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

00:00

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.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app