EXCELSIOR CAPITAL PRESENTS

Understanding Trauma as a Key to Your Financial Behavior

Diana Chambers is a highly respected Family Wealth Mentor and Philanthropic Advisor who established her business in the US in 2002 and subsequently in Switzerland, where she now resides.
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Podcast: Understanding Trauma as a Key to Your Financial Behavior

Diana Chambers is a highly respected Family Wealth Mentor and Philanthropic Advisor who established her business in the US in 2002 and subsequently in Switzerland, where she now resides. She brings to her work her experience as a third-generation member of a UK business family to which she has added corporate strategic planning and charitable leadership roles. She’s also the author of “True Wealth: Letters on Money, Life, and Love” as well as her latest piece “Money Wisdom Unlocked: Understanding Trauma as a Key to Your Financial Behavior”.

Key Highlights

[00:01 – 06:47] Opening Segment

  • Welcoming Diana to the show
  • Diana talks about understanding trauma as the key to financial behavior
  • Our body’s reaction to trauma is the survival instinct

[05:57 – 15:13] Why You Behave The Way You Do

  • The three primary sources of trauma
  • The building block of a thriving family is building relational health
  • Money represents different things for different people
  • Here are concrete steps we can all take to have a healthy relationship with money
  • We are responsible for our own well-being and for bringing that to the family

[15:14 – 28:32] Prejudices And Misconceptions

  • Being an inheritor of wealth goes beyond just having more money
  • Masculine traits have been embedded into the wealth management business that some women are finding it difficult to succeed in this space
  • Helping women be confident about themselves knowing that they have a big contribution to make means asking the system that she’s within to be more open to women’s voice

 [28:33 – 36:36] Being Comfortable in Your Own Skin

  • Transition points in an ongoing wealth situation need legal guidance from very early on in the process
  • It’s the lack of financial EQ and not the lack of financial IQ that is most likely to blow a situation up
  • Happiness and wealth can coexist

[36:37 – 31:24] Closing Segment

  • Diana’s meditation practice and going on annual silent retreat help her maintain peace

Additional Links:

Diana’s website: https://dianachambers.com 

Brian’s Linkedin: https://www.linkedin.com/in/brian-c-adams/

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