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The Financial Transition Planning Model

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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

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Susan Bradley CFP®, CeFT®

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.