Julie Gustafson's guest appearances

Julie Gustafson

Business RadioX® Network

PR Talk

Araize FastFund Online Nonprofit Software

Massage Hodgepodge

Money Tales

Tiffany Shlain

Dan Cook

Mac Prichard

Rowland Savage

Jill Willard

Peter Shankman

Elizabeth Edwards

Rand Fishkin

Lois Frankel

Bruce Williams

Paul Ollinger

John Lanza

Courtney Kingston

Davis Smith

Naseema McElroy

OwlTail

In this episode of Money Tales, our guest is Julie Gustafson. After nearly three decades in wealth management and banking, Julie decided to dramatically change gears; she left her reliable job and transitioned to video and documentary production – this was quite a pivot from financial services. The common thread was that her work continued to focus on harnessing personal experiences. Julie and her business partner were telling the stories behind the art collections of their clients for the benefit of those who will inherit the collections, whether that be next generation of the family, a museum, or an unknown future buyer. When choosing to take this career risk, Julie followed her guiding principles: Begin with plan A, have plans B and C available if you need them, and talk through large expenses before plunging in. Julie is President of MJG Advisory LLC, a company that works with clients in the business, art, and philanthropic sectors to identify and to develop their unique story—their “voice”—for use in marketing, fundraising or other strategic needs. Julie’s first career (in Finance and Banking) began while still in college, and what started as a part-time job turned into a successful journey spanning nearly three decades, most recently with U.S. Trust (now Bank of America Private Bank) in Chicago. In addition to finance and her three “must haves” (families, art, and philanthropy), she has deep interest and experience with the often complex financial and emotional dynamics associated with multigenerational wealth. Prior to launching her own business, Julie served as Co-Founder and President of Heirlooms on Video, a company which produced video documentaries for art collectors and others in the art world. Outside of work, Julie serves on the boards of Special Olympics Illinois Foundation and Arts of Life, and is Co-Chair of the Chicago Chapter of ArtTable, a national organization whose mission is to support and to provide opportunities for women leaders in the visual arts. Learn more about Money Tale$ &gt; Subscribe to the podcast       Recent episodes See all episodes &gt;   Form CRS   Form ADV   Terms of Use   Privacy Rights and Policies  

In this episode of Money Tales, our guest is Julie Gustafson. After nearly three decades in wealth management and banking, Julie decided to dramatically change gears; she left her reliable job and transitioned to video and documentary production – this was quite a pivot from financial services. The common thread was that her work continued to focus on harnessing personal experiences. Julie and her business partner were telling the stories behind the art collections of their clients for the benefit of those who will inherit the collections, whether that be next generation of the family, a museum, or an unknown future buyer. When choosing to take this career risk, Julie followed her guiding principles: Begin with plan A, have plans B and C available if you need them, and talk through large expenses before plunging in. Julie is President of MJG Advisory LLC, a company that works with clients in the business, art, and philanthropic sectors to identify and to develop their unique story—their “voice”—for use in marketing, fundraising or other strategic needs. Julie’s first career (in Finance and Banking) began while still in college, and what started as a part-time job turned into a successful journey spanning nearly three decades, most recently with U.S. Trust (now Bank of America Private Bank) in Chicago. In addition to finance and her three “must haves” (families, art, and philanthropy), she has deep interest and experience with the often complex financial and emotional dynamics associated with multigenerational wealth. Prior to launching her own business, Julie served as Co-Founder and President of Heirlooms on Video, a company which produced video documentaries for art collectors and others in the art world. Outside of work, Julie serves on the boards of Special Olympics Illinois Foundation and Arts of Life, and is Co-Chair of the Chicago Chapter of ArtTable, a national organization whose mission is to support and to provide opportunities for women leaders in the visual arts. <a href="https://aspiriant.com/podcasts/" rel="noopener nofollow" target="_blank">Learn more about Money Tale$ &gt;</a> <h2>Subscribe to the podcast</h2> <a href="https://podcasts.apple.com/us/podcast/money-tales/id1535708789" rel="nofollow" target="_blank"> </a> <a href="https://open.spotify.com/show/7zOErHa9SNGfYw0Z5ruNtX" rel="nofollow" target="_blank"> </a> <a href="https://podcasts.google.com/feed/aHR0cHM6Ly9hc3BpcmlhbnQuY29tL2ZlZWQv" rel="nofollow" target="_blank"> </a> <h2>Recent episodes</h2> <a href="https://aspiriant.com/podcasts-all-episodes/" rel="nofollow" target="_blank">See all episodes &gt;</a> <ul> <li><a href="https://aspiriant.com/wp/wp-content/uploads/Form-CRS-updated.pdf" rel="noopener nofollow" target="_blank"> Form CRS </a></li> <li><a href="https://aspiriant.com/wp/wp-content/uploads/Form-ADV-Part-2A-only-updated-1.pdf" rel="noopener nofollow" target="_blank"> Form ADV </a></li> <li><a href="https://aspiriant.com/terms-of-use/" rel="noopener nofollow" target="_blank"> Terms of Use </a></li> <li><a href="https://aspiriant.com/privacy-rights-policies/" rel="noopener nofollow" target="_blank"> Privacy Rights and Policies </a></li> </ul>

Sound Planning, with Julie Gustafson

Julie Gustafson is the Executive Director of the Pearl District Business Association in Portland, OR. In this role she is responsible for managing the 200+ business members, making connections, hosting events, and much more. Topics we discuss:  Julie’s path to the PDBA What Julie loves about event planning Planning big events Planning my open house event Streetcar Summit A big idea  PDBA Website | PDBA on Instagram @pearlportland | Julie on LinkedIn ========== LINKS  Portland Streetcar Streetcar Summit  Oregon Mission of Mercy  Find a video of this podcast HERE.

Julie Gustafson is the Executive Director of the Pearl District Business Association in Portland, OR. In this role she is responsible for managing the 200+ business members, making connections, hosting events, and much more. Topics we discuss: <ul> <li>Julie’s path to the PDBA</li> <li>What Julie loves about event planning</li> <li>Planning big events</li> <li>Planning my open house event</li> <li>Streetcar Summit</li> <li>A big idea</li> </ul> <a href="https://explorethepearl.com/" rel="nofollow" target="_blank">PDBA Website</a> | PDBA on Instagram <a href="https://www.instagram.com/pearlportland/" rel="nofollow" target="_blank">@pearlportland</a> | <a href="https://www.linkedin.com/in/julie-gustafson-8359813b/" rel="nofollow" target="_blank">Julie on LinkedIn</a> ========== LINKS <ul> <li><a href="https://portlandstreetcar.org/" rel="nofollow" target="_blank">Portland Streetcar</a></li> <li><a href="https://www.streetcarcoalition.org/node/25" rel="nofollow" target="_blank">Streetcar Summit</a></li> <li><a href="https://www.oregondental.org/meetings-events/oregon-mission-of-mercy" rel="nofollow" target="_blank"> Oregon Mission of Mercy</a></li> </ul> Find a video of this podcast <a href="https://youtu.be/TiV69hJdUZc" rel="nofollow" target="_blank">HERE</a>.

Making plans with Julie Gustafson

All Things Pearl: Julie Gustafson, PDBA Executive Director. In this PR Talk episode, Julie offers a crash course on community relations after explaining the Pearl Business Awards and The Pearl magazine. See a full recap of the episode at www.veracityagency.com/podcast/julie-gustafson/ Learn more about your ad choices. Visit megaphone.fm/adchoices

All Things Pearl: Julie Gustafson, PDBA Executive Director. In this PR Talk episode, Julie offers a crash course on community relations after explaining the Pearl Business Awards and The Pearl magazine. See a full recap of the episode at <a href="http://www.veracityagency.com/podcast/julie-gustafson/" rel="nofollow" target="_blank">www.veracityagency.com/podcast/julie-gustafson/</a> Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

Episode 38: Julie Gustafson: Pearl Magazine