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 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.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode