financial Advisor at Morgan Stanley
4-2004 - 7-2004
Professional Baseball Player at Northeast Aces

Education

1997 - 2002
B.S. from Northeastern University
1993 - 1997
Education details unavailable from South Portland High School

More Information

Social Presence :

Prographics :

Exp : 21 Location : Medfield, Massachusetts, United States Job Level : Leadership Designation : Managing Partner & Chief Investment Officer at Beck Bode, LLC
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Insights For Selling To Benjamin

During A Call Or A Meeting

DO's

  • If you have a lower priced product compared to the competition, call out the same
  • Tell them that you will come back if you don’t have a good answer for a question
  • Emphasise more on facts and measurable benefits

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Benjamin is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Benjamin

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Benjamin move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Benjamin take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Benjamin

Personality Compatibility


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