Welcome to the Financial Advisor Success Podcast, where you go behind the scenes with

financial planner, speaker, and consultant Michael Kitsis to hear stories of how leading

financial advisors navigated the inevitable challenges that arise on the path to success

and get insight from leading industry consultants about how to break through to the

next level in your advisory business. And now here's your host, Michael Kitsis. Welcome, everyone.

Welcome to the 46th episode of the Financial Advisor Success podcast. My guest on today's podcast is

Susan Bradley. Susan is the founder of the Sudden Money Institute,

which trains financial advisors and how to improve their empathy and communication skills

when working with clients who experience so-called sudden money transitions, whether from a

business liquidity event, a personal injury settlement, an inheritance, or the settlement

from a proceeds of a divorce. Because as Susan puts it, when life

changes, money changes. And when the money changes, life changes. Which means advisors, we need to

understand how to help clients through those transitions, which is why Sun Money Institute trains

through a designation program called the CEFT, which is short for certified financial

transitionist. In this episode, we talk in depth about what it really means to help clients

through these kinds of financial transitions. Why it requires a unique skill set to help them

through what is not only a big financial change, but typically a major life transition that

accompanies it. The purpose, method, and outcome framework that Sudden Money

Institute uses to facilitate these productive conversations with clients, why it's ineffective

to help people in transition plan for their goals because they usually don't even know what's

possible after a major life transition. And why it's important to give clients a decision-free

zone after a major

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