{ "version": "https://jsonfeed.org/version/1.1", "user_comment": "This feed allows you to read the posts from this site in any feed reader that supports the JSON Feed format. To add this feed to your reader, copy the following URL -- https://www.albertbakerfund.org/tag/financial-management/feed/json -- and add it your reader.", "home_page_url": "https://www.albertbakerfund.org/tag/financial-management", "feed_url": "https://www.albertbakerfund.org/tag/financial-management/feed/json", "language": "en-US", "title": "financial management – The Albert Baker Fund", "description": "Educating Christian Scientists, Blessing the World", "icon": "https://www.albertbakerfund.org/files/2017/03/cropped-ABF_logo_sq.png", "items": [ { "id": "https://abfcareeralliance.org/?p=3316", "url": "https://www.albertbakerfund.org/2020/12/04/net-effect-33-amanda-weitman-wealth-advisor-for-wells-fargo-private-bank/", "title": "Net Effect #33: Amanda Weitman, Wealth Advisor for Wells Fargo Private Bank", "content_html": "

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Topic: “It’s a fine time to be grateful!”

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About Our Speaker:
\nAs a wealth advisor for Wells Fargo Private Bank, Amanda is responsible for working with high-net-worth clients to effectively manage their wealth, first by identifying their unique goals, then coordinating a team of specialists to implement a custom, comprehensive wealth plan. She began her career with Wells Fargo in 1983, during which time she has had a number of job changes, gone through a major acquisition, reorganization, and relocation. The lessons she has learned and her ability to succeed in times of change and economic challenges are inspiring, hopeful, and relevant today.

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Amanda earned a Bachelor of Arts in Business Administration and Economics from Principia College, and received her MBA from Golden Gate University. She also holds the designation of Chartered Advisor in Philanthropy (CAP\u00ae) from American College. Currently Amanda is in the process of obtaining a Masters in Philanthropy from the Lily Family School of Philanthropy at Indiana University. She is a native of Marin County, where she serves on several local non-profit boards.

\nPart of our Net Effect Conversations series: https://www.albertbakerfund.org/category/net-effect/\r\n

Subscribe to our YouTube channel here

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Join us live for the Net Effect!

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The replay of our September career conversation with Dan LaBar, innovative educator and community-builder, is now available in video, podcast, and transcript. Click “Watch Net Effect Replays” below!

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Register for Upcoming Episodes Watch Net Effect Replays

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\n\r\n\r\n
\n", "content_text": "Topic: “It’s a fine time to be grateful!”\nAbout Our Speaker:\nAs a wealth advisor for Wells Fargo Private Bank, Amanda is responsible for working with high-net-worth clients to effectively manage their wealth, first by identifying their unique goals, then coordinating a team of specialists to implement a custom, comprehensive wealth plan. She began her career with Wells Fargo in 1983, during which time she has had a number of job changes, gone through a major acquisition, reorganization, and relocation. The lessons she has learned and her ability to succeed in times of change and economic challenges are inspiring, hopeful, and relevant today.\nAmanda earned a Bachelor of Arts in Business Administration and Economics from Principia College, and received her MBA from Golden Gate University. She also holds the designation of Chartered Advisor in Philanthropy (CAP\u00ae) from American College. Currently Amanda is in the process of obtaining a Masters in Philanthropy from the Lily Family School of Philanthropy at Indiana University. She is a native of Marin County, where she serves on several local non-profit boards.\nPart of our Net Effect Conversations series: https://www.albertbakerfund.org/category/net-effect/\r\nSubscribe to our YouTube channel here\r\n\r\n\r\n\r\n\n\n\nJoin us live for the Net Effect!\nThe replay of our September career conversation with Dan LaBar, innovative educator and community-builder, is now available in video, podcast, and transcript. Click “Watch Net Effect Replays” below!\nRegister for Upcoming Episodes Watch Net Effect Replays", "date_published": "2020-12-04T22:22:43-08:00", "date_modified": "2023-08-21T12:23:17-07:00", "authors": [ { "name": "Gabriel Serafini", "url": "https://www.albertbakerfund.org/author/admin/", "avatar": "https://secure.gravatar.com/avatar/24bddbb394eff14300a8d1b157a5407e4c7c907bc3c74f4f50f8313e8ef70c0f?s=512&d=mm&r=g" } ], "author": { "name": "Gabriel Serafini", "url": "https://www.albertbakerfund.org/author/admin/", "avatar": "https://secure.gravatar.com/avatar/24bddbb394eff14300a8d1b157a5407e4c7c907bc3c74f4f50f8313e8ef70c0f?s=512&d=mm&r=g" }, "image": "https://www.albertbakerfund.org/files/2020/12/net-effect-33-amanda-weitman-wea.jpg", "tags": [ "Business Leadership", "Business Management", "career success", "Finance", "financial management", "Homepage Featured", "Net Effect Career Conversations and Connections", "Videos", "Webinars" ] }, { "id": "https://abfcareeralliance.org/?p=3037", "url": "https://www.albertbakerfund.org/2020/07/10/net-effect-13-kim-butler-not-your-typical-financial-advisor-author-podcaster-and-alpaca-farmer/", "title": "Net Effect #13: Kim Butler, Not-Your-Typical Financial Advisor, Author, Podcaster, and Alpaca Farmer", "content_html": "

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Topic: “Your Mindset and Your Money–Learn from a Myth-Buster!”

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About Our Speaker:
\nKim Butler, Not-Your-Typical Financial Advisor, Author, Podcaster, and Alpaca Farmer

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Not-Your-Typical Financial Advisor Kim Butler dedicates herself to busting common myths about typical investment products and replacing them with alternative investment strategies. She is CEO and founder of Partners for Prosperity, a federally Registered Investment Advisory Firm that serves clients in all 50 states, and the author of 8 books on financial planning, retirement planning, life insurance, and real estate investing.

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Financial services expert Steve Savant has called Kim \u201c\u2026the matron of money,\u201d and \u201ca Joan of Arc crusader separating financial fact from fiction.\u201d

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Kim\u2019s career started in banking and then moved into financial planning. Over time, she grew frustrated with financial planning practices that rewarded advisors for what she saw as putting and keeping clients’ money at risk. Driven to find a better way, she studied the commonalities between wealth builders, discovering what she calls the 7 Principles of Prosperity.

\nPart of our Net Effect Conversations series: https://www.albertbakerfund.org/category/net-effect/\r\n

Subscribe to our YouTube channel here

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\"Net
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Join us live for the Net Effect!

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The replay of our September career conversation with Dan LaBar, innovative educator and community-builder, is now available in video, podcast, and transcript. Click “Watch Net Effect Replays” below!

\n

Register for Upcoming Episodes Watch Net Effect Replays

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\n\r\n\r\n
\n", "content_text": "Topic: “Your Mindset and Your Money–Learn from a Myth-Buster!”\nAbout Our Speaker:\nKim Butler, Not-Your-Typical Financial Advisor, Author, Podcaster, and Alpaca Farmer\nNot-Your-Typical Financial Advisor Kim Butler dedicates herself to busting common myths about typical investment products and replacing them with alternative investment strategies. She is CEO and founder of Partners for Prosperity, a federally Registered Investment Advisory Firm that serves clients in all 50 states, and the author of 8 books on financial planning, retirement planning, life insurance, and real estate investing.\nFinancial services expert Steve Savant has called Kim \u201c\u2026the matron of money,\u201d and \u201ca Joan of Arc crusader separating financial fact from fiction.\u201d\nKim\u2019s career started in banking and then moved into financial planning. Over time, she grew frustrated with financial planning practices that rewarded advisors for what she saw as putting and keeping clients’ money at risk. Driven to find a better way, she studied the commonalities between wealth builders, discovering what she calls the 7 Principles of Prosperity.\nPart of our Net Effect Conversations series: https://www.albertbakerfund.org/category/net-effect/\r\nSubscribe to our YouTube channel here\r\n\r\n\r\n\r\n\n\n\nJoin us live for the Net Effect!\nThe replay of our September career conversation with Dan LaBar, innovative educator and community-builder, is now available in video, podcast, and transcript. Click “Watch Net Effect Replays” below!\nRegister for Upcoming Episodes Watch Net Effect Replays", "date_published": "2020-07-10T00:52:57-07:00", "date_modified": "2023-08-21T12:23:18-07:00", "authors": [ { "name": "Gabriel Serafini", "url": "https://www.albertbakerfund.org/author/admin/", "avatar": "https://secure.gravatar.com/avatar/24bddbb394eff14300a8d1b157a5407e4c7c907bc3c74f4f50f8313e8ef70c0f?s=512&d=mm&r=g" } ], "author": { "name": "Gabriel Serafini", "url": "https://www.albertbakerfund.org/author/admin/", "avatar": "https://secure.gravatar.com/avatar/24bddbb394eff14300a8d1b157a5407e4c7c907bc3c74f4f50f8313e8ef70c0f?s=512&d=mm&r=g" }, "image": "https://www.albertbakerfund.org/files/2020/10/net-effect-13-kim-butler-not-you.jpg", "tags": [ "Business Owner", "career success", "entrepreneurship", "Finance", "financial management", "Net Effect Career Conversations and Connections", "Videos", "Webinars" ] } ] }