How To Kick Start Your CDFA Practice - Workshop

  • Registration Closed

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 awhile but you aren’t seeing the results you had hoped for, this session is for you.

Approved for three (3) hours of CDFAContinuing 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".

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Session Recording: How to Kick Start Your CDFA Practice
Open to view video.
Open to view video. 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 Approved for 3.5 hours of CDFA
You must register to access.
Certificate
3.50 CE credits  |  Certificate available
3.50 CE credits  |  Certificate available
You must register to access.