Resources

Marketing to Attorneys

Marketing to Attorneys

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 say, the golden briefcase?

Separate Property Tracing Subtleties

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.

Stepping It Up

Stepping It Up

I had a really fun initial consultation yesterday. A gastroenterologist physician married to a nurse-anesthetist. Fall right into my ideal client avatar! The fun part was when I asked him how he heard of me.

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