Blog / In The News

Four Important Stages Of Transition For You And Your Business – In Conversation with Josh Patrick

Susan Bradley, from Sudden Money on “Cracking the Cash Flow Code” with Josh Patrick.       Susan Bradley, CFP®, CeFT® 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 processes and tools for the personal […]

On EQ, Financial Planners, and Mindfulness

In our CORE training at the Financial Transitionist Institute, we talk about Daniel Goleman’s five components of EQ as described in his seminal book: Emotional Intelligence: Why It Can Matter More Than IQ. self-awareness self-regulation (emotional control) self-motivation (internal motivation) empathy soclal awareness Emotional Intelligence springs from awareness. Recognition of one’s inner states as well […]

On Listening, Being, and Presence

In “Listening Well is Hard,” Steve Sanduski writes about the generosity, self-awareness, and “bringing forth” necessary to listen well. In the mindfulness world, we frequently speak to “trusting emergence,” which sounds like what Sanduski is referring to with bringing forth. The idea is that if you have established the conditions skillfully, you don’t need to […]

On Mindfulness for Financial Planners

In “Integrating Interpersonal Neurobiology into Financial Planning: Practical Applications to Facilitate Well-Being” in May’s Journal of Financial Planning, Julie Fortin, CFP®, FBS®, CeFT®; Marlis Jansen, LMFT, FBS®; and Bradley T. Klontz, Psy.D., CFP® write about the intersection of Interpersonal Neurobiology and financial planning, and the increasing importance of the emotional intelligence of planners. “Client satisfaction and […]