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
Company Details
- Employees
- 16
- Founded
- -
- Address
- 10 Huntly Circle, Palm Beach Gardens,33418,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://suddenmoney.com
- Keywords
- training, coaching, financial planning.
- HQ
- Palm Beach Gardens
Sudden Money® Institute Questions
Sudden Money® Institute's website is http://suddenmoney.com
Sudden Money® Institute's LinkedIn profile is https://www.linkedin.com/company/suddenmoney
Sudden Money® Institute has
16 employees.
View email and phone details for 16
employees at Sudden Money® Institute.
Sudden Money® Institute's industry is
Financial Services
Sudden Money® Institute's top competitors are
Luke Bradley-Stott,
Kinder Institute Of Life Planning,
Guiding Wealth | Financial Planning & Wealth Management,
Financial Therapy Association,
Cfp Board,
Pradhan Assurance Pvt Ltd,
Amplified Planning,
Money Quotient,
Shaping Wealth,
Financial Transitionist Institute®.
Sudden Money® Institute's categories are Financial Services
Sudden Money® Institute's founding year is 2000
