how much more aligned they could be with their own work;
how much more aligned they could be with you; and
how much more committed they could be to continuing to work with you.
Our mission as an industry shouldn’t be merely to provide clients with solutions to their financial problems. It should be to elevate their human experience by helping them connect with their deepest values and using all of their resources to bring those values to life.
If you have a way to do this when change is front and center, you have a way of doing it any time.
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: http://www.fa-mag.com/news/the-playbook-for-when-life-changes-stage-2--ending2-34131.html?section=3
To read the third article in this series, click here: /news/the-playbook-for-when-life-changes-stage-3--passage-34496.html
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.