IDFA Online Learning
Kick Start Your CDFA Practice
Recorded On: 10/16/2020
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.
Approved for 3 hours of CDFA CE Credit.
Please note that the conference is live and in-person in Dallas, TX. All schedules shown in the conference agenda are in central standard, and you may access the agenda document via the "handouts" tab of your conference package registration. Please contact the Fairmont Dallas at 214-720-5315 to book a stay for the conference.
Nancy Hetrick (Moderator)
CDFA®, AWMA®, MAFF®
Founder and CEO of Smarter Divorce Solutions in Phoenix AZ and the Divorce Financial Planner Training Center
Nancy Hetrick CDFA®,MAFF® is the founder and CEO of Smarter Divorce Solutions LLC, and the Divorce Financial Planner Training Center as well as a Financial Planner with Smarter Money Solutions.
As a Certified Divorce Financial Analyst and forensic specialist, she assists divorcing clients by providing the financial expertise necessary to ensure the best possible outcomes. For financially complex cases, her team ensures all of the puzzle pieces are clearly identified and all strategies for division are explored.
She has over 25 years of experience in both investment management and financial planning and has specialized in divorce since 2011.
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.
CDFA® and Investment Advisor Representative
Smarter Divorce Solutions
Kristen Hilty is a CDFA® and Investment Advisor Representative with over 20 years of financial services experience. After experiencing her own personal experience with a painful divorce process, as well as watching her own family members and friends go through even worse situations and come out the other side financially devastated. Kristen vowed to spend her time helping individuals and spouses have a better experience in such a difficult and exhausting time. It is her mission to improve the lives of others during divorce by being compassionate and mindful of all family members involved, while ensuring a sound financial future for her clients.
In her spare time, Kristen enjoys boating, playing tennis, and spending quality time with her husband and daughter.