Nancy D. Butler
Nancy D. Butler, CFP, CDFA, CLTC

Connecticut, United States

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Nancy D. Butler, CFP, CDFA, CLTC

Connecticut, United States

"Built business from scratch to $200 million in assets under management while a single parent with no other income"

Expert On

  • Business Growth
  • Time Management/Self-Management
  • Community Relations
  • Marketing
  • Empowerment
  • Retirement/Aging

Experience In

  • Consulting
  • Finance

About Nancy D. Butler

At age 31 while in the process of a divorce Nancy took her children and with no child support, alimony or other source of income moved 70 miles away and started her own business.  She had never been on her own before and now had herself and two children to support. 

At the new location Nancy was offered a salaried position at a higher pay then she had ever had before but realized they were hiring her at "the top of the ladder" leaving no place to grow.  She did not want a job.  She knew what she needed was a career.  So with no other source of income, Nancy opted for her own business.  Having two daughters, she felt it important that they "see what a women can do".

Nancy became and remains extremely organized and focused.  She got very good at marketing and media relations, enabling her to build the business quickly.  She built the business from scratch to one of the top asset management and financial planning practices in the country with the parent company.  Also, as one of the few Certified Divorce Financial Analysts in the State, she has testified in court as an expert witness regarding the financial aspects of divorce.

With approx. $200 million in assets under management and about 1,200 clients, in 2007 Nancy sold her practice.  Nancy is now a national speaker and coach to help business owners do a better job for their clients, improve their bottom line and find the work life balance they need.  She also speaks on topics to help individuals live a successful life and realize their dreams.

Nancy has been quoted in many local and national publications including USA Today, Forbes, The National Business Institute, The New England Real Estate Journal, The Financial Planning Association magazine and Money magazine and has been a speaker for major corporations such as Pfizer, General Dynamics and Dow Chemical. Nancy has also been a guest on several live TV and radio call in shows.

In 2012 her book "Above All Else, Success in Life and Business" was published. In 2014 her book "A Realtor's Guide to Greater Success" became available.

Nancy says "I am a firm believer that adversity can either make you or break you. And if we are strong enough, we get to pick which side we fall on". "My mantra now is, I can't think of anything that could possibly happen to me that I couldn't handle."



Program Information

Making your financial resources last - tips to provide a comfortable financial retirement

No one can really know what the future holds for interest rates, inflation or the stock market.  Knowing your feelings regarding this uncertainty can help to put together an appropriate portfolio to provide for the goals that are most important to you. This session will discuss investment mind set and tips to better assure a comfortable financial retirement. (No specific products will be discussed or sold)

educational / informative inspirational / life-changing

Developing an effective business plan

It is difficult to get to where you want to go without a road map or a plan. This session will help you develop meaningful, realistic goals and put a plan in place to assure implementation and success.

educational / informative audience activity

Many other topics are available

There are many other topics available and all can be customized to your needs. See the website for more information. www.aboveallelse.org or contact me at nbutler@aboveallelse.org or 860-444-0535.

educational / informative technical / specific inspirational / life-changing entertainment-based audience activity

Overcoming adversity, living a successful life

 

We may have no control over the difficulties life hands us. But we do have control over how we handle the challenges we are dealt, both mentally and physically.  This session will provide background on how Nancy D. Butler handled this in her own life and how she helped countless others to do the same. Life is what you make of it, regardless of what you are dealt. Tips will help you to be happy and successful regardless of your circumstances. 

educational / informative inspirational / life-changing

Anchoring your clients to you - Building a loyal client base

If your competition had the same product, same knowledge and same price, why should the client work with you? This session will discuss ways to set your business apart in a competitive environment to attract new clients and anchor your existing clients to you.

educational / informative inspirational / life-changing

Putting yourself on Auto Pilot.

As time passes or if you become ill, it may become more difficult for you to manage on your own.  This session will provide tips on things you can do now, while your mind is sharp and you can make good decisions for yourself to "put all your ducks in a row" to potentially enable you to maintain your independence as long as possible. This can also be helpful in the event someone else needs to step in and assist you in the future.

educational / informative inspirational / life-changing entertainment-based

Programs

Making your financial resources last - tips to provide a comfortable financial retirement

educational / informative inspirational / life-changing

No one can really know what the future holds for interest rates, inflation or the stock market.  Knowing your feelings regarding this uncertainty can help to put together an appropriate portfolio to provide for the goals that are most important to you. This session will discuss investment mind set and tips to better assure a comfortable financial retirement. (No specific products will be discussed or sold)

Developing an effective business plan

educational / informative audience activity

It is difficult to get to where you want to go without a road map or a plan. This session will help you develop meaningful, realistic goals and put a plan in place to assure implementation and success.

Many other topics are available

educational / informative technical / specific inspirational / life-changing entertainment-based audience activity

There are many other topics available and all can be customized to your needs. See the website for more information. www.aboveallelse.org or contact me at nbutler@aboveallelse.org or 860-444-0535.

Overcoming adversity, living a successful life

educational / informative inspirational / life-changing

 

We may have no control over the difficulties life hands us. But we do have control over how we handle the challenges we are dealt, both mentally and physically.  This session will provide background on how Nancy D. Butler handled this in her own life and how she helped countless others to do the same. Life is what you make of it, regardless of what you are dealt. Tips will help you to be happy and successful regardless of your circumstances. 

Anchoring your clients to you - Building a loyal client base

educational / informative inspirational / life-changing

If your competition had the same product, same knowledge and same price, why should the client work with you? This session will discuss ways to set your business apart in a competitive environment to attract new clients and anchor your existing clients to you.

Putting yourself on Auto Pilot.

educational / informative inspirational / life-changing entertainment-based

As time passes or if you become ill, it may become more difficult for you to manage on your own.  This session will provide tips on things you can do now, while your mind is sharp and you can make good decisions for yourself to "put all your ducks in a row" to potentially enable you to maintain your independence as long as possible. This can also be helpful in the event someone else needs to step in and assist you in the future.

CAREER Speaking 36 yrs

Last year
20
events
LANGUAGES English
WORKED IN United States
ASSOCIATIONS
member of NSA - United States
NSA/Connecticut Chapter