Description
Is your CDFA® certificate gathering dust in a drawer? Looking to jump-start your Divorce Financial Planning Business? This Program will give you the blastoff you need! Six LIVE content-rich online sessions with a group of like-minded colleagues, a full suite of ready-to-edit documents so you don’t have to recreate the wheel, everything you need to create a foundation for rapid growth on a shoestring budget. Don’t wait!
WHAT’S INCLUDED?
- Suite of customizable e-Docs including retainer agreement, disclaimers, conflict of interest disclosure and more
- Six 90 Minute LIVE online Zoom Content Sessions (Recordings Available) – Three months of live, monthly group Q&A calls to address your specific business questions
- 24/7 email access for 3 months
- One hour of one-on-one consulting at your request
TOPICS INCLUDE:
– Advanced Marketing – Finding your niche
– Business Setup and Record Keeping
– Family Law Software Pt. 1
– Family Law Software Pt. 2
– Creative Settlement Demonstration
– Tying it all together – Resources & tools
Jann Bate Catto –
Nancy is extremely knowledgeable and helpful about divorce and family law software! She is approachable and fun and has great ideas to share. I don’t know how its possible to succeed as a CDFA without taking her program!
Benita Creacy –
I had my CDFA for 6 years before I signed up for Nancy’s mentoring program. She really focused in on action steps and how to get organized to make divorce planning a reality. A must do if you want a quick start to add divorce planning to your practice.
Andrew Hatherley –
A great introduction to the business of being a CDFA!
Provides step by step instruction from finding your niche, your practice set-up and operations and Family Law Software. Well worth the investment!