Susan Bradley

The Financial Transition Planning Model

A Talk by Susan Bradley CFP®, CeFT® (Sudden Money & Financial Transitionists® Institute)

About this Talk

This session is for advisors who want increase their expertise in helping clients navigate critical and meaningful financial transitions in their life. You'll gain a deeper understanding of how to approach life transition conversations.

You will learn:

  • The 4 stages of financial transitions
  • How to help people navigate from what was to what will be
  • Realize how to be a better listener and observer
  • Learn the concept of Power Cocooning

Exclusive Offers

Register for this Talk to unlock these exclusive offers.

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.


About The Speakers

Susan Bradley

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.