Susan is the founder of the Sudden Money® Institute (www.suddenmoney.com) began 22 yrs ago as a community of practice seeking to better serve their financial planning clients by developing processes & tools for the personal side of money and for clients going through transitions. She created the Certified Financial Transitionist® (CeFT®) designation, a space for training and certification called the Financial Transitionist® Institute. As seen on NBC’s Nightly News, CNN, NPR, The Wall Street Journal, and The New York Times. Author of Sudden Money: Managing a Financial Windfall.
Financial Planning Association
Caprice Gibson
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PracticeLab podcast
Cambridge
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TD Ameritrade Institutional
Pete Bush
The Heritage Institute
Mindy Diamond - Financial Advisor Recruiter and Consultant
Mindy Diamond - Financial Advisor Recruiter and Consultant
Mindy Diamond - Financial Advisor Recruiter and Consultant
Brendan Frazier
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Michael Kitces
Truelytics
Jacqueline Lockie
Barron's Advisor
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Ben D. Jones and Emily Larsen with BMO Global Asset Management
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Advisor Group
3xEquity
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Laura Gregg and David Partain
Laura Gregg and David Partain
Laura Gregg and David Partain
RFG Advisory
Joseph Lukacs
Elite Financial Advisors
Elite Financial Advisors
Kate Holmes
David DeCelle
Steve Sanduski
Kim Butler and Tammi Brannan
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Impact Communications, Inc.
Charlie Van Derven
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Laura Gregg and David Partain
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Elite Consulting Partners
Beyond the Balance Sheet
Duncan MacPherson
Benjamin Ong
Adam Holt and Derek Notman
CWB Wealth Management
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Chip Munn
Broc Buckles and Peter Ciravolo
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Buckingham Wealth Partners
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Dimensional Fund Advisors
Adviser Gap
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Bridging The Gap
Alan Moore and Michael Kitces
Clarity 2 Prosperity
Robert Curtiss
CynVirtuoso
Jim Martin, Gregg Gonzalez, Jeff Coplan & Brad Warhurst - Rainmakers
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Private Vista
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The Institute of Advanced Financial Planners | David Miller
Sheryl Hickerson
Financial Planning
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FA Magazine, Jean Edelman
Adri Miller-Heckman
Voice from the Hills