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.



Contact Us

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