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Todd Huettner, founder of The Divorce CFO, is a Certified Divorce Financial Analyst (CDFA) and mortgage lender specializing in divorce mortgage planning. While highly respected in his field, Todd faced a major challenge: potential clients didn’t know when or why they needed his services. His expertise was critical in divorce cases, but by the time most people found him, they had already made costly financial mistakes.
The Issues He Was Facing
Todd was an expert at saving clients money, but his business lacked a system to attract and convert leads efficiently.
Key Problems:
Low Awareness - Most divorcing clients only discovered CDFAs after they had already made major financial mistakes.
Missed Opportunities - Divorce clients act fast—if they don’t get a response immediately, they move on.
Inefficient Consultation Process - Todd was spending over an hour per consultation, limiting how many clients he could take on.
Limited Scalability - Too much manual work made it difficult to take on more clients without sacrificing service quality.
The Solution (How We Scaled The Divorce CFO)
We created @TheDivorceCFO as Todd's personal brand, a new hub for any content he puts out; this allowed his efforts between multiple businesses to snowball!
High-Traffic Social Media & Content Strategy
Developed a LinkedIn & video content strategy to position Todd as the go-to expert in his field.
Optimized posts for engagement & lead generation, leading to over 100,000 views in six months.
Integrated auto-DM responses on social media to capture and engage potential clients instantly.
Automated Intake & Consultation System
(In Progress)
Introducing a divorce cost-saving calculator to qualify leads before they ever spoke to Todd, ensuring only serious inquiries moved forward.
Integrating AI-powered call summaries to reduce admin work and improve note-taking.
Setting up automated SMS & email responses to engage new leads instantly and reduce missed opportunities.
Built a Scalable Offer System
Developed a value ladder, making it easy for leads to progress from free resources to low-ticket services and then into full mortgage feasibility analysis.
Structured his Mortgage Feasibility Report as a premium offer, doubling its price while increasing demand.
Next Steps? The ClientNAV Growth System
With a fully optimized intake and consultation system, the next step is further automation and scaling.
Expanding retargeting strategies to keep Todd top-of-mind for leads who don’t convert right away.
Enhancing AI-powered client follow-ups to streamline responses and reduce missed opportunities.
Scaling with SEO and content marketing to increase long-term organic traffic.
Are You Losing Divorce Clients?
If your financial or legal practice isn’t structured for automated growth, you’re missing out on high-value clients.
Are you educating potential clients early in the process?
Do you have a structured intake & consultation system?
Are you losing leads due to slow response times?
