Sudden Money® Institute

About

We began in 2000 with a planning model for managing a financial windfall; and quickly discovered the need for a transition management system. Today we cover the single largest market segment - clients experiencing major life events.


We live in a time of accelerating change; the advisors who thrive in the next five years will have three skills:

1. An integrated financial transition planning model.
2. The ability to communicate the necessity for professional transition management.
3. The ability to teach their clients transition literacy along with financial literacy.

We invite you to discover The Sudden Money® Institute - SMI - the nationally recognized source for financial transitions planning training, tools, marketing and practice management support. You can read all about us on our website: http://SuddenMoney.com

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training, coaching, training & coaching, financial planning

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