How do I turn my CDFA® credential into a profitable business?

Looking for the missing pieces that lead to success? We provide customized training and support to grow your successful divorce planning business as a CDFA® holder.

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You don’t have to start from ground zero

Learn from a successful entrepreneur who has been in the trenches and built two successful six-figure businesses from the ground up, in the past 6 years.

“During Velocity, my business moved from the struggling start-up phase to a thriving business. The program gave me the tools and confidence that I needed to manage my growth. I am on pace to do around $100,000 in divorce revenue this year and have brought over roughly $7M in assets. I firmly believe that my business would not be where it is today without Nancy’s coaching and the tremendous amount that I learned from my colleagues in the program.”

LEAH H.

“We decided to start specialty work 5 years ago. Divorce seemed a simple enough niche market but the further we got into it, the more difficulties we found.

When we found Nancy and her program, hiring her was an easy decision.

If you want to further your understanding and abilities in this market…. hire her and do what she tells you to do.”

BEN F.

“Working with Nancy and her team has been nothing short of transformational. Without Velocity I would never have gained the confidence and skillset needed to create and build a growing business supporting my community. Thank you Nancy and team for your passion and ongoing support to CDFA’s across the country.”

TESSA E.

“Nancy has been a vital resource to prepare me for running my own divorce financial planning practice, both with technical planning issues for clients and with the daily practice management of a business.”

STEPHANIE V.

“I would not be the CDFA I am today if I had not gone through the Business Blastoff, Velocity and now Max Velocity. If this is the work you want to do and you want to do it really well than I highly recommend these programs. The training, technical expertise, guidance, support and peer collaboration is second to none.”

ANDREA M.

“Being a member of the Business Blastoff and the Velocity programs with Nancy Hetrick has given me the tools and confidence to work with clients in the divorce process. I continue to have a steady flow of divorce planning business and I expect to double the number of cases in 2020.”

MELISSA B.

“I have found Velocity to be extremely worthwhile. Having a community of learners, all experiencing similar challenges with building a business has been invaluable. Training on technical topics as well as “mindset” topics offers a variety of education from which everyone can benefit. We all learn from the trainings and from each other.”

BEV B.

“Nancy’s program was critical in helping me start my business. Business blastoff helped me position myself in the very beginning with the right paperwork, business creation design and marketing plan. Following Blastoff, the Velocity program helped me with continued marketing, the technical parts of CDFA work and connected me with other CDFA’s who I partner with today – they are critical to my success. I cannot say enough about how helpful these programs were for me and I encourage every CDFA to walk through the process.”

DENISE F.

“I cannot say enough about the Velocity program. The practice management coaching, alone, has taken my practice to a level I would never have reached without it. The entire team at Smarter Divorce Solutions makes sure I have the tools, accountability, and confidence I need for continued growth in my practice. I will always know that working with Smarter Divorce Solutions was the smartest decision I made as an entrepreneur.”

KRISTEN H.

“WOW WOW WOW!!! Nancy’s plan works. We started to market to marriage counselors by sending them an initial letter with the IDFA brochure. The response has been overwhelming. I’ve done about 25 zoom meetings in the last 2 1/2 weeks. As Nancy told us, they will call you back!”

ANDY G.

What documents do I NEED when I get my first client?

Let me give you a ready-to-brand retainer agreement as my gift to you. When that first client is ready to hire you, you’ll have what you need to set the stage for a successful engagement.

Start using my personal Retainer Agreement Template

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Recent Articles

The Magic of Time Blocking

The Magic of Time Blocking

How do you find the time to build your divorce business when you still have to manage your wealth practice? Time blocking will give you the structure needed to find the extra hours in your busy schedule.

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Income from Separate Property in Divorce

Income from Separate Property in Divorce

A question came up in my training group this week that I thought would be good to discuss in a broader audience. How is income generated from separate property treated in a divorce settlement and specifically, the RMD on a separate IRA?

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Whether you just received your CDFA® accredidation, or you are ready to take your business to the next level, let's get started today!

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Start Using Your Personal Retainer Agreement Template Today!

This is your ready-to-brand Retainer Agreement. When that first client is ready to hire you, you’ll have what you need to for a successful engagement.

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