888-838-9446

This is a preview of the Resource Center 
for the Sudden Money® Advisor Community 
a source point for training, collaborating, peer support,
client and marketing materials.

Sudden Money® Advisors please Log-in top right corner
to go to your Resource Center 

training 
Live and recorded training programs to gain the knowledge and experience you need to help be a 'best in class' transition planning specialist.

forum 
Community forum for open discussions and mutual support. A place for ideas and experience. find referrals, celebrate success and network with other Sudden Money Advisors from around the world. 

client care
See the complete flow chart of the Sudden Money Financial Transition Planning process. Download and use all the workbooks and tools with your clients. Request co-branding workbooks with our design team.

marketing 
Everything you needs to communicate the importance fo professional transition management and present your expertise as a sudden Money Advisor to the public and to allied professionals in your community.

Resource Center Overview 

• Training
  • In Action Calendar and registration
  • Core Training info and registration
  • Financial Transitions Self-Study course
  • Coaching Calls with Susan
  • Webcasts with the Experts
  • Monthly Check-in Calls
  • Sudden Money - Managing a Financial Windfall

 

• Forum 
  • How to use the Sudden Money Advisor Forum
  • Forum
  • List of all Sudden Money Advisors

 

• Client Care 

Sudden Money Institute Financial Planning Flow Chart - Six Phases

• Phase One and Two
• Phase Three and Four
• Phase Five and Six

Client Care Collection - Workbooks and Tools

• Tell Your Story
• Client's Introduction to Financial Transitions Planning
• Communication Preference
• Initial Meeting - Key Discover Questions
  
• WIT List
• DFZ
• Bliss List
• Managing Expectations and Outside Influences
• The Power of Expectations
  
• Money Shock Management
  • Financial Triage
  • Change Management
  • Establishing Well Being
• Touchstone, Anchors and Benchmarks
• Financial DNA - Stage One
• What If...
• Pro Athlete (Five Agreements)
• Money Story - NFL Version
• Legal Settlements (what Now...Series)
  
• One-Page Protocols Collection
• Healthy Transitions
• Giving and Sharing
• Standards of Care
• Brain Trust
• Well Being Assessment
• Personal Flow
• Stewardship Policy Statement
• Trustee and Beneficiary Training
  
  
  

Marketing  

• Allied Professional
• Ads and Brochures
• Advisor Profile