Skip to content
Episode details

Susan is the Founder of the Sudden Money Institute. She and Louis discuss why the time is ripe for the financial planning profession to become aware of the human side of life transitions.

Susan Bradley LinkedIn
Sudden Money Institute Website

For more information on PortfolioMetrix, reach out to our team, or visit our website.

Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo.

Join the Ensombl platform:
App Store
Google Play

You can get a transcript of this podcast here

More from the South Africa

The latest