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

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.

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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