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Roxann Smithers, Smithers + Ume-Nwagbo, LLC

April 26, 2021 by John Ray

Smithers + Ume-Nwagbo
North Fulton Business Radio
Roxann Smithers, Smithers + Ume-Nwagbo, LLC
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Roxann Smithers, Smithers + Ume-Nwagbo, LLC (North Fulton Business Radio, Episode 349)

Roxann Smithers, a co-founder of Smithers + Ume-Nwagbo, joined host John Ray to discuss why well-drafted legal documents are so vital for any business, resolving disputes out of court, effective negotiation strategies, and much more.  “North Fulton Business Radio” is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.

Smithers + Ume-Nwagbo, LLC

S+U provides comprehensive legal services to start-up and small to mid-size companies with a 360° approach. S+U’s practice areas include Commercial Litigation, Corporate Law, Employment Law, and Employee Benefits. These are the four (4) critical areas of law that regularly impact businesses.

As Your Trusted 360° General Counsel ®, S+U saves its clients the expense and responsibility of staffing and supporting an in-house legal department. Best of all, S+U offers superior legal services and experience with flexible rate structures tailored to the needs of our clients

The attorneys at S+U have a collective thirty (30) years of legal experience, including mid-size to large law firm practice as well as extensive in-house counsel practice. S+U’s attorneys practice extensively in Georgia state and federal courts and assist clients throughout the United States. S+U’s attorneys have practiced in the areas of Corporate Law, Commercial/Business Litigation, Employment, Employee Benefits, Torts/Product Liability, Construction Law, Collections, and Premise Liability.

S+U is strongly committed to public service. Annually, the firm pledges to contribute a percentage of its profits to a number of local and national charities. S+U attorneys lend their resources, time, and talent to several charitable organizations and pro bono matters.

Company website | LinkedIn | Facebook | Instagram | Youtube

Roxann Smithers, Co-Founder and Managing Member, Smithers + Ume-Nwagbo, LLC

Smithers + Ume-Nwagbo
Roxann Smithers, Managing Member, Smithers + Ume-Nwagbo, LLC

Roxann Smithers is a Founder and Managing Member of Smithers + Ume-Nwagbo, LLC. Roxann has a passion for working with entrepreneurs and small business owners. She developed a nationwide practice that focuses on providing clients with the expertise, quality, and tailored legal services of Big Law for the benefit of Small and Medium size businesses.  Roxann’s practice includes Business Law, Dispute Resolution, and General Counsel Services.

As a Business Attorney, Roxann regularly advises clients in corporate matters involved with running their business.  That includes advising clients during contract drafting, reviews and negotiation (both private and public contracts).  Roxann works with clients who seek to purchase a business, sell their business as part of an exit planning strategy, or grow their business through investors and third-party financing.

In terms of Dispute Resolution, Roxann has expertise in tackling matters in multiple state and federal jurisdictions across the country, including, breach of contract, enforcement of business covenants (competition, solicitation, and confidentiality), payment actions, and general business disputes.  Roxann is well poised to draft a contract, mediate it, arbitrate it or litigate it.  She has a specific background in premise liability defense.

Finally, as General Counsel, Roxann routinely advises clients in various aspects of their businesses including formations, deal negotiations, property acquisitions, joint ventures, corporate governance, and compliance investigations.  She ushers clients through partner exits, i.e. business divorces.  Additionally, Roxann serves as general counsel on court-appointed receiverships.  She has a specific background with the construction industry.

A Super Lawyers Magazine 2012, 2014-2016 Georgia Rising Star, Roxann Smithers and S+U team with the Access to Capital for Entrepreneurs, SBA, Emory Start:ME and Club E Atlanta to educate entrepreneurs. Finally, Roxann is a registered mediator focusing on business disputes.

Roxann has a mission to educate business owners about the legal issues that impact their ventures every day.  She is the co-founder of The SORS Collective, a roundtable group of business owners who are seeking to build profitable and sustainable businesses to provide wealth for themselves, their families, and others.  Roxann regularly speaks before business associations, seminar groups, and conference audiences on the law, its impact on your business, and entrepreneurship in general.  As a former Trustee, Roxann is part of the Entrepreneurship Ministry at Providence Missionary Baptist Church.  She serves as a mentor with the Emory Business School Accelerator Start:ME.  Roxann has provided legal education content to various organizations dedicated to the service of entrepreneurs and business owners including, the Small Business Administration, Club E Atlanta, and Access to Capital for Entrepreneurs.

Questions and Topics in this Interview:

  • Best practices to Crisis-Proof Your Business
  • Strategies for Resolving Disputes Outside of Court
  • What Does a Business Attorney Actually Do
  • Options for Infusing Cash into Your Business
  • The Importance of Written Contracts
  • Negotiation Strategies

“North Fulton Business Radio” is hosted by John Ray and produced virtually from the North Fulton studio of Business RadioX® in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Tagged With: business law, Roxann Smithers, Smithers + Ume-Nwagbo

Ronald Mitchellette, Mitchellette and Associates, LLC

April 23, 2021 by John Ray

Mitchellette and Associates
Minneapolis St. Paul Business Radio
Ronald Mitchellette, Mitchellette and Associates, LLC
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Mitchellette and Associates

Ronald Mitchellette, Mitchellette and Associates, LLC (Minneapolis-St. Paul Business Radio, Episode 2)

Seasoned entrepreneur Ronald Mitchellette joined host John Ray to share his entrepreneurial journey, what he’s learned from his successes and failures, and how he works with aspiring business owners. “Minneapolis-St. Paul Business Radio” is produced virtually by the Minneapolis St. Paul studio of Business RadioX®.

Mitchellette and Associates, LLC

Mitchellette and Associates is a professional, no-frills, no-nonsense business consulting firm offering affordable, rapid and effective solutions to complex business issues from startups to growth to exit strategies.

Clients do not have the time or money to waste on their own as they cannot afford a “Trial & Error” approach. On the contrary, use someone else’s “Trials & Errors” learning and avoiding the pitfalls of making the same mistakes. You will never regret it as what you will save in time and money, will be well worth hiring Mitchellette and Associates.

Mitchellette and Associates prides itself on over twenty-five years of battle-tested direct business consulting, plus another twenty years of performing the same function for other companies and then adding another 200 years of experience from the crew.

Company website | LinkedIn

Ronald Mitchellette, Founder and CEO, Mitchellette and Associates, LLC

Mitchellette and Associates
Ronald Mitchellette, Mitchellette and Associates

Ron Mitchellette is “the” quintessential entrepreneur having logged over forty years of his own early career small business launches, including his first venture, which he took public (IPO), and his second startup that became the Marine industry’s largest canvas cover supplier to OEM boat manufacturers.
​
He then sold his canvas company to an investment group and made a major mid-career change by joining the banking/finance industry, where he spent twenty years lending money to mid-sized companies for growth capital and M & A’s including revitalizing a fair amount of turn-around situations.

​He then resigned from his mid-career world of finance to start his third company, which became an Investment Firm dedicated to purchasing troubled financial institutions, including the purchase of a Bank and several Mutual Fund management contracts, before he sold his investment firm to a larger regional bank five years later, after he and his team rebuilt the bank’s capital position.

He then spent a year sailing the San Francisco Bay and re-started his teaching journey, where he left off when he was an Adjunct Professor at the University of St Thomas from 1975 to 1987 while building his companies referenced above, by teaching his SIGNATURE COURSE on Entrepreneurship at the Universities of San Francisco and Santa Clara.

It is interesting to note that Ron is considered the unofficial co-founder of the graduate program in entrepreneurship at UST and the present Morrison School of Entrepreneurship. He also has released his book on entrepreneurship, titled Entrepreneurial Decision Making, which is featured on his website.

He started his business consulting firm in 1995 in San Francisco and continued and grew it in Atlanta Georgia before relocating to San Diego and finally back to his adopted state, Minneapolis, MN.

Questions and Topics in this Interview

  • What is the best way to start a business?
  • How do you raise money for a new business?
  • What kind of training does an aspiring entrepreneur need?
  • Where can an entrepreneur go for training?
  • Should an entrepreneur take on partners?
  • How do entrepreneurs raise money?

 

“Minneapolis-St. Paul Business Radio” is hosted by John Ray and produced virtually from the Minneapolis St. Paul studio of Business RadioX® .  You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

Tagged With: business consulting, entrepreneur, Mitchellette and Associates, Ronald Mitchellette

Bill Dukes, Carr, Riggs and Ingram, LLC

April 22, 2021 by John Ray

Carr, Riggs and Ingram
North Fulton Studio
Bill Dukes, Carr, Riggs and Ingram, LLC
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Carr, Riggs and Ingram

 

Bill Dukes, Carr, Riggs and Ingram, LLC (The Exit Exchange, Episode 4)

Tax planning in a chaotic 2021 is challenging, and tax law changes may be on the horizon. Bill Dukes of Carr, Riggs & Ingram joined the show to detail changes and considerations for business owners. This edition of “The Exit Exchange” is co-hosted by David Shavzin and Bob Tankesley and is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.

Carr, Riggs and Ingram, LLC

Stretching from New Mexico to North Carolina, Carr, Riggs & Ingram CPAs and Advisors (CRI) is a top 25 nationally ranked full-service accounting and advisory firm offering innovative tax, accounting, audit, consulting, and advisory services to more than 100,000 clients in the U.S., Canada, Mexico, Puerto Rico, and overseas military installations.

Company website | LinkedIn

Bill Dukes, Tax Partner, Carr, Riggs and Ingram, LLC

Bill has over 16 years of experience providing tax research, planning, and compliance services to individual, corporate, and partnership clients within a variety of industries. WhileBill specializes in working with small and middle-market businesses and their related owners, his background allows him to serve a broad client base from smaller “mom & pop” type establishments to much larger corporate conglomerates. Bill also has expertise in assisting clients in a multitude of transactional matters in the M & A arena including the application of code sections 338 & 1202. Also among Bill’s disciplines is representing clients in areas of controversy and disputes with the Internal Revenue Service (IRS). Bill is also deeply involved in the firm’s staff development via various leadership/mentorship roles and serving as an annual instructor at CRI’s CPE Week teaching Leadership Academy Courses.

Outside of Bill’s professional life, he enjoys traveling and spending time outdoors with his family. Bill is an avid golfer who enjoys competing in amateur events throughout the summer months.

LinkedIn

Questions and Topics in this Interview

  • For business owners working on 2020 tax returns (business and personal) , what are the most important and/or new issues business owners need to take into account based on the last 16 months of bills coming out of Washington DC? And in Georgia? What actions can still be taken?
  • What is your advice and the latest on PPP loan forgiveness?
  • As best as you can what kinds of tax planning should an owner consider in the current chaos and uncertainty? Your insights into what might be coming? Tax structure, infrastructure bill, etc.
  • Specifically for an owner planning to sell in the next 2 -3 years, what actions to take, or not to take?

The Exit Planning Exchange Atlanta (XPX) is a diverse group of professionals with a common goal: working collaboratively to assist business owners with a sale or business transition. XPX Atlanta is an association of advisors who provide professionalism, principles and education to the heart of the middle market. Our members work with business owners through all stages of the private company life cycle: business value growth, business value transfer, and owner life and legacy. Our Vision: To fundamentally changing the trajectory of exit planning services in the Southeast United States. XPX Atlanta delivers a collaborative-based networking exchange with broad representation of exit planning competencies. Learn more about XPX Atlanta and why you should consider joining our community: https://exitplanningexchange.com/atlanta.

“The Exit Exchange” is produced by John Ray in the North Fulton studio of Business RadioX® in Alpharetta. The show archive can be found at xpxatlantaradio.com. John Ray and Business RadioX are Platinum Sponsors of XPX Atlanta.

Tagged With: Bill Dukes, Bob Tankesley, Carr Riggs and Ingram, David Shavzin, tax planning

Workplace MVP: Robyn Hussa Farrell, Sharpen, and Nancy O’Brien, Experience Happiness

April 22, 2021 by John Ray

Experience Happiness
Minneapolis St. Paul Studio
Workplace MVP: Robyn Hussa Farrell, Sharpen, and Nancy O'Brien, Experience Happiness
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Experience Happiness

Workplace MVP: Robyn Hussa Farrell, Sharpen and Nancy O’Brien, Experience Happiness

Host Jamie Gassmann welcomes Robyn Hussa Farrell of Sharpen and Nancy O’Brien with Experience Happiness, both of whom lead innovative companies working to improve mental health and wellness in the workplace. “Workplace MVP” is underwritten and presented by R3 Continuum and produced by the Minneapolis-St.Paul Studio of Business RadioX®.

Robyn Hussa Farrell, CEO, Sharpen

Robyn Hussa Farrell, Sharpen

Robyn Hussa Farrell, MFA, E-RYT, Founder and Chief Executive Officer for Sharpen, extends knowledge in building large-scale initiatives to listen closely to the stakeholders, individuals with lived experience and clinicians to ensure all voices have been incorporated into prevention of mental illness and substance use disorders. For nearly two decades, Robyn has been building collaborative relationships between state agencies, educational systems, public health, and researchers across the U.S. to increase connectedness and primary prevention for communities.

Hussa’s tiered model for teaching mental health, population health, and prevention in schools has been published in peer-reviewed medical journals. She has built mindfulness-based stress reduction initiatives that incorporate trauma-informed Resilient Schools frameworks in the state of South Carolina. Robyn served as an advisory committee member for Way to Wellville/Rethink Health Community Engagement and Listening Campaign and served as SC Youth Suicide Prevention Spartanburg County coordinator through the SC Department of Mental Health Office of Suicide Prevention. She founded four companies, first an award-winning NYC theatre company, Transport Group, which earned the prestigious Drama Desk award its first 7 years of operation and celebrates its 20th anniversary.  Robyn and her husband Tim met as award-winning artists in NYC almost 30 years ago and have directed over 3,000 films, live events and educational programs through Sharpen and their production company, White Elephant Enterprises.

Sharpen

Healthy communities are made up of healthy individuals. Sharpen provides a cost-effective and flexible platform that: Provides easy access to research-based, standards-aligned, and award-winning content for mental wellness, enhances, extends, and expands the reach of therapists or counselors. connects and coordinates local and regional community resources, provides data to improve resource utilization, and builds individual, family, and community capacity, competence, and confidence to navigate successfully in these uncertain times and in the future.

IMPACT:
– 15 years research
– Suicide prevention focus
– Trauma-informed
– Self-guided CBT available 24 hours a day
– Evidence-based
– Highly customizable
– 200+ experts in 450 modules

Company website| LinkedIn |Facebook | Twitter

Nancy O’Brien, Experience Happiness

Experience Happiness
Nancy O’Brien, Experience Happiness

Nancy is passionate about researching, developing and sharing innovative tools to enhance and measure well-being. Prior to co-creating The Happiness Practice, Nancy spent years on the leading edge of massive innovation and change, serving on the IBM change team to transition the global business from manufacturing to services. She has also shared her deep experience design and management expertise with many clients by helping them develop and implement bespoke strategies.

LinkedIn

Experience Happiness

Experience Happiness was born out of the recognition that unhealthy stress and burnout—a virtual epidemic in today’s fast-paced global marketplace—is impairing people’s ability to embrace change, cope with challenging situations, feel truly happy or even take on One. More. Thing. We help people and organizations thrive through happiness. They offer The Happiness Practice (THP) to empower leaders to proactively cultivate individual and organizational happiness while measuring Return On Happiness (ROH) at the individual, team, and organizational levels. THP is a transformative life practice proven to simultaneously reduce stress/burnout, increase happiness, and build engaged, high-performance cultures of wellbeing that are strategically empowered to attract, retain, and optimize talent.

Company website | LinkedIn

TRANSCRIPT

Intro: [00:00:04] Broadcasting from the Business RadioX Studios, it’s time for Workplace MVP. Workplace MVP is brought to you by R3 Continuum, a global leader in workplace behavioral health crisis and security solutions. Now, here’s your host, Jamie Gassmann.

Jamie Gassmann: [00:00:27] Hi, everyone. Your host, Jamie Gassmann, here. And welcome to this edition of Workplace MVP. In March of 2020, many workplaces faced a major disruption when they shifted from onsite to remote work. At the time, many likely felt this was going to be a short term change and they would be back to normal in no time. Little did we know, a year later, we would still have remote workers. And, now, looking at what our back to the workplace work environment will look like.

Jamie Gassmann: [00:00:56] Leaders are again faced with making unchartered challenging decisions that will inevitably have an impact on their organization and people. Do they stay remote, come back into office fully, or take a hybrid approach? And then, there is the behavioral impact of changing how we have interacted with coworkers over the last year, from being in isolation to now in-person. This shift that workplaces are facing creates yet another disruption for workplaces as they navigate these changes and the challenges within. In particular, the challenging of supporting employee wellbeing in this new work environment and what the impact will be on the role of the leader.

Jamie Gassmann: [00:01:37] Today, we have two wonderful MVPs to celebrate who are going to help provide some insight on this topic, Robyn Hussa Farrell, CEO and Co-Founder of Sharpened Minds, and Nancy O’Brien, Co-Founder of Experience Happiness. So, our first Workplace MVP is Robyn Hussa Farrell, CEO and Co-Founder of Sharpened Minds. Welcome to the show, Robyn.

Robyn Hussa Farrell: [00:02:01] Thanks so much for having me, Jamie.

Jamie Gassmann: [00:02:02] So, let’s start off with you telling me a little bit about yourself and your company, Sharpened Minds.

Robyn Hussa Farrell: [00:02:11] I am the Founder and CEO of Sharpened, which is an evidence-based platform that improves behavioral health outcomes for communities. We created this after working in the trenches for 15 years in research. And we’re just so excited to be here and grateful to you all.

Jamie Gassmann: [00:02:29] Wonderful. And you have a very interesting career journey. Can you share with us how you’ve moved from entertainment industry into the behavioral health industry?

Robyn Hussa Farrell: [00:02:38] Yeah, it’s quite a segue. My career began in New York City Entertainment in the theater, where I actually produced a rock musical about a family going through a really difficult mental health disorder. And that led into working in K-12 schools with an interest in primary prevention of mental health disorders. And I saw an alarming number of students and families revealing they were struggling with very little resources to manage it.

Robyn Hussa Farrell: [00:03:05] So, I started connecting with researchers in public health and prevention to use the craft of storytelling to connect more evidence-based programs to schools and families. And that ultimately led me to building a platform to connect the content to specific audiences and use data to inform the decisions we use in terms of behavioral for health in communities.

Jamie Gassmann: [00:03:29] Great. And, now, these programs that you built, I know you’ve mentioned K through 12, but there’s some other groups that you build those for, like within businesses and also certain kind of industry specific areas as well. Can you tell me a little bit more about those different programs and how they operate when somebody is utilizing them?

Robyn Hussa Farrell: [00:03:49] Yeah. So, there’s kind of two elements to the programmatic feature within Sharpened, they’re the tech component and then there’s modular content. So, I’ve been working with my husband, who’s also from the media world in New York City, to develop evidence-based modular content. And we do that with robust partnerships. So, it’s all about increasing access to the evidence-based best practices, but also featuring those documentary styles, race of resilience, that we know decrease [inaudible] stigmatization barriers that often prevent an individual from connecting to treatment.

Robyn Hussa Farrell: [00:04:27] So, the Modular Content Library, not only documentary style films, but all 15 different elements that we’ve published in peer reviewed medical journals has shown to increase engagement with appropriate treatment, but also community connection. So important to normalize that conversation and increase connectedness. And so, our system sort of does all of these different components using primary prevention best practices.

Jamie Gassmann: [00:04:58] Great. And in looking at those, you know, when you say the documentary – I know when you and I connected before – you mentioned that they have a very peer focused support. And I know we kind of shared specifically, like, veterans that might be dealing with like a PTSD or other mental health concerns, that they’re built to specifically kind of address that with individuals that have either gone through it or understands the world. So, in your opinion, how does that help to enhance the behavioral health support that they’re receiving? And that engagement part of it that you talked about, how does that make a difference in how people respond to it?

Robyn Hussa Farrell: [00:05:39] Well, Jamie, we’ve seen actually through research that, we have gathered over 80,000 response forms from both parents, from educators, from individuals with lived experience. So, we know through data that by sharing stories of resilience that decreases that shame. It helps an individual know that they’re not alone. It kind of normalizes the conversation around mental health. But it’s also a safe and appropriate way to connect that individual to care.

Robyn Hussa Farrell: [00:06:11] And so, with your example that you gave of the veteran focused content, we worked with a clinical psychologist from the VA who developed over the course of four years peer-to-peer veterans stories of resilience. And what we saw through our research with the veteran population was, not only that the veterans wanted to engage more with treatment after they saw another veteran, but more importantly, the spouses or the care providers. So, when we built out certain content streams that were spouses and veterans sharing in a safe and protected environment their stories, we saw an increase in connectedness. And those are best practices for not only building resilience and mental health, but also for suicide prevention.

Jamie Gassmann: [00:06:56] Yeah. Definitely. And looking at, obviously, over this last year and in any time frame, really, and looking at kind of trends and shifts, is there anything in particular that you’re seeing with your clients or within the industry that you serve that you’ve identified in your research that leaders should be aware of?

Robyn Hussa Farrell: [00:07:19] So, overall, of course, in the last year, we’ve seen an uptick in consuming best practice interventions on mindfulness, mindfulness-based stress reduction, anxiety, understanding the conversation around the neuroscience around anxiety, but also childhood trauma and maltreatment. We’re talking a great deal and seeing a great deal around adverse childhood experiences. So, naturally, those, on a broad brush stroke, have been what we’ve seen in terms of our data.

Robyn Hussa Farrell: [00:07:48] But we also know that individuals are not only interested in accessing care for themselves, but they need support for their family members. So, ensuring we have age appropriate and audience appropriate content for the family member has been something that we’ve seen, especially in the last year.

Robyn Hussa Farrell: [00:08:06] And then, in our medical student vertical, we actually saw really interesting data point where medical students were actually seeking out directed content on a more regular basis. So, we learned through medical students that, for example, you’re in the throes of a mental health disorder or a substance disorder, you may be less likely to be seeking than earlier on. So, the earlier we can screen and intervene, we’re seeing their success.

Jamie Gassmann: [00:08:37] Great. So, in looking at that earlier intervention, what can leaders be looking for? How would they be able to spot, is their proactive measures that they can take to be monitoring for that?

Robyn Hussa Farrell: [00:08:52] Yeah. So, leaders should know first and foremost that you’re not alone and you don’t have to do this alone. Right? The news has been highlighting — in the last year, especially with this mental health pandemic. But just know that there’s been research and best practices over the course of five decades, at least, in the world of neuroscience. And there are systems and frameworks in place that can support you. So, that’s number one, know that there are folks that can support you.

Robyn Hussa Farrell: [00:09:18] And to that end, we have collaborated with R3C and with Nview to offer consultation to leaders of larger corporations, so that they can actually understand the benefits of early identification screening, primary prevention work that can actually support their employees in the long term.

Jamie Gassmann: [00:09:40] And so, looking at that, in that preparation of the leaders, as they’re starting to look at this new work environment, you know, what are some things from your opinion that they should be considering and building into that preparation approach?

Robyn Hussa Farrell: [00:09:53] I think that it’s about increasing community connections as much as it is increasing access to treatment like mental health counseling. So, there are all kinds of ways that you can do that in following best practice. We can also start normalizing the conversation on a daily basis. So, driving content on a more scheduled – again, following best practice guidance, those are ways that increase resiliency, it decreases the stigma, it engages everyone kind of into a normalized conversation that mental health is as important, if not more important, than our physical health.

Jamie Gassmann: [00:10:36] Now, I’m sure there’s a lot with that career journey that you just explained to us and then also looking into the great work that you’re doing at Sharpen that you’re proud of. But what are you most proud of within your career when you look back?

Robyn Hussa Farrell: [00:10:50] When I look back, I think that it’s the partnerships. It’s the people doing the grass work, research and interventions for families. I’ve had the great honor of working greatly in a resilient schools community, working with foster families, working with experts and researchers in childhood maltreatment. And I am so grateful for those community partnerships and for the professional collaborations that we have. So, I mean, there’s so many things I’m grateful for, but those partnerships really mean the world to me.

Jamie Gassmann: [00:11:26] Wonderful. And if somebody wanted to get in contact with you, how could they go about doing that?

Robyn Hussa Farrell: [00:11:32] Sure. I’m on LinkedIn. I’m also sharpenedminds.com. You can access us there and please reach out, we would love to collaborate.

Jamie Gassmann: [00:11:41] Awesome. Thanks, Robyn. Our next Workplace MVP is Nancy O’Brien, Co-Founder of Experience Happiness. Welcome to the show, Nancy.

Nancy O’Brien: [00:11:51] Oh, thank you, Jamie. And thank you, Robyn. It’s a pleasure to be here with you both this morning.

Jamie Gassmann: [00:11:57] Great. And just like with Robyn, why don’t you start off with telling us a little bit about yourself and your company, Experience Happiness.

Nancy O’Brien: [00:12:04] Yeah. Like Robin, I didn’t plan on this to be part of my career. Unlike Robyn and other entrepreneurs, my dear friend and business partner at Experience Happiness literally set out to save our lives. My first job out of college was with IBM, and I was one of the two females that were hired in the Omaha, Nebraska office that were not secretaries. So, you could imagine. And then, I was also part of the change team at IBM when we were moving from manufacturing to services. And that was really interesting, that was an 11 year change plan, we got there at nine. And nobody but Dow Jones and Nasdaq can tell you when you get there.

Nancy O’Brien: [00:13:00] And then, when I was still at IBM, I got introduced to this idea of customer employee experience design and experience management. I’m like, “Oh, finally. That’s me.” And then, through the course of life, I ended up really becoming an expert in experience design and experience management. And what I learned was, you can’t have a really great customer experience unless you have a really great employee experience. So, that kind of shifted some things.

Nancy O’Brien: [00:13:33] And when my dear friend and I sat down for lunch one day, we could check all the boxes on wellbeing. I mean, at the Gallup Well-Being Index Work would have been out, we would have gotten an A-plus. We were doing purpose driven careers. We had flushed 401Ks, if anybody remembers those days. We were so healthy that, for me, my physician actually said, “I don’t want to see you for five years because this is a sick care system, not a well-care system. Like, stay out of here.” I was Volunteer of the Decade at my kid’s school. And I had plenty of friends and family.

Nancy O’Brien: [00:14:16] But the reality is, my friend and I looked across the table from each other and we realized that we were suffering from suicidal ideation. And we were doing everything right. We were going to yoga. We were meditating. We were healthy. We were happy. And what we know now that we didn’t know then is, we were suffering from the 16 signs and symptoms of burnout.

Nancy O’Brien: [00:14:45] And, really, I remember the day I got off the plane one evening, like, at midnight, there’s not that many people that are in the airport at midnight. But I was one of them. And I remember calling my boss at the time and I just said, “I’m done. I can’t do this anymore.” So, really, we needed to heal ourselves. We weren’t getting counseling. We were getting some therapy. And if anybody gave us another gratitude journal, there was going to be a situation.

Nancy O’Brien: [00:15:19] And I want to be clear because Robyn just spoke so eloquently about mental health. So, I just want to be clear, we’re talking about mental wellness. We are not in the mental health. Our solution called the Happiness Practice is an evidence-based behavioral health solution that helps people no matter kind of where they are on the spectrum. And I think we’re all on a spectrum of some sort. I don’t think any of us are exempt, and most of us will go undiagnosed. But we can always improve our behavioral health and our mental wellness. So, really, Jamie, we set out to save ourselves,

Jamie Gassmann: [00:16:00] And it took you on an incredible career journey and took you to creating the Experience Happiness, which is now you have that ability to help other organizations. So, can you tell me a little bit about how those programs work within an organization?

Nancy O’Brien: [00:16:17] Yeah. And I’ll give you just a little bit of context. So, you know, Lyn and I are kind of innovators, researchers, and strategists. So, the first thing we did is, we needed to redefine happiness because we had it out there. I’ll be happy when the kids get the grades, right? We get this next contract. I get this promotion. My husband remembers my birthday. I mean, whatever it is.

Nancy O’Brien: [00:16:43] And so, the first thing we did – and I’m going to invite your listeners to try this on – is we redefined happiness, which is this, happiness is our innate ability to locate and cultivate our serenity and our excitement about our life, regardless of outside forces. And there’s a lot of outside forces. So, we redefined happiness and then we kind of like, “Well, that’s happiness.” And it’s inside of each of us how do we cultivate it. And then, we came up with the five principles of happiness, and blah, blah, blah.

Nancy O’Brien: [00:17:24] And now, what we offer to people of all walks of life in education settings, in corporate settings, in community settings is the Happiness Practice. And it’s essentially called a practice. It’s not a program. It’s a practice. Just like brushing your teeth is a practice or yoga is a practice, what not. And you learn and practice each of the five principles for 30 days because that’s the time it takes to create new neuropathways. And simply put, by practicing this practice, you become more open minded and more open hearted. And you travel the longest journey we all take, the 18 inches from our head to our heart. And in doing so, we are physically, emotionally, mentally, and spiritually more optimized.

Jamie Gassmann: [00:18:19] And I can see in an organization having more of that openness as like a team probably builds collaboration, understanding probably a little bit more grace for each other. Is that typically what you see when you’re working with that?

Nancy O’Brien: [00:18:32] Like, we worked with the fabulous emergency department at Hennepin Health Care on the heels of a gang shooting. So, we not only had burnout, but we had trauma there. And it was really interesting because one of the nurse leaders said, “You know what? We used to be good at teaming, but now we have each other’s back.” Because like Robyn was saying about Sharpened Mind, you learn this life practice at community. Right? And so, you start to see that no one is exempt. Like, stuff has happened to everybody all the time, no one’s exempt.

Nancy O’Brien: [00:19:13] And what you learn in this community is that, we’re all students and teachers of life and you learn to apply the five principles of happiness to Thanksgiving dinner, your sixteen year old, your work colleagues. And having that sense of, “Oh, my God. We are all human beings doing the best we can.” And you start to walk this path of self-love and self-worth together.

Nancy O’Brien: [00:19:46] And as you know, Jamie, it was so great because we’re so thrilled to have R3 Continuum being one of our partners. When your leaders offered the Happiness Practice to all of your employees as a gift – really, it was a gift – 80 percent of you and your colleagues engaged in that. And we have the only evidence-based behavioral health system that has a measurement applied to it. So, we actually measure and track shifts at an individual level. But, two, also department and organizational KPIs. So, your leadership was able to see since the burnout went down and the happiness went up, revenue improved, operational expenses were reduced, and net income was improved. So, this is a business case, right? I mean, all of the businesses really, at the end of the day, are the humans in it.

Jamie Gassmann: [00:20:48] Absolutely. And we’ve connected earlier, so kind of piggybacking off of that point about people and businesses, you know, looking at the last year, some of the things that we talked about previously, you mentioned that within the last two months, you’ve seen a shift that you’ve noticed within organizations. Can you share with me that shift that you and the potential impact that organizations might have from that?

Nancy O’Brien: [00:21:19] Thank you. And, really, Jamie and Robyn, chime in here if you’d like to. But you mentioned something earlier, Jamie, about leaders. So, here’s what I’m feeling and seeing out there, is, there’s three major shifts happening that really are shifting leadership’s role in this new world. Because we have five simultaneous crises happen. So, this is a whole new world order for us.

Nancy O’Brien: [00:21:51] So, leaders have three new responsibilities that they need to really step into. One of that is really making employee wellbeing one of their top priorities, and it’s a shared responsibility. Unlike employee wellness, which is, “We’ll offer weight loss. We’ll offer smoking cessation. We’ll offer EAP.” That’s an individual, like, I have to choose if I want to quit smoking or lose weight or blah, blah, blah. Wellbeing is a shared responsibility. You’ve got to have the environment where people feel safe and belonging. And you also have to offer a variety of programs, if you will, because no two people are the same and no two people are in the same place on the journey.

Nancy O’Brien: [00:22:36] The other thing that leaders really have to do is, help people adjust to the accelerated rate of change. Like, what we were doing Monday is not what we’re doing on Thursday, and that’s the new reality. And, now, the nice thing about people who are authentically happy, they respond to change more quickly and more easily. So, again, we’ve got to optimize the human beings, so that we don’t have a major crash to our human system.

Nancy O’Brien: [00:23:16] And then, the third thing is, there’s going to be a lot of upskilling and reskilling that takes place. I mean, aren’t you ready for your robot? I mean, really, I think we’re all going to have our personal robot in the next year. And AI is going to come on and all these things. And it’s like, “We’re going to have to learn how to program our robots.” You know, that’s just one example of the type of new skills we’re all going to have to develop, no matter where we are in our career.

Nancy O’Brien: [00:23:49] And leaders aren’t used to doing those three things. They’re used to putting the burden on upskilling. “Well, you get the degree then apply for the job.” No. I mean, the degree and the education system, it’s not going to keep up with the new skills that an employee needs now to respond and react to a work situation. And I think the other thing leaders need to make over arching is, leaders don’t have to have the answers anymore. They have to keep leaning into the question, what works now, what’s the problem, but what’s the opportunity.

Nancy O’Brien: [00:24:28] And so, I think it’s a really exciting time. I think if leaders lead into these three shifts, they’re going to feel more fulfilled. Because aren’t leaders all about lifting people up anyway and helping people be their best? And aren’t organizations about creating wonderful opportunities for their employees? Everything else is just kind of like noise.

Jamie Gassmann: [00:24:56] Yeah. Definitely. And you can see that in organizations and some of the other, you know, news articles and media that you’re seeing in that area in terms of helping employees, empowering employees, supporting them. So, definitely you can see that with organizations in that new work environment. So, the same question that I asked Robyn as well, I mean, you’ve had, obviously, an incredible journey. In looking back over your career, what are you most proud of?

Nancy O’Brien: [00:25:30] Oh. That I made the shift from being a human doing to a human being. That has been everything. That has made me a better mother, a better friend, a better colleague. Like, when I ask you how are you, I want to know. And that, I’m most proud of that.

Jamie Gassmann: [00:26:06] Wonderful. And if somebody in our listener pool wants to connect with you, how can they go about doing that?

Nancy O’Brien: [00:26:12] Yes. So, it’s easy, nancy@experiencehappiness.biz. And you can also go to our website, experiencehappiness.biz And we have a free and confidential happiness and burnout assessment you can take. So, check in with you. Take a moment and see how you are.

Jamie Gassmann: [00:26:36] Great. Thanks so much, Nancy. So, we’re going to take a moment and just have a word from our sponsor. Workplace MVP is sponsored by R3 Continuum. R3 Continuum is a global leader in providing expert, reliable, responsive, and tailored behavioral health crisis and security solutions to promote workplace wellbeing and performance in the face of an ever changing and often unpredictable world. Learn more about how R3 Continuum can tailor a solution for your organization’s unique challenges by visiting www.r3c.com today.

Jamie Gassmann: [00:27:13] So, now, what I’d like to do is bring the two of you back together and I have some questions for the both of you. So, starting out with you, Nancy, you shared that employee wellbeing has to or is moving to a new territory of being a shared responsibility. So, from your perspective – and then, Robyn, I would like to get your thoughts on this as well – how might that look within an organization? So, what are some things that might need to change or be incorporated to allow for that to happen?

Nancy O’Brien: [00:27:46] So, I think one of the big shifts we’re experiencing right now is, we’re shifting from paying attention to employee engagement, how do employees feel about the company, to employee wellbeing and having the organization understand, really, how well are their people. And then, needing to sense and respond to that. Like, you can’t just do the one size fits all anymore. You’re going to have to dial-in individually. So many things are becoming personalized, we know this as consumers. Employee wellbeing for organizations is going personal as well. Like, my challenges and my opportunities for growth and expansion are different than the two of yours. And it’s changing, literally, daily.

Nancy O’Brien: [00:28:41] So, employee wellbeing, it’s tempting to put it in the H.R. bucket as an organization. But I really encourage it to be a C-suite driven initiative. Because at the end of the day, the most important asset an organization has is their people. And, now, that we’re in this hybrid, if you will, work environment, you’re going to have to have this be a shared responsibility. Because the organization can make sure that their spaces are physically safe, make sure everybody’s got the technology they have. But the humans have accountability to be able to check in with themselves, to say, “Should I go into the office today or should I stay home?”

Jamie Gassmann: [00:29:36] Yeah. Definitely. Robyn, how about from your perspective?

Robyn Hussa Farrell: [00:29:41] Now, we just did a couple of days ago this week, a focus group with some H.R. executives on global wellbeing and resilience in the workplace. And one piece of data that I think is relevant to this conversation – and to everything, Nancy, that you have said. Yes, I’m a huge fan. I’m so excited about this idea of really giving presence to our employees from the C-level all the way throughout – the challenge in the piece of data from the focus group this week was simply how can [inaudible] our executive, possibly, with 50,000 employees be there and be present and be able to do it on their own? And the answer is, of course, they can’t.

Robyn Hussa Farrell: [00:30:32] So, creating a community, not only from the C-level, but throughout the culture of these enterprise companies where we’re asking each other, how are we doing? Getting the conversation started around mental wellbeing, but just life wellbeing. What are you doing today to do an uptick on your self-care? What are you doing in our world? We measure all of this through a resiliency scale that’s validated against perceived stress outcomes. So, how are you doing with stress? How you do management? It doesn’t mean you need to go talk to a licensed clinician, per se. There are folks in between that can on a daily level, we can just actually have these conversations.

Robyn Hussa Farrell: [00:31:15] And I love Nancy’s point about making sure the leadership are modeling that, right? If we see it, we are going to be more likely to do it, not only at the workplace, but at home with our kids and with our loved ones.

Jamie Gassmann: [00:31:28] Great. And so, from the work that the two of you do, what are some of the changes that you feel employers should be readying themselves for? What that new workplace is going to be like post-COVID? And the employees, really, looking at it from like the employees that are coming back to that work environment, what are some things that they should be doing to ready themselves for that? And maybe we’ll start with you, Robyn.

Robyn Hussa Farrell: [00:31:53] I think, number one, first and foremost, we want to be mindful of risk mitigation and doing it in a way that actually gets this conversation going. So, employers can do the assessment and the screen that Nancy was referencing. Knowing the baseline of how your employees are when they come back to work, whether it’s in office or hybrid, checking in with them. And of course, there are evidence-based ways to do that.

Robyn Hussa Farrell: [00:32:23] We partner with the gold standard screening company Nview Health. They run over 17,000 clinical studies around this. So, there are ways to do it that are appropriate and safe that helps you get a baseline. And then, doing some type of daily or weekly intervention, meaning mindfulness-based stress reduction, all of the literature around improving happiness outcomes. We call it building protective factors. So, we focus on eight primary protective factors. Certainly, mindfulness and resiliency are within that. But there’s all kinds of ways that you can deploy safe and appropriate content as an intervention that supports all of the wellbeing of the employees that you’re working with. So, those are just two ideas right off the top of my head.

Jamie Gassmann: [00:33:12] And how about you, Nancy?

Nancy O’Brien: [00:33:13] Well, I love everything that Robyn is suggesting. And, now, I have to put my experience design hat on for just a moment. Because it’s really interesting for me to see a dozen articles a day on return to the office, return to work. And the thing is, we’re already in the shift. There’s no return happening. We are evolving to the new reality right now. And we are social-emotional creatures, and mental health is an epidemic and loneliness and a sense of belonging are the key symptoms that we’re seeing.

Nancy O’Brien: [00:33:59] And so, from an experience design perspective, I would say, if you’re scheduling an hour Zoom call, schedule 90 minutes. Because what we’re missing is when we see somebody walking to and from the lunchroom or the coffee nook, we’re missing that, “Oh, my God. What happened to you? You’ve got a cast on your arm.” And we’re missing the story of, “I fell down, you know, carrying a bag of groceries,” or whatever because we’re only getting above the heart. So, we’re missing most of the data we count on as human beings for only getting 10 percent of the data we need.

Nancy O’Brien: [00:34:49] So, what we need to do is spend that extra 30 minutes, if you will, 15 minutes before a call and 15 minutes later, “How are you doing? What’s going on?” Because that’s what we’re doing at Experience Happiness – we just had an all team call this morning. We got people in Finland and, you know, people in Oklahoma and California. We’re doing all the time zones – the first thing we do is, “How are you? And how is your practice?”

Nancy O’Brien: [00:35:17] And it really helps each other to say, “You know what? I’m working on principle number three, release control to be empowered.” It helps us understand where you are. And sometimes the agenda that we plan for the meeting changes based on what we’re learning about the humans that have come together in this time. And then, the other thing we’re missing on the back end is, you know, how if you have a meeting, you walk out with a couple of people and say, “Hey, let’s follow up on this. Let’s follow up on that.” We’re not doing that.

Nancy O’Brien: [00:35:48] So, what we need to do is bring back those human needs that we have and create the space for them in this wonderful reality that we actually know now that that myth of work life balance was always a myth. And no matter who we are, we’re bringing all of that to every aspect of our life. We bring our work to the situation with our kids. We bring our kid’s situation to work or community environment. And I think we have to acknowledge our humanness and how humans operate as social-emotional creatures. We’re the only species on the planet that has a conscious.

Jamie Gassmann: [00:36:49] Interesting. So, for the both of you, just one final question, for all the leaders that are listening out there today, if there was one takeaway action item that you wanted to leave them with that they should start doing now, if they haven’t already, for this new work environment or just even in general, what would that take away be? I’ll start with you, Robyn.

Robyn Hussa Farrell: [00:37:18] Okay. So, I’m going to bring this to a level of conversation that speaks very close to home. I direct the Suicide Prevention Task Force for three counties in the state of South Carolina. I’ve been doing that work for four years with researchers. I mentioned a focus group we had with H.R. executives from global companies. The conversation around suicide is a real thing and it’s a scary thing. And, now, executives are faced with, “My goodness. There’s a whole host of mental health and substance use challenges that are staring all of us in the face.”

Robyn Hussa Farrell: [00:37:55] I want to go back to the point I made earlier, which is, there are best practice ways of getting those conversations started. To Nancy’s really great point about encouraging your employees to share their stories, this resonates so much with me as both a storyteller and someone who thrives on helping individuals tell their stories. There is a model that’s evidence-based for suicide prevention and it is called Stories of Strength.

Robyn Hussa Farrell: [00:38:23] And one easy, quick, awesome way that you can actually engage your employees in the conversation is to ask them who are the sources of strength in your life? Let’s talk about them, call on them, perhaps even contribute a video of one way that they overcame adversity during COVID. And what were the sources of strength that pulled them through these crazy times that we’re in. So, leaning into it rather than letting fear be your guide and, again, following the best practices that exist because they’re out there.

Jamie Gassmann: [00:38:59] Beautiful. How about for you, Nancy?

Nancy O’Brien: [00:39:03] So, just like the flight attendants on the airlines would say, “Put your own mask on first so you can help each other,” I would invite you to really understand that as a leader. No matter if you’re an untitled leader, but you’re still a leader in your community or your home or whatnot, you cannot pour from an empty cup. Take care of you so you can take care of others well. There is data out there that says that 90 percent of leaders are suffering from burnout. And burnout unaddressed, unacknowledged, unmedicated can lead to suicidal ideation and suicide.

Nancy O’Brien: [00:39:55] So, I think the most important thing that leaders can do is model the desired behavior that we are all accountable and responsible for cultivating our mental wellness. And, you know, there’s about to be eight billion of us on the planet. Here is a nice thing, if we were supposed to do life alone, there wouldn’t probably be eight billion of us.

Nancy O’Brien: [00:40:23] So, you know, it was really interesting. I really spent the last year in Detroit with my son, who a year ago – and I won’t go into details – everything you read about is what he was experiencing. I thought, “Well, he doesn’t need to be alone. I could get in my car and I could go there.” And thank goodness I had my own practice. Thank goodness I was able to love and support him, but knowing it’s his own journey.

Nancy O’Brien: [00:40:57] And it was interesting because last week, I just happened to reconnect with, like, six people I didn’t talk to you for a while. And they said, “Well, what’s the last year been like?” And I, basically, shared with them what my year has been like in this wonderful journey with my son that I’m so privileged to be part of. And they’re like, “Me, too. Me, too. Me, too.” Every one of the six people I talked to had a 20 year old child who was going through something similar.

Nancy O’Brien: [00:41:29] And so, Robyn, to your point of sharing, an old version of me, the human doing, would probably not have shared that. But the human being, I shared here’s what’s going on in my life. You know, it might look like I’m put together because I happened to shower today, but I got this stuff going on. And it was so interesting to realize that my experience was really no different than these good friends and colleagues of mine.

Jamie Gassmann: [00:42:09] Yeah. Great.

Nancy O’Brien: [00:42:11] So, share your story. And it doesn’t have to be a pretty one.

Jamie Gassmann: [00:42:18] I love that advice. I think that’s a great one, because I think through those stories, we’re able to learn a little bit more about each other, which gives us the ability to have a little bit more understanding and grace for each other as well. So, thank you both for letting us celebrate you, and for sharing your stories, and your great advice, and your insights with our listeners. We appreciate you. And I’m sure your organizations and staff do as well, as well as your clients that you work with.

Jamie Gassmann: [00:42:48] And we also want to thank our show sponsor, R3 Continuum, for supporting the Workplace MVP podcast. And to our listeners, thank you for tuning in. If you’ve not already done so, make sure to subscribe so you get our most recent episodes and other resources. You can also follow our show on LinkedIn, Facebook, and Twitter @Workplace MVP. And if you are a Workplace MVP or know someone who is, we want to know about them. Email us at info@workplace-mvp.com. Thank you all for joining us and have a great rest of your day.

 

 

About “Workplace MVP”

Every day, around the world, organizations of all sizes face disruptive events and situations. Within those workplaces are everyday heroes in human resources, risk management, security, business continuity, and the C-suite. They don’t call themselves heroes though. On the contrary, they simply show up every day, laboring for the well-being of employees in their care, readying the workplace for and planning responses to disruption. This show, “Workplace MVP,” confers on these heroes the designation they deserve, Workplace MVP (Most Valuable Professionals), and gives them the forum to tell their story. As you hear their experiences, you will learn first-hand, real life approaches to readying the workplace, responses to crisis situations, and overcoming challenges of disruption. Visit our show archive here.

“Workplace MVP” Host Jamie Gassmann

In addition to serving as the host to the Workplace MVP podcast, Jamie Gassmann is the Director of Marketing at R3 Continuum (R3c). Collectively, she has more than fourteen years of marketing experience. Across her tenure, she has experience working in and with various industries including banking, real estate, retail, crisis management, insurance, business continuity, and more. She holds a Bachelor of Science Degree in Mass Communications with special interest in Advertising and Public Relations and a Master of Business Administration from Paseka School of Business, Minnesota State University.

Tagged With: Experience Happiness, Jamie Gassmann, mental health, mental wellness, Nancy O'Brien, R3 Continuum, Robyn Hussa Farrell, Sharpen

Decision Vision Episode 113: Should I Disclose My Mental Illness? – An Interview with Jacqui Chew, iFusion and TEDxAtlanta

April 22, 2021 by John Ray

Jacqui Chew
Decision Vision
Decision Vision Episode 113: Should I Disclose My Mental Illness? - An Interview with Jacqui Chew, iFusion and TEDxAtlanta
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Jacqui Chew

Decision Vision Episode 113:  Should I Disclose My Mental Illness? – An Interview with Jacqui Chew, iFusion and TEDxAtlanta

Diagnosed with bipolar disorder in 2005, Jacqui Chew seeks to normalize the conversation around mental illness. In a candid and open conversation with host Mike Blake, Jacqui discussed the journey to her diagnosis and how she’s learned to manage it. She also offered advice to HR directors and the rest of us who are approached by an employee or friend who discloses their mental illness. “Decision Vision” is presented by Brady Ware & Company.

Jacqui Chew, iFusion and TEDxAtlanta

Jacqui Chew is an award-winning marketing and business executive with more than two decades of experience delivering creative, data-driven strategies for venture-backed, high-growth companies. A proven positioning expert, brand builder, and innovation thought-leader with P/L experience, her programs contribute to MQL growth.

A creative problem solver and convener, Jacqui believes in the potential for ideas to change the world. As licensee of TEDxAtlanta, one of the largest TED affiliates in the region, she galvanizes a team of volunteers to produce the annual TEDxAtlanta show. Under her leadership, tickets for nine of the 11 sold out weeks before. This must-attend event has become the platform for tomorrow’s leaders playing host to renowned bioethicist Paul Root Wolpe, hunger eradication entrepreneur Jasmine Crowe, and Ryan Gravel, the “father” of the Atlanta Beltline.

Jacqui served as senior vice president of marketing at Avertium, an award-winning cybersecurity firm founded from a three-company roll-up. She led brand marketing, demand generation, social media, PR, sales enablement, analytics, marketing operations, and communications. During her tenure, Jacqui spearheaded the company’s successful repositioning, messaging and rebranding and, its CRM/marketing automation platform integration. She also worked cross-functionally to support the acquisition of a fourth company during this period.

Previously, as CMO-in-residence at the Advanced Technology Development Center at Georgia Tech (ATDC), a globally ranked business incubator, she worked with the 170+ companies to develop their go-to-market and product strategy. During her tenure, she also developed and taught the incubator’s first strategic marketing curriculum.

Prior to ATDC, Jacqui founded iFusion, a fractional CMO consultancy for high-growth venture-backed companies. Primary client projects: positioning, messaging, customer journey mapping, marketing plan development and marketing and sales alignment. The company led the launch of more than two dozen companies/products and contributed to $100+m in funds raised.

Jacqui served in executive marketing roles at PeopleSoft (acq by Oracle), Stonesoft (acq by McAfee now Intel), Silverpop(acq by IBM) and worked, on the agency side, with IBM Global Services, The Weather Channel, KontrolFreek, MessageGears, Preparis, Venture Atlanta, EarthLink and eBay.

Website | LinkedIn | Jacqui’s TEDx Video

Mike Blake, Brady Ware & Company

Mike Blake, Host of the “Decision Vision” podcast series

Michael Blake is the host of the “Decision Vision” podcast series and a Director of Brady Ware & Company. Mike specializes in the valuation of intellectual property-driven firms, such as software firms, aerospace firms, and professional services firms, most frequently in the capacity as a transaction advisor, helping clients obtain great outcomes from complex transaction opportunities. He is also a specialist in the appraisal of intellectual properties as stand-alone assets, such as software, trade secrets, and patents.

Mike has been a full-time business appraiser for 13 years with public accounting firms, boutique business appraisal firms, and an owner of his own firm. Prior to that, he spent 8 years in venture capital and investment banking, including transactions in the U.S., Israel, Russia, Ukraine, and Belarus.

Brady Ware & Company

Brady Ware & Company is a regional full-service accounting and advisory firm which helps businesses and entrepreneurs make visions a reality. Brady Ware services clients nationally from its offices in Alpharetta, GA; Columbus and Dayton, OH; and Richmond, IN. The firm is growth-minded, committed to the regions in which they operate, and most importantly, they make significant investments in their people and service offerings to meet the changing financial needs of those they are privileged to serve. The firm is dedicated to providing results that make a difference for its clients.

Decision Vision Podcast Series

“Decision Vision” is a podcast covering topics and issues facing small business owners and connecting them with solutions from leading experts. This series is presented by Brady Ware & Company. If you are a decision-maker for a small business, we’d love to hear from you. Contact us at decisionvision@bradyware.com and make sure to listen to every Thursday to the “Decision Vision” podcast.

Past episodes of “Decision Vision” can be found at decisionvisionpodcast.com. “Decision Vision” is produced and broadcast by the North Fulton studio of Business RadioX®.

Connect with Brady Ware & Company:

Website | LinkedIn | Facebook | Twitter | Instagram

TRANSCRIPT

Intro: [00:00:02] Welcome to Decision Vision, a podcast series focusing on critical business decisions. Brought to you by Brady Ware & Company. Brady Ware is a regional full-service accounting and advisory firm that helps businesses and entrepreneurs make visions a reality.

Mike Blake: [00:00:21] Welcome to Decision Vision, a podcast giving you, the listener, clear vision to make great decisions. In each episode, we discuss the process of decision making on a different topic from the business owners’ or executives’ perspective. We aren’t necessarily telling you what to do, but we can put you in a position to make an informed decision on your own and understand when you might need help along the way.

Mike Blake: [00:00:40] My name is Mike Blake and I’m your host for today’s program. I’m a Director at Brady Ware & Company, a full service accounting firm based in Dayton, Ohio, with offices in Dayton; Columbus, Ohio; Richmond, Indiana; and Alpharetta, Georgia. Brady Ware is sponsoring this podcast, which is being recorded in Atlanta per social distancing protocols. If you would like to engage with me on social media with my Chart of the Day and other content, I’m on LinkedIn as myself, and @unblakeable on Facebook, Twitter, Clubhouse, and Instagram. If you like this podcast, please subscribe on your favorite podcast aggregator, and please consider leaving a review of the podcast as well.

Mike Blake: [00:01:15] Today’s topic is, Should I be open about my mental illness? One in five U.S. adults report that they suffer with some sort of mental illness, and an estimated two-and-a-half percent of U.S. adults experience bipolar disorder at some point in their lifetimes, 7.1. percent of U.S. adults are characterized as having major depression. And these are numbers that go back to 2019. And in case you haven’t heard, most of us had kind of a rough year in 2020. We had a combination of a once in a century global pandemic. We had unprecedented, massive social upheaval. And in some places in the country, we had murder hornets.

Mike Blake: [00:01:59] And, you know, for a lot of us, it’s been a rough ride, a lot rougher than usual. And most of us, I’m sure, have heard, many have read, and seen many stories of the mental toll that the pandemic has taken on many of us, ranging from job loss to being cooped up at home, to having to take on home roles that we were not prepared for. For example, I am the world’s lousiest Spanish teacher for home schooling our son, which is not necessarily our plan. We can only hope we can order a Taco Bell because I think that’s the only thing I’m qualifying him to do. But his ten, he might grow out of it.

Mike Blake: [00:02:39] And, you know, you think about mental illness, and I’m hoping that kind of one good thing that comes out of the pandemic is, I hope it makes us more aware of mental illness and it kind of give it its due. You know, years ago, I served on the board of a nonprofit called Care and Counseling Center of Georgia, whose mission was to provide mental health care services to low income folks. And they did a really good job of it in spite of my being on the board.

Mike Blake: [00:03:13] But one of the things you learn about mental health and mental – you will actually learn about two things. Number one is, your mental health is still sort of taken a backseat to so-called physical health. And, you know, you grow up and you talk about people who are either tough or they’re not tough. And some people of faith will claim that that makes them impervious to any kind of mental illness and so forth. Even to the point where, you know, it wasn’t that long ago, I think a lot of people thought that mental illness was a choice.

Mike Blake: [00:03:51] And secondly, I think people are understanding now that not only does it need to be destigmatize, but the thing on mental health is that if you don’t have mental health, a lot of bad downstream things happen. They can happen at the micro level where it impacts your job, it impacts your personal relationships, it impacts your ability to be a fully engaged, fully actualized member of society, fully actualized person. And in very extreme cases, particularly the United States where gun ownership is plentiful, mental illness that is either undiagnosed, untreated, unmonitored, simply not paying enough attention to, can have, frankly, catastrophic results.

Mike Blake: [00:04:38] And I can’t help but wonder how different might our world be if we gave, frankly, mental illnesses its due. And I think now as we are entering this this trans-pandemic phase where, you know, many of us are becoming vaccinated and we’re starting to kind of wrestle with returning to work, we’re wrestling with returning to restaurants, going back to baseball games, and so forth. And, you know, the mental health issues aren’t going away. In fact, you could argue that there are more mental health issues that are going to be created by sending people back to the office.

Mike Blake: [00:05:18] And I think and I hope that one thing is abundantly clear that, you know, mental health simply cannot be ignored anymore. It’s not the moral thing to do. And I would argue it’s not the business correct thing to do. Because if you have even a small business of 25 people, statistically speaking, five of those people are really struggling with a diagnosable disorder. And one of them probably has something akin to bipolar disorder. And they’ve just done a very good job of hiding it or we’ve done a very good job of not seeing it.

Mike Blake: [00:05:57] And so, therefore, I wanted to cover this topic. It’s not an easy topic. I’m certainly not a physician, but I think it’s so important. I think we have to equip ourselves. Statistically speaking, again, there are thousands of listeners listening to this that are struggling with this question. And then, for people like me, who at least I don’t believe that I have a diagnosable mental illness, others may disagree, but I don’t believe that I do.

Mike Blake: [00:06:22] But I do want to make sure that every resource is available in my network and my company – of which I’m a shareholder – that if there are folks – again, statistically speaking, there are a number of people – that are struggling with mental illness of some kind that we, as a company, do the right thing. That we are compassionate, that we are accommodating, and that we stand up for them, and we don’t abandon them. We don’t try to force them into the shadows. And so, I hope that that thesis makes sense to use as we kind of go through, I think, what is a very challenging and necessary topic.

Mike Blake: [00:07:01] And joining us today to help us talk about this is Jacqui Chew. Jacqui works at the intersection of storytelling, innovation, and business. And I’ve known her for a long time. In fact, I took over her office once. She deploys the power of narrative design and reframing an organization’s brand story for resonance and to inspire action. Described as the Lara Croft of problem solving, Jacqui is a seasoned business operator with a passion for building inclusive teams and working cross-functionally to bring disparate groups together towards a common goal.

Mike Blake: [00:07:33] As the curator and licensee of TEDxAtlanta, Jacqui is always on the lookout for change makers and innovations that are solving for the challenges of today and those just around the corner. Under her leadership, first of TEDxPeachtree from 2009 to 2018 and presently of TEDxAtlanta, Atlanta has grown in recognition within the global TEDx community as an innovation hub for technology, health care, and social impact initiatives. And I’m a big fan of TEDx. I watch three to four TEDx videos a week. And I’ve watched Jacqui’s video as well, we’ll refer to that in our conversation. Jacqui is resourceful, tenacious, and well-networked in the Atlanta business, social impact, and technology communities. Jacqui Chew, welcome to the program.

Jacqui Chew: [00:08:16] Thank you for having me, Mike.

Mike Blake: [00:08:21] So, Jacqui, I brought you on because you’ve chosen to hold yourself out there as a person that has bipolar disorder and has figured out how to navigate life with that particular disorder. So, you know, I’ve read about bipolar disorder. Thank God I don’t have it. I don’t have a family member that has it. I have a couple of friends that have. But explain to the audience in your kind of best terms, how would you describe bipolar disorder to somebody?

Jacqui Chew: [00:08:54] So, first of all, I would call it a mood disorder, because the symptoms manifests itself in extremes in mood changes. And this isn’t to be confused with a person who is “moody.” But mood changes from the standpoint of severe depression to the point where you would lose interest in what you normally enjoy. Or you have a really severe depressive episode would be if you are unable to sleep and you find yourself crying uncontrollably at absolutely nothing, severe fatigue. So, these are severe manifestations of depression. So, there’s that aspect of it.

Jacqui Chew: [00:09:50] At the worst in terms of depression, the worst manifestation of a symptom on the depression side is suicide, thoughts of self-harm and, in some cases, self-harm. So, that’s that part of it. The other side of the equation or the other end of the pendulum is mania and manic episode. So, mania is generally characterized as severe anger to the point of violence. So, for instance, this individual that I know from our support group sessions, when he is in mania, he specifically does not drive. He actually specifically has stopped driving because there are certain types of traffic situations that trigger the symptoms and cause him to act out in violence.

Jacqui Chew: [00:10:59] Other expected symptoms of mania is excessive shopping. You know, maxing out your credit cards. And then, yet another is hypersexuality, which can be really, really hard. Now, I’m not a doctor. These are sort of observations and sharings over the years since – gosh – I’ve been going to support group sessions and since 2005. So, over the years, these are some of the experiences that my fellow attendees have shared with the group. And so, these are some of the symptoms. It’s generally two opposite extremes experienced by an individual, and each of those extremes could be experienced by the person for a couple hours, a couple of weeks.

Jacqui Chew: [00:11:59] I’ll give you an example. There was a point in time when I wasn’t diagnosed, which I remember staying up for three days and going through a complete cleaning of my house. Now, I did end up with a very clean condo, but I didn’t realize at the time that I was experiencing mania and that I wasn’t able to sleep. I was hyperactive. There was just a lot of energy. And I was probably a lot blown up. I was testier and quicker to anger than normal. And this went on for a couple weeks, as I recall. Now, looking back after my diagnosis in 2005, I recognized through my therapy sessions that these moments in time or periods in my life that I had dismissed as just me being the eccentric me that I am were actually symptoms. I was experiencing episodes. That was a very long explanation.

Mike Blake: [00:13:13] Well, I think it deserves it. And for the audience listening at home, too, I think bipolar disorder until recently was more commonly known as manic depressive disorder. Correct?

Jacqui Chew: [00:13:26] Yes. Correct.

Mike Blake: [00:13:27] That’s sort of the new or maybe that’s the clinical. I’m not sure why the name change. But if it sounds like manic depressive disorder, the answer is, yeah, because it is. So, you know, I watched your video and you described a time which I guess is 15, 16 years ago when you kind of came to a crisis point effectively where you sought specific medical attention, and I want to come to that.

Mike Blake: [00:13:56] But before I get to that particular moment, I’m curious, before you got to that moment, was there a gradual kind of trail of breadcrumbs, if you will, of increasingly frequent or severe symptoms that led you to that point where, “Man, this is not right. This is not what most human beings have to go through.” Or as is the case with something like schizophrenia, did one day all of a sudden or in a very short period of time, you simply became bipolar. Does it work one of the two ways? Did you have one of those two experiences?

Jacqui Chew: [00:14:34] I can’t speak for, you know, my peers. But I can tell you, for me, I had no idea that anything was wrong with me. That period of time of three days where I stayed up and cleaned my loft, I think that was back in 2004. And I wasn’t diagnosed until towards the end of January of 2005. And the reason why I know this is because – and I talk about this in my TED talk – it was an evening, I was watching Jeopardy, and then I was prompt while I was watching Jeopardy, which is not something that you would normally do. Though, I didn’t think very much of it, actually, which is kind of strange in and of itself now in hindsight.

Jacqui Chew: [00:15:30] And the next day going into work, I found myself, essentially, just staring at a document for a very long time. It didn’t seem like a very long time, but it turned out to be a very long time and then realizing that I wasn’t processing any of the words that I was looking at. And that was when it was like a stroke of panic. It was a surge of panic where I knew something was wrong, I didn’t know what was wrong. So, I called my regular doctor and it was an emergency. I called him and I explained what had happened. I didn’t explain the night before and the crime, but I just explained to him that I really couldn’t understand anything that I was reading.

Jacqui Chew: [00:16:27] He was clearly concerned and he gave me the names of three doctors and phone numbers. Now, that in and of itself was a little strange because I could write numbers and read numbers, but I couldn’t really write the names of the doctors and read it back to myself. I don’t really know how to explain that. So, I had to remember, so I, essentially, just remembered the first name and wrote down the first number, because that’s all that I could process at the time. And so, I was very fortunate.

Jacqui Chew: [00:17:06] Now, I called that particular doctor, that psychiatrist. Now, he couldn’t see me for a-month-and-a-half. I mean, that kind of tells you, 2005, our health care system was just not geared toward helping people with mental health challenges. So, unless, of course, had I said to my doctor that I thought about killing myself, I had thoughts of self-harm, that would have been a whole different ball of wax.

Mike Blake: [00:17:38] Right. You have to move to the front of the line at that point.

Jacqui Chew: [00:17:40] Pretty much. And there’s another story about that. I’ll explain that in a second. So, there wasn’t a slot in time for six weeks. I made the appointment. I wrote down the date. And then, I was very fortunate because a few days later the office called me. The doctor’s office called me and said, “Hey, we have a cancellation. Would you like to come in? Are you available to come in?” And I did. So, that was super fortunate for me because, at that point in time, I was starting to hallucinate. And I knew I was hallucinating because there’s no way that I was hanging off of the rafters on my loft with a noose around my neck. I knew that wasn’t happening. So, I knew I was hallucinating. So, that began my journey until today. That was how it all began.

Mike Blake: [00:18:48] So, when you were first diagnosed, did you feel that you had to hide your condition? Did you feel like you sort of had to tell the whole world? Did it not make an impact if you felt like it’s just like being told I have arthritis? How did you kind of emotionally react to that?

Jacqui Chew: [00:19:12] Well, so you have to remember, this is 2005, before people could talk about these things, before it was normal. I mean, ADHD in your kid was something to be ashamed of, still, at the time. Or people would talk about their kids in [inaudible] like, “Oh, my child has autism.” Just none of this was okay to talk about. And so, I’m thinking about becoming an evangelist or raising awareness. I wasn’t. I had no idea, first of all, what this is all about.

Jacqui Chew: [00:19:56] First of all, I wasn’t diagnosed with bipolar disorder. My original diagnosis was schizophrenia. Which, you know, there are similarities in symptoms. I mean, the fact that I was seeing myself hanging from the rafters and I was hearing voices, that is classic schizophrenia symptoms. So, I was diagnosed that way and I was prescribed medication for that. And along with going into therapy with my psychiatrist, he also recommended that I go to a support group on a regular basis. So, I didn’t know that it was a lifelong condition. That there is no cure. I had no clue. And it was one of those, like, eye for an eye. So, if I take my meds, I do all the things that my doctor wanted me to do, I’m going to be okay. All of this will stop. And I can just move on. So, this is 2005, and I did.

Jacqui Chew: [00:21:15] And then, for the longest time, I just assumed that I was fine. [Inaudible]. Now, we did find out six weeks later or two months later that the schizophrenic diagnosis was incorrect. It was bipolar disorder because my hallucinations receded once I was putting into place some of the sleep hygiene, the official term. Like, taking the television out of your bedroom. By the way, you cannot or should not, no one should be watching television and go to sleep. It’s really bad for you. I can’t tell you the science behind it, it was explained to me, I forget. But it’s really bad.

Jacqui Chew: [00:22:03] And so, just practicing good sleep hygiene, getting eight hours of sleep, ensuring that it’s deep REM restful sleep. Those were the measures that I took. When I went back to my sixth week visit, it was hallucinations that got away. Some of the other symptoms still persisted. And he was able to give me a correct diagnosis of bipolar disorder and then we went from there. So, I was in no way thinking about telling people. It was more about getting well. How do I get well? How do I ensure that I can cognitively process reading works?

Jacqui Chew: [00:22:55] I’m a knowledge worker. It’s what I do for a living. I’m a writer. I tell stories. I read messaging. I help entrepreneurs with their positioning. And if I’m unable to be on my game from a cognitive function point of view, then I don’t have a way to be self-sufficient. It’s Maslow’s Hierarchy of Needs. You first have to take care of your bare essentials. And because I was living on my own, my family is still 10,000 miles away. I essentially was my own person, my own provider, and I had to take care of myself. So, that was the sole focus.

Jacqui Chew: [00:23:46] I have to tell you that this erroneous notion that bipolar can be cured. And after a period of time, I can just go back to doing all the things that I used to do. You know, that’s not even good for me, was a really bad thing and catastrophic because I had a relapse and a really severe episode of 15 months starting February-ish of 2008. And I didn’t come out of it until July, August of 2009.

Mike Blake: [00:24:20] And, you know, that’s something I think is very underappreciated, maybe unappreciated, about mental illness. I’m not a doctor either, but I’m not aware of any mental illness that is considered curable. I’ve never heard a psychiatrist say, “I cured somebody of X or Y.” Right now with the current state of the art science, it’s all about treatment and management. Right? Again, unless there’s a radical shift in technology, it ain’t going away. And if you’re afflicted in some way like that, then it’s just going to be your companion.

Jacqui Chew: [00:25:01] Right. Well, you know, it’s amazing. We know we have gone so far or come so far in terms of technological advancements. Advancements in all kinds of areas. But scientists are still somewhat mystified by the brain and how it works. They do know that it’s a chemical imbalance. It is truly a chemical imbalance. They’re not entirely sure what causes it altogether. They know that some types of bipolar disorder, and there are four types. Some types are triggered by damage to the hippocampus part of the brain. Some of it has to do with the neurotransmitters not firing the right way. So, there’s not a lot of clarity.

Jacqui Chew: [00:26:10] And then, of course, there’s environmental factors as well. There are theories that it’s genetic – actually, it’s not a theory. They’ve done experiments with twins and they’ve seen that mood disorders, there’s a genetic underpinning to mood disorders. And environmental factors like stress or death in family or substance abuse, those factors could trigger symptoms.

Mike Blake: [00:26:50] So, yes. I want to kind of seize on that a little bit, grab a hold of that for a little bit, because you mentioned in your video that you had to implement a certain rule. Because there’s one certain work trigger that you highlighted. So, I was wondering if you could talk about that and has it worked?

Jacqui Chew: [00:27:10] You are referring, like, to the no asshole rule.

Mike Blake: [00:27:15] I am indeed. Thanks for coming on the podcast anyway. I hope you’re alright.

Jacqui Chew: [00:27:23] You know, I think so. So, in mood disorders, like for me, there are stressors and there are triggers. So, stressors are conditions that kind of exacerbate that gives me a heightened sense of stress – hence, stressors – which then triggers a certain emotion. Triggers are, literally like for me – I can’t speak for the rest of my peers here – there are certain behavior, certain personality types, and, sometimes, in some cases certain phrases that trigger me to anger, to behave in a certain way that I have no control over. And they also trigger such an overwhelming sense of doubt and fear and shame, even, that I have no control over. It’s completely irrational and I have no control over it.

Jacqui Chew: [00:28:38] And so, the no asshole rule has everything to do with a certain kind of personality that, unfortunately, is quite persistent in the technology, I dare say, in this –

Mike Blake: [00:28:54] There’s no shortage of assholes. Yeah. Yeah.

Jacqui Chew: [00:28:59] Yes.

Mike Blake: [00:28:59] And we make more.

Jacqui Chew: [00:29:01] So, when I say asshole, what I mean is there are certain traits. Like, people who always demand more and they move the goalpost. I think we’ve all experienced coworkers or managers like that, who they demand without ever providing positive reinforcement. And when a certain goal had been attained, instead of taking a moment to acknowledge or appreciate, they move the goalpost just a little bit further. And for me, that sort of personality is a trigger for me. And so, I’ve tried very, very hard to steer away from working with people like that. And in many cases, I’ve had to develop coping mechanisms. So, you hear that a lot if you come to my group support sessions. We talk about coping mechanisms.

Mike Blake: [00:30:25] I’m sure you do.

Jacqui Chew: [00:30:26] And just techniques to moderate the impact of certain kinds of behavior that trigger us. Because in many cases, in the workplace, you can’t always remove yourself from personalities like that. You just have to find ways of reducing and minimizing the exposure to personalities like that.

Mike Blake: [00:30:53] So, I’d like to talk about that because I think that’s a very important subject and starts to intersect with the business part of it, if you will. And what I’d like to ask about that, first of all is this, is that, given that you know these things about yourself, do you entirely take it upon yourself to minimize your exposure to these triggers? Or do you kind of try to work with the people that you’re involved with and say, “Hey, look. You know, I sort of have this thing going on and these four things are really not good. And I’d like to try to avoid those in this environment as much.” can you have conversations like that? Am I just sort of off the reservation?

Jacqui Chew: [00:31:45] If I care enough about the person and respect the person enough, quite honestly, Mike, I’ll take the trouble to do that. Because honestly – let me give you an analogy and perhaps this would become clear. If someone is being abusive or discriminatory toward me, it is not my responsibility to tell them that they are and to teach them some other way. I don’t think it’s my responsibility. And I don’t want to carry that burden. That’s me personally. I know other people would.

Jacqui Chew: [00:32:25] However, if I care and I respect the person enough, and want to continue to have a relationship with that person, an ongoing sustainable relationship with that person, then I would because I want a sustainable ongoing relationship. Then, the amount of investment that I would have to make that the outcome warrants the investment. Because it’s a big investment. It is very difficult. So, first of all, that person has to have some semblance of empathy.

Mike Blake: [00:33:04] Yeah. That it’s a nonstarter, right?

Jacqui Chew: [00:33:08] Correct. One of the primary reasons why assholes are assholes, Mike, is because they lack empathy and self-awareness. And I, in my years, have come to the conclusion that some people just can’t help themselves. And who am I to help them stop being an asshole? So, I’m just going to work with them as best as the situation calls for it to get the job done, to accomplish the goal, and move on. That’s how I feel. That’s my coping mechanism. It would take too much energy for me to manage my disorder and try to change these people.

Jacqui Chew: [00:34:00] The situation is quite different if a person is exhibiting these behavior traits, these less desirable behavior traits, but has some semblance of empathy. They just don’t know it. They don’t know what they’re doing. But if they did, if I thought that if they did know what they were doing, and it’s the impact of their behavior on others that they would consider a different way. If I detected that and I wanted a sustainable relationship with these people, I would make the investment.

Jacqui Chew: [00:34:39] And yes, I would absolutely say, “Look -” and I would train it to the standpoint of I have a mood disorder. And that, too, is a very self-centric thing and that’s just not my style. I would make the standpoint of, “Look, when you say these kinds of things in this sort of a situation, you may not mean it this way.” But let me tell you how it’s being perceived. And if this is not the way you want it to be perceived, then let’s find a better way of articulating your thoughts. And that’s how I do it.

Mike Blake: [00:35:20] So, beyond this particular approach, which is a very sort of – let’s call it – individualized or even a non-scalable approach, because that’s been focused to one person at a time. And I think that’s part of where the ROI equation comes in that you’re describing. Are there other things that you need to do to kind of protect yourself? For example, I would imagine because you said that a good sleep schedule is essential to managing your condition. To me, that says it would be very difficult for you to be in a culture that thrives on the all-nighter. It sounds like that’s something that could be not only suboptimal, but potentially even dangerous for you.

Jacqui Chew: [00:36:05] Yes. And, actually, when I violate my no asshole rule and I allow myself to be consumed by let’s work an all-nighter type of culture is when I get into trouble. I literally get myself very sick. And so, yes, there’s a measure of protection that I have to put around my boundaries. So, this is where boundaries come in. And people without the bipolar disorder have boundaries.

Jacqui Chew: [00:36:41] Now, what is really interesting, I think, in my situation that I think is worth noting for your listeners who may find themselves in a similar situation is, I am naturally a high performance, hard charging individual. That is my nature.

Mike Blake: [00:37:04] Yeah. I’ve seen it.

Jacqui Chew: [00:37:04] Unfortunately, my nature is hurtful to my condition. So, I have to fight my default and learn a new default. And so, what I’ve done is learning a new default – perhaps, old dogs can’t learn new tricks, as the saying goes. Learning a new default has proven to be too difficult. So, what I’ve done is I’ve created extensions to the default. So, it’s like home improvement. I’ve added extensions and caveats to the default where, yes, when it is absolutely necessary, I will work the 80 hour week. But I will not work the 80 hour week, I would work for a week, maybe two, at most. And then, I have to go back to a 40, 50 hour week, which is a normal week for me. Or I take a mental health game – you hear people say that all the time – where you take a Friday and you just switch it up.

Jacqui Chew: [00:38:18] Now, I have learned as a coping mechanism to turn off my phone and go off grid one day out of every weekend. You have Saturday, you have Sunday, so I either pick a Saturday or Sunday – usually it’s a Sunday – where I completely go off grid and I do not check phone, emails, nothing. So, it’s kind of like an electronic detox or digital detox.

Mike Blake: [00:38:51] Well, you know, I mean, a lot of the things you’re describing sound like they’re probably pretty useful for people that aren’t fighting bipolar disorder, frankly. I can tell you something, I’ve started to become very mindful of my own sleep schedule, because when you can operate in short sleep, it’s a blessing and a curse. It’s a blessing because it allows you to to do more. But for me, Parkinson’s Law just takes over. And all it does, it allows me to outwork my mistakes. And that’s not really an optimal place to be anyway. So, you know, the way you described these sort of parameters in a way that I think are consistent with kind of best practices for mental maintenance anyway.

Jacqui Chew: [00:39:39] Indeed. So, many of the measures that I’ve taken, anyone and everyone, really, should take regardless of what sort of a workspace they’re on, it really doesn’t matter. And so, I’ll be very specific. If you have a television in your bedroom, remove it. This is probably the hardest one for most people, because a lot of people I know have televisions in their bedrooms. It’s terrible. Eight hours of sleep? Now, some people need eight. I need six hours of sleep. Six good hours of sleep is sufficient for me. It’s the quality sleep more than the quantity of sleep.

Jacqui Chew: [00:40:31] So, for me to process problems, I need to be doing something else. So, this is the other thing about corporate America is, it’s not always forgiving about extracurricular activities. There are some cultures that they don’t condone a person, an employee, having nonprofit work or volunteer work or anything like that, when they want you and all of you and all of your time.

Jacqui Chew: [00:41:06] So, I stay away from cultures like that because that is not how I operate ultimately. My optimal goal is the ability to problem solve at work, but I’m on problem solving whilst I’m doing other things, other activities that are not work related, like organizing TEDxAtlanta. That actually is invigorating. It’s a very renewing process of organizing that endeavor. And it helps me process the other kind of work problems that I have, the revenue generating problems that I have that I’m helping to overcome and add value to. That is my mode.

Jacqui Chew: [00:41:47] So, I think people have to find what works for them. I’m describing what actually works for me in this instance. The whole sleep hygiene thing, absolutely, that works for everybody. That applies to everybody. The hours, that’s individualized. Everyone has a sweet spot. And then, finally – gosh – a lot of what happens that may not be obvious is that people with bipolar disorder, when there is an episode and there’s a true multi-week, multi-month episode of depression, what it does is, it also completely obliterates your self-confidence. And one of the ways to rebuild self-confidence is to do volunteer work.

Jacqui Chew: [00:42:43] So, when I experienced the very long episode from February 2008 to 2009, July, August, was the way I slowly came back to the world, so to speak, was beyond the talk therapy, beyond the medication, beyond the group support sessions every two weeks, every month. I also began to volunteer at, actually, St. Vincent de Paul in this case, where something as simple as stocking shelves at the food bank. So, rebuilding a sense of confidence is really, really important in the recovery process as well. And engaging in activities that reinforce your sense of self when you’re not in an episode, when things are being managed, when your condition is being managed is also very important.

Mike Blake: [00:43:58] So, one question I want to make sure to get to is – and I’m curious about this for myself, because as a manager, as a leader, I may encounter this – if somebody that were in my charge were to approach me and sort of close the door and just say, “Hey, look. I’ve got this issue. I’ve got this issue of bipolar disorder. And I just want to let you know about it, because some things you may not expect to happen, might happen. Or I may have specific needs, I need help manage it.” What’s the best way for me to react to that? Should I react to it? Do I hit them off to H.R.? I mean, how can I engage constructively in that conversation?

Jacqui Chew: [00:44:50] Well, that’s a tough one, Mike, because you’re now wandering into labor laws and H.R., all of that. That’s the difference. So, I’ll tell you how I react in the past to team members who come to me whose work performance had visibly, obviously fallen off. And I’ve had this composition, I initiated a conversation. And then, they told me that there has been a series of deaths in the family and they were just not feeling well. It’s months apart. So, first of all, regardless of what your H.R. policy is about this, I think it’s important to just listen. Sometimes the best action is no action. And sometimes the person may just want to be heard.

Jacqui Chew: [00:45:50] People have to consider that. I mean, there may not be an action necessarily. The person, they just want to be heard. Because it’s very lonely when you’re experiencing symptoms. You feel like you’re the only one in the world feeling it when it’s not true. But your brain is telling you that you’re the only one. So, just being an ear and not committing to anything, not saying anything, and just understanding and showing kindness and empathy, that sometimes can be enough.

Mike Blake: [00:46:34] I really like that. And, you know, it reminds me actually of a quote from Art of War that suggests that one of the hardest things to do but the best thing to do is simply nothing. I’m paraphrasing. It’s really, one of the hardest things to do in battle is wait. But, you know, it translates very well there that sometimes the best thing to do is just nothing. And for somebody like me who prefers to be proactive and, frankly, would like to help, if somebody comes to me with something like that, my first instinct is how can I help? Even though I am patently unqualified to help somebody. I don’t have that condition. I’ll have medical training. You know, I read what I read on the Internet, half of which is probably wrong. But I think that’s a really good piece of advice. I really do. And it’s surprisingly hard.

Jacqui Chew: [00:47:32] Yes, it is. So, being heard is often times the best answer for the person across the table who is sharing something that is very difficult for them to share. Making sure that they feel heard is possibly the best gift that you can give them as manager. Now, I think, though, the situation would be different if you are sensing that they could possibly hurt themselves. It could be in that state. You never know. So, first of all, you never know. But if you even have a glimmer of that, then it’s time to have a conversation with your H.R. to better understand all the different angles.

Mike Blake: [00:48:32] We’re talking with Jacqui Chew, and the topic is, Should I be open about my mental illness? And that conversation is adjacent to something that I started a conversation in our company, about, three years ago – not long after I joined, actually. And this is in the wake of the Ohio State scandal where one coach was abusing his wife, and other coaches knew, and apparently didn’t do anything. Certainly, not enough to kind of intervene in that. And the question I ask and still ask – because there’s really no great answer – is, as an employer, as a leader, if I hear something like that in my firm, what are my obligations, both ethical and legal? What are my constraints, both ethical and legal? And I think what you just described is actually quite adjacent to that.

Mike Blake: [00:49:32] So, we need to wrap up here. We could do this for a lot longer, but we have limited time. I want to be respectful of the rest of your day. But I am curious about about one thing, you know, in the 15, 16 years that you’ve struggled with this and have become an advocate for awareness, do you think that as a society we’ve gotten better at acknowledging the importance, severity, and impact of mental illness?

Jacqui Chew: [00:50:03] Unequivocally, yes. And it’s been accelerated by the onset of COVID. Ironically, COVID has affected such a large swath of the population in terms of the social distancing and isolation having such a profound impact on a person’s psyche and for many people. That it has given those of us who were diagnosed before, who have diagnosed condition, it’s given us a broader audience. There’s more empathy. There’s less likelihood of the other person, saying, “Oh, it’s all in your head.”

Mike Blake: [00:50:51] Right. It’s a stupid thing to say.

Jacqui Chew: [00:50:57] Well, people say it.

Mike Blake: [00:50:59] There’s no shortage of stupid things for people to say. But go on.

Jacqui Chew: [00:50:59] There you go. Or this notion that, if you take a pill, if you take a series of pills, and you go to your doctor, you’ll be fine. Because the pandemic has affected so many people in so many different ways that there’s a really good chance if you talk to your neighbors, they know someone in their family or they know someone in their second ring of peers or friends and associates who’ve been affected by the pandemic from a mental health point of view.

Jacqui Chew: [00:51:37] So, my point is, mental health issues are more prevalent as a result of the pandemic. And, therefore, the conversation around it is just more mainstream. COVID has mainstreamed mental health, and the challenges, and the symptoms, and the problems. And there’s a distinct level volume of conversation that’s happening on social media, on Clubhouse, and on Twitter.

Jacqui Chew: [00:52:14] I mean, even at Ted, I spent my lunch time listening and watching a whole panel of iconic TED speakers as part of this thing that Ted puts together. And Monica Lewinsky was there. She’s a huge advocate for mental health and normalizing the conversation around mental health. She shares my vision and my wish that – gosh – I wish that it could be a dinner table conversation, just like diabetes. Like, talking about how’s your dad’s diabetes coming along? How’s he managing it? Is he exercising? I wish we could talk about how’s your brother’s mood disorder coming along? Is he getting his weekly needs? I mean, I would love to see that happen. And I think we are closer. We’re not there, but we’re closer because of the pandemic.

Mike Blake: [00:53:10] I think that’s a great place to put a pin in this and wrap it up. And maybe we’ll do a part two at some point. I only got through about half the questions, but that’s fine. How can people contact you for more information about this, maybe just to share their journey or get your advice?

Jacqui Chew: [00:53:28] Sure. So, I’m active on Facebook. It’s just Jacqui Chew. I’m also active on LinkedIn, also Jacqui Chew. And I have a website, jacquichew.com.

Mike Blake: [00:53:39] Yeah. As you can tell, Jacqui is not an introvert. She is not hard to find. And that’s going to wrap it up for today’s program. I like to thank Jacqui so much for joining us and sharing her expertise with us. And on a side note, frankly, just for having the courage to be this advocate, I am confident that it has helped a lot of people over the way. And I’m equally confident is going to help at least a few listeners to this program.

Mike Blake: [00:54:05] We’ll be exploring a new topic each week, so please tune in so that when you’re faced with your next business decision, you have clear vision when making it. If you enjoy these podcasts, please consider leaving a review with your favorite podcast aggregator. It helps people find us that we can help them. If you like to engage with me on social media, with my Chart of the Day and other content, I’m on LinkedIn as myself and @unblakeable on Facebook, Twitter, Clubhouse, and Instagram. Once again, this is Mike Blake. Our sponsor is Brady Ware & Company. And this has been the Decision Vision podcast.

 

Tagged With: atdc, Bipolar disorder, Brady Ware, Brady Ware & Company, iFusion, iFusion Marketing, jacqui chew, Mental Illness, Mental illness stigma, Michael Blake, Mike Blake, schizophrenia, TEDxAtlanta

Georgia Dental Association: President Dr. Louvenia Annette Rainge, Rainge Family Dental, and President-Elect Dr. Zach Powell, Powell Dentistry Group

April 21, 2021 by John Ray

ZacharyPowellLouveniaRaingeDBRAlbum
Dental Business Radio
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Georgia Dental Association: President Dr. Louvenia Annette Rainge, Rainge Family Dental, and President-Elect Dr. Zach Powell, Powell Dentistry Group (“Dental Business Radio” Episode 18)

Georgia Dental Association leaders joined host Patrick O’Rourke on this edition of “Dental Business Radio.” GDA President Dr. Louvenia Annette Rainge and President-Elect Dr. Zach Powell discussed the work of GDA during the pandemic, the organization’s advocacy work, encouraging a new generation of dentists in Middle and South Georgia, and much more. “Dental Business Radio” is underwritten and presented by Practice Quotient: PPO Negotiations & Analysis and produced by the North Fulton studio of Business RadioX®.

Special Note:  During the show, Drs. Rainge and Powell discussed the Dentists for Rural Areas Assistance Program administered by the State of Georgia. This program assists in paying any debt incurred for tuition, fees, and other expenses associated with the completion of degrees for dental practitioners who agree to practice full-time in an underserved, rural county in Georgia with a population of 50,000 or less. More information on that program can be found here.

Georgia Dental Association

The Georgia Dental Association is the premier professional organization of dentists in the state committed to improving oral health in Georgia and continuously promoting the highest standards of dentistry through education, advocacy, and professionalism.

Website | LinkedIn | Facebook | Twitter | Instagram

Rainge Family Dental PC

Rainge Family Dental PC is a privately owned dental practice that is family oriented. It provides dental care in a warm and friendly environment. Their motto is “We Care.”

Louvenia Rainge, Owner, Rainge Family Dental PC

GDA President Dr. Louvenia Annette Rainge

Dr. Louvenia Rainge is currently serving as the President of the Georgia Dental Association. She is a graduate of the Medical College of Georgia School of Dentistry. She also serves as an adjunct faculty member of the Dental College of Georgia at Augusta University. She is a general dentist and she has been practicing in Augusta for 31 years. She attended Georgia Southern University and was named Alumnus of the Year for the College of Science and Mathematics. She was also chosen as the Alumnus of the Year for the Dental College of Georgia.

Dr. Rainge is also a Fellow of the American College of Dentists, the International College of Dentists, and the Pierre Fauchard Academy. She is currently serving as the Section Chair of the Pierre Fauchard Academy.

Dr. Rainge is very active in the community and gives back through donations for back to school in the rural areas of the state. She also donates to needy families during Thanksgiving as well as providing free dental care through the Pampered Smiles Project for victims of domestic violence.

Powell Dentistry Group

The Powell Dentistry Group specializes in practice management, consultation, transitions, and acquisitions. Dr. Powell serves as the company’s CEO. PFD has owned and managed twelve dental offices in 20 years.

Currently it encompasses four practices throughout southeastern Georgia: Dentistry in Redfern, serving Saint Simons Island and Sea Island; Brunswick Smiles, serving Glynn and MacIntosh Counties including Brunswick and the Golden Isles; Blackshear Family Dentistry, serving Pierce, Wayne, and Ware Counties; and Alma Family Dentistry, serving Bacon and Douglas Counties.

Dr. Powell himself practices on Saint Simons Island in Redfern Village where his business offices are also headquartered. The Powell Dentistry Group employees 35 team members, including a CFO, COO, and five dentist associates.

Dr. Zachary Powell, DMD, Owner, Powell Dentistry Group

GDA President-Elect Dr. Zach Powell

Dr. Zachary Powell is a general dentist specializing in comprehensive, implant, and family dentistry. He is a Georgia native and graduated from both the University of Georgia and the Medical College of Georgia (now Augusta University). He has been in private practice for 23 years and owned multiple offices.

Dr. Powell is deeply dedicated to his profession and enjoys treating patients of all ages, from all walks of life, all over the great state of Georgia. Additionally, he works as a dental and business consultant throughout the state and has extensive experience in medical/dental office and real estate development. He possesses 25 years of leadership experience in both a professional and civic capacity.

His professional service experience includes positions held in local, state, and national levels and he currently serves as the President-Elect of the Georgia Dental Association. Dr. Powell is an honorary fellow with both the Pierre Fauchard Academy and the GDA and has been named to the University of Georgia’s Bulldog 100 twice. Dr. Powell serves on several boards including the Affinity Bank Dental Advisory Board. His commitment to ethics, patient advocacy, and grassroots organized dentistry are the hallmarks of his career.

Connect with Dr. Powell on LinkedIn and follow Powell Dentistry Group on Facebook.

About Dental Business Radio

Patrick O'Rourke
Patrick O’Rourke, Host of “Dental Business Radio”

“Dental Business Radio” covers the business side of dentistry. Host Patrick O’Rourke and his guests cover industry trends, insights, success stories, and more in this wide-ranging show. The show’s guests include successful doctors across the spectrum of dental practice providers, as well as trusted advisors and noted industry participants. “Dental Business Radio” is underwritten and presented by Practice Quotient and produced by the North Fulton studio of Business RadioX®. The show can be found on all the major podcast apps and a complete show archive is here.

Practice Quotient

“Dental Business Radio” is sponsored by Practice Quotient. Practice Quotient, Inc. serves as a bridge between the payor and provider communities. Their clients include general dentist and dental specialty practices across the nation of all sizes, from completely fee-for-service-only to active network participation with every dental plan possible. They work with independent practices, emerging multi-practice entities, and various large ownership entities in the dental space. Their PPO negotiations and analysis projects evaluate the merits of the various in-network participation contract options specific to your Practice’s patient acquisition strategy. There is no one-size-fits-all solution.

Connect with Practice Quotient

Website | LinkedIn | Facebook | Twitter

Tagged With: Dr. Louvenia Annette Rainge, Dr. Zach Powell, GDA, Georgia Dental Association, Patrick O'Rourke, Powell Dentristry Group, PPO Negotiations & Analysis, Practice Quotient, Rainge Family Dental PC

Frazier & Deeter’s Business Beat: John Marsh, The Bristol Group

April 21, 2021 by John Ray

John Marsh, The Bristol Group
Business Beat
Frazier & Deeter's Business Beat: John Marsh, The Bristol Group
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John Marsh, The Bristol Group, and Roger Lusby, Frazier & Deeter

Frazier & Deeter’s Business Beat: John Marsh, The Bristol Group

John Marsh of The Bristol Group joined host Roger Lusby to discuss his business brokerage practice, the current environment for selling a business, how a business owner should prepare for a sale, and much more. “Business Beat” is presented by Alpharetta CPA firm Frazier & Deeter.

The Bristol Group

The Bristol Group is a trusted national Business Brokerage and Merger & Acquisition Firm focused on providing professional sell-side representation and mergers and acquisition services to lower middle market clients across the United States. This segment of the market is underserved by experienced and professional business brokers. The Bristol Group is here to transform the transactional nature of business brokerage by using a holistic and consultative approach and strongly believe in developing relationships built on trust.

John Marsh, Managing Broker, The Bristol Group of Greater Atlanta

John Marsh, The Bristol Group
John Marsh, The Bristol Group

Prior to founding the Bristol Group of Greater Atlanta, John served as a corporate executive with experience leading and strengthening finance, accounting, and operations organizations. He has held a variety of executive-level roles including CFO, VP of Supply Chain and Planning, and EVP of Finance and Operations during his 17-year career.

In those roles, John served as an integral part of the leadership team that scaled a medical device company that was sold to a private equity firm for $162M. John led integration efforts and was a part of due diligence on all the company’s acquisitions. In total, John participated in over $360M in transactions in his executive roles.

John started his career with the accounting firm, Ernst and Young in Atlanta, GA, and has worked with both start-ups and large private equity-owned companies. He leverages his significant mergers and acquisition experience to help entrepreneurs successfully transition business ownership.

John graduated from the University of Georgia with a BBA in Accounting and holds an MBA from Kennesaw State University. He currently lives in Marietta, with his wife and two daughters.

Company website | LinkedIn

Frazier & Deeter

The Alpharetta office of Frazier & Deeter is home to a thriving CPA tax practice, a growing advisory practice and an Employee Benefit Plan Services group. CPAs and advisors in the Frazier & Deeter Alpharetta office serve clients across North Georgia and around the country with services such as personal tax planning, estate planning, business tax planning, business tax compliance, state and local tax planning, financial statement reviews, financial statement audits, employee benefit plan audits, internal audit outsourcing, cyber security, data privacy, SOX and other regulatory compliance, mergers and acquisitions and more. Alpharetta CPAs serve clients ranging from business owners and executives to large corporations.

Roger Lusby, Partner in Charge of Alpharetta office, Frazier & Deeter
Roger Lusby, Partner in Charge of Alpharetta office, Frazier & Deeter

Roger Lusby, host of Frazier & Deeter’s “Business Beat,” is an Alpharetta CPA and Alpharetta Office Managing Partner for Frazier & Deeter. He is also a member of the Tax Department in charge of coordinating tax and accounting services for our clientele. His responsibilities include a review of a variety of tax returns with an emphasis in the individual, estate, and corporate areas. Client assistance is also provided in the areas of financial planning, executive compensation and stock option planning, estate and succession planning, international planning (FBAR, SFOP), health care, real estate, manufacturing, technology and service companies.

You can find Frazier & Deeter on social media:

LinkedIn  | Facebook | Twitter

An episode archive of Frazier & Deeter’s “Business Beat” can be found here.

John Marsh, The Bristol Group

Tagged With: Bristol Group, business broker, Frazier & Deeter's Business Beat, Frazier Deeter, John Marsh, Mergers and Acquisitions, Roger Lusby

Richard Morgan, Morgan and DiSalvo

April 20, 2021 by John Ray

Morgan DiSalvo
North Fulton Business Radio
Richard Morgan, Morgan and DiSalvo
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Morgan DiSalvo

Richard Morgan, Morgan and DiSalvo (North Fulton Business Radio, Episode 348)

An expert in estate planning, Richard Morgan of Morgan and DiSalvo joined host John Ray to explain particular issues business owners must be aware of, the impact of potential tax law changes, the challenges involved with blended families, and much more. “North Fulton Business Radio” is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.

 Morgan and DiSalvo, P.C.

Morgan and DiSalvo is a full service, high-end, estate and tax planning law firm. Their planning is individualized for their clients and clients are not shoved into pre-existing form documents. Service is a high priority, and they treat clients like family. Life changes, and Morgan and DiSalvo helps clients plan for it.

Their areas of specialty are estate planning, special needs planning, probate and administration, and dispute resolution.

Company website | LinkedIn | Facebook

Richard Morgan, Attorney, Morgan and DiSalvo

Morgan DiSalvo
Richard Morgan, Attorney, Morgan and DiSalvo

Richard M. Morgan has been practicing law in Georgia since 1987. Richard founded the award-winning Alpharetta law firm of Morgan & DiSalvo, P.C. in 1995 to help individuals and families plan and prepare for the many changes that life brings. Morgan & DiSalvo is recognized as a U.S. News & World Report and Best Lawyers.com “Best Law Firm” since 2013. Morgan & DiSalvo received the highest “Tier 1” rating in Trusts and Estates Law, a distinction held by only 23 law firms in Georgia.

Richard prides himself on bringing peace of mind to individuals and families by helping them prepare for significant life events. In addition to the primary practice areas of the firm, Richard also specializes in finding creative solutions for clients in the areas of estate & tax planning, estate & trust dispute resolution, business succession planning, planning for special needs beneficiaries, creditor protection, charitable gift planning and tax controversies.

Richard’s work is differentiated by his level of service and attention to detail. His technical and analytical capabilities and problem-solving approach are unique among attorneys. A leader in his field, Richard is past president of the Taxation Sections of both the Georgia and Atlanta Bar Associations, the Estate Planning & Probate Section of the Atlanta Bar Association, the North Georgia Estate Planning Council and the Georgia Planned Giving Council. Richard serves on the Executive, Legislative and Georgia Trust Code Revision committees of the Fiduciary law section of the Georgia Bar Association. Richard also serves on a 2 member sub-committee of the Fiduciary Law Section to propose a Technical Corrections Bill to improve the 2017 Georgia Uniform Power of Attorney Act.

In 2014, Richard was elected as a Fellow in The American College of Trust and Estate Counsel (ACTEC). This is the most prestigious group of Trusts and Estates attorneys in the country, with only 59 Fellows in the State of Georgia. ACTEC membership is only offered to those who have provided substantial contributions to the field of trusts and estates law. Richard has used his charitable gift planning expertise over the years by serving as the chairman or member of professional advisory committees of several large Atlanta organizations including the Jewish Federation of Greater Atlanta, Jewish Family & Career Services, the Community Foundation of Greater Atlanta and YMCA of Metropolitan Atlanta.

Richard received his B.B.A. in Accounting, cum laude, and his J.D. degree, cum laude, from the University of Georgia. He received his LL.M. in Taxation from Emory University. Richard is a frequent speaker on estate and tax planning, charitable gift planning and other tax related topics.

Richard loves life and all that it has to offer, but his greatest accomplishments have all related to his wonderful and loving family, including his incredible wife and three children, and of course, now two Goldendoodles.

LinkedIn

Questions and Topics in this Interview:

  • What is estate planning and why is it important for everyone?
  • What is the particular importance to business owners?
  • Most people are concerned with how assets pass, can you explain the options?
  • Tax changes are on the horizon, what do you see as major changes and how should we plan now for those changes?
  • What are some of the extraordinary circumstances, such as a special needs child, which affect estate planning?

“North Fulton Business Radio” is hosted by John Ray and produced virtually from the North Fulton studio of Business RadioX® in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Tagged With: estate planning, Morgan and DiSalvo, richard morgan, tax law

Conversion Copywriting for Business Growth, with Sarah L. Parker

April 16, 2021 by John Ray

Sarah L. Parker
Business Leaders Radio
Conversion Copywriting for Business Growth, with Sarah L. Parker
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Sarah L. Parker

Conversion Copywriting for Business Growth, with Sarah L.  Parker

Sarah L. Parker is an experienced, results-driven copywriter. She joined host John Ray to discuss conversion copywriting, what makes it different than traditional copywriting, and why conversion copywriting is crucial to make a website effective and profitable. “Business Leaders Radio” is produced virtually from the Business RadioX® studios in Atlanta.

Sarah L. Parker, Seasoned Copywriter

Sarah L. Parker
Sarah L. Parker, Copywriter

Sarah Parker is a seasoned copywriter who helps B2B technology companies generate revenue from copywriting.
Business owners want powerful copy that comes from an understanding of their niche, product, or industry. Often copywriters don’t get a brand’s tone, style, or objectives. With Sarah Parker, clients get a marketer who increases leads and revenue. Outsourced copywriters stay outside the team. That costs extra work, lost time, and reduced quality. Sarah works with clients to deliver a messaging hierarchy that drives business goals. She is a seasoned technology copywriter who can ramp up to the technical aspects of a client’s software.  She will talk to a client’s existing and prospective customers to back up all her recommendations with data and convert a business’s audience into buyers. Sarah delivers a scientific process based on research, testing, and validation.

Sarah’s website

Questions/Topics Discussed in this Show

  • Why did you set up your copywriting business?
  • What is the difference between conversion copywriting and traditional copywriting?
  • How do you make sure a website is set up to convert?
  • What is the most common reason websites don’t convert?
  • How do you write a great hero section?
  • What roles does the customer play in copy review?
  • What are the biggest mistakes that copywriters make?
  • How do you write emails that customers read and react to?
  • What kind of copywriter should I look for?
  • Should small businesses hire a writer or train their team to write?

“Business Leaders Radio” is hosted by John Ray and produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.  The show can be found on all the major podcast apps by searching “Business Leaders Radio.”

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Tagged With: B2B technology, conversion copywriting, copywriting, Sarah L. Parker, technology copywriter

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