Day One as a CDFA - Developing Your Niche Strategy From Beginning to End

Day One as a CDFA - Developing Your Niche Strategy From Beginning to End

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Recorded On: 09/08/2022

Only available as part of a package

You finally obtained your CDFA and are hyped to put your credential to work, however it's easier said than done. This workshop will guide you through the steps and strategies needed to build a successful divorce planning practice. Covered topics include:

  • Conducting initial conversations with prospects/clients/other divorce professionals
  • Necessary marketing literature and resources you need to launch your practice
  • Setting meeting protocol and onboarding processes for new clients
  • How to charge for your services and billing practices
  • Preparing your financial "work product" for clients
  • Ways to successfully work with other divorce professionals
  • Post-divorce follow-up
  • Where to turn when you get stuck

You will learn practical tips and tools to help overcome your initial challenges and leave with specific action plans you can confidently implement to ensure your success. This workshop will be most suitable for those who have obtained their CDFA designation within the last few years and want to confidently take their divorce niche to the next level.

Those who register will be asked to complete a short questionnaire sent in advance of the workshop. This will give the presenter further insight into the attendee's CDFA practice and some of the challenges they may be facing.

Approved for 3.5 hours of CDFA Continuing Education Credit

Donna Cheswick

CDFA® , CQS

Owner, Cheswick Divorce Solutions LLC

Donna M. Cheswick has over 35 years of experience in the financial services industry as a Financial Advisor. She is also the owner of Cheswick Divorce Solutions LLC, located in Southwestern Pennsylvania. Education is the backbone of her business, and over the years she has taught workshops and CLE's on a wide variety of topics relating to finance and divorce, authored numerous articles for local/national print and online publications and has been a guest speaker on a variety of podcasts. She is a CDFA, Certified QDRO Specialist (CQSTM), a trained divorce mediator and a collaborative financial neutral.

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Recording: Day One as A CDFA - Developing Your Niche Strategy From Beginning to End
Open to view video.
Open to view video. You finally obtained your CDFA and are hyped to put your credential to work, however it's easier said than done. This workshop will guide you through the steps and strategy needed to build a successful divorce planning practice.
You must register to access.
Certificate
3.50 CE credits  |  Certificate available
3.50 CE credits  |  Certificate available
You must register to access.