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Empowering women to find identity, permission and play to take financial and life control
Manage episode 365898814 series 3333605
Contenido proporcionado por Mark Akeroyd. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Mark Akeroyd o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.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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