Women & Finance Knowledge Circle: Aligning Your Business to Your Values
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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.
Diane S. Bourdo, CFP®
The Humphreys Group
Diane joined The Humphreys Group In 1989, became a Principal In 1993, and has been President since 2005. During the last 25-plus years she has been extensively involved in all aspects of work with clients, tackling investment and financial planning issues. She is particularly passionate about helping women get smarter about money – and to see the ways in which they already have money competence. Diane 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, she ensures that we continually improve our clients’ experience, encourage innovation and spur growth.