Wendy’s Words of Wisdom: Women in Family Offices

In this video snippet from this morning’s broadcast, Wendy Craft reminds us that you can either focus all your energy on impressing those who don’t like you, or you can dedicate your time to the individuals who have and will always support and cherish you.

Watch the full broadcast on Facebook (fb.watch/4tVo9PgiWz) or YouTube (tinyurl.com/8fh3bd96)!
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#FamilyOffice provides full-service private wealth management services serving one or a small number of ultra-high-net-worth families.

 

 

Women in Family Offices: Women’s History Month

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This morning, the powerhouses of Family Offices, Wendy Craft, Marty Dutch, De Anna Guerreiro, and Desirée Patno joined forces to deliver a powerful Live Broadcast about what it means to be a woman working in a Family Office.

Watch the full broadcast on Facebook (tinyurl.com/WFOfb) or YouTube (tinyurl.com/WFOut)!

A #FamilyOffice provides full-service private wealth management services serving one or a small number of ultra-high-net-worth families.

Desirée Patno, CEO & Founder of Women in the Housing & Real Estate Ecosystem (NAWRB) and Desiree Patno Enterprises, Inc.

Wendy Craft, Chief of Staff, Fulcrum Equities LLC

Marty Dutch, VP & Director of Philanthropy Services First Foundation Inc.

De Anna Guerreiro, Founder & Managing Partner at Athlon Family Office and Vinecrest Investments

#QuoteOfTheDay with Marcia Davies

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To Marcia Davies, COO and Founder of mPower at Mortgage Bankers Association, #PassTheTorch means mentoring and creating opportunities for future generations of women when YOU have reached the top yourself! By doing so, you have the ability to inspire the individuals who look up to you and build a foundation for them to succeed.

To learn more about Marcia’s experiences as a C-Suite Woman and how she chooses to #PassTheTorch, watch the full video here: tinyurl.com/PassTheTorch4

Don’t Forget! Women in Family Offices event THIS FRIDAY!

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Don’t forget to tune in tomorrow!

To continue our celebration of Women’s History Month, join us LIVE this Friday, March 26th at 8 AM PST in a roundtable discussion on Women in Family Offices with Powerhouses: Desirée Patno, CEO and Founder of NAWRB; Wendy Craft, Chief of Staff, Fulcrum Equities LLC; Marty Dutch, VP and Director of Philanthropy Services First Foundation Inc.; and De Anna Guerreiro, Founder and Managing Partner at Athlon Family Office and Vinecrest Investments

A #FamilyOffice provides full-service private wealth management services serving one or a small number of ultra-high-net-worth families.

Come join our meeting of the minds to learn more about what it’s like being a woman in Family Offices: https://lnkd.in/gA-jK_3

Brateil Aghasi’s Three Rules!

This morning’s Know the Rules of the Game Podcast: COVID-19 Impact on Homelessness with Brateil Aghasi and Kellie Aamodt was moving and inspirational. Huge shoutout to Aghasi, CEO of WISEPlace, for all the tremendous work she & her team does in aiding displaced women.

Aghasi’s Three Rules when it comes to aiding the impacted, especially during a pandemic are:

Rule #1: Put People First
Rule #2: Acknowledge the Importance of Volunteers
Rule #3: Focus on Housing

Watch or Listen to the full video broadcast here:  tinyurl.com/WISEPlace & nawrb.com/podcast

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To learn more about Aghasi’s mission to lead the effort of ending homelessness for unaccompanied women through housing solutions and empowering wrap-around services that provide a path toward personal self-reliance, visit https://wiseplace.org/

Interested in being a guest or sponsor on “Know the Rules of the Game” Podcast? Email us at info@nawrb.com

#QuoteOfTheDay with Rebecca Steele

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As Heraclitus once said, “the only constant in life is change”.

In our #PassTheTorch call on March 4th,

NAWRB Diversity & Inclusion Leadership Council

member, Rebecca Steele, reminded us that patience is also needed when you make change.

To hear more about Steele’s journey about making change in her career, you can watch the full #NDILCLeadership #ndilctenfortwenties #PassTheTorch call on the NDILC’s YouTube Channel: https://www.youtube.com/watch?v=Ois96-tRlVA

Women’s History Month: Women in Family Offices

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Over the past few weeks, NAWRB, NDILC, and Certified Delegates have hosted events for Women’s History Month to convey what this month means to us!

To continue our celebration of Women’s History Month, join us LIVE this Friday, March 26th at 8 AM PST in a roundtable discussion on Women in Family Offices with Powerhouses: Desirée Patno, CEO and Founder of NAWRB; Wendy Craft, Chief of Staff, Fulcrum Equities LLC; Marty Dutch, VP and Director of Philanthropy Services First Foundation Bank; and De Anna Guerreiro, Founder of Vinecrest Investments LLC and Managing Partner of Aenon Capital Ltd.

A Family Office provides full-service private wealth management services serving one or a small number of ultra-high-net-worth families.

Come join our meeting of the minds to learn more about what it’s like being a woman in Family Offices: tinyurl.com/WomenFamilyOffices

ALL-NEW Know the Rules of the Game Podcast: COVID-19 Impact on Homelessness

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SAVE THE DATE! Next Wednesday (3/24) means another NEW episode of Know the Rules of the Game Podcast!

With the loss of accessible food, shelter, and water due to social distancing rules, people experiencing homelessness have become one of the most vulnerable populations during the COVID-19 Pandemic.

Join us Wednesday, March 24th, 8 AM PST, on Facebook Live with special guests Brateil Aghasi, CEO of WISEPlace, and Kellie Aamodt, NDILC member and Former VP of Inside Sales at UPS.

This episode will cover Aghasi’s Three Rules and Tip of the Day when it comes to aiding the impacted, especially during a pandemic.

RSVP for the FREE event: https://fb.me/e/2dxheRsdl

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To learn more about Aghasi’s mission to lead the effort of ending homelessness for unaccompanied women through housing solutions and empowering wrap-around services that provide a path toward personal self-reliance, visit https://wiseplace.org/

Interested in being a guest or sponsor on “Know the Rules of the Game” Podcast? Email us at info@nawrb.com

Antoine Thompson’s Three Rules & Tip of the Day!

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Check out the ALL-NEW episode of Know the Rules of the Game Podcast: Federal Policy – Black Homeownership! Special shoutout to Antoine Thompson, National Executive Director of National Association of Real Estate Brokers (NAREB), for sharing crucial tips and the ins-and-outs when it comes to homeownership.

As always, here are the Three Rules and Tip of the Day!

Rule #1: Do Your Homework
Rule #2: Have a Plan
Rule #3: Be Kind. Be Patient. Be Diligent. Be Intentional.

Tip of the Day: What you say and do matters.


Thank you to all who tuned in LIVE! If you missed today’s episode, there are many ways to rewatch! Facebook: fb.watch/4i6H7jn2yy/

YouTube: tinyurl.com/KRGBlackHomeownership

Interested in being a guest on “Know the Rules of the Game” Podcast? Email us your name and specialty rule book to info@nawrb.com