Susan Bradley, CFP®, CeFT™ is the founder of the Sudden Money® Institute and author of Sudden Money: Managing a Financial Windfall. The Institute trains financial advisors and other professionals in Financial Transitions Planning, a unique set of process and tools for managing the human dynamics of financial change.
Susan created the institute because she realized that tradition financial planning didn’t give her the tools to address the subject personal side of working with clients. While earning the CeFT™, participants find practical application right away as the twelve month course works in conjunction with your daily client interactions.
Susan sees lots of change in the future for financial planners. She predicts that the “next five years in this profession will bring you to someplace that will look…completely crazy compared to where we are today.”
Her advice for newcomers to the profession is to “become an exquisite listener”.
Susan has lots more advice to share on this episode. I always enjoy listening to her talk and I think you will too.
Links to references in this week’s podcast: