IDFA Online Learning
Mastering The Initial Consultation
Recorded On: 10/08/2020
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
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.