Source: Business Wire

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

CHICAGO--(BUSINESS WIRE)-- #Advisors--Lumiant, an advice and client engagement platform that empowers advisors to connect with families around their values and money goals to make better choices and live their best financial lives, today announced that divorce expert Michelle Smith, Co-founder and CEO of Source Financial Advisors and Wife2CFO, has adopted the platform for her nearly $500 million AUM practice. Divorce is a pivotal life event that causes people to re-evaluate existing financial plans or seek

Read full article »
Est. Annual Revenue
$5.0-25M
Est. Employees
25-100
CEO Avatar

CEO

Update CEO

CEO Approval Rating

- -/100