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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

CHAPTER

How to Charge for a Divorce Engagement

As a CDFA holder, the code of ethics does provide that I cannot be someone's financial advisor and divorce planner at the same time. So there has to be a clear delineation. My role as their divorce financial planner has to be formally ended before I can consider them a prospect on the wealth side. The vast majority of practitioners will bill hourly. And I learned the hard way to only take retainers.

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