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

CDFA®, AWMA®, MAFF®

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

Nancy Hetrick CDFA®,MAFF®  is the founder and CEO of Smarter Divorce Solutions LLC, and the Divorce Financial Planner Training Center as well as a Financial Planner with Smarter Money Solutions.

As a Certified Divorce Financial Analyst and forensic specialist, she assists divorcing clients by providing the financial expertise necessary to ensure the best possible outcomes. For financially complex cases, her team ensures all of the puzzle pieces are clearly identified and all strategies for division are explored.

She has over 25 years of experience in both investment management and financial planning and has specialized in divorce since 2011.

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.

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Recording: Practice Management: Systems for Scalability
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