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.

“If you are serious about putting your CDFA® designation to good use you NEED to enroll in VELOCITY! It pays for itself!”

ANDREW
CDFA® holder and VELOCITY Member

“I’ve received a wealth of information, processes, sample forms, and many other how-to tips.”

SUE
CDFA® holder and Business Blast Off

“Don’t try to re-create the wheel when Nancy Hetrick already has it figured out. She will provide you with the structure, process, and know-how to get your divorce practice off the ground.”

DEREK
CDFA® holder

“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 know some were scared by the price, but for me, it was the answer to what I needed at the time to move to the next level. I appreciate the country-wide perspective and expertise of the full group and my goal is to be an absolute expert at this work.”

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.

“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.
CDFA® holder and Business Blast Off

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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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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