#FA Success Ep 257: Deepening Client Relationships By Going Deeper For Clients In Transition, With Beth Jones

Executive Summary

Welcome back to the 257th episode of the Financial Advisor Success Podcast!

My guest on today’s podcast is Beth Jones. Beth is the co-founder of Third Eye Associates, an independent RIA in the Hudson Valley of New York that oversees $125M of assets under advisement for nearly 200 client households.

What’s unique about Beth, though, is the way her firm goes deep in its financial planning process with clients, spanning a series of 7 initial meetings that go deep into creating a personal vision statement to help clients truly understand what they need to do to align their money with their values.

In this episode, we talk in depth about Beth’s financial planning process with clients, including assessments like a wellness worksheet and a communication preferences tool that she uses to determine how best to work with new clients, how Beth leverages eMoney Advisor’s account aggregation

Keep reading this article on Nerd's Eye View, Michael Kitces - Blog.

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