We Help You Help Your Clients
Sudden Change In Your Clients Financial Situation Can Be A Life-Altering Event
A Message From Susan Bradley
We help financial advisors understand the challenges their clients face when financial and life transitions happen. We then empower advisors with professional insight and protocols to guide their clients to make good decisions with positive outcomes. Our unique ability is to provide Sudden Money Institute Advisors with the necessary knowledge, tools, and process to effectively serve their clients and build leading edge practices.
Why Sudden Money Institute?
Read More About Financial Transition Planning in July's Issue of Inside InformationRequest A Tour
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Why Sudden Money Institute?
Learn How SMI Can Help
More than just experience, we have in depth research and study on decision making that is a key component of our systems and processes. Find out more today using the links below.
Become A SMI Advisor
Learn More On Becoming An Advisor
By adhering to Sudden Money cues and protocols, transition planning can be a positive experience; one that respects people, situations and better futures.
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Visit Our Office For A Tour
Are you interested in learning more about what we do, how we do it and most importantly, what’s in it for you as a Sudden Money Institute Advisor? Request a personalized tour today!
Become An Advisor
Catch the wave. Become a financial transition planner expert. SMI will show you the way.Start Here
Request A Tour
Are you interested in learning more about what we do? Request a personalized tour today!Read More
Read Our Whitepaper
Learn more by reading out Whitepaper The Case for a Formal Financial Transition ProcessRead More
SUDDEN MONEY
Managing a Financial Windfall