Business Blastoff Program
$1,299.00
Business Blastoff Mentoring Program LIVE
Upcoming Dates:
- March 19-20, 2021 (live & virtual offered)
- June 25-26, 2021
- November 19-20, 2021
SPACE IS LIMITED! RESERVE YOUR SPOT NOW!!!
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! Two-day LIVE conference-style intensive in Phoenix, a full suite of ready-to-edit documents so you don’t have to recreate the wheel, and everything you need to create a foundation for rapid growth on a shoestring budget. Don’t wait!
WHAT’S INCLUDED?
- Two-Day LIVE Conference Style Intensive in Phoenix, AZ
- A Suite of Customizable e-Docs Including Retainer Agreement, Disclaimers, Conflict of Interest Disclosure and More
TOPICS INCLUDE:
- Advanced Marketing
- Setup and Recordkeeping
- The Velocity Business Model
- Lifecycle of a Client Engagement
- Initial Consultations that Close
- Family Law Software
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!
Andy Gentile (verified owner) –
WOW WOW WOW!!!
Nancy’s plan works. I had my designation for a year did nothing with it and then attended the June 2020 business blast off meeting in Nancy‘s office. I came away so excited I couldn’t believe the opportunity.
I did everything in Nancy‘s textbook and what I learned at the meeting. We started to market to marriage counselors by sending them an initial letter with the IDFA brochure.
The response has been overwhelming. I’ve done about 25 zoom meetings in the last 2 1/2 weeks. As Nancy told us, they will call you back!
So my question now is where do I start! Do I send him any documents to fill out prior to our initial meeting? He is bringing in the financial affidavit. He has not filed yet but has an attorney. What should I have at the meeting for him? I appreciate any input and I’m excited to be part of this community.
Andy