Windfall

Doing better for sudden money clients

On Doing Better for Sudden Money Clients

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It was tough for me to read “What Happens When Your Client Suddenly Wins Millions” by Olivia Carville in Financial Advisor magazine (online, and also here). Haven’t we moved forward at all? Are we really still blaming clients for messing themselves up when they experience a sudden money event? Are we really still saying, “Windfalls are […]

The Personal Side Drives Decision-Making. Now What?

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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 […]