S.Bradley

https://www.financialtransitionist.com/blog/on-client-communication-preferences

Here’s why https://www.suddenmoney.com/what-is-financial-transitions-planning

The Stages of Transitions by Susan Bradley

https://www.financialtransitionist.com/blog/on-listening-and-respect

Why am I passionate about this subject? When I began my work as a financial planner, in 1984, the oldest client I had was 75. I didn’t know anyone who was 90. That demographic has shifted, and I know and work with several people who are 90 or older. As I near the typical retirement age, I realize these are my issues as well and I don’t want to stop working. Keep Reading Here https://www.suddenmoney.com/blog/aging-and-longevity

We here at the Sudden Money® Institute have been studying the personal side of money for over 15 years. Our original intention, following Susan Bradley’s Sudden Money®: Managing a Financial Windfall (Wiley 2000), was to figure out why dealing with clients-in-transition was frequently so frustrating for financial professionals and where the disconnect was. The answer was simple: though traditional financial planning provides a process for all situations, that process wasn’t designed to navigate the personal side of financial change, and it’s the personal side that drives decision-making. Continue Reading Here: https://www.financialtransitionist.com/blog/the-personal-side-drives-decision-making-now-what

Read More Here https://www.suddenmoney.com/blog/on-understanding-transition-traits

What? Being Human Requires Training? Think about it. The mainstream discussion about the need for humans began–for most people–with the advent of the robo-advisor. The question that presented itself then was: Will robo-advisors make human advisors obsolete? Well, now that we know the answer to that is–no (hence the shift to terms like hybrid and bionic advisor). At least not now, and at least not for most people. Robo-advisors will have a place for years to come, for sure. There will be things they can do better and faster than any human, as the history of robotics has demonstrated. But at least for now, there is plenty that clients need from their financial advisors that only humans are able to provide. (One could also say that there are simply some things that clients don’t want to think that a non-human could excel at and that perception is and is going to be the real obstacle but that topic is for another time.) Keep Reading Here... https://www.financialtransitionist.com/blog/fas-being-human-requires-training

Read More Here https://www.suddenmoney.com/blog/on-being-more-human

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It’s no longer a secret that it’s the personal side of money that drives decision-making. And it’s also no longer a secret that, as Heraclitus is rumored to have said about life back in about 500 BC, change is the only constant. All of your clients will experience life transition after life transition. And yet, here we are, in an industry that always has and always will have change deeply embedded in it, with no substantial education about the human dynamics of change and transition in the curricula of even our most highly regarded designations. Keep Reading Here... https://www.financialtransitionist.com/blog/the-playbook-for-when-life-changes

Transition fatigue is a personal experience of depletion as a result of these major life events. The process may last months or years with individuals exhibiting a declined outlook on life, poor physical and mental health, loss of connection to other people, and/or lowered cognitive efficiency. The fatigue subsides over time as people adjust to their new situations. New routines, connections, and sources of meaning in life emerge over time. Read More on Transition Fatigue https://www.suddenmoney.com/blog/transition-fatigue

Sudden Money: Managing a Financial Windfall (Wiley 2000) was the result of my initial examination of the challenges of having to manage (or learning you will have to manage) an amount of money you are not used to managing. Ultimately, I discovered that although it may appear to be money that has changed, the reality is that life has changed. Fortunately, there’s plenty you can do to ease out of what life once was into what it will be. Learn More About The Sudden Money Book Here https://www.suddenmoney.com/blog/get-your-signed-hardcover-sudden-money-book

As you probably know, transitions drive your business. Clients leave when they don’t feel like their advisors understand what they are experiencing. They are looking for someone who knows how to meet uncertainty. They are looking for someone who knows how to listen–really listen. And they are looking for someone who appreciates their need for time to absorb, process, and integrate life events such as widowhood, retirement, divorce, and the sale of a business. Continue Reading Here... https://www.financialtransitionist.com/blog/your-transitions-expertise-matters

Find out and Join us with what’s happening and coming to our community of financial advisors, planners, transitionist.. We can help. Take any training with us and you will find it goes beyond coursework with hands-on-practice of the material. You’ll get personal feedback from FTI trainers and become a part of a strong community of likeminded advisors from around the world. See our Calendar here: https://www.financialtransitionist.com/fticalendar

* What is Access Training? * What to learn in Access Training? * How does Access Training Work? * FAQs: Core Training vs Access Training? * Access Training Investment * Access Training Levels Learn More Here: https://www.financialtransitionist.com/AccessTraining

Learn the fundamentals of Financial Transitions Planning. * What is Core Training? * How Does Core Training Work? * Is Core Training Right For Me? Take any training with us and you will find it goes beyond coursework with hands-on-practice of the material. You’ll get personal feedback from FTI trainers and become a part of a strong community of likeminded advisors from around the world. Find out what you will learn in this advanced training...