Women & Finance Knowledge Circle: Women In Transition: The Invitation to Write a New Narrative

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Join us for the May Women & Finance Knowledge Circle when we’ll be talking about how to help women clients write their new money narrative as they navigate life changing events.

When life is changing we get a big pause between the time the old normal is dissolving and a new normal is being created.

These life quake events can be a time of both pain and possibilities. Rather than acting on the previous money story you can invite your women clients to create a new narrative to guide their choices and decisions.

Susan will cover how to invite a bigger view of what comes next and how to use a customizable structure for discovery conversations.

Competency Level: Intermediate

FPA Competency: Client Communication and Care

CFP Board Topic: N/A

CFP Board CE Credit Hours: 0

Susan Bradley, CFP®, CeFT®

Founder

Sudden Money Institute

Susan Bradley, CFP®, CeFT® is the Founder of the Sudden Money® Institute (SMI), a think tank that created the Certified Financial Transitionist® designation (and the Financial Transitionist® Institute, which now delivers the CeFT® training). For 16 years, Susan has been training financial advisors in the unique processes and tools SMI created for managing the human dynamics of financial change.