Disrupt|Advice
Disrupt|Advice

Wealth management is changing rapidly, and those advisers that will succeed in the long run are those who embrace, prepare for and readily adapt to change. This new, two-day event will focus on the myriad forces that are disrupting the world of financial advice, from digital platforms and tools, pricing pressures, regulatory pressures, innovations in practice management, demographic changes, as well as new asset classes and investment vehicles that are attracting attention.

Featured Speakers
Featured Speakers
2017 Demo Presenters
2017 Demo Presenters
Schedule at a Glance
Schedule at a Glance
Find Out More
Find Out More
  • PLAN YOUR STAY AT THE DISRUPT|ADVICE CONFERENCE

    CROWNE PLAZA

    TIMES SQUARE

    • 1605 Broadway

    • New York, NY 10019


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FAQs
FAQs
    1. What is Disrupt|Advice?

      • Disrupt|Advice is the first conference that’s laser-focused on all the ways the financial advice business is changing. This event will prepare advisers for technology advances, regulatory shifts, product trends and practice management best practices.

    2. Who are the creators of the event?

      • Disrupt|Advice is brought to you by SourceMedia, publishers of Financial Planning, On Wall Street, and Bank Investment Consultant.

    3. Who will attend?

      • This event will bring together all the players the financial planning and wealth management ecosystem to share a vision of how the industry is changing, and how advisers can both adapt to the changes and maintain a trusted role.

    4. Where and When?

Presented by:
Presented by:
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Beth Jones, RLP®, AIF®, CeFT®
Beth Jones, RLP®, AIF®, CeFT®
President, Third Eye Associates, Ltd
Beth Jones, RLP®, AIF®, CeFT®

Beth began her entrepreneurial career in graphic design in the early 1980s in Poughkeepsie, NY, and was the owner and creative director of the award-winning design firm B. Jones & Co. After a move to New York City in 1997 she was a consultant in the investment banking division at Goldman Sachs and Co. Beth then transitioned out of corporate life to work with individuals at an independent financial advisory firm for several years. Frustrated by traditional financial services’ lack of focus on the client, she and Susan created Third Eye Associates, Ltd. in 2005 to provide clients with a holistic approach to Financial Life Planning and Wealth Management.

Beth's professional credentials include membership in the Financial Planning Association, the Kinder Institute of Life Planning, and the Sudden Money®Institute, where she serves on the advisory board. She has completed the Life Planning curriculum in the Kinder EVOKE® Method, a life-centered approach to financial planning. Beth has studied Financial Transition Planning at the Sudden Money® Institute, and completed the Mastery program in early 2013. She has completed the Accredited Investment Fiduciary (AIF®) curriculum through the Center for Fiduciary Studies, associated with the University of Pittsburgh Joseph M. Katz Graduate School of Business.

Beth is a Certified Financial Transitionist® (CeFT®), a Registered Life Planner (RLP®), and an Investment Adviser Representative of Third Eye Associates, Ltd., a Registered Investment Adviser.

An active citizen in her community, Beth has generously shared her skills and vision with numerous non-profit organizations. She strongly supports the preservation of the rural character and architecture of her town, and currently serves as Treasurer of Historic Red Hook. Beth is as a former board member of SAGE―Services and Advocacy for Gay, Lesbian, Bisexual and Transgender Elders in New York City.

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