Strategy for Converting a CDFA® Prospect to a CDFA® Client

4.75 (8 votes)

Recorded On: 08/21/2018

If you are a newer CDFA and looking for a solid process to help you develop your divorce niche, this webinar discusses ideas and strategies designed to streamline your initial contact with a prospective client to spur them into taking action. Some of the items covered will include: handling the initial conversation; screening questions; process for your first meeting; and follow-up procedures.  


Donna Cheswick

CDFA®

Donna has spent her entire 30-year career in the financial services industry. As a CDFA professional and the owner of Cheswick Divorce Solutions LLC., she is passionate about educating and empowering divorcing individuals with the financial knowledge they need before, during, and after their divorce. She is also a collaborative divorce professional and a divorce mediator.

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