Getting Started As A CDFA

5 (2 votes)

Recorded On: 09/15/2022

Only available as part of a package

This session will cover some of the basic branding and marketing necessary to effectively get the word out about your new niche. Topics include:

Defining your vision and your target markets
Crafting a successful marketing plan and content creation

Approved for one (1) hour of CDFA Continuing Education Credit

Nancy Hetrick

CDFA®, AWMA®, MAFF®

Founder and CEO of the Divorce Financial Planner Training Center

Nancy Hetrick CDFA®,MAFF® is the founder and CEO of Smarter Divorce Solutions LLC, and the Divorce Financial Planner Training Center as well as a Financial Planner with Smarter Money Solutions.

As a Certified Divorce Financial Analyst and forensic specialist, she assists divorcing clients by providing the financial expertise necessary to ensure the best possible outcomes. For financially complex cases, her team ensures all of the puzzle pieces are clearly identified and all strategies for division are explored.

She has over 25 years of experience in both investment management and financial planning and has specialized in divorce since 2011.

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.