The Playbook for When Life Changes
Life is change. And most of us didn’t get any kind of formal training on what to do when anticipating a major life change or when one is suddenly upon us. I find this odd considering just how many changes most of us will experience. How many of these have you experienced or are in […]
On Being More Human
In “The best way to beat robos: Be more human” Sarah Martinson talks about tools for relationship building, including technologies that will (ideally) “make the advice process more efficient.” We here at the Sudden Money Institute have spent over 18 years studying the personal side and have the industry’s first post-CFP, post-CIMA, post-CFA designation designed to […]
