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 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 […]

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, […]