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

4.75 (12 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® , CQS

Owner, Cheswick Divorce Solutions LLC

Donna M. Cheswick has over 35 years of experience in the financial services industry as a Financial Advisor. She is also the owner of Cheswick Divorce Solutions LLC, located in Southwestern Pennsylvania. Education is the backbone of her business, and over the years she has taught workshops and CLE's on a wide variety of topics relating to finance and divorce, authored numerous articles for local/national print and online publications and has been a guest speaker on a variety of podcasts. She is a CDFA, Certified QDRO Specialist (CQSTM), a trained divorce mediator and a collaborative financial neutral.

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