When clients face a major life transition—widowhood, retirement, divorce, an inheritance, a business sale—their ability to think clearly and make sound financial decisions can become compromised. Traditional planning tools often fail at the exact moment clients need the most support. In this powerful session, Susan Bradley, internationally recognized expert and founder of the Sudden Money Institute, reveals the missing piece in client decision making: understanding and responding to the human dynamics of transition.
Through four engaging segments—with Q&A and guided experience exercises—Susan will give advisors practical tools you can use immediately in your client meetings.
What You’ll Learn
- When to Stop Talking: Discover why well-intended advice can overload a client in transition—and learn how to recognize the moment when information shifts from helpful to harmful.
- Communication Rest: Explore how intentional pauses, silence, and pacing create space for clarity, emotional regulation, and genuine client ownership of decisions.
- The Big Miss with Widows: Understand the most common misstep advisors make when supporting widows—and how applying transition-sensitive communication can profoundly change their experience and outcomes.
- Stuck vs. Needing to Rest: Learn to distinguish between a client who is truly “stuck” and one who simply needs time, space, and guided rest before moving forward.
Why Attend?
Financial advisors consistently report that the ability to help clients make decisions during emotionally charged moments is a defining marker of professional excellence. This webinar gives you the practical frameworks—and the human insights—to strengthen trust, improve recommendations, and guide clients through some of life’s most stressful turning points.
*CE/CPE Eligible: 1.5 CE credit(s) is(are) available to FEN Members with these designations: CFP, CLU, ChFC, and RICP.
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.