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Empowering women to find identity, permission and play to take financial and life control
Manage episode 365898814 series 3333605
Вміст надано Mark Akeroyd. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Mark Akeroyd або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
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
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