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Joan Mistrough
Owner and Financial Coach at Money Proud Financial Coaching
Professional Background
Joan Mistrough is a distinguished financial coach and entrepreneur, recognized for her commitment to empowering individuals through financial education and guidance. As the owner of Money Proud Financial Coaching, she utilizes her extensive background in nonprofit management and event planning to provide personalized financial strategies that help clients achieve their financial goals. Her experience spans numerous leadership roles in respected organizations, where she made significant contributions to each cause, showcasing her ability to lead and inspire.
Joan’s career trajectory has been defined by her passion for both finance and community service. Previously, she served as the Regional Walk Director at the Arthritis Foundation, where she played a key role in developing fundraising strategies that significantly enhanced the organization's outreach and support for those living with arthritis. Joan's leadership skills were further exemplified during her time as the Director of Development at the Lymphoma Research Foundation, where she was instrumental in advancing research initiatives and securing vital funding.
In addition to her expertise in finance, Joan has demonstrated her dedication to public health through her work as the Chapter President at the National MS Society. In this capacity, she effectively spearheaded community engagement efforts aimed at raising awareness and support for individuals affected by multiple sclerosis. Her tenure as National Walk Manager at the Juvenile Diabetes Research Foundation further solidified her ability to coordinate large-scale events that advocate for critical diabetes research and support services.
Joan’s robust background also includes her role as Director of Special Events at the American Heart Association, where she successfully organized events that promoted heart health education and fundraising, helping the foundation expand its impact. Her experience as District Director at the American Cancer Society allowed her to influence cancer research funding initiatives and grassroots community support across multiple districts.
Through all of these roles, Joan Mistrough has established herself as a versatile leader with a unique blend of financial acumen and compassionate community service. Her transition to financial coaching represents a culmination of her diverse experiences, combining her knowledge of nonprofit management with a genuine desire to help individuals navigate their financial futures with confidence.
Education and Achievements
Joan Mistrough attended Binghamton University, where she laid the academic foundation for her impressive career. Her education has equipped her with critical thinking, analytical, and interpersonal skills that have significantly contributed to her professional success. While specific details about her degree are not provided, studying at Binghamton University has likely contributed to her understanding of financial principles that she now employs in her coaching practice.
In addition to her formal education, Joan's achievements as a leader in various nonprofit organizations are noteworthy. She has played pivotal roles in many fundraising events, often exceeding their financial goals, thus enhancing the capacity of the organizations she has supported to address critical health issues. Her ability to mobilize communities and foster engagement has been recognized by peers and stakeholders alike. Joan's commitment to raising awareness about health challenges has not only improved the lives of individuals but also strengthened community ties.
Achievements
- Owner and Financial Coach at Money Proud Financial Coaching: Joan empowers clients by creating tailored financial plans that promote financial literacy and accountability, helping them achieve their long-term financial aspirations.
- Regional Walk Director at Arthritis Foundation: Successfully organized and executed community walks, significantly boosting fundraising efforts to support individuals and families affected by arthritis.
- Director of Development at Lymphoma Research Foundation: Advanced the foundation's mission by securing essential funding and supporting critical lymphoma research initiatives.
- Chapter President at National MS Society: Led community efforts to raise awareness for multiple sclerosis, fostering a supportive network for those affected by the condition.
- National Walk Manager at Juvenile Diabetes Research Foundation: Coordinated large-scale events to raise funds and awareness for diabetes research, benefiting countless individuals living with the disease.
- Director of Special Events at American Heart Association: Organized impactful events that promoted heart health awareness, contributing to the Foundation's mission of combating cardiovascular diseases.
- District Director at American Cancer Society: Played a crucial role in community outreach and fundraising, aiding the fight against cancer through awareness and education campaigns.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
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- Reminders and Notes: Helps you remember important details about contacts
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Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Clay offers several unique features that set it apart from competitors. Clay focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Clay also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
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Clay's AI capabilities are at the forefront of personal CRM innovation. Nexus, Clay's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Clay has embraced AI to provide deeper insights and more natural interaction with your relationship data.
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