IDFA Online Learning
Practice Management: Systems for Scalability
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.
CDFA®, AWMA®, MAFF®
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 www.DivorceFinancialTraining.com ,
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.