Susan Bradley CFP®, CeFT®

Sudden Money & Financial Transitionists® Institute Susan Bradley is the author of 'Sudden Money' and is an expert on helping clients navigate through major financial transitions in life. Her early work was around Sudden Money and helping clients deal with a major windfall but now has expanded to many other major life transitions where money is deeply implicated.

About this speaker

Susan is the founder of the Sudden Money® Institute (, which began 18 years ago as a community of practice seeking to better serve their financial planning clients by developing process and tools for the personal side of money and for clients going through transitions. This think tank created the Certified Financial Transitionist® (CeFT®) designation, and a division for training and certification called the Financial Transitionist® Institute. Susan has served on the FPA’s National Board of Directors, she currently sits on the National Football League’s Players Association’s Financial Education Advisory Board, and she serves as the Dean of Transitions for the Council of Deans of the Purposeful Planning Institute. She is seen and heard frequently in the national media, including NBC’s Nightly News, CNN, NPR, The Wall Street Journal and The New York Times. She is the author of Sudden Money: Managing a Financial Windfall (Wiley 2000), and her TEDx Wilmington Women talk is called, “Change launches you into the next great chapter of your life, whether you like it or not.”

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Nick urged attendees to this session to grab the opportunity to adopt Lifestyle Financial Planning as he did 10 years go with the help of Paul and the Inspiring Advisers online training programme. If you would like to find out more about successfully communicating and delivering 'Lifestyle' Financial Planning, remember there is a special Triple FREE Offer available where you can get a 30 day FREE trial of Inspiring Advisers and the Lifestyle Financial Planning '7 Step Success System' PLUS Paul's two books (The 7 Habits of Highly Successful Financial Planners' and 'Enough?') All for free.


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The Financial Transition Planning Model

Susan Bradley