In this session, Diane and Gretchen will discuss the ins and outs of what it means to be a woman in a male-dominated industry and how they have carved out careers driven by values, focus, and passion. The discussion will cover topics including cultivating and leading a female team, building a values-based mission, marketing to women clients in a meaningful way, and ‘walking the talk' of their values.
Diane Bourdo, CFP®
Diane Bourdo, CFP®, President of The Humphreys Group, a women owned and operated wealth management firm, and Certified B Corporation. With over 30 years of experience in the industry, Diane is passionate about helping women get smarter about money. She coauthored "Rewriting the Rules Telling Truths About Women and Money," with Hallie Kraus. An Investment News Women to Watch honoree in 2020, and under Diane's leadership The Humphreys Group was named a 2021 Think Advisor LUMINARIES for Thought Leadership & Education. Diane is a regular speaker at industry events and contributor to media outlets including Forbes, Wealth Management, FA magazine, and Advisor Perspectives.
Gretchen Halpin is a strategic visionary with over 25 years of leadership and marketing experience. Gretchen specializes in pioneering strategy and growth initiatives that drive success across every aspect of a business — from vision and objectives to marketing and business development, to the overall client experience. Her top priority is to ensure that all decisions and initiatives are aligned with the mission and values of the firms in which she works. Gretchen has helped firms achieve success by elevating their brand identity and story to internal and external audiences, seizing new business opportunities, driving organizational change, and translating strategy into action across all levels of the business.