2min chapter

Financial Advisor Success cover image

Ep 342: Scaling To $1M Of Financial Planning Fee Revenue By Specializing In The Divorce Niche With Nancy Hetrick

Financial Advisor Success

CHAPTER

How to Create an Engagement Letter for Your Spouse

"I have a beautiful recipe for the initial consultation where it's, you know, what is if you could look back on this five years from now," she says. "You really just doing that active listening and then we're paraphrasing it back to them." She adds: "If you don't have someone like me involved, chances are they’re going to miss this ... I beg our only support!"

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