18min chapter

Financial Advisor Success cover image

Ep 374: Turning Your Marketing Loss Leader Into A Positive Revenue Diversifier By Getting Clear About The Value with Dianne Nolin

Financial Advisor Success

CHAPTER

Navigating Post-Divorce Financial Planning

This chapter explores the transition of clients from divorce work to traditional financial planning, emphasizing administrative tasks, legal aspects, and the process of claiming entitled assets. It discusses fee structures, staying engaged with clients post-divorce, team growth in divorce financial planning, specialization in serving financially savvy women, and reflections on navigating the male-dominated financial industry in the late 1980s.

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