IDFA Online Learning
2025 Conference: Marketing to Attorneys
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 Hetrick CDFA® is the founder and CEO of the Divorce Financial Planner Training Center as well as a Financial Planner with Strategic Portfolio Solutions. She has over 25 years of experience in both investment management and financial planning and founded Smarter Divorce Solutions in 2011. She exited her legacy wealth practice in 2021 but resumed limited financial planning in 2024.
Nancy has become a nationally known trainer for Divorce Financial Planners and offers continuing education and intensive advanced training for CDFA® holders through www.DivorceFinancialTraining.com.
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".




