Sudden Money® Institute
Financial Services
Palm Beach Gardens, Florida, United States
16 employees
- Employees
- 16
- Contacts
- 3
- Emails
- 3
- Phones
- 2
Sudden Money® Institute Overview
- Headquarters
- Palm Beach Gardens, Florida, United States
- Website
- suddenmoney.com
- Industry
- Financial Services
- Employees
- 16
- Founded
- 2000
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Sudden Money® Institute
We began in 2000 with a planning model for managing a financial windfall; and quickly discovered the need for a transition management system. Today we cover the single largest market segment - clients experiencing major life events. We live in a time of accelerating change; the advisors who thrive in the next five years will have three skills: 1. An integrated financial transition planning model. 2. The ability to communicate the necessity for professional transition management. 3. The ability to teach their clients transition literacy along with financial literacy. We invite you to discover The Sudden Money® Institute - SMI - the nationally recognized source for financial transitions planning training, tools, marketing and practice management support. You can read all about us on our website: http://SuddenMoney.com
Sudden Money® Institute Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Sudden Money® Institute Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Michelle Maton | Certified Financial Planner | Chicago, Illinois, United States |
Email
Phone
|
| Mark Rylance | President @ Rs Crum, Inc. - Cfp, Wealth | Newport Beach, California, United States |
Email
|
| Tyrone Phillippi, Cfp®, Ceft® | Director of Wealth Management | Dayton Metropolitan Area, United States |
Email
Phone
|
| Beth Jones, Rlp®, Aif®, Ceft™ | Red Hook, New York, United States |
View
|
Employees by Management Level
Executive
1 profile
Director
1 profile
Individual contributor
1 profile
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