Financial Transitionist Institute?

?? Advisors: if you haven’t earned your CeFT? certification yet, you are missing out! This week, Financial Transitionist Institute? CeFT? members are gathering for their 2025 Mid-Year Virtual Conference, and the experience has been nothing short of incredible. ?? The conversations are insightful, the content is highly current and relevant, and we're having a great time, too! ?? If you’re looking to join a unique community of advisors who prioritize the human side of transition planning, FTI is the place for you. As a CeFT? professional, you gain access to an exclusive community of advisors who prioritize the human side of transition planning. Benefits enjoyed by CeFT?s include: ?? live and virtual events ?? a monthly Business Development Hub ?? special interest groups ?? virtual member huddles ...and more! The next CeFT? cohort begins March 18—don’t miss your opportunity to join! ?? Learn more at https://lnkd.in/e_kZwamP ??

If you were a Certified Financial Transitionist? right now, you’d be gearing up to join your fellow members at the FTI Mid-Year Virtual Conference next month! The agenda is packed with valuable discussions, including: ?? Navigating communications with reactionary clients ?? Starting meaningful aging plan conversations ?? Supporting clients through multiple life transitions ?? How to help clients going through natural disaster transitions …and more! Being part of this one-of-a-kind community comes with incredible benefits, like: ? Live and virtual events ? Monthly Business Development Hub (marketing and sales ideas!) ? Dedicated special interest groups (like the CeFT? Women's Circle & Long Life Planning Group) ? Monthly Member Huddles …and so much more! The next cohort of advisors earning their CeFT? designation kicks off March 18—and this group is shaping up to be fantastic. Don’t miss your chance to be part of it!

Financial Advisors: Your Clients Need More Than Just Financial Advice—They Need YOU. We are calling it “The Great Disruption”- and your clients are feeling it. They are navigating major life transitions: death, divorce, job loss, major illness, retirement—these have always been part of financial planning. But today’s environment has introduced new layers of complexity: ?? Natural disasters upending lives and finances ?? Political shifts that create ripple effects in wealth and planning ?? The Great Wealth Transfer and a historic shift of wealth into the hands of women, who expect a different kind of financial relationship ?? Economic uncertainty and tumultuous worldwide events Technical expertise is not enough. Your clients need someone who understands the human response to life transitions during pivotal moments. This is where the importance of transition training comes in. Be the trusted advisor clients turn to when everything feels uncertain. Build deeper relationships, retain clients through major transitions, and attract clients looking for more from their advisor. Your clients are facing disruption. Are you ready to meet them where they are? #FinancialAdvisors #ClientRelationships #WealthManagement #FinancialPlanning #LifeTransitions

Why do financial advisors earn their CeFT? designation? Because transitions drive our profession. The Financial Transitionist Institute? (“FTI”) has pioneered financial life transitions planning for 25 years. Earn your Certified Financial Transitionist? (CeFT?) designation and learn the science-based approach built by financial planners, for financial planners. It’s practical, repeatable, and universal—and rigorously tested with clients across all walks of life. Join the next CeFT? cohort beginning on March 18: ?? 12 months of structured training ?? Monthly calls with your cohort ?? One on one coaching calls ?? Client-facing tools ?? Invitations to members-only live and virtual events ?? 35.5 CFP? CE credits Learn more: https://lnkd.in/e_kZwamP

? Advance your career with our Core Training (CeFT?) program, beginning this Thursday, November 21st. This comprehensive training is designed for professionals eager to deepen their expertise in financial transitions. Develop essential skills to guide your clients through life’s pivotal transitions with expertise and empathy. Register here >>https://lnkd.in/gqiYhYUY to transform your approach and enhance your advisory capabilities. #CoreTraining #ProfessionalDevelopment #FinancialTraining #ProfessionalGrowth

?? Introducing Our Keynote Speaker for the 24th Annual Conference: Courtney Pullen ?? We are thrilled to announce that Courtney Pullen, President of Pullen Consulting Group, will be the Keynote Speaker at this year’s 24th Annual Conference. ?? Register here > https://lnkd.in/gDu27xUY Courtney has been an integral part of Financial Transitionist Institute & Sudden Money? Institute for 23 years, and this will mark his final presentation at our event. ? With over 25 years of experience as a business consultant, author, clinical associate at the School of Professional Psychology, and professional speaker, Courtney has dedicated his career to guiding organizations and individuals through change and growth. His expertise in business coaching, family wealth counseling, and leadership development has made a significant impact on countless businesses and families. Courtney’s contributions to the field are vast. He has lectured extensively, conducted numerous workshops, and published on topics related to individual and organizational change. He is also a Contributing Editor to the Journal of Financial Planning and serves on the advisory board for The Sudden Money Institute. As we celebrate his final presentation with us, we invite you to join us in honoring his legacy and the incredible work he has done to support the financial and business communities. Don’t miss this opportunity to hear from Courtney Pullen one last time at the FTI/SMI 24th Annual Conference! ?? Register here > https://lnkd.in/gDu27xUY #keynotespeaker #FTIannualconference #courtneypullen Susan Bradley, Judith Rhodes, Peggy Frye, Joan Cox, Alexi Gilmore-Manookian, CFP?, BFA?, CKA?, Sharmon Tourjee, Meg Swoboda, Carol Lee Roberts, CFP?, CDFA?, Caren Coleman Thank you to our sponsors White Glove, Institute for Divorce Financial Analysts?