CEO MICHELLE SMITH

in the news

Michelle Smith is a regular contributor to national and financial media and co-authored the book, "Divorce and Your Finances", for Wachovia Securities financial advisors.

Divorce Looks Like Forced Early Retirement for Many Wealthy Women, Advisor Says


March 02, 2023 | By John Manganaro
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Financial Advisor & Divorce Financial Expert Michelle Smith Levels-Up Client Experience with Lumiant, an Advice Engagement Software Platform


December 6, 2022
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Financial Advisor IQ

Successions Must ‘Look Like Synchronized Swimming’


July 21, 2022 | By Emily Dattilo
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Trust Your Hidden Superpowers


April 4, 2022 | By Michelle Smith
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Patience, Compassion Essential to Advising Women Clients During Divorce


May 21, 2021 | By Michelle Smith
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Client Segmentation and It’s Impact on Growing Enterprise Value

A Facilitated Discussion With Three Successful Advisors


March/April 2021
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Managing Divorce In The Coronavirus Era


September 17, 2020 | By Abby Ellin
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Women Leading the Finance Industry:

July 9, 2020 | By Tyler Gallagher
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Covid-19 Pushing Shaky Marriages to Breaking Point, Advisors Say


May 13, 2020 | By Jacqueline Sergeant
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watch out for comfort buying during pandemic


May 10, 2020 | By Sheryl Nance Nash
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Corona Crash Advisor Insights:


April 28, 2020 | By Abby Ellin
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