Susan Bradley, CFP®, CeFT® is the founder of the Sudden Money® Institute, the organization that has created the Certified Financial Transitionist® (CeFT®) designation. Susan has served on the FPA’s National Board of Directors, currently sits on the NFLPA’s Financial Education Advisory Board, and serves [...]
Kevin Quigg is the Chief Strategist at Exponential ETFs. He is involved with the American Customer Satisfaction Index. Through that experience, he has gleaned some interesting insights about what clients of financial advisors value and want most. Kevin has been in the wealth management industry [...]
Kelly Decker is the President of Decker Communications, Inc. A keynote speaker, messaging expert and executive communication coach, she helps professionals and senior leaders unlock their potential. She also personally coaches executive leaders from Fortune 500 companies. She’s the co-author of Communicate to Influence: [...]