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...
Top 5 Mistakes of Divorce Financial Planners

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

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...

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