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]


AARP

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
[Read Article]


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
[Read Article]


Patience, Compassion Essential to Advising Women Clients During Divorce


May 21, 2021 | By Michelle Smith
[Read Article]


Client Segmentation and It’s Impact on Growing Enterprise Value

A Facilitated Discussion With Three Successful Advisors


March/April 2021
[Read Article]


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
[Read Article]


Covid-19 Pushing Shaky Marriages to Breaking Point, Advisors Say


May 13, 2020 | By Jacqueline Sergeant
[Read Article]


watch out for comfort buying during pandemic


May 10, 2020 | By Sheryl Nance Nash
[Read Article]


Corona Crash Advisor Insights:


April 28, 2020 | By Abby Ellin
[Read Article]