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Women & Finance Knowledge Circle: Aligning Your Business to Your Values

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Includes a Live Web Event on 04/13/2023 at 12:00 PM (MDT)

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.

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Women & Finance Knowledge Circle: Aligning Your Business to Your Values
04/13/2023 at 12:00 PM (MDT)  |  60 minutes
04/13/2023 at 12:00 PM (MDT)  |  60 minutes 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.
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Women & Finance Knowledge Circle: Aligning Your Business to Your Values
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available