referrals

Becoming Referable and Being Human

Becoming Referable, with Julie Littlechild and Steve Wershing, needs no introduction. I was honored to be asked to be on their podcast and I was delighted, as always, to speak with them. We talked about the origins of Financial Transitions Planning and the Certified Financial Transitionist® Designation; the reality that life transitions drive our business; […]

The Personal Side Drives Decision-Making. Now What?

We here at the Sudden Money® Institute have been studying the personal side of money for over 15 years. Our original intention, following Susan Bradley’s Sudden Money®: Managing a Financial Windfall (Wiley 2000), was to figure out why dealing with clients-in-transition was frequently so frustrating for financial professionals and where the disconnect was. The answer […]