2025 Conference: Marketing to Attorneys

5 (2 votes)

Feeling shut out by attorneys? You’re not alone—but there’s a proven way to turn those cold responses into warm welcomes. In this eye-opening session, discover the unexpected secrets to forming lasting and fruitful partnerships with attorneys, based on over 13 years of real-world experience.

What You’ll Learn:

Breaking Barriers: Understand why attorneys can be hesitant to collaborate and how to overcome these hurdles with confidence.

Proven Strategies: Learn the techniques and approaches that actually work to get attorneys to value your expertise and trust your partnership.

Building Reliable Relationships: Gain actionable insights into fostering strong, long-term professional relationships with attorneys who complement your practice.

Whether you’re new to working with attorneys or seeking to strengthen existing connections, this session will provide you with practical tools to build partnerships that elevate your business and make you the go-to expert in your field.


Please note that the conference is live and in-person in Denver, Colorado - United States. All schedules shown in the conference agenda are in central standard.

Nancy Hetrick

CDFA®, AWMA®, MAFF®

Founder and CEO of the Divorce Financial Planner Training Center

Nancy has been a financial advisor and planner since 1999 and specialized as a Divorce Financial Planner in her company, Smarter Divorce Solutions from 2011 to 2024. In 2016, Nancy founded the Divorce Financial Planner Training Center to offer continuing education to CDFA® holders nationwide. She’s also a financial planner with Strategic Portfolio Solutions.

Nancy is a Certified Divorce Financial Analyst (CDFA®), and is trained in both mediation and Collaborative Divorce.  Nancy was the 2024 Chair of the Board for the Institute of Divorce Financial Analysts and was also a board member in 2014, 2023 and 2025. She was the 2023 President of the Collaborative Professionals of Phoenix and a prior board member 2017-2019 and 2024. She was the Finance Director for the National Association of Women Business Owners, 2014 and 2015, the 2015 NAWBO Business Owner of the Year, the 2014 Finalist in the BBB Business Ethics Awards,

She is the author of Divorce Financial Planning; Building a Successful Niche Business”, Divorce Is Not For Dummies; How To Cover Your Assets  and the co-author of The Stress-Free Divorce, Volume 2.

Her articles have been published in the Wall Street Journal, Forbes, U.S.News, Barron’s, CNBC, InvestmentNews, Huffington Post, DivorcedMoms.com, and she was the featured advisor in Morningstar Magazine.

In her free time, she enjoys hiking, riding motorcycles, and spending time with her 4 children and 6 grandchildren.

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Live In-Person Session: Marketing to Attorneys
05/08/2025 at 2:00 PM (EDT)   |  60 minutes  |  Attendance Required
05/08/2025 at 2:00 PM (EDT)   |  60 minutes  |  Attendance Required
Live Session Evaluation: Marketing to Attorneys
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Recording: Marketing to Attorneys
Open to view video.  |  60 minutes
Open to view video.  |  60 minutes