If you don’t yet have LACRM please use this link: www.lessannoyingcrm.com/hello/dft
You will get a 60-day trial and the starter Divorce Financial Training / Hetrick starter template.
If you do already use LACRM please email Alex Haimann at firstname.lastname@example.org. He will then apply the Divorce Financial Training / Hetrick starter template to your account. Note: This will not displace anything that has already been added to your account.
Content Writer | Publishing
In a highly competitive profession like yours, you could use an edge; something that sets you apart from the crowd and gives you instant credibility. That edge is a book: not a big book, but a little book that takes the place of your business card. I know, you’re busy. The last thing you have time to do is write. So why not let Caren Cantrell and 102nd Place do it for you?
Through a simple interview process, we’ll gather the content, write between 32 and 40 pages of manuscript, professionally format the interior, and assist with cover design. Contact Caren at 480.575.3088 or caren.cantrell@102ndPlace.com and tell her Nancy referred you for a special discount on your Mini-book.
Legal Document Preparation
Terry Lee spent his first year in law amending private profit sharing and pension plans to conform with ERISA (then only recently enacted), he is very comfortable researching, drafting, and pre-qualifying domestic relations orders (QDROS) and other types of technical retirement plan division orders upon divorce for attorneys, the court, and private parties. Terry was designated an ‘expert witness’ in the area of QDROS for a Maricopa County Superior Court in 2014.
JurDoc, LLC offers ‘full service’ QDRO preparation more quickly and less expensively than most other providers. Contact Terry at email@example.com and tell him Nancy referred you.
Denise French is a Certified Valuation Analyst (CVA), a Master Analyst in Financial Forensics® (MAFF®), a Certified Divorce Financial Analyst® (CDFA®), an experienced Family and Child Custody Mediator and trained as a Collaborative Law Financial Expert. Denise is our go-to professional when it comes to business valuations. You can reach Denise at firstname.lastname@example.org and tell her you are a student of Nancy’s.
This is an intense, online program where you will learn practical, tried-and-true methods for starting and operating your very own financial coaching business. They offer a live and self-paced course. You can reach Kelsa at info@FiscalFitnessPHX.com and let her know that you are a student of Nancy’s for 20% off the program.
Digital Transformation | Marketing
Based in Seattle, WA and working with clients across the country, S9 Digital believes that digital is something you are, not something you do. We promise to leave our clients more nimble, more resilient, and more digital than we found them. Find out how our team can digitally transform your brand by contacting us today to set up your FREE consultation!
Brand Management | Content Strategy Solutions | UX Design | Web Development | Mobile Development | App Development | Search Engine Optimization | Search Engine Marketing – Pay Per Click | Social Media Management | Workflow Automation | CRM Configurations | Platform Integrations