Mark is joined by Michelle Smith, CEO of Source Financial Advisors. 

Michelle has helped thousands of women understand their financial options before, during, and after divorce. She is a passionate advocate for women’s financial literacy and developed an educational program and platform, Wife2CFO™, for women who want to design their financial future post-divorce.

In this episode, Michelle and Mark discuss:

• How Michelle helps newly minted CFO's regain control through economic independence
• How she re-designed her space to help her clients feel and see what's in them.
• How she helps women find identity through re-branding post divorce
• Using play to help set spending priorities and inspire permissible playful thought
• two powerful client stories of how Michelle has brought this passion to life through her clients

To learn more about how Lumiant can help you engage clients with values based advice visit www.lumiant.io