• VELOCITY is for holders of the CDFA® credential who are serious about building a niche business and want an industry leader to guide the way.
• VELOCITY is a comprehensive 12-month training program for ambitious CDFA® holders who want to grow and sustain a profitable business in the divorce niche generating up to $250,000 per year.
This 12-Month Program Includes Training In:
Finding Your Niche
Processes and Procedures
Separate Property Tracing
Marketing and Advertising
Business Structure and Legal Issues
Small Business Valuation
Pricing and Offers
Creative Settlement Structures
Expert Witness Testimony
Group Strategy Session
Quick start with Nancy to develop your 12-month strategy map
3 Velocity Business Intensives (VBI)
Join Nancy for a 2-day conference-style intensive in Phoenix, AZ to deep-dive into advanced topics including sales, marketing, process and more!
12 Velocity Content Sessions
Led monthly by Nancy, these are step-by-step training sessions focusing on the key issues to grow your business. These sessions take place the 1st Wednesday of every month at 9am Mountain Standard, AZ time and last 60-90 minutes.
12 Velocity Q&A Sessions
Get your burning questions answered during a live monthly open Q&A session with Nancy. These sessions take place the 2nd Wednesday of every month at 9am Mountain Standard, AZ time and last 60-90 minutes.
12 Velocity Mindset Success Sessions
These monthly mindset and success principles trainings with Nancy will help accelerate your progress. These sessions take place the 3rd Wednesday of every month at 9am Mountain Standard, AZ time and last 60-90 minutes.
Monthly Accountability & Coaching Sessions
Every 30 days you will have the opportunity to coach with Nancy to ensure accountability.
Video Recordings of all Training Sessions
You’ll receive digital recordings for your own success library.
PDFs of all Handouts and Tools
Exclusive Private Velocity Facebook Group
Get private support 24/7 where you can ask questions, get feedback, brainstorm and maintain motivation.
Consulting Discount of 25%
Handle your first cases with confidence by having Nancy as your personal consultant at a discounted rate for up to 10 hours!
Special Savings on VIP days and other New Programs!
Bonus Content as Created
• Discounted Ticket to Business Blastoff LIVE!
• VELOCITY Training Vault:
Receive all the benefits of VELOCITY Gold plus VIP private coaching and mentoring with Nancy to include:
Private VIP Business Strategy Day
On-Demand Private Coaching Sessions
Three Hours of Case Consultation
Unlimited Private Email Access
• FREE Ticket to Business Blastoff LIVE!
• Bring a team member, spouse or business partner to join you at your VIP Day and VBI events!
Real Stories of Transformation
“I am building a very good stand alone platform for this business that would have been more difficult to do combined with my Advisory practice. The program has given me good insights on options for working in this field and who I want to help and the marketing strategies to target these people.”
Would you recommend VELOCITY to other CDFAs looking to ramp up their businesses? Why?
“Yes. This area has a lot of nuances that are difficult to understand without working in the field. It is great to have Nancy as a resource as well as the rest of the group especially for some of the technical questions.”
What advice would you give a CDFA that was considering VELOCITY?
“Decide how you want to use your CDFA. If you would really like it to be a core part of your growth strategy, VELOCITY is a good fit.”
—Julie, VELOCITY Member
—Derek, VELOCITY Member
—Sue, VELOCITY Member
—Andrew, VELOCITY Member
If you are serious about putting your CDFA® designation to good use you NEED to enroll in VELOCITY! It pays for itself!”
—Andrew, VELOCITY Member
—Barbara, VELOCITY Member
#1 trusted source for information & courses that will ensure your success as a Divorce Financial Planner.
Step-by-Step 12 month program for CDFA® holders who want to grow & sustain a profitable business.
Two Day workshop for Divorce Financial Planners to design your divorce niche & complete your roadmap to success!