Susan Bradley | Sudden Money® Institute

Become the next CeFT® (certified financial transitionist®) Learn a universal, repeatable process and tools for managing the human dynamics of financial change with this advanced certification in life transitions. Starts June 21st, register here >>financialtransitionist.com/core2023summer

✨ It’s here! Women and Wealth by Cary Carbonaro is now available! This book is for anyone ready to rethink how we build, manage, and celebrate the upcoming wealth shift.  a.co/d/8jW68CM 👏 Let’s go! #WomenAndWealth #NewRelease #EmpoweringWomen @CaryCarbonaro

Melinda French Gates’ new book The Next Day is about navigating the in-between. It’s out tomorrow, and we can’t wait to read it. This is the heart of our work at the Financial Transitionist Institute! 📖 amazon.com/Next-Day-Trans… 🎥 abcnews.go.com/GMA/Living/vid…

Order your copy now:

In my practice I believe everything should be practical—real strategies, real impact. That’s why I loved Women & Wealth by @CaryCarbonaro. It’s packed with actionable insights to help financial professionals work better with the fastest growing demographic in our industry—women.

Why earn your CeFT® certification? We couldn't have said it any better than one of our community member advisors, Rose Zealand! Hurry: the next cohort of advisors begins on March 18! lnkd.in/gFH2VNE2

Financial advisors: your clients need YOU. They are navigating death, divorce, natural disasters, political shifts, a historic shift of wealth to women, tumultuous world events and more. Earn your CeFT® and master the human side of life transitions! #TheGreatDisruption

“It stirs up beliefs & value systems, which, maybe have been there all along, but you didn’t have the opportunity to talk about them.” I had the opportunity to discuss the impact of sudden wealth on relationships in this thought-provoking CNBC article. bit.ly/3N4XmZ3

Join us on August 22nd at 12:00 PM ET for Part One of our four-part webinar series on Authentic Intelligence™. We'll be exploring the fusion of the two sides of money - the human side and the technical side. Full details + secure your spot here! 👉 bit.ly/3KtPoGy

Join us for a 4-part webinar series, starting with Authentic Intelligence™ Skills and Process, on August 22nd at 12:00 PM ET. Full details + secure your spot here! 👉 bit.ly/3KtPoGy #AuthenticIntelligence #FinancialTransitions #FinancialPlanning

Great conversation on the intricacies of the human experience during times of change and transition, featuring Hidden Brain’s insightful host, @ShankarVedantam. How have you been coping with changes in your own life lately? loom.ly/6mIzEK4

You've heard a lot about Artificial Intelligence, but we're shifting the conversation to Authentic Intelligence: The AI for Financial Transitions Planning. Join us for a Purposeful Planning Institute webinar tomorrow, Aug 8, 9am PT / 12pm ET. bit.ly/3rYMPWO

Enjoying the beauty of nature with my husband in Montana's Big Sky State, as he meets with a longtime client who's more like family. 🌟 Do you have a financial planner who feels like a trusted companion on your journey? Share your experiences! 🗣️ #Montana #FinancialPlanners

Join us for our upcoming webinar, Vision of Possibilities - Capturing the Full Potential on July 26th, 2023 at 4:00 pm ET. Explore practical, repeatable human-side tools for confidently navigating new challenges and disruptions. 💼 For more details 👉 bit.ly/3K568Ur

Join us for our upcoming webinar, Vision of Possibilities - Capturing the Full Potential on July 26th, 2023 at 4:00 pm ET. Discover the art of building stronger client relationships by implementing practical shifts in your approach. 🤝 For more details 👉 bit.ly/3K568Ur

Learn more about how to help your clients through transitions with a universal, repeatable process. Join our next Q&A session on July 20th at 4PM ET. Details here 👉 bit.ly/439AuvX #FinancialTransitionist #LifeTransitions

Join us for our next Q&A session on July 20th at 4PM ET. We'll have a brief discussion on: 🔹 Preparing clients for life's significant events 🔹 Managing intricate details during transitions 🔹 Gaining insights into our unique approach Save your spot 👉 bit.ly/439AuvX

I had the pleasure of being on the On the Circuit podcast, and my episode is now live! 🎙️ You can catch this episode on your favorite platform, including: 🔗 Spotify: sptfy.com/OeuO 🔗 Apple Podcasts: shorturl.at/zGZ03

I had the pleasure of being a guest on Awe-Inspired and Retired, a retirement planning podcast hosted by Caleb Miller and Riley Anderson of InvestorDNA. Our episode is now live! 🎙️ Click the link below 👇 to listen to the full episode: sptfy.com/O6F2

Great to see my insights being quoted in this CNBC article alongside Barbara Corcoran, where we shed light on two common misconceptions about money: 1. Money can buy happiness 2. Money doesn't change relationships Check out the full article below. cnbc.com/2023/06/14/bar…

Life transitions can be challenging, as each journey unfolds through four distinct stages. The final stage, often referred to as the New Normal, emerges when the transition feels complete, providing a great opportunity to reflect with clients.