Marketing to Attorneys

Marketing to Attorneys

Marketing To Attorneys September 7, 2023 Nancy Hetrick, CDFA®, MAFF®, AWMA® Hey there, Divorce Financial Planners! Nancy Hetrick here, and let me tell you, if you’re not marketing to family law attorneys, you’re missing out on the golden goose—or should I...
I’m Troubled…..And it Might Be Your Fault

I’m Troubled…..And it Might Be Your Fault

I’m Troubled…..And it Might Be Your Fault June 7, 2023 Nancy Hetrick, CDFA®, MAFF®, AWMA® I got the results early for the 2023 IDFA survey of CDFA® holders and at first, I was really thrilled about the results….then I went “hold on. Wait a minute!” Since I started the...
What Can I Do With My CDFA® Credential?

What Can I Do With My CDFA® Credential?

What Every High Achiever Has Conquered April 11, 2023 Nancy Hetrick, CDFA®, MAFF®, AWMA® 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...
Separate Property Tracing Subtleties

Separate Property Tracing Subtleties

Separate Property Tracing Subtleties June 27, 2022 Nancy Hetrick, CDFA®, MAFF®, AWMA® Divorce Work Teaches Something New on EVERY Case! I was hired by an attorney and client, Husband, to review and rebut a Separate Property Tracing done for the Wife’s retirement...
What Every High Achiever Has Conquered

What Every High Achiever Has Conquered

What Every High Achiever Has Conquered June 6, 2022 Nancy Hetrick, CDFA®, MAFF®, AWMA® 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...

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