Applying the Financial Transitionist™ Model to Pro Bono Financial Planning: Establishing Alignment, Trust, and Communication with Clients Facing Life-Disrupting Events

Applying the Financial Transitionist™ Model to Pro Bono Financial Planning: Establishing Alignment, Trust, and Communication with Clients Facing Life-Disrupting Events

Pro bono financial planning often requires serving clients who are facing life-disrupting events. During these engagements, advisors must walk with their clients for a short interval of time to help them navigate their journey from the way life used to be to the way life will be. The challenge is to make the time together as meaningful as possible, including imparting skills to help clients manage the stress that follows a disruptive life event. In this webinar, Susan K Bradley, Founder of the Sudden Money Institute, will apply the basics of the Financial Transitionist ™ model for managing the human side of major life transitions to the unique circumstances of pro bono engagements.