In today’s episode of Framework, Jamie talks with Dr. Daralee Barbera, the President of Diversified Professional Coaching, LLC.

Dr. Daralee Barbera is a professor, a professional business coach, and a consultant. Daralee began her career as a teacher and never thought she’d enter the finance world. While practicing teaching, she explored and did financial planning on the side—this signaled a career shift. Clients were piling up quickly and she made the shift to full-time financial planner.

Understanding financial planning gave her a greater purpose: to help others. After finishing her doctorate, Dr. Barbara wrote books on the topics most interesting to her and managed various professional organizations. Currently, she leads her own company and continues to advocate for financial education and gender diversity in financial services.

Dr. Barbara talks to Jamie about the access points of financial literacy and the importance of gender diversity in the finance industry.

“Financial Planning is important education. This is critical knowledge. If you have your finances together, you’ve got choices, you understand where you are, you understand where you’re going, and you have a plan to get there. Life doesn’t get better than that.” ~ Dr. Daralee Barbera 

Main Takeaways

  • Say no to the traditional style of schooling. Find ways to collaborate and network with others outside of the classroom and find real-world ways to practice your skills and knowledge.  
  • Trust the process. The education system teaches you to make the best out of limited resources (e.g., time, funding, etc.) and it can sometimes take time to see the full impact of those lessons in your daily life.
  • Financial education is immensely important. Financial management is fundamental in everyone’s life and should be taught by educators. 
  • The current role of a financial advisor is critical now more than ever. Financial advisors need to give in-depth insights to improve their client’s state of financial literacy.

Links and Important Mentions

Transform the Way You Grow Your Firm at Excell 2021

Whether you’re just starting in the industry or you manage a billion-dollar firm, Excell 2021 is for you.  As one of the largest conferences in the industry, we have a full slate of development opportunities for you and your entire team. Hear from Carson Founder and CEO Ron Carson, best-selling author John DiJulius, Nerd’s Eye View’s Michael Kitces, Framework Host Jamie Hopkins, and plenty more. 

Join us October 12-14, 2021, in Las Vegas, or register for our digital-only conference. Register today at

Subscribe and Stay in Touch

facebook twitter linkedin mail print
Share Post: facebook twitter linkedin mail print
Recent Posts

Eric Ludwig, PhD, CFP® and Chet Bennetts, CFP®, CLU®, ChFC®, RICP®: Using AI in Financial Services

By: Ana Trujillo Limon
How prepared are you for the changing landscape of financial advisory with AI tools at your disposal? In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks …

Doing the Work of a Powerhouse: The Way Forward for Women in Financial Services According to Lazetta Rainey Braxton

By: Ana Trujillo Limon
You’ve likely experienced a power outage for any number of reasons – a tropical storm, a blizzard or too many people being on the power grid. “When your power …

Excell 2024: Get to Know Mainstage Speaker Liz Bohannon

By: Carson Group
Excell 2024 is the premier practice management conference for growth-focused Carson Partners and Coaching members. Our speakers – both Carson and industry leaders – will bring big, creative and …

ReFrame | Kellan Brown

By: Ana Trujillo Limon
Discussion with industry mentorship expert Kellan Brown to discuss the importance of mentorship and sponsorship in advancing women, as well as how people can be successful mentors. We’d also …
1 2 3 665