VELOCITY | Business Coaching for a CDFA® | Divorce Financial Training

• Step-by-step system built on content, coaching, and accountability, VELOCITY takes away the confusion and overwhelm and maps out each step you need to take to build your successful niche business.

• VELOCITY is for holders of the CDFA® credential who are serious about building a niche business and want an industry leader to guide the way.

• VELOCITY is a comprehensive 12-month training program for ambitious CDFA® holders who want to grow and sustain a profitable business in the divorce niche generating up to $250,000 per year.

This 12-Month Program Includes Training In:

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Finding Your Niche

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Processes and Procedures

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Executive Compensation

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Separate Property Tracing

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Collaborative Divorce

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Marketing and Advertising

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Business Structure and Legal Issues

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Small Business Valuation

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Team Building

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Wealth Conversion

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Pricing and Offers

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Creative Settlement Structures

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Financial Forensics

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Expert Witness Testimony

GET READY. GET REAL. GET RESULTS.

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24 Learning Units

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Group Strategy Session

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One Live Zoom Call on the 2nd Wednesday of the Month

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One 30-min Coaching Call with Nancy or an Associate CDFA Per Month

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Three 2-day In-Person Conference-Style Training Weekends in January, May, and September

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Opportunity for CDFAs Casework as a Contractor for Smarter Divorce Solutions

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15 CE Credits at Completion of Program

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On-Demand Webinars

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New Bonus Content Trainings

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Lifetime Access to the Training Platform

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Access to Rebranding Documents

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Graphic Design and Marketing Support

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25% Off Consulting Services – Handle your first cases with confidence by having Nancy as your personal consultant at a discounted rate for up to 10 hours!

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Special Savings on VIP days and other New Programs!

Additional Bonus!

• Discounted Ticket to Business Blastoff LIVE!

Reserve Your Spot

and Start Your Success Story!

Apply For Velocity

Real Stories of Transformation

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“What business benefits have you seen from being in the VELOCITY program?

“I am building a very good stand alone platform for this business that would have been more difficult to do combined with my Advisory practice. The program has given me good insights on options for working in this field and who I want to help and the marketing strategies to target these people.”

Would you recommend VELOCITY to other CDFAs looking to ramp up their businesses? Why?

“Yes. This area has a lot of nuances that are difficult to understand without working in the field. It is great to have Nancy as a resource as well as the rest of the group especially for some of the technical questions.”

What advice would you give a CDFA that was considering VELOCITY?

“Decide how you want to use your CDFA. If you would really like it to be a core part of your growth strategy, VELOCITY is a good fit.”

—Julie, VELOCITY Member

“I have to thank you for believing in me. You have been an instrumental part of my success, becoming an elite divorce financial planner. Remember earlier on our call today, I told you I had a prospective client meeting. She just signed my agreement and has hired me for $350/hour and $100/hour for paraplanning. She also wants me to be her wealth manager post-divorce (Of course in Nancy-style, I said that’s a conversation that we have after your divorce). Her husband earns $1.3m a year and their liquid net worth is $12.5m. They’ve been married 32 years and there’s no prenup. I am just so thrilled that I could cry right now. My dreams are coming true. Thank you for your coaching and guidance.”

—D.B., VELOCITY Member

“Don’t try to re-create the wheel when Nancy Hetrick already has it figured out. She will provide you with the structure, process, and know how to get your divorce practice off the ground. Going through VELOCITY easily saved us 6-12 months of trying to figure it out for ourselves.”

—Derek, VELOCITY Member

“I would recommend Velocity without hesitation. We receive a wealth of information, processes, sample forms, and many other how-to tips. Connecting three times a month with the group keeps a sense of community and support, and the energy we receive from Nancy is awesome. We also have four in-person two-day meetings in which we can see everyone we talk with on the conference calls. The days’ sessions are jam-packed with information and very enlightening.”

—Sue, VELOCITY Member

“The VELOCITY program has helped me ramp up my business faster than I ever could have done alone! I strongly recommend VELOCITY to any other CDFA® looking to grow their business. There is just too much to learn by yourself. With VELOCITY you benefit from Nancy’s hard won experience and share in the knowledge and experience of other VELOCITY participants.

If you are serious about putting your CDFA® designation to good use you NEED to enroll in VELOCITY! It pays for itself!”

—Andrew, VELOCITY Member

“Thank you so much for a fabulous VELOCITY intensive event last week. I appreciate how much work and effort goes into putting together such a well-organized and information packed program. Thank you for your generosity in sharing your experience and willingness to help us. VELOCITY is giving those of us participating the edge to move forward and be successful.”

—Barbara, VELOCITY Member

“I really enjoyed the Velocity Weekly conference call. The content calls educated us on the work of being a CDFA®, the mindset calls gave us perspective on our growth and potential and the Q and A calls were great in helping us with our client cases. Most of all, we learned what other CDFA®s in the program are doing in their practice, to emulate their successes, share their frustrations and, much like divorce, avoid their mistakes.”

—Andrew, VELOCITY Member

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