Sudden Money Institute’s Transition Paradigm

Gaining perspective requires a multi-faceted strategy that when appropriately applied can have a significant impact on decision making and taking positive action.

SMI’s Transition Paradigm pinpoints four key protocols to help overcome the behavioral and cognitive challenges financial and life transitions cause.

The process of transition planning and understanding your client’s emotional and cognitive state is complex. Through our training programs we will teach you how to use the right tactics at the right time and for the right reasons. Our process simplifies the transition planning process for you and your client, helping put your client’s situation and decisions into perspective. Your client’s focus will shift from what was to what is and what can be.

What Is A SMI Advisor?

What Is Transition Planning?