IDFA Online Learning
Recording: Kick Start Your CDFA Practice
Recorded On: 10/16/2020
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Register
- Non-member - $75
- Member - $50
This extended session will take a deep dive into developing a successful niche divorce practice on a shoestring budget in record time. Topics to be covered include:
- Defining your vision and your target markets - Crafting a successful marketing plan and content creation - The Nine Areas to Master for a Successful Business and what to tackle first - The Client Lifecycle - Mastering the Initial Consultation
If you’ve had your CDFA® for a while but you aren’t seeing the results you had hoped for, this session is for you.
Approved for 3 hours of CDFA CE Credit.
Nancy Hetrick
CDFA®, AWMA®, MAFF®
Founder and CEO of the Divorce Financial Planner Training Center
Nancy Hetrick CDFA® is the founder and CEO of the Divorce Financial Planner Training Center as well as a Financial Planner with Strategic Portfolio Solutions. She has over 25 years of experience in both investment management and financial planning and founded Smarter Divorce Solutions in 2011. She exited her legacy wealth practice in 2021 but resumed limited financial planning in 2024.
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".
Kristen Hilty
CDFA® and Investment Advisor Representative
Smarter Divorce Solutions
Kristen Hilty is a CDFA® and Investment Advisor Representative with over 20 years of financial services experience. After experiencing her own personal experience with a painful divorce process, as well as watching her own family members and friends go through even worse situations and come out the other side financially devastated. Kristen vowed to spend her time helping individuals and spouses have a better experience in such a difficult and exhausting time. It is her mission to improve the lives of others during divorce by being compassionate and mindful of all family members involved, while ensuring a sound financial future for her clients.
In her spare time, Kristen enjoys boating, playing tennis, and spending quality time with her husband and daughter.




