Resources
 

 

Free Resources

The following tools are available to assist you in building an Effortless Outrageous Business:

Effortless Outrageous Business speech handout a series of worksheets that help you define the eight key ingredients of your Effortless Outrageous Business. To download a copy, click here.

Effortless Outrageous Business Assessment – a comprehensive tool to help you assess how well your business is working for you. To download a copy, click here.

 

White Paper

Tracy was named as a top coach in The Future of the Financial Advisory Business: Opportunities, Challenges and Trends in the Second Decade of the 21st Century white paper by Bob Veres. (April 2010)

 

Articles

Tracy has been interviewed and profiled in the following industry publications:

Investment News (August 21, 2011): When they need help, advisors call: "Coach!" by Lavonne Kuykendall

Investment News (June 19,2011): Some Advisors Decide Bigger Isn't Better by Lavonne Kuykendall

RIA Biz (May 26, 2011): Eavesdropping on the NAPFA's pre-conference Women's Iniative by Marie Swift

Financial Advisor (February 2011): Big Ideas by Andrew Gluck. To read this article, click here.

Investment News (April 17, 2011): Niches Take Flight by Lavonne Kykendall. To read this article, click here.

Family Wealth Report (March 22, 2010): Asset Drop Underscores Important by Charles Paikert

Financial Planning (February 2010) Getting There by Bob Veres

Inside Information (November 2009): Formula for Everything by Bob Veres

Financial Planning (September 2009): Outsourcing Change by Bob Veres

Research Magazine (August 2009): Crisis Coaching by Ellen Uzalac

MSN Money (January 22, 2009): Is this the Year to Change Your Life? by Liz Pulliam Weston

Financial Advisor (November 2008): Southern Hospitality by Karen DeMasters

Journal of Financial Planning (May 2007): Planners and Coaches: A Natural Fit? by Ed McCarthy

Research Magazine (February 2006): Rock Stars of the Lecture Circuit by Robert Scott Martin.  To read this article, click here.

Morningstar Advisor (February 2, 2006): Finding Practice Nirvana by C. Marie Swift, To read this article, click here.

Financial Planning (February 1, 2006): Hitting the Wall by Bob Veres

Wealth Manager Magazine (December 2005): Game Plan by David J. Drucker. To read this article, click here.

Investment Advisor (November 2005): Get Back in the Game by Andrew Gluck, page 37. To read this article, click here.

Financial-Planning.com (June 1, 2005): Inner Knowledge by David J. Drucker. To read this article, click here.

Journal of Financial Planning – Solutions Insert (September/October 2004): Making the Most of Continuing Education by Amy Crane, front cover, pages 6-7, 12

Research Magazine (July 2004): Ready, Aim, Fire by Ellen Uzelac, pages 24-26. To read this article, click here

Financial Advisor (May 2004): Profiles in Coaching by David Drucker, front cover, pages 42-46, 118. To read this article, click here.

Journal of Financial Planning (March 2004): Voice: 10 Questions with Tracy Beckes on Coaching to Change the Person Behind the Service by Shelley A. Lee, pages 14-18. To read this article, click here

Bloomberg Wealth Manager (December 2003 / January 2004): Is Everybody Happy? by David Drucker, pages 57-63

The Cutting Edge in Financial Services (2003) by Bob Veres, pages 189-195, 317

Inside Information (July 2003): Building Trust and Healing the World (Self Care on Behalf of Clients) by Bob Veres, pages 3, 6, 10-11

MSN Money: How to Beat Procrastination and Get your Life in Order by Liz Pulliam Weston. To read this article, click here

Research Magazine (March 2003): Focus on Financial Planning: My Transition to a Fee-Only Practice by Paul Fain III, CFP. To read this article, click here.

Virtual Office News (February 2003 issue of David Drucker and Joel Bruckenstein's monthly newsletter): Creating an Emotional Blueprint for Your Virtual Office by Tracy Beckes, pages 4-5

Research Magazine (February 2003): Profiles in Success by Ellen Uzalec. To read this article, click here

Inside Information (January 2002): Life Planning 101: Here’s How to Get Started in Life Planning — and in the Process Create an Outrageous, Effortless Practice for Yourself by Bob Veres, pages 6-9

Journal of Financial Planning (February 2001): When Planners Are Coached by Catherine Newton. To read this article, click here

 

Collaborative Partnerships

Tracy collaborates with and recommends many of the industry’s top professionals, including Bob Veres, David Drucker and Joel Bruckenstein, who she works with in a collaborative partnership on several joint projects.

Bob Veres’ Inside Information service has evolved into a community of the top professionals in the planning profession, who share their most successful ideas and best practice management and marketing solutions with the membership as a whole. His Media Reviews service addresses one of the biggest new practice management issues in the profession – staying on top of the published material – by summarizing the contents of the four leading trade publications and many articles in the consumer press, allowing advisors to get the important information that is published each month in minutes instead of hours a week. Mr. Veres is author of The Cutting Edge in Financial Services, which includes a discussion of Tracy’s work, as well as So You Want to Be a Financial Planner and Wealth Management: The Financial Advisor's Guide to Investing and Managing Your Client's Assets. For more information on the Inside Information/Media Reviews service, visit http://www.bobveres.com/.


David Drucker’s practice management columns and articles appear regularly in Research, Financial Advisor, Financial Planning, and NAPFA Advisor magazines and on the MorningstarAdvisor.com website. He is considered the pioneer of the virtual office business model, wherein the advisor outsources key admin and even client service functions to a growing ecology of specialized service providers in order to spend less time managing employees and more time with clients and family. Mr. Drucker is the co-founder of Practice Lifecycle – the premier subscription-based practice management Flash site for planning professionals, and he is the editor of Virtual Office News, the only technology newsletter written specifically for financial advisors. For more information on Virtual Office News or Practice Lifecycle, visit www.virtualofficenews.com and www.practicelifecycle.com.


Joel Bruckenstein is the only planning software reviewer and computer technical commentator in the industry who also runs a day-to-day planning practice. His insights and recommendations are grounded in the real-world needs of planners, what works with real clients and real planning offices, with a rare understanding that computer technology must fit within the important limitations of a real practitioner’s time and budget. Mr. Bruckenstein is co-author of Virtual Office Tools for a High Margin Practice, and co-editor of Virtual Office News, the newsletter that covers all aspects of practice management and technology. For more information on Virtual Office News or Virtual Consulting Services, visit www.VirtualOfficeNews.com.


Recommended Resources

George Kinder is the author of The Seven Stages of Money Maturity. For information, visit his websites: www.sevenstages.com and www.kinderinstitute.com.


Carol Anderson is President and CEO of Money Quotient. Her non-profit organization offers the Money Quotient newsletter, and you can subscribe at www.moneyquotient.com.


Mitch Anthony is the founder of The Financial Life Planning Institute (www.flpinc.com). He is also the author or co-author of six books: Your Clients for Life, The New Retirementality, Making the Client Connection, StorySelling for Financial Advisors, Selling With Emotional Intelligence, and The Daily Dose. He offers three different newsletters, which you can subscribe to at www.mitchanthony.com.

 

 

 

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What advisors say about Tracy...

Tracy has repeatedly “wowed” me with the impact of our coaching exchanges. Her masterful intervention has helped me in a holistic way. She has helped me to work through specific challenges very positively and profitably, exhibiting a high level of attention and comprehension, good judgment and a soft touch. I wholeheartedly recommend Tracy.
~ Paul Murk, CFP

 

 

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Tracy Beckes and Associates, Inc.

Effortless Business, Outrageous Life
Located in the beautiful Pacific Northwest
1.888.633.9446

info@tracybeckes.com

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