Founder of The Sudden Money® Institute. We specialize in training Financial Advisors and other professionals in Financial Transitions Planning. #suddenmoney
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 >>https://t.co/crhVi4LA4o
✨ 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. https://t.co/Mfbk2RDROI
👏 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!
📖 https://t.co/MqJiD6bxo5
🎥 https://t.co/gl5iJ9JVAm
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! https://t.co/2x1i0Fd1qO
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.
https://t.co/oLDhbOmVrO
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! 👉 https://t.co/aWKaXMFIvr
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! 👉 https://t.co/aWKaXMFIvr
#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?
https://t.co/zUHVxnCjX2
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.
https://t.co/YV3j363e9Z
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 👉 https://t.co/zxABc8P9Xr
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 👉 https://t.co/zxABc8P9Xr
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 👉 https://t.co/t7r9WOkFlu
#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 👉 https://t.co/t7r9WOkFlu
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: https://t.co/Js6yn8VYpo
🔗 Apple Podcasts: https://t.co/BvGWQHK1Sm
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:
https://t.co/b4SoLQwOWt
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.
https://t.co/raEYWMDi6V
Life transitions can be challenging, as each journey unfolds through four distinct stages. The final stage, often referred to as the New Normal, emerges when the transition feels complete, providing a great opportunity to reflect with clients.