3 Reasons You May Need A Mentor

3 Reasons You May Need A Mentor

3 Reasons You May Need A Mentor 21 AUGUST, 2017 Nancy A Hetrick You probably got your CDFA™ for the same reasons that I did. Perhaps you went through your own divorce or were a child of divorce and are compelled to help those going through it. Or maybe you’re more...
The Art of the Financial Neutral

The Art of the Financial Neutral

The Art of the Financial Neutral 21 JULY, 2017 Nancy A Hetrick As I do more and more mentoring of new CDFAs, I am realizing that taking the role of the financial neutral comes with unique challenges and I believe, great opportunities. It’s definitely an art, and...

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