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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.
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June 5, 2024
Advisors name the most overlooked financial issues during divorce proceedings
By Gregg Greenberg
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November 7, 2023
When Women Are The Breadwinners In A Relationship
By Jacqueline Sergeant
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September 29, 2023
The Evolution in Ultra-Wealthy Divorce: 8 Key Shifts
By John Manganaro
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June 2023
Helping Women find the identity and permission to take financial and life control
Lumiant Live with Mark Akeroyd of Lumiant
[Watch Now]
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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]
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March 23, 2023
Women Designing Their Financial Destinies throughout and after Divorce
The Cannon Curve Podcast with Phil Cannon
[Listen In]
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March 15, 2023
Get Financial Advice Before Your DivorcE
By Sharon Jayson
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March 02, 2023
Divorce Looks Like Forced Early Retirement for Many Wealthy Women, Advisor Says
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
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July 21, 2022
Financial Advisor IQ
Successions Must ‘Look Like Synchronized Swimming’
By Emily Dattilo
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April 4, 2022
Trust Your Hidden Superpowers
By Michelle Smith
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May 21, 2021
Patience, Compassion Essential to Advising Women Clients During Divorce
By Michelle Smith
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Client Segmentation and It’s Impact on Growing Enterprise Value
A Facilitated Discussion With Three Successful Advisors
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September 17, 2020
Managing Divorce In The Coronavirus Era
By Abby Ellin
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July 9, 2020
Women Leading the Finance Industry:
By Tyler Gallagher
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May 13, 2020
Covid-19 Pushing Shaky Marriages to Breaking Point, Advisors Say
By Jacqueline Sergeant
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May 10, 2020
watch out for comfort buying during pandemic
By Sheryl Nance Nash
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April 28, 2020
Corona Crash Advisor Insights:
By Abby Ellin
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