IDFA Online Learning
Breakout Session: Marketing to Attorneys (COI)
Recorded On: 05/07/2024
Learning Objectives:
- How to identify the RIGHT attorney partners for your business
- Contact Strategies for best impact
- Choosing the right channel for the greatest impact
Not CE Eligible
Please note that the conference is live and in-person in Nashville, Tennessee. 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".
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