A system is simply a series of steps that can be taken to get a specific result that is repeatable and replicable. Once a system is in place, you might build on it and make improvements, but it forms the foundation for success.
What if a client needs to keep the ex as a beneficiary as part of the settlement? Is it ok to just leave them in place?
6 Mindsets That All Successful People Have Mastered 19 October, 2018 Nancy A Hetrick What do you want? No, seriously. What do you REALLY want for your life and your business? Have you ever allowed yourself to just stop and really be deliberate about what...
Do you market your divorce practice like an amateur or a pro? Amateurs say “it’s hard”, “I don’t have time”, “I will next month”. Ask yourself honestly, how much time are you spending on marketing?
Andrew Hatherley, a student of the Velocity program, recounts his experience and how the program has boosted his confidence and skills as a divorce financial planner.
Developing the skills of listening, empathy, compassion, patience, and understanding are critical to the success of your practice.
With the 2018 tax law overhaul, those in the divorce business have been trying to get our arms around the removal of deductible alimony payments.
In my experience, the best marketing results come from getting in front of people and speaking so that you have an opportunity to build a more personal connection.
For every CDFA® holder there are several different ways that we can work with clients. In general, there are 3 main types of engagements.