Founder of The Sudden Money® Institute. We specialize in training Financial Advisors and other professionals in Financial Transitions Planning. #suddenmoney
Sudden Money Institute
Joined February 2010
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Become the next CeFT® (certified financial transitionist®)
Learn a universal, repeatable process and tools for managing the human dynamics of financial change with this advanced certification in life transitions.
Starts June 21st, register here >>financialtransitionist.com/c…
✨ It’s here! Women and Wealth by Cary Carbonaro is now available!
This book is for anyone ready to rethink how we build, manage, and celebrate the upcoming wealth shift. a.co/d/8jW68CM
👏 Let’s go! #WomenAndWealth #NewRelease #EmpoweringWomen @CaryCarbonaro
Melinda French Gates’ new book The Next Day is about navigating the in-between. It’s out tomorrow, and we can’t wait to read it. This is the heart of our work at the Financial Transitionist Institute!
📖 amazon.com/Next-Day-Transiti…
🎥 abcnews.go.com/GMA/Living/vi…
In my practice I believe everything should be practical—real strategies, real impact. That’s why I loved Women & Wealth by @CaryCarbonaro. It’s packed with actionable insights to help financial professionals work better with the fastest growing demographic in our industry—women.
Why earn your CeFT® certification? We couldn't have said it any better than one of our community member advisors, Rose Zealand! Hurry: the next cohort of advisors begins on March 18! lnkd.in/gFH2VNE2
Financial advisors: your clients need YOU. They are navigating death, divorce, natural disasters, political shifts, a historic shift of wealth to women, tumultuous world events and more. Earn your CeFT® and master the human side of life transitions! #TheGreatDisruption
“It stirs up beliefs & value systems, which, maybe have been there all along, but you didn’t have the opportunity to talk about them.”
I had the opportunity to discuss the impact of sudden wealth on relationships in this thought-provoking CNBC article.
bit.ly/3N4XmZ3
Join us on August 22nd at 12:00 PM ET for Part One of our four-part webinar series on Authentic Intelligence™.
We'll be exploring the fusion of the two sides of money - the human side and the technical side.
Full details + secure your spot here! 👉 bit.ly/3KtPoGy
Join us for a 4-part webinar series, starting with Authentic Intelligence™ Skills and Process, on August 22nd at 12:00 PM ET.
Full details + secure your spot here! 👉 bit.ly/3KtPoGy
#AuthenticIntelligence #FinancialTransitions #FinancialPlanning
Great conversation on the intricacies of the human experience during times of change and transition, featuring Hidden Brain’s insightful host, @ShankarVedantam.
How have you been coping with changes in your own life lately?
loom.ly/6mIzEK4
You've heard a lot about Artificial Intelligence, but we're shifting the conversation to Authentic Intelligence: The AI for Financial Transitions Planning.
Join us for a Purposeful Planning Institute webinar tomorrow, Aug 8, 9am PT / 12pm ET.
bit.ly/3rYMPWO
Enjoying the beauty of nature with my husband in Montana's Big Sky State, as he meets with a longtime client who's more like family. 🌟
Do you have a financial planner who feels like a trusted companion on your journey? Share your experiences! 🗣️
#Montana #FinancialPlanners
Join us for our upcoming webinar, Vision of Possibilities - Capturing the Full Potential on July 26th, 2023 at 4:00 pm ET.
Explore practical, repeatable human-side tools for confidently navigating new challenges and disruptions. 💼
For more details 👉 bit.ly/3K568Ur
Join us for our upcoming webinar, Vision of Possibilities - Capturing the Full Potential on July 26th, 2023 at 4:00 pm ET.
Discover the art of building stronger client relationships by implementing practical shifts in your approach. 🤝
For more details 👉 bit.ly/3K568Ur
Learn more about how to help your clients through transitions with a universal, repeatable process. Join our next Q&A session on July 20th at 4PM ET.
Details here 👉 bit.ly/439AuvX
#FinancialTransitionist #LifeTransitions
Join us for our next Q&A session on July 20th at 4PM ET. We'll have a brief discussion on:
🔹 Preparing clients for life's significant events
🔹 Managing intricate details during transitions
🔹 Gaining insights into our unique approach
Save your spot 👉 bit.ly/439AuvX
I had the pleasure of being on the On the Circuit podcast, and my episode is now live! 🎙️
You can catch this episode on your favorite platform, including:
🔗 Spotify: sptfy.com/OeuO
🔗 Apple Podcasts: shorturl.at/zGZ03
I had the pleasure of being a guest on Awe-Inspired and Retired, a retirement planning podcast hosted by Caleb Miller and Riley Anderson of InvestorDNA. Our episode is now live! 🎙️
Click the link below 👇 to listen to the full episode:
sptfy.com/O6F2
Great to see my insights being quoted in this CNBC article alongside Barbara Corcoran, where we shed light on two common misconceptions about money:
1. Money can buy happiness
2. Money doesn't change relationships
Check out the full article below.
cnbc.com/2023/06/14/barbara-…