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Susan Bradley CFP®, CeFT®

Founder, Sudden Money Institute and Financial Transitionist Institute

Life is Change. Be Prepared.

The Stakes Are High In Financial Transitions, When Decisions Shape Life.

Susan Bradley and her team  provide the mindset, tools and community to go beyond traditional training and life planning to become a Certified Financial Transitionist®.

Attention Financial Advisors:

Susan Believes There Are Two Sides of Money

The technical side and the personal side.

Both sides are equally important and complex but it is the personal side that drives decision-making.

The traditional training of the industry doesn’t prepare you for years like 2020 & 2021. Global events have created personal events that have complicated personal events already occurring! Clients need you to understand their challenges and have tools and skills to guide them now more than ever. Susan Bradley and her team at the Financial Transitionist Institute, offer crisis training developed to help you handle years like this and prepare for future ones.

Learn how to help your clients shape change rather than letting change shape them. Distinguish yourself from your peers by becoming an expert in Financial Transitions Planning.

Susa has been guiding individuals and families through times of personal and global upheaval for 20 years: through the make-or-break moments of their lives and preparing them for the next ones. Susan and her tea have support, resources, and a directory of advisors they trained through our education hub, the Financial Transitionist Institute.

 

  • Financial Transitions Planning  – Was created to fill a gap in the world of financial services. It was born out of the desire to identify and work through the struggles that cause problems during major life transitions, as well as to create ways to enhance transitions that are going well.
  • Change, Choice, and Consequences: Help Clients and Yourself Absorb Change, Make Good Choices, and Avoid Getting Stuck in Regret
  • What Is Really Going on When Life Events Happen?

Programs are customized to meet the needs of our clients and can range anywhere from a keynote program all the way up to a rigorous yearlong program in Financial Transitions Planning culminating in a daylong Certification Exam

Travels From:  Florida
City:
$5,001 to $10,000

Biography

Susan is the founder of the Sudden Money® Institute, which began 18 years ago as a community of practice seeking to better serve their financial planning clients by developing process and tools for the personal side of money and for clients going through transitions. This think tank created the Certified Financial Transitionist® (CeFT®) designation, and a division for training and certification called the Financial Transitionist® Institute.

Susan has served on the FPA’s National Board of Directors, she currently sits on the National Football League’s Players Association’s Financial Education Advisory Board, and she serves as the Dean of Transitions for the Council of Deans of the Purposeful Planning Institute.

She is seen and heard frequently in the national media, including NBC’s Nightly News, CNN, NPR, The Wall Street Journal and The New York Times. She is the author of Sudden Money: Managing a Financial Windfall (Wiley 2000), and her TEDx Wilmington Women talk is called, “Change launches you into the next great chapter of your life, whether you like it or not.”

Presentations

During times of uncertainty, you need the proper tools, mindset, and disposition to meet the circumstances.

This training will help you:

  • Cultivate deep listening skills.
  • Learn what it means to provide a safe space for your clients so they feel protected.
  • Help clients and their families process their thoughts and feelings about this collective event as well as their individual life events.
  • Guide clients through decision-making during heightened uncertainty.
  • Develop a formalized self-care plan and show your clients how to create their own.

This is how you show up as a human being as well as an expert when your clients are most vulnerable.

Help Clients and Yourself Absorb Change, Make Good Choices, and Avoid Getting Stuck in Regret

As a financial planner you are in a unique position to guide clients through individual and collective life-changing events. You actively participate in the client’s experience of reestablishing order and predictability. Change demands new choices and there are always consequences. This session provides a customizable structure for keeping clients safe, developing a wide and long view of possibilities and choices, and supporting decisions that shape life going forward without regrets.

Learning objectives and takeaways:

  • How to use the creative force within disruption while keeping the client safe, building confidence, and developing a new narrative
  • Integrating a repeatable process to reframe tradeoffs and choices
  • Key elements of a Financial Transitions Plan not found in traditional financial planning

Even massive collective change—think pandemic—follows the universal patterns of disruption, change, adjustment, reimagining, and eventually a new set of norms. Disruption and change are now easy for everyone to see and feel. Clients’ lives are, and will continue to be, in motion.

Inheritance, widowhood, retirement, and divorce are one-time life changing events. They may sound familiar to you as an advisor, but they present new and unfamiliar territory to your clients.

When money changes client lives pivot in confusing directions, what seems easy becomes complex. The other side of life events, the human side, is the unseen driver of decisions, commitments, delays and sometimes regrets. This is particularly true when these events overlap, retirement quickly followed by widowhood may also be followed by an inheritance. Life can be complicated, that’s when a trusted advisor is essential.

This session is designed to give advisors and their clients a simple map to follow when life events happen. Through client case stories you will learn how to help clients make their best decisions by breaking through confusion and overwhelm using a transition planning tool for any situation.

Areas of expertise

Major Life events

We are taught how to do countless things through the course of our lives, but adapting to life’s many changes is not usually among them. Meanwhile, we will all experience at least one major life transition, and the likelihood that we will experience more than one at a time increases with age.

Transitions don’t have to be scary or overwhelming.

  • Divorce
  • Inheritance
  • Legal Settlement
  • Long-life Planning
  • Partnering and Parenting
  • Retirement
  • Sale of a Business
  • Widowhood
  • Windfall
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