Mastering The Initial Consultation

4 (11 votes)

Recorded On: 10/08/2020


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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®

Nancy is the owner and founder of Smarter Divorce Solutions in Phoenix, AZ. She is also the founder of the Divorce Financial Planner Training Center where she offers advanced training for CDFA® designation holders nationwide.

For more information visit www.NancyHetrick.com, www.SmarterDivorceSolutions.com, or www.BusinessBlastoffAZ.com.

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Mastering The Initial Consultation
10/08/2020 at 2:30 PM (EDT)   |  60 minutes
10/08/2020 at 2:30 PM (EDT)   |  60 minutes
Certificate
1.00 CE credit  |  Certificate available
1.00 CE credit  |  Certificate available