A Deeper Vision for Financial Planning with eMoney
Third Eye Associates uses eMoney to provide Financial Life Planning, Financial Transition Planning, and Wealth Management strategies to help clients realize their greatest asset—a rewarding life.
AUGUST 4, 2022
Planning Practices for LGBTQ+ Households: A Fireside ChatAugust eMoney CE Webinar
Valuable insight and meaningful conversation with Beth Jones & Jake Rivas
MARCH 29, 2022
Guiding Transitions to Transform Planning
When planning someone’s financial future, having a deep understanding of that person allows you to make a profound impact—however, building a close relationship does not just happen on its own.
From eMoney’s blog: Heart of Advice - Insights and best practices for successful financial planning engagement
NOVEMBER 30, 2021
Deepening Client Relationships By Going Deeper for Clients in Transition
Welcome back to the 257th episode of the Financial Advisor Success Podcast! 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, and why Beth still chooses to provide a physical financial plan deliverable to clients (even as she acknowledges that few open the plan again after it’s first delivered).
SEPTEMBER 9, 2021
Make Green The Brightest Color of the Rainbow
Welcome to the Her Two Cents Podcast where your hosts Laura Webb and Faith Doyle come together as two female financial advisors with over 40 years of collective experience to provide a multigenerational perspective on all things money.
NOVEMBER 15, 2018
Beth Jones Is a Graphic Design Guru in the Hudson Valley
Be bold, be brave, and follow your heart. That’s the advice Beth Jones would give to a young woman starting a business today. In 1991, when Jones founded her award-winning graphic design firm, B. Jones & Co., in Poughkeepsie, graphic design was still a male-dominated field. Yet her firm became known for providing exceptional customer service with a uniquely female aesthetic.