Kick Start Your CDFA Practice

5 (1 vote)

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 the Divorce Financial Planner Training Center

Nancy has been a financial advisor and planner since 1999 and specialized as a Divorce Financial Planner in her company, Smarter Divorce Solutions from 2011 to 2024. In 2016, Nancy founded the Divorce Financial Planner Training Center to offer continuing education to CDFA® holders nationwide. She’s also a financial planner with Strategic Portfolio Solutions.

Nancy is a Certified Divorce Financial Analyst (CDFA®), and is trained in both mediation and Collaborative Divorce. Nancy was the 2024 Chair of the Board for the Institute of Divorce Financial Analysts and was also a board member in 2014, 2023 and 2025. She was the 2023 President of the Collaborative Professionals of Phoenix and a prior board member 2017-2019 and 2024. She was the Finance Director for the National Association of Women Business Owners, 2014 and 2015, the 2015 NAWBO Business Owner of the Year, the 2014 Finalist in the BBB Business Ethics Awards,

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.

Her articles have been published in the Wall Street Journal, Forbes, U.S.News, Barron’s, CNBC, InvestmentNews, Huffington Post, DivorcedMoms.com, and she was the featured advisor in Morningstar Magazine.

In her free time, she enjoys hiking, riding motorcycles, and spending time with her 4 children and 6 grandchildren.

Kristen Hilty

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.