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A Conversation with a Financial Planning Pioneer--Susan Bradley!


Episode 15:  A Conversation with a Financial Planning Pioneer -- Susan Bradley!

In today's episode, I am very humbled and delighted to interview someone whom I both admire and respect, Susan Bradley. Susan led me to a very specific training she created called the Certified Financial Transitionist® (CeFT®). As I have mentioned in a previous podcast, I was searching for a training that would complete my personal and professional experience. Susan's training has provided me with scientific theory behind life transitions and in my case, grief. Through Susan's training I have completed the trifecta of personal experience, professional experience honed with scientific theory to garner tools to help clients with the personal side of money.    

Susan is the founder of the Sudden Money® Institute (www.suddenmoney.com), which began almost 22 years ago as a community of practice seeking to better serve their financial planning clients by developing process and tools for the personal side of money and for clients going through transitions. This think tank created the Certified Financial Transitionist® (CeFT®) designation, and a division for training and certification called the Financial Transitionist® Institute.

Susan has served on the FPA’s National Board of Directors, currently sits on the National Football League’s Players Association’s Financial Education Advisory Board and 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 her TEDx Wilmington Women talk is called, “Change launches you into the next great chapter of your life, whether you like it or not.”

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