Susan discusses her journey to being the foremost expert on transition planning. She relays the importance of advisors’ role in helping people with sudden money and describes the “Financial Transitionist” role, training and credential.
Susan Bradley is the founder of the Sudden Money® Institute (SMI), a resource center for Life Transitions and Good Decisions. The Institute trains financial advisors and other professionals in Financial Transitions Planning, a unique set of process and tools for managing the human dynamics of financial change. Susan is the author of Sudden Money: Managing a Financial Windfall (Wiley 2000).