How to Jump Start Your CDFA Practice

5 (1 vote)

Recorded On: 09/10/2021

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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


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 ,

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.


Recording: How to Jump Start Your CDFA Practice
Open to view video.
Open to view video.
CE Credit
3.50 CE credits  |  Certificate available
3.50 CE credits  |  Certificate available