21. Susan Bradley and Sarah Newcomb on Creating Purposeful Lives Through Personalized Financial Planning

On the Circuit
14/06/2023 55 min

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Episode Synopsis

Financial planning tools, tech and strategies are great – but the key to successful financial planning lies in addressing the underlying emotional and psychological factors driving your clients. That’s why Susan Bradley founded Sudden Money Institute back in the ‘90s, delving into the idea of financial transitionists. Likewise, Sarah Newcomb sees a larger need for younger generations of not just financial advice, but advice that centers around resourcefulness and connection. The two...

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