Decision Dialogues

Decision Dialogues

By Modera Wealth ManagementSociety & CultureBusinessEducationSelf-ImprovementPersonal JournalsInvesting
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Decision Dialogues episodes

  • Unstoppable Entrepreneurial Drive - Ep 16
    On Episode 16 of Decision Dialogues, Karl Graf joins Jennifer Faherty to speak with Dr. Ruby Kim, who runs an independent medical practice, Premier Spine and Sports Medicine. Ruby discusses her decision to establish an independent practice and talks about how she weathered challenges while staying true to her vision for patient-centered care. She also shares insights on assuming risks and striking a healthy work-life balance. Get the full show notes and more resources at ModeraWealth.com/DecisionDialogues
    28 min
  • Catalyzing Change - Ep 15
    On Episode 15 of Decision Dialogues, Mark Willoughby and Mindy Neira speak with Cyndie Chang, Managing Partner of Duane Morris’s Los Angeles office. Cyndie talks about her trajectory in law and her creative approach to solving problems for businesses. She discusses her passion for diversity and inclusion work and shares insights about mentorship, decision making, and more. Get the full show notes and more resources at ModeraWealth.com/DecisionDialogues
    21 min
  • Preparation for Defining Moments - Ep 14
    In Episode 14 of Decision Dialogues, Karl Graf joins Mark Willoughby to speak with William Glenn, Executive Chairman of Crenshaw Associates. Bill's career spans several decades and includes stints as the CEO of American Express, President at PepsiCo, and more. He discusses the decision he made to leave Pepsi to leave Pepsi, run a smaller company, and then return to Pepsi, the B2B2C focus of his work, and more. Get the full show notes and more resources at ModeraWealth.com/DecisionDialogues
    35 min
  • Striking out on Your Own - Ep 13
    On Episode 13, Mark Willoughby and Tom Orecchio speak to Chris Hliboki of Hliboki Law. Chris discusses his decision to strike out on his own as a solo legal practitioner after working as an associate for another firm in the early part of his career. He talks about the challenges he's faced, the rewards that decision and others have resulted in, and his decisionmaking processes in his work today. Get the full show notes and more resources at ModeraWealth.com/DecisionDialogues
    19 min
  • Philanthropy as an Occupation - Ep 12
    On Episode 12, Mark Willoughby and Victoria Consoles are joined by Deb Shames of Personal Best College Coaching to talk about the decisions she's made in her line of work. From finding a balance between helping as many students as possible and making a living, to how best to serve her families, decision making is at the heart of what Deb does. Get the full show notes and more resources at ModeraWealth.com/DecisionDialogues
    29 min
  • Entrepreneurial Spirit - Ep 11
    On Episode 11 of Decision Dialogues, Mark Willoughby of Modera talks to Steve Ryder, the founder of True North Networks, a provider of managed hosting technology, cybersecurity, and IT services. Steve talks about his decision to strike out on his own and found True North, and identifies what his biggest mistake was—which almost prevented True North from ever reaching its full potential. Get the full show notes and more resources at ModeraWealth.com/DecisionDialogues
    28 min
  • The Big Need for a Plan - Ep 10
    On Episode 10 of Decision Dialogues, Modera CEO Tom Orecchio and COO Mark Willoughby speak to estate planning attorney Mary Browning of Cole Schotz, P.C. In addition to sharing some useful career insights, Mary talks about one of the most important decisions anyone can make, but one that is so often avoided—how one's affairs will be handled in the event of their death.  Get the full show notes and more resources at ModeraWealth.com/DecisionDialogues
    26 min
  • Willing to Take a Risk - Ep 09
    On Episode 9 of Decision Dialogues, Jennifer Faherty and Mark Willoughby have a conversation with Ruthanne Roth, Founder and Managing Partner of Aster Talent Partners. Ruthanne cites her willingness to take on risk in the pursuit of success, but also how she has moderated her gut instincts with data and advice, as primary drivers of that success. Get the full show notes and more resources at ModeraWealth.com/DecisionDialogues
    29 min
  • Integrity, Passion, and Trust - Ep 08
    On Episode 8 of Decision Dialogues, Mark Willoughby speaks to Dr. Barry Kaplan of the Modera Atlanta office about his unlikely career path. Though a dentist by training, Barry always had a passion for business and as he describes it, was always “a much better businessman than dentist.” He talks about his commitment to making a difference for his clients through integrity and looking out for their best interests, and much more. Get the full show notes and more resources at ModeraWealth.com/DecisionDialogues
    37 min
  • Nourishing the Soul - Ep 07
    Episode 7 of Decision Dialogues brings Mike Merida, chef and owner of Rockin’ Roots, to the show. Mike is a Michelin star chef with training in accounting. He discusses his journey from restaurants around the world, from Japan, to England, to Spain and others, to appearing on the Beat Bobby Flay show, to using his expertise to consult with new restauranteurs around the New York City area, to opening the plant-based Rockin' Roots. Get the full show notes and more resources at ModeraWealth.com/DecisionDialogues
    26 min

About Decision Dialogues

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Are you paving the way for the life you want? Facing decisions that may affect you personally and financially? The Decision Dialogues Podcast, brought to you by Modera Wealth Management, presents personal stories covering pivotal moments and their impact on one’s overall financial goals.