Mastering The Initial Consultation

4 (11 votes)

Recorded On: 10/08/2020

Only available as part of a package

This webinarp will provide a simple framework for that meeting to ensure that you are able to build trust, manage the meeting for efficiency, and highlight the client's need for your services. You'll leave with a template you can use in every initial consultation you have. Approved for one (1) hour of CDFA Continuing 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".