Resources
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...
Your Free Initial Consultation: Getting the Client
Your Free Initial Consultation: Turning a Consult Into a Client 8 August, 2017 Nancy A Hetrick Most divorce financial planners offer a free or low cost 30 minute consultation. From a client perspective, it can be a relief to find a professional in the divorce arena...
What exactly does CDFA E&O cover? Are all policies alike?
What exactly does CDFA E&O cover? Are all policies alike? 7 AUGUST, 2017 Nancy A Hetrick Very little harmony exists among the few key Certified Divorce Financial Analyst (CDFA) underwriters. When it comes to insurance contracts in the CDFA E&O marketplace and...
3 Ways a CDFA Mentoring Program Can Jump Start Your Divorce Practice
3 Ways a CDFA Mentoring Program Can Jump Start Your Divorce Practice 24 JULY, 2017 Nancy A Hetrick Last week was the Institute for Divorce Financial Analyst’s Annual Conference for CDFA™ professionals in New Orleans. It was a great opportunity to sharpen my skills,...
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 this...
Expert Witness or Punching Bag?
Expert Witness or Punching Bag? 1 JULY, 2017 Nancy A Hetrick Yesterday I had the pleasure of serving as an expert witness for the first time at the divorce trial of one of my clients. Now the vast majority of my clients are either using mediation or another...
The Brandenburg Formula, Separate Property Tracing on Real Estate
The Brandenburg Formula, Separate Property Tracing on Real Estate 2 JUNE, 2017 Nancy A Hetrick I’ve been doing separate property tracing for about 5 years now and in a recent case, the attorney involved advised my clients that “the Brandenburg Formula” would be used...
Top 5 Mistakes of Divorce Financial Planners
Top 5 Mistakes of Divorce Financial Planners 6 MARCH, 2017 Nancy A Hetrick Even though we’ve been around for a long time, it really does feel like our specialty is just now coming into its own. As I grow my practice and train financial advisors around the country to...
Finding Waste in Divorce Cases
Finding Waste in Divorce Cases 08 FEBRUARY, 2017 Nancy A Hetrick As a CDFA® certificant, one of the responsibilities incumbent on you is ensuring full financial disclosure and clarity for our client whether we are serving as an advocate or a neutral. There are a few...