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 Maximize What You Get

It depends on the kind of an engagement. If it's a case that, you know, the couple is working with me, then we schedule a two hour property division meeting where I in essence print out the plan and we walk through it step by step. Well, let's give that spouse all the retirement assets and give all the home equity to the other size. Now we got money you both get to keep because we're not going to give it to Uncle Sam. That kind of stuff.

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