Resources
The Client Lifecycle: Three Kinds of Engagements
For every CDFA® holder there are several different ways that we can work with clients. In general, there are 3 main types of engagements.
Is Your Mindset Crushing Your Divorce Practice?
As an entrepreneur trying to launch my own divorce practice, it couldn’t be more different from being an employee.
Secrets of Converting Divorce Clients to Wealth
Throughout each phase of a divorce engagement there are opportunities to seed a future relationship without risking a conflict of interest misstep.
Make 2018 Your Best Year Ever!
As we move into 2018 have you decided that this is the year you get serious about your divorce practice? Let me give you some tips to make sure it actually happens.
High Conflict Personalities and the Financial Neutral, Part 2
This week I’d like to explore your own emotions as a professional and how to best protect yourself so you can be most effective with your clients.
High Conflict Personalities and the Financial Neutral, Part 1
High Conflict Personalities can turn ugly very quickly and these are the folks that will blame you and take to the internet to rant about how you did them wrong. Do yourself a favor and arm yourself with skills BEFORE they show up in your office
GOP Tax Plan Eliminates Tax Deduction on Alimony
GOP Tax Plan Eliminates Tax Deduction on Alimony 2 NOVEMBER, 2017 Nancy A Hetrick On Wednesday, November 1, 2017, the House finally released their proposal for tax reform and one item on the list is to eliminate the deductibility of spousal maintenance/alimony for...
To LLC or Not to LLC
To LLC or Not to LLC 13 OCTOBER, 2017 Nancy A Hetrick As you start to ramp up your divorce-niche financial practice, I’m often asked whether or not CDFA® holders should get a separate LLC for their divorce businesses. This is especially relevant for those that are RIA...
Marketing To Attorneys
Marketing to Attorneys – Insider Tricks 29 SEPTEMBER, 2017 Nancy A Hetrick For those of you that follow me, you know that most of my practice is mediation and pro se couples but lately I’m doing more and more litigation support and I want to share with you some...