On Being More Human

In “The best way to beat robos: Be more human” Sarah Martinson talks about tools for relationship building, including technologies that will (ideally) “make the advice process more efficient.” We here at the Sudden Money Institute have spent over 17 years studying the personal side and have the industry’s first post-CFP, post-CIMA, post-CFA designation designed to […]

On Understanding Transition Traits

Life transitions don’t happen in a vacuum. There is no “retirement” without a person who is retiring. It’s silly just thinking about that, right? And yet, financial services professionals often treat “retirement” as their subject. They plan for “retirement” with their very helpful toolbox of technical assessments and fixes. But “retirement” is actually a word […]

The Playbook for When Life Changes

It’s no longer a secret that it’s the personal side of money that drives decision-making. And it’s also no longer a secret that, as Heraclitus is rumored to have said about life back in about 500 BC, change is the only constant. All of your clients will experience life transition after life transition. And yet, […]