Savant Wealth Management | Fee-only wealth management firm
The episode is a look at how one advisory firm's senior leadership frames financial confidence work for women, including divorce-related conversations, which may be useful to advisors thinking about how they talk to clients in transition. It also offers a view of how a peer firm packages client education content from its own conference.
Summary
By the running an ria deskAn episode of Savant Wealth Management's podcast The Real Return, recorded at the firm's annual advisor conference in Miami, in which co-hosts Zach Ivey and Rob Morrison speak with Savant managing partner Michelle Smith. Smith discusses the story behind Wife2CFO™, the program she created to help women move from "sidelined to in charge" with their finances, and makes the case that it is never too early or too late to start. The conversation covers practical steps for building clarity and confidence around money, framed for people facing a major life change or simply wanting more confidence.
- The episode was recorded at Savant's annual advisor conference in Miami.
- Guest Michelle Smith is a Savant managing partner, a certified divorce financial analyst and the creator of Wife2CFO™.
- Smith describes Wife2CFO™ as a program to help women go from "sidelined to in charge" with their finances.
- The discussion emphasizes that it is never too early or too late to start building financial clarity and confidence.
Similar items
Same topic Spending Is Up 7%. Paychecks Are Up 3%. What Happens When Stocks Stop Paying the Difference? | ERExcess Returns |
 Ep 44: Where do I find time to think about finances? - with Angie Chen | MOMoney on Your Mind (Edelman Financial Engines) |
 Resilient Markets: Strengthening Market-Wide Resilience Featuring Debbie Guild, PNC, and Brian Peretti, Everstream Advisors | SPThe SIFMA Podcast |
 Matt Ludmer: When Success Stops Feeling Like Success | BSBarron's Advisor |
 New Technology, Old Habits: Rethinking the Advisor’s Role in the Age of AI | AlAllianceBernstein |
Get the weekly 3 to watch
Free, in the Morning BriefEvery week the Morning Brief picks three videos and podcasts worth your time, with why each one matters.
Free. Every morning. Unsubscribe from any edition in one click.
Videos and podcasts are embedded from their publishers. Selections and summaries are editorial and are not investment advice.