A successful passage ends with the client beginning to feel alive again. They are less mired in the past, and they are enthusiastic about who they are becoming and where they are going. It’s an honor to be present for this time in a client’s life. You want to show up with as much respect for and knowledge about what they are experiencing as possible.
To read the first article in this series, click here: /news/the-playbook-for-when-life-changes-33961.html
To read the second article in this series, click here: /news/the-playbook-for-when-life-changes-stage-2--ending2-34131.html?section=3
Susan Bradley, CFP, CeFT, is the founder of the Sudden Money Institute, which began 17 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 speaks frequently in the United States as well as internationally, and is the author of Sudden Money: Managing a Financial Windfall (Wiley 2000). Her TEDx talk, “Change Launches Your Next Chapter” can be found here.