MH
Morris Henderson
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Work Experience
Member
Jan 2002 - Present · 23 years
the keystone financial alliance
Financial Advisor
1984 - Present · 41 years
Financial Advisor
1984 - Sep 2013 · 29 years and 8 months
Company Details
We began in 2000 with a planning model for managing a financial windfall; and quickly discovered the need for a transition management system. Today we cover the single largest market segment - clients experiencing major life events. We live in a time of accelerating change; the advisors who thrive in the next five years will have three skills: 1. An integrated financial transition planning model. 2. The ability to communicate the necessity for professional transition management. 3. The ability to teach their clients transition literacy along with financial literacy. We invite you to discover The Sudden Money® Institute - SMI - the nationally recognized source for financial transitions planning training, tools, marketing and practice management support. You can read all about us on our website: http://SuddenMoney.com
Year Founded
2000
Social Media
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Industry
Financial Services
HQ Location
10 Huntly Circle Palm Beach Gardens, 33418, US
Keywords
trainingcoachingand financial planningfinancial planning
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