Sudden Money Institute

07/18/2024

08/21/2023

Join us tomorrow, August 22nd at 12:00 PM ET as we delve into the fusion of the human and technical sides of money for Part One of our four-part webinar series on Authentic Intelligence™.

We will be exploring how this innovative approach is driving a new stage of evolution in the financial planning profession.

Full details + secure your spot here! 👉 bit.ly/3KtPoGy

08/17/2023

Coming into a “life-changing” amount of money can be disorienting. “It stirs up beliefs and value systems, which, maybe have been there all along, but you didn’t have the opportunity to talk about them.”

Our founder, Susan Bradley, had the opportunity to discuss the impact of sudden wealth on relationships in this thought-provoking CNBC article. 🌟

Check it out and learn how to manage these unique challenges.

It's obvious how financial instability can have a negative impact on your relationships, but a financial upswing can be just as challenging.

08/14/2023

Join us on August 22nd at 12:00 PM ET for Part One of our four-part webinar series on Authentic Intelligence™.

We'll be exploring the fusion of the two sides of money - the human side and the technical side - and how it's bringing us to a new stage of evolution in our profession.

Full details + secure your spot here! 👉 bit.ly/3KtPoGy

08/08/2023

Great conversation on the intricacies of the human experience during times of change and transition, featuring Hidden Brain’s insightful host, Shankar Vedantam.

It's no surprise that the discussion surrounding change and transitions has become very noticeable in the aftermath of the pandemic. Viewing this from the perspective of a Financial Transitionist®, it's clear that we're presently in the Passage Stage, the third of the four stages of transition, carefully adjusting to the far-reaching global disruptions.

How have you been coping with changes in your own life lately?

‎Show Apple News In Conversation, Ep Think Again: Your brain is hardwired to resist change. Here’s how to retrain it. - Aug 3, 2023

08/07/2023

You've heard a lot about Artificial Intelligence, but we're shifting the conversation to Authentic Intelligence: The AI for Financial Transitions Planning.

Our Founder, Susan Bradley, will be discussing this in detail on a Purposeful Planning Institute webinar tomorrow, Tuesday, August 8th at 9am PT / 12pm ET.

All are welcome to join!

Full details and registration ➡️ https://bit.ly/3rYMPWO

Want a sneak peek?
🔹 Authentic Intelligence is the fusion of the human side and the technical side of money.

🔹 The human side of wealth is finally being recognized around the world as equally important and equally complex as the technical side.

🔹 Now is the time to go beyond talking about the human side, our challenge is to fuse the two sides into repeatable, practical, and universal process for the normal everyday practice with all clients.

This webinar is a starting place for a big conversation and shared thinking on Authentic Intelligence.

We hope to see you there!

Authentic Intelligence is the blend and ultimately the fusion of the human side and the technical side of money. It involves three paths of knowing, understanding who the client is, understanding the technical side as it applies individually to a client, and knowing ourselves as the advice-giving th...

07/31/2023

Enjoying the beauty of nature with my husband in Montana's Big Sky State, as he meets with a longtime client who's more like family. 🌟

Do you have a financial planner who feels like a trusted companion on your journey? Share your experiences! 🗣️

07/25/2023

Join us for our upcoming webinar, Vision of Possibilities - Capturing the Full Potential on July 26th, 2023 at 4:00 pm ET.

Explore a range of practical, repeatable, and universal human-side tools that will help you navigate new challenges and disruptions with confidence. 💼

For more details 👉 bit.ly/3K568Ur

07/24/2023

Happy Birthday to our founder, Susan Bradley! 🎉 Today, we celebrate her incredible journey, visionary mindset, and forward-thinking that have been the driving force behind our successful endeavors.

May this birthday be filled with joy, love, and cherished moments with friends and family. We look forward to many more years of success and growth under her guidance. 🌟🎂🥳

07/21/2023

Join us for our upcoming webinar, Vision of Possibilities - Capturing the Full Potential on July 26th, 2023, at 4:00 pm ET.

During this webinar, you will discover the art of building stronger client relationships by implementing practical shifts in your approach. 🤝

For more details 👉 bit.ly/3K568Ur

07/12/2023

Ever wondered why financial planners are hired... and then fired? The answer often lies in life transitions - retirement, divorce, health changes, windfalls, or loss of a job.💼💔💰🏥

As a , you're there to prepare clients for expected and unexpected life events, manage these events, and help them adjust to new circumstances. But are you fully equipped to support them during these significant shifts?

We train financial planners to become experts in managing life transitions, equipping you with skills, tools, and ongoing training to understand the personal side of these life-changing events - the side that drives decisions and ultimately well-being.

Learn more about how to help your clients through transitions with a universal, repeatable process. Join our next Q&A session on July 20th at 4PM ET.

Details here 👉 http://bit.ly/439AuvX