IDFA Online Learning
Day One as a CDFA - Developing Your Niche Strategy From Beginning to End
Recorded On: 09/08/2022
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
CDFA® , CQS
Donna Cheswick, CDFA, CQS, Divorce Mediator and Financial Advisor, has 35 years of experience in the financial services industry. She is a Financial Advisor with Medallion Wealth Management. She is also the owner of Cheswick Divorce Solutions LLC., located in Southwestern Pennsylvania, where she helps individuals, couples and family law attorneys with all the financial complexities that arise during divorce to ensure the most financially advantageous settlement possible. Education is the backbone of her business, and she frequently teaches workshops on a wide variety of topics relating to finance and divorce as well as authored numerous articles for local/national print and online publications. Donna is a trained divorce mediator, collaborative financial neutral and certified QDRO specialist.