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.


November 7, 2023

When Women Are The Breadwinners In A Relationship


By Jacqueline Sergeant
[Read Article]


September 29, 2023

The Evolution in Ultra-Wealthy Divorce: 8 Key Shifts


By John Manganaro
[Read Article]


June 2023

Helping Women find the identity and permission to take financial and life control


Lumiant Live with Mark Akeroyd of Lumiant
[Watch Now]


May 16, 2023

Behind the Curtain at an Independent Wealth Management Firm


The Active Advisor Podcast with Bryan Moore of Harbor Capital Advisors
[Watch Now]


March 23, 2023

Women Designing Their Financial Destinies throughout and after Divorce


The Cannon Curve Podcast with Phil Cannon
[Listen In]

AARP


March 15, 2023

Get Financial Advice Before Your DivorcE


By Sharon Jayson
[Read Article]


March 02, 2023

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


By John Manganaro
[Read Article]


December 6, 2022

Financial Advisor & Divorce Financial Expert Michelle Smith Levels-Up Client Experience with Lumiant, an Advice Engagement Software Platform


July 21, 2022

Financial Advisor IQ

Successions Must ‘Look Like Synchronized Swimming’


By Emily Dattilo
[Read Article]


April 4, 2022

Trust Your Hidden Superpowers


By Michelle Smith
[Read Article]


May 21, 2021

Patience, Compassion Essential to Advising Women Clients During Divorce


By Michelle Smith
[Read Article]


March/April 2021

Client Segmentation and It’s Impact on Growing Enterprise Value

A Facilitated Discussion With Three Successful Advisors


September 17, 2020

Managing Divorce In The Coronavirus Era


By Abby Ellin
[Read Article]

July 9, 2020

Women Leading the Finance Industry:

By Tyler Gallagher
[Read Article]


May 13, 2020

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


By Jacqueline Sergeant
[Read Article]


May 10, 2020

watch out for comfort buying during pandemic


By Sheryl Nance Nash
[Read Article]


April 28, 2020

Corona Crash Advisor Insights:


By Abby Ellin
[Read Article]