MY ACCOUNT

Changing Narratives in the Profession

Treehouse Wealth Advisors’ Diane Bourdo, CFP®, was on the Financial Planning Association’s podcast, “You’re A Financial Planner; Now What?” (YAFPNW). In the FPA episode with Matt Fizell, CFP®, Diane Bourdo talked about her passion for changing the narrative of women and money, the meaning of financial success, and how we can create lasting change in the financial services industry.

Diane was previously president of The Humphreys Group, a women-owned and women-operated wealth management firm, which had always served women going through life transitions. Why? Society’s ideas of what it means to be good with money, to be successful with money, are tired and outdated. They’re also not accurate, and they need to change.

“The idea of women not having confidence or knowledge about money doesn’t sync up with my experience with women…. generally I’ve found that women are much better at money than they’ve been led to believe,” Diane said. “And of course it’s also true that men are generally not as good at money than they have been led to believe. And so we’re all suffering by this narrative. It’s not good for anybody.”

If you’re a new financial planner, how can you be the best at your job? How can you be a champion of change for the profession? Diane said that curiosity, self-inquiry, is the most important thing to cultivate to find success.

“We can’t change anything in the outside world until we take a look at ourselves,” Diane said. “I think one of the most important things to cultivate to be successful is curiosity, true curiosity, and to have a curious mindset. And you have to just keep practicing that curiosity.”

You can listen to the full June 2020 podcast episode, “Changing Narratives in the Profession,” here.

The Financial Planning Association® (FPA®) is the primary membership organization for CFP® and financial services professionals who want to master the practice of financial planning, and who are committed to shaping the future of the profession. FPA provides support that advances financial planning practitioners throughout every phase of their career, encompassing the business, practice, and profession of financial planning.

Written By
Treehouse Wealth Advisors Team

Treehouse Wealth Advisors is a women-led firm based in Walnut Creek, CA, dedicated to crafting tailored financial solutions for individuals and families. With a focus on long-term, relationship-driven approaches, we empower clients to invest their time and assets purposefully. Our team is passionate about challenging the status quo and embracing change to find better solutions.

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