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.
What Our Clients Say!
At the Divorce Financial Training Center, we love building long-term success. This is why our greatest reward is receiving positive feedback from those that matter most… our clients!
“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.”
“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.”
“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.”
“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 Divorce Financial Training makes sure I have the tools, accountability, and confidence I need for continued growth in my practice. I will always know that working with Nancy and her team was the smartest decision I made as an entrepreneur.”
“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.”
“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.”
“I have to thank you for believing in me. You have been an instrumental part of my success, becoming an elite divorce financial planner. Remember earlier on our call today, I told you I had a prospective client meeting. She just signed my agreement and has hired me for $350/hour and $100/hour for paraplanning. She also wants me to be her wealth manager post-divorce (Of course in Nancy-style, I said that’s a conversation that we have after your divorce). Her husband earns $1.3m a year and their liquid net worth is $12.5m. They’ve been married 32 years and there’s no prenup. I am just so thrilled that I could cry right now. My dreams are coming true. Thank you for your coaching and guidance.”
“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!”
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.
What Can I Do With My CDFA® Credential?
The profession of Financial Planner is evolving rapidly. From Robo-advisors to online planning platforms, technology has made a great deal of the day-to-day work of a planner no longer needed.
Separate Property Tracing Subtleties
I was hired by an attorney and client, Husband, to review and rebut a Separate Property Tracing done for the Wife’s retirement plans. As I reviewed it and all the corresponding statements going back to 2010, it was immediately apparent that many statements were missing and not provided.
What Every High Achiever Has Conquered
When you observe high achievers, what do you think? I used to think things like, “They have something I don’t have. They were obviously very lucky. There’s no way I could ever achieve like that.”