Behavior-based personal development for financial services companies
Sudden Money Institute
Susan builds high net worth advisor practices through a unique set of process and tools for managing the human dynamics of financial change.
Susan Bradley, CFP is the founder of the Sudden Money® Institute, a resource center for new wealth recipients and their advisors, offering private wealth coaching for families and training programs for financial advisors. She is the author of Sudden Money: Managing a Financial Windfall, founder of Women Meaning & Money®, and creator of Money Camps for Kids. She's the creator of the Certified Financial Transitionist designation.
After more than 20 years as a full time financial planner, Susan’s primary focus is now on education, training, and helping to build the Interior Finance body of knowledge. She brings her unique and transformational programs to the public through workshops, retreats and speaking engagements.
Susan serves the financial planning profession as a member of the FPA Board of Directors. She serves on the NFLPA’s Financial Education Advisory Board. Susan, who works with clients throughout the world and is the recognized leader in the area of Sudden Money, has been featured extensively in print, on the Web, and on television with "iVillage Live," "The Today Show," CNBC, CNN, NPR, Wall Street Journal, and New York Times. Susan is available for keynotes, interviews, training, workshops and more.