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We began in 2000 with a planning model for managing a financial windfall; and quickly discovered the need for a transition management system. Today we cover the single largest market segment - clients experiencing major life events.
Our Sudden Money® Institute Financial Transitions Planning model is now an essential rather than a random need.
Hiring an advisor is event-driven; life events mean change and transition.
Transitions are messy times for people, without a process they become high over head clients, with a strong tendency to leave in the second year after most of the hard work is done.
We live in a time of accelerating change; the advisors who thrive in the next five years will have three skills:
1. An integrated financial transition planning model.
2. The ability to communicate the necessity for professional transition management.
3. The ability to teach their clients transition literacy along with financial literacy.
We invite you to discover The Sudden Money® Institute - SMI - the nationally recognized source for financial transitions planning training, tools, marketing and practice management support.
See a Preview of the Resource Center
that is available to Sudden Money® Advisors
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