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Applying the Financial Transitionist™ Model to Pro Bono Financial Planning: Establishing Alignment, Trust, and Communication with Clients Facing Life-Disrupting Events

Applying the Financial Transitionist™ Model to Pro Bono Financial Planning: Establishing Alignment, Trust, and Communication with Clients Facing Life-Disrupting Events

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RECORDED WEBINAR

Applying the Financial Transitionist™ Model to Pro Bono Financial Planning: Establishing Alignment, Trust, and Communication with Clients Facing Life-Disrupting Events

Presentation

Presenter

Susan Bradley, CFP®, CeFT® , is the founder of the Sudden Money® Institute which began 22 years ago as a community of practice seeking to better serve their financial planning clients by developing processes and tools for the personal side of money and for clients going through transitions. Susan has served on the FPA’s National Board of Directors, she currently sits on the National Football League’s Players Association’s Financial Education Advisory Board, and she serves as the Dean of Transitions for the Council of Deans of the Purposeful Planning Institute. She is seen and heard frequently in the national media, including NBC’s Nightly News, CNN, NPR, The Wall Street Journal, and The New York Times. She is the author of Sudden Money: Managing a Financial Windfall (Wiley 2000), and she is also the recipient of the Insiders Forum Iconoclast Award 2017.

Description

Pro bono financial planning often requires serving clients who are facing life-disrupting events. During these engagements, advisors must walk with their clients for a short interval of time to help them navigate their journey from the way life used to be to the way life will be. The challenge is to make the time together as meaningful as possible, including imparting skills to help clients manage the stress that follows a disruptive life event. In this webinar, Susan K Bradley, Founder of the Sudden Money Institute, will apply the basics of the Financial Transitionist ™ model for managing the human side of major life transitions to the unique circumstances of pro bono engagements.

Learning Objectives

Susan will cover four repeatable and universal protocols to weave into client conversations to foster alignment, trust, and clear communication.

  • Four Stages of Transition to normalize and frame the experience someone is having now.
  • Flow and Struggle Transition Traits: To help name and manage behaviors for better follow-through.
  • Three Transitions Questions: For structured conversations and a visual map to increase recall.
  • Decision-Free Zone: For calm mind, focused attention, and self-confidence.