Ep 257: Deepening Client Relationships By Going Deeper For Clients In Transition with Beth Jones

Financial Advisor Success

Beth Jones is the co-founder of Third Eye Associates, an independent RIA based out of the Hudson Valley of New York that oversees $125 million of assets under advisement for 200 households. Beth’s firm is unique in that they go deep with clients into creating a personal vision statement that truly aligns their money with their values.

Listen in as we dive into Beth’s financial planning process, fee structure, and client deliverables that have been a cornerstone for building her expertise as an in-depth financial planner and have led to a waitlist of new clients. We also discuss some of the challenges that she faced as she was scaling up, why she made the decision to let go of 85 of her earliest clients that were actually costing her money, and how she navigated the transition of having her co-founder retire while she continued to run the firm and serve clients.

For show notes and more visit: https://www.kitces.com/257