Growing Your Financial Advisory Practice | Insights For Financial Advisors, Planners And Investment Managers

Most people know that divorce can take a financial toll. So what’s the best way for clients to protect their assets during a divorce? And more importantly, how can you help your clients plan for the future given their new financial reality? Today’s guest will answer these questions and more. Debbie Hartzman is a financial advisor, holding CFP, CLU, CDFA (Certified Divorce Financial Analyst), TEP and CEA designations. She’s also an author and a national expert on helping individuals undergoing separation or divorce proceedings. Listen in to hear what she has to say about becoming an advisor, understanding the nuances of working with divorcing or separating couples, and the benefits of using a financial advisor during separation or divorce.  What You’ll Learn in This Episode:  Understanding the difference between separation and divorce (12:30) The benefit of having a financial advisor during a divorce (16:20) The tax implications of divorce (29:10) How Debbie approaches potent