IDFA Online Learning
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.
CDFA®, AWMA®, MAFF®
Divorce Financial Planner Training Center
Nancy Hetrick is the owner of RIA Smarter Financial Solutions LLC, Smarter Divorce Solutions LLC, and the Divorce Financial Planner Training Center.
As a Certified Divorce Financial Analyst, mediator, and forensic specialist, she assists divorcing clients with crafting a creative, out-of-court settlement agreement in a kinder, gentler, more affordable process. She has over 20 years of experience in both investment management and financial planning.
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” and Divorce Is Not For Dummies; How To Cover Your Assets and the co-author of The Stress-Free Divorce, Volume 2.