Sudden Money® Institute Core Training -
Susan K. Bradley, CFP®
Founder Sudden Money Institute
Courtney Pullen, Psychologist
President of Pullen Consulting Group
SMI Core Training covers the SMI five core competencies and business development for SMI advisors and allied professionals working with clients and families facing life transition events and inter-generational transfers.
Our unique process is based on more than ten years of experience with the overlapping physical, psychological, sociological and financial aspects of managing a life transition. The core competencies presented for cross discipline application are:
- Communication Preferences
- Decision Free Zone Methodology
- 3-Headed Protocol
- Purpose/Method/Outcome Methodology
- Cross Discipline Collaboration models
This new training program goes deeper into the mechanics of Financial Transition Planning with an emphasis on hands-on experience using the core SMI protocols in real life case studies, a new approach to marketing your business and advancing your communication skills. View the Agenda
Why attend?
- If you are a SMI advisor this is an opportunity for a training experience with allied professionals using our core protocols in cross discipline case studies...
- If you are thinking about joining the elite group of financial advisors held out to the public as the national experts in Financial Transition Planning - this is your opportunity to see our training in action...
- If you are looking for solutions to the challenges facing clients in transition including: cognitive distortion, poor follow through, inconsistent behavior, emotional turbulence, confusing outside influences, loss of norms, fear of making mistakes, poor communication, conflicts between spouses and siblings...
- If you know that the demand for expert transition management has created the largest and fastest growing market...
- If you want to position yourself as the go-to financial transition management expert in your local area with a strong team of collaborative ready allied professionals...
Who Should attend?
- Sudden Money Advisors
- Allied Professionals: attorneys, therapists, family office advisors, accountants, philanthropy advisors, insurance advisors, investment advisors, trust officers
- Financial Advisors not yet a member of the SMI community
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