How to Jump Start Your CDFA Practice

Recorded On: 09/10/2021

This extended session will take a deep-dive into developing a successful niche divorce practice on a shoestring budget in record time. Topics to be covered include:

- Defining your vision and your target markets
- Crafting a successful marketing plan and content creation
- The Nine Areas to Master for a Successful Business and what to tackle first
- The Client Lifecycle
- Mastering the Initial Consultation

If you’ve had your CDFA® for a while but you aren’t seeing the results you had hoped for, this session is for you.

This is a pre-conference session and requires a separate registration and fee, it is not included in the virtual conference registration. Approved for three and one half (3.5) hours of CDFA Continuing Education credit.

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".