Kick Start Your CDFA Practice

Product not yet rated

Includes a Live Web Event on 09/18/2023 at 9:00 AM (EDT)

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. Applied for 3.5 hours of CFP Credit, Approved for 3.5 hours of CDFA 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.

Nancy Hetrick

CDFA®, AWMA®, MAFF®

Founder and CEO of Smarter Divorce Solutions in Phoenix AZ and the Divorce Financial Planner Training Center

Nancy Hetrick is the founder and CEO of Smarter Divorce Solutions in Phoenix AZ and the Divorce Financial Planner Training Center.

She’s had a very successful divorce practice since 2012 and in 2022, after 23 years, retired as a financial advisor to focus all of her energy on divorcing couples and the professionals that serve them.

Nancy has become a nationally known trainer for Divorce Financial Planners and offers continuing education and intensive advanced training for CDFA® holders through her Training Center based in Phoenix.

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".

Key:

Complete

Failed

Available

Locked

Kick Start Your CDFA Practice

09/18/2023 at 9:00 AM (EDT) | 180 minutes

09/18/2023 at 9:00 AM (EDT) | 180 minutes 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. Applied for 3.5 hours of CFP Credit, Approved for 3.5 hours of CDFA credit.