Practice Management: Systems for Scalability

3 (1 vote)

Recorded On: 09/07/2021

Understand the 11 Essential Business Systems necessary for a successful business.The presenter will also provide Excel Trackers and Dashboards for your own use and customization.    Please note:  Practice Management webinars do not qualify for CE.

Nancy Hetrick


Divorce Financial Planner Training Center

Nancy Hetrick is the owner of RIA Smarter Financial Solutions LLC, Smarter Divorce Solutions LLC, and the Divorce Financial Planner Training Center.

As a Certified Divorce Financial Analyst, mediator, and forensic specialist, she assists divorcing clients with crafting a creative, out-of-court settlement agreement in a kinder, gentler, more affordable process.  She has over 20 years of experience in both investment management and financial planning.

Nancy has become a nationally known trainer for Divorce Financial Planners and offers continuing education and intensive advanced training for CDFA® holders through ,

She is the author of “Divorce Financial Planning; Building a Successful Niche Business” and Divorce Is Not For Dummies; How To Cover Your Assets and the co-author of The Stress-Free Divorce, Volume 2.


Recording: Practice Management: Systems for Scalability
Open to view video.
Open to view video.