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

Financial Advisor Success

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How to Introduce Yourself as a Financial Advisor

Nancy Wurzelbacher says she was approached by three women at a jewelry party. One of them said, you need to call Nancy; the other two had never met each other before that night. "I would say, well, I am a financial advisor, but I specialize in divorce and they would go, what? Really?" asks Wurzler.

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