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

Financial Advisor Success Podcast – In this episode of Financial Advisor Success Podcast, host Michael Kitces, talks in depth with Beth Jones, a Registered Life Planner® about her financial planning process with clients including technology she uses 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). They also talk about how Beth structures her advisory fees with clients and Beth shares how the greatest challenge of scaling up her advisory firm has not been about continuing to find new clients but finding the new team members to serve them and how Beth navigated the challenging transition of finding out that her co-founder was ready to retire while Beth wanted to continue running the business and serving clients longer. Credit: Michael Kitces & Beth Jones