What's inside...

Nancy Hetrick puts her years of experience and training into the ultimate reference book for your practice. No need to recreate the wheel. Follow this guide to the lucrative niche business you envision.

  • The definitive guide to launching a successful business using your CDFA® credential 
  • From marketing to systems to the actual work with clients, a crystal-clear plan
  • A collection of worksheets, agreements, tools and templates both in print and available for download 
  • 400+ pages packed with information and real resources for you to use