IDFA Online Learning
The Underside of the Human Side of Divorce
Recorded On: 05/06/2019
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Register
- Non-member - $50
- Member - $35
This presentation focuses on what you can do and habits you can build that will help your divorcing clients recover their calm mind and best decision-making ability. Knowing what the scientist know is not as helpful as knowing what to do when you are in a meeting with a client frozen in place or worse, about to make a life-altering decision just to get the whole thing over with. There are things you can do to slow the process down, enhance understanding and switch from short-term thinking to longer-term comprehension. During this session, we will discuss:
- Creating a framework of understanding of the stages of divorce and the life transitions they create
- Use of structured conversations to focus on the best possible outcomes
- Use of three questions to manage expectations
Susan Bradley
CFP®, CeFT®
Susan is the founder of the Sudden Money® Institute, which develops processes and tools for the personal side of money and for clients going through transitions. The group created the Certified Financial Transitionist® (CeFT®) designation, and a division for training and certification called the Financial Transitionist® Institute. Susan speaks frequently in the US as well as internationally, and is the author of Sudden Money: Managing a Financial Windfall (Wiley 2000). Susan has served as a member of the FPA’s National Board of Directors, as well as on the National Football League’s Players Association's Financial Education Advisory Board.