Sudden Money® Institute

www.suddenmoney.com

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

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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

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Employees

1-10

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Founded

2000

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Estimated Revenue

$1 to $1,000,000

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Potential Decision Makers

  • Founder of the Sudden Money Institute

    Email ****** @****.com
    Phone (***) ****-****
  • Financial Transitionist ( Tm )

    Email ****** @****.com
    Phone (***) ****-****
  • Sudden Money Advisor

    Email ****** @****.com
    Phone (***) ****-****
  • Certified Financial Transitionist

    Email ****** @****.com
    Phone (***) ****-****

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