Pacific Divorce Management Announces Partnership with Michelle Smith of Source Financial Advisors
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Pacific Divorce Management and
"As the two nationwide leaders in the divorce financial planning business, we have taken intellectual property from both businesses and created one set of best practices, which we believe will be very appealing to advisors across the country," said
"Knowing that Justin and his team have taken a deep dive and really own the space in
TWO NATIONAL LEADERS UNITE
Reckers and Smith have both been successful in building profitable divorce financial planning niches in their respective states. Reckers' firm, Pacific Divorce Management, is headquartered in
Smith is one of the most sought after divorce financial specialists in the country. She is a member of the
A thought leader in the field of Applied Behavioral Finance, Reckers is in demand as a writer, speaker and consultant in the financial services industry. He is trained in Family Law specific Mediation and Collaborative Divorce and regularly offers continuing education for legal, mental health and financial professionals on the intricacies of finances in divorce. He is a board member of the
THE LARGEST TRANSACTION IN MOST PEOPLE'S LIVES
Divorce, which affects 2,000,000 people in
"If a couple never had children or their children are grown, money is the only thing to argue about in the divorce proceedings," Reckers said.
"While legal advisers offer the structure and guidance necessary to fashion agreements, Divorce Financial Planning exists at the intersection of expert financial analysis, financial planning, and decision coaching with the unique and complicated financial intricacies of divorce in mind," Smith added. "Divorce Financial Planners offer the creative options, financial analysis and strategies necessary to help clients obtain the most financially advantageous settlement possible and transition into post-divorce life with a game plan for financial success," she said.
JURISDICTIONAL DIVORCE ISSUES, RESOLVED
With Reckers in
"Michelle's in an equitable distribution state and I'm in a community property state," Reckers said. "She's in
The divorce financial planning franchise, which is currently available in most states, offers a proven business model with total immersion training at the headquarters in
"This turnkey business solution trains franchisees in the entire business cycle, from finding clients, to advising them through the divorce, to establishing a continuing business relationship with clients post-divorce," Reckers said. "Franchisees benefit from ongoing support from leaders in the industry, through emails, newsletters, a help desk and even onsite support with complicated or large cases, if needed," he said.
FRANCHISE TO BOLSTER ADVISOR SUCCESS
According to Smith, one of the main reasons advisors cite when discussing their lack of success in the divorce financial planning niche is that they are scared that they are going to take their first case and make a mistake, which leads them to sometimes say no to the first referral they get.
"This is one of the primary reasons we decided to create this franchise," Reckers said. "We want to close the knowledge gap, provide a safety net and bolster the advisor's confidence level. When advisors invest in this franchise, they will receive a turnkey business model with an accelerated time frame which does not require them to cultivate and develop this business on their own," Reckers said.
"Justin and I forged this path in two markets when everyone told us it couldn't be done," said Smith. "Having the benefit of two nationwide experts with all these years of expertise can cut off an enormous amount of training and development time – perhaps as much as two years, which is huge," said Smith.
Reckers believes that the financial decisions made during a divorce will very likely be the biggest and most difficult decisions the parties will ever make. According to its website, Pacific Divorce Management's mission is to provide divorce financial planning services that focus on long-term well-being for the client by mitigating the devastating financial effects that are often the result of divorce.
Financial advisors who are interested in exploring the Pacific Divorce franchise opportunity may visit http://pacdivorce.com/franchise-2.
***To hear Reckers and Smith discuss their new partnership and provide additional insights for financial advisors, visit http://www.audioacrobat.com/email/EZRXxkmpN ***
ABOUT PACIFIC DIVORCE MANAGEMENT
Based in
ABOUT SOURCE FINANCIAL ADVISORS
Based in
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