Aligning Your Business to Your Values

When:  Apr 13, 2023 from 14:00 to 15:00 (ET)

The April Women & Finance Knowledge Circle will be held on Thursday, April 13th at 2 pm ET.

Guest speaker Diane Bourdo will be presenting, "Aligning Your Business to Your Values."

Join us for an exciting Q&A with Diane Bourdo, President of The Humphreys Group. Discover the power in aligning your inherent values to the financial advisory business you cherish. Learn how it can transform its success as well as benefit clients. We'll explore why making these connections matters for financial advisors and glean insights into how Diane has applied them personally within her firm.

During the last 25-plus years I have been extensively involved in all aspects of our work with clients, tackling investment and financial planning issues. I am particularly passionate about helping women get smarter about money – and to see the ways in which they already have money competence. I strongly believe in a culture of continuous learning – whether that applies to investment strategies, new financial planning opportunities or strengthening our team. To that end, I ensure that we continually improve our clients’ experience, encourage innovation and spur growth. This has become increasingly important during the pandemic. The combination of our dedication to our clients’ positive financial outcomes and our embrace of an experimental mindset has helped us evolve and grow as a team in new ways.

In addition to community service work we do as a team, as a member of the Financial Planning Association, I participate on the pro bono committee that provides financial planning to underserved communities.