Sudden Money® Institute
Company

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 Insurance
Monetary Authorities-Central Bank

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 Contact
Michelle Maton Certified Financial Planner
Email Phone
Mark Rylance President @ Rs Crum, Inc. - Cfp, Wealth
Email
Tyrone Phillippi, Cfp®, Ceft® Director of Wealth Management
Email Phone
Beth Jones, Rlp®, Aif®, Ceft™
View

Employees by Management Level

Executive 1 profile
Director 1 profile
Individual contributor 1 profile

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