The February 2020 Women & Finance Knowledge Circle will be held on Thursday, February 13th at 2 pm ET.
Guest speakers Diane Bourdo and Lexi Olian will be presenting, "We All Want to Serve Women Clients: What Does That Actually Mean?"
Wealth management firms large and small are all competing to get women clients and to hire women advisors. Every firm has a “Women and Wealth” tab on its website. For good reason. As the data bears out, women control about 85% of all consumer purchases and are poised to control a greater and greater percentage of assets in the coming decades. What does it mean to serve women? What would actually be different if firms did so? How would we know that an RIA was actually addressing the needs, strengths, preferences and perspectives of women?
Likewise, we all see that RIAs are competing to hire women advisors. This potentially creates a dilemma for firms that recognize the need for gender diversity in their staff – but may not be aware of or be willing to make changes that would celebrate and promote, rather than merely accommodate female employees. Given this environment, how can women come together to support each other, to form a version of the “old boy’s network” that is a reflection of our needs, preferences, perspectives and strengths?
Diane Bourdo
President, The Humphreys Group
Diane has dedicated her life’s work to helping clients make smart financial decisions. For nearly 30 years, she has implemented investment management and financial planning strategies that allow our clients to create lives that reflect their values. She is also a passionate champion of women. Nothing is more gratifying to her than seeing a client discover, and step into, her financial power.
Diane is one of the foremost experts in facilitating conversations about the non-numerical aspects of money. She has served as a mentor at the FPA Residency Program, contributed to Golden Gate University’s Financial Life Planning program, and participates in pro bono events that provide financial planning to underserved communities. Diane is a Certified Financial Planner Professional™, holds a BA from the University of Wisconsin, Madison, and an MBA from the University of California, Berkeley, Haas Graduate School of Business. She is an inspiration to women in the industry and has played an instrumental role in developing a new generation of female financial planners.
Lexi Olian
Director of Financial Planning, The Humphreys Group
Lexi has a passion for creating financial plans that are in alignment with clients’ core values. As Director of Financial Planning, Lexi works to ensure that client services are delivered with expertise and empathy. Since joining the firm in 2013, she has worked to create a comprehensive financial planning process that can be customized to meet the unique needs of each client. She has also worked closely with Diane to develop Conversation Circles for Women.
Prior to becoming a CFP® professional, Lexi devoted more than 20 years to financial management in the nonprofit sector, helping cause-driven organizations to make the greatest possible impact with their limited resources. She continues to dedicate time to the community offering pro bono financial planning services through organizations serving women throughout the Bay Area. In addition to becoming a Certified Financial Planner Professional™, Lexi holds a BS from the University of California, Davis and a Master’s degree from the University of San Francisco in Nonprofit Administration.