SMI Advisor Levels   


Certified Financial Transitionist™ 

Held out to the public as a member of the elite SMI Advisor community after successful completion of Core Training and Coaching with Susan Bradley, Founder of SMI, as well as peer review approval.

Mastery -  

This group maintains a high standard of client care delivered with a level of professional competencies unique in the financial services industry and the financial planning profession. They are all Certified Financial Transitionists™ who have made a commitment to continue to delve into research, peer study, and client service and create shared work products that will benefit advisors and their clients in transition for generations to come.

 

 

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10 huntly circle
palm beach gardens, fl 33418
ph: 561-776-6209
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