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.
Helping Women find the identity and permission to take financial and life control
June 2023 | Lumiant Live with Mark Akeroyd of Lumiant
[Watch Now]
Behind the Curtain at an Independent Wealth Management Firm
May 16, 2023 | The Active Advisor Podcast
with Bryan Moore of Harbor Capital Advisors
[Watch Now]
Women Designing Their Financial Destinies throughout and after Divorce
March 23, 2023 | The Cannon Curve Podcast with Phil Cannon
[Listen In]
Get Financial Advice Before Your DivorcE
March 15, 2023 | By Sharon Jayson
[Read Article]
Divorce Looks Like Forced Early Retirement for Many Wealthy Women, Advisor Says
March 02, 2023 | By John Manganaro
[Read Article]
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
[Read Article]
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
[Read Article]
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
[Read Article]