Best Practices for Marketing Your CDFA Practice

5 (4 votes)

Recorded On: 09/16/2021

Our panel will provide tips and insights into how to market your CDFA Practice. 

This session is not approved for Continuing Education Credit. 

Leslie Blue

MA,CDFA, Financial Coach

Smarter Divorce Solutions

Leslie Blue has been working with the Divorce Financial Planner Training Center since 2017.  She also works as a CDFA®, Mediator and Financial Advisor with Smarter Divorce Solutions in Arizona.  At Smarter Divorce Solutions, Leslie helps couples have a kinder, gentler and more affordable divorce.  She accomplishes this primarily through Financial Neutral work as well as Advocacy work with Attorneys and Leslie is Collaboratively trained.  She also assists Nancy Hetrick in the training center as a coach and consultant helping CDFA® practitioners from all over learn how to do this work. 

Sunaina Mehra

Senior Director of Client Service

Francis Financial Inc,

Sunaina Mehra is the Senior Director of Client Service at Francis Financial, a boutique wealth management, financial planning, and divorce financial planning firm. Francis Financial provides ongoing comprehensive advice for high-net worth women going through transitions, such as divorce or widowhood. She leads the firms marketing efforts through events, networking, media outreach, speaking engagements, and podcasting. Her firm has been recognized as one of the “Top Women Wealth Advisors” and “Best-In-State Wealth Advisors” by Forbes; is on Investopedia’s “Top 100 Wealth Advisors list” as well Advisory HQ naming them one of the “Top 10 advisors in New York” for 5 years in a row.

Heather Locus

CPA, CFP®, CDFA®

Heather is Owner, Wealth Manager & Divorce Practice Group Leader at Balasa Dinverno Foltz LLC, solving problems by balancing the emotional and behavioral components of financial decisions with the tax and legal issues. She has been recognized as a “Best-In-State Wealth Advisor” by Forbes; a “Top 200 Top Wealth Adviser Mom” by Working Mother as well as a “Five Star Wealth Manager” by Chicago Magazine. She also recently published her cornerstone book: The Next Chapter—A Practical Roadmap for Successfully Navigating Through, and Beyond, Divorce.

Sara Stanich

CFP, CDFA

Cultivating Wealth

Sara Stanich is a Certified Financial Planner (CFP®) practitioner and Certified Divorce Financial Analyst® (CDFA®) based in New York City. Sara is President and Owner of The Stanich Group, a fee-only Registered Investment Adviser.  She specializes in helping parents understand their options and make informed decisions surrounding the financial aspects of divorce.

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Recording: Best Practices for Marketing Your CDFA Practice
Open to view video.
Open to view video.
CE Credit
1.00 CE credit  |  Certificate available
1.00 CE credit  |  Certificate available