8 episodes

Hosted by Sarah Delahanty, Executive Decisions is a podcast for business leaders. One thing we all know is that successful executives are in a constant state of learning. Our guests share how their professional and personal roles have evolved over the years, what challenges they have overcome on their path to success, and how they manage the increasing financial complexity of life and work.

Sarah Delahanty works for SYM Financial Advisors. All opinions expressed by Sarah or any podcast guests are solely their own opinions and do not reflect the opinions of SYM Financial Advisors. This podcast is for general informational purposes only and should not be relied upon for financial advice.

Executive Decisions by SYM Financial Sarah Delahanty

    • Business

Hosted by Sarah Delahanty, Executive Decisions is a podcast for business leaders. One thing we all know is that successful executives are in a constant state of learning. Our guests share how their professional and personal roles have evolved over the years, what challenges they have overcome on their path to success, and how they manage the increasing financial complexity of life and work.

Sarah Delahanty works for SYM Financial Advisors. All opinions expressed by Sarah or any podcast guests are solely their own opinions and do not reflect the opinions of SYM Financial Advisors. This podcast is for general informational purposes only and should not be relied upon for financial advice.

    Building A Company Culture from Scratch with Paul Barbeau

    Building A Company Culture from Scratch with Paul Barbeau

    Paul Barbeau is the Senior Global Director at Dow, a material science company that provides innovative and sustainable solutions for consumer care, infrastructure, and packaging businesses. Paul collaborates with various business leaders to improve existing workplace strategies with employee experience, asset optimization, and sustainability in mind. He is also the Director at 1st State Bank, a banking company that focuses on helping businesses grow in the Great Lakes Bay area.
     
    Paul joins me to explain the importance of establishing a company culture where every voice is represented. He shares his experience with being part of the family business and where his entrepreneurial passion started. He describes his love for baseball and what it was like to serve as the President of the Michigan Baseball Foundation. He discusses how Dow impressed him the most from a cultural perspective. Paul also explains how businesses will shift beyond the pandemic, especially regarding flexible work setups.
     
    "When you're starting, every voice has an impact on the culture." - Paul Barbeau
     
    This week on Executive Decisions:
     
    What Paul learned from the family business from an entrepreneurial perspective Why Paul avoided the traditional career route How vital the culture was in Paul's career choices Paul's passion for both baseball and business Navigating the risks of moving locations for your career Getting the team to be part of the culture you want to grow What Paul believes is a good sign to choose a new career Why Dow's culture impressed Paul How our working environments will shift in the future The cultural bedrocks Dow cultivates Paul's passion and hobbies outside of baseball  
    Resources Mentioned:
     
    The Michigan Baseball Foundation  
    Our Favorite Quotes:
     
    "The freedom to learn and grow is important and formative." - Paul Barbeau "Anytime you find a good culture, you just want to bottle it and never let it go." - Sarah Delahanty "It's exciting to have a blank slate and build something from the ground up." - Sarah Delahanty  
    Connect with Paul Barbeau:
     
    Dow 1st State Bank Great Lakes Bay Paul Barbeau on LinkedIn  
     
    About SYM Financial and Executive Decisions Podcast
     
    Executive Decisions is a show for business leaders. In each episode, host and financial advisor Sarah Delahanty sits down with executives and local experts who serve them. Together, they tackle some of the harder questions that business leaders face today. From inspiring creativity in the workplace to managing company politics to making the best choices with executive compensation, taxes, and lifestyle — our show delivers stories and lessons learned across many industries and lifetimes. 
     
    Email Sarah at sdelahanty@sym.com with questions, comments, and to schedule a one-on-one conversation. 
     
    Follow Sarah on LinkedIn
    Follow SYM Financial on Facebook
     
    Subscribe here:
     
    Apple Podcasts 
    Amazon Music/Audible
    Spotify
    Stitcher
     
    And, if you enjoy the show, please leave a review to help others discover the podcast.
     
    Disclosure: The information contained in this message (including any attachments) is confidential and may be privileged. It is intended only for the recipient(s) named above. If you are not the intended recipient, you are hereby notified that any review, dissemination, distribution or copying of this message is strictly prohibited. If you have received this communication in error, please notify SYM Financial Advisors (“SYM”) immediately and destroy the material in its entirety. All communications requiring immediate attention or action, such as trade requests or other time-sensitive matters should not be sent to SYM via email. Internet communications cannot be guaranteed to be secure or error-free as information may arrive later than intended, be intercepted, be corrupted, or contain viruses. This material is not an offer or solicitation to buy or sell any product. The opinions expresse

    • 55 min
    Networking Beyond Your Role As Leader with Fernando Signorini

    Networking Beyond Your Role As Leader with Fernando Signorini

    Fernando Signorini is the Vice President of Operations US Gulf Coast and Site Director of Texas Operations at Dow, a chemical manufacturing company that’s been around for over 125 years. They’re currently spearheading programs for a more sustainable future. Fernando has been with Dow for almost 28 years, and his vast experience made him an expert in business processes, planning, plant operations, and strategic sourcing.
    Fernando joins me to discuss what it means to be more than a leader to your team and explains why leaders often find themselves brooding over criticism. He shares the traits all leaders must have and how to apply them to their team members. Fernando also describes why having a balanced mind is essential in decision-making and discusses the best way to find higher-level insight into your chosen industry.
     
    "The role doesn't matter. It's all about connecting with the people." - Fernando Signorini
     
    This week on Executive Decisions:
    Where Fernando's passion for leadership stemmed from The leaders who influenced Fernando's career Keeping in touch with your team despite being an in-demand persona The one mistake leaders frequently make How to find high-level insight as a leader The responsibility of a leader to their team and the traits leaders need to have Why having a balanced mind is the key to making critical decisions Why strategy is good, but you shouldn't spend too much time on it Having your team retain your self-awareness Fernando's expertise outside of his industry  
    Our Favorite Quotes:
    "You're not going to have insight if your mind is not balanced." - Fernando Signorini "Building that self-awareness for leaders can be a big blindspot." - Sarah Delahanty "Being present is a skill." - Sarah Delahanty  
    Connect with Fernando Signorini:
    Dow Dow on LinkedIn Fernando Signorini on LinkedIn  
     
    About SYM Financial and Executive Decisions Podcast
    Executive Decisions is a show for business leaders. In each episode, host and financial advisor Sarah Delahanty sits down with executives and local experts who serve them. Together, they tackle some of the harder questions that business leaders face today. From inspiring creativity in the workplace, to managing company politics, to making the best choices with executive compensation, taxes, and lifestyle — our show delivers stories and lessons learned across many industries and lifetimes. 
     
    Email Sarah at sdelahanty@sym.com with questions, comments, and to schedule a one-on-one conversation. 
     
    Follow Sarah on LinkedIn
    Follow SYM Financial on Facebook
     
    Subscribe here:
    Apple Podcasts 
    Amazon Music/Audible
    Spotify
    Stitcher
     
    And, if you enjoy the show, please leave a review to help others discover the podcast.
     
    Disclosure: The information contained in this message (including any attachments) is confidential and may be privileged. It is intended only for the recipient(s) named above. If you are not the intended recipient, you are hereby notified that any review, dissemination, distribution or copying of this message is strictly prohibited. If you have received this communication in error, please notify SYM Financial Advisors (“SYM”) immediately and destroy the material in its entirety. All communications requiring immediate attention or action, such as trade requests or other time sensitive matters should not be sent to SYM via email. Internet communications cannot be guaranteed to be secure or error-free as information may arrive later than intended, be intercepted, be corrupted, or contain viruses. This material is not an offer or solicitation to buy or sell any product. The opinions expressed herein are those of SYM and are subject to change without notice. To the extent that performance information is contained in this email, past performance is not indicative of future results. SYM is an independent registered investment adviser. More information about SYM including our investment strategies, fees and

    • 50 min
    Connecting with Clients Through Our People with Dave Youngstrom

    Connecting with Clients Through Our People with Dave Youngstrom

    Dave Youngstrom is the CEO of Yeo & Yeo CPAs & Business Consultants. Yeo & Yeo is one of the country’s leading tax, technology, accounting, wealth management, and medical billing advisory firms. Dave has been part of the Yeo & Yeo family for over 28 years, where he served as Principal, Director, and Board of Directors before becoming its CEO. He earned his Bachelor of Business Administration at Saginaw Valley State University - College of Business Management.
     
    Dave joins me to discuss how Yeo & Yeo waded the pandemic and his key takeaways from running a business through a global health crisis. He shares his passion for baseball, his first job, and the critical leadership skills he learned in his youth. Dave explains why remote work was a big disruptor in their industry and how leaders connect with clients through their people. Dave also discusses what leaders should do if they want to succeed in any industry and why you’re never too young to think about retirement.
     
    "Our people are our direct connection to our clients." - Dave Youngstrom
     
    This week on Executive Decisions:
     
    Dave's first job and where he is today The importance of developing a routine mindset The business skills Dave learned in his youth How Dave's firm navigated the pandemic Dave's advice to future leaders in any industry What future leaders should look for in a mentor Taking the pandemic into account and how to move forward The challenges of remote work How Dave stays on top of his game What Dave wishes he did more in his youth When kids should learn how money works Dave's passion for baseball and his other hobbies  
     
    Our Favorite Quotes:
     
    "Build a good team and trust in the team you built." - Dave Youngstrom "You shouldn't wait until you're on the doorstep of retirement to start thinking about taxes and money." - Sarah Delahanty "Building a relationship is not only with your clients, but also deep relationships with your team." - Sarah Delahanty  
    Connect with Dave Youngstrom:
     
    Yeo & Yeo Dave Youngstrom on LinkedIn  
     
    About SYM Financial and Executive Decisions Podcast
     
    Executive Decisions is a show for business leaders. In each episode, host and financial advisor Sarah Delahanty sits down with executives and local experts who serve them. Together, they tackle some of the harder questions that business leaders face today. From inspiring creativity in the workplace, to managing company politics, to making the best choices with executive compensation, taxes, and lifestyle — our show delivers stories and lessons learned across many industries and lifetimes. 
     
    Email Sarah at sdelahanty@sym.com with questions, comments, and to schedule a one-on-one conversation. 
     
    Follow Sarah on LinkedIn
    Follow SYM Financial on Facebook
     
    Subscribe here:
     
    Apple Podcasts 
    Amazon Music/Audible
    Spotify
    Stitcher
     
    And, if you enjoy the show, please leave a review to help others discover the podcast.
     
    Disclosure: The information contained in this message (including any attachments) is confidential and may be privileged. It is intended only for the recipient(s) named above. If you are not the intended recipient, you are hereby notified that any review, dissemination, distribution or copying of this message is strictly prohibited. If you have received this communication in error, please notify SYM Financial Advisors (“SYM”) immediately and destroy the material in its entirety. All communications requiring immediate attention or action, such as trade requests or other time sensitive matters should not be sent to SYM via email. Internet communications cannot be guaranteed to be secure or error-free as information may arrive later than intended, be intercepted, be corrupted, or contain viruses. This material is not an offer or solicitation to buy or sell any product. The opinions expressed herein are those of SYM and are subject to change without notice. To the extent that performance information is

    • 48 min
    Finding Contentment As A Retired Financial Advisor with Fred Helfrich

    Finding Contentment As A Retired Financial Advisor with Fred Helfrich

    Fred Helfrich is a retired Certified Financial Planner who formerly worked for SYM Financial Advisors. He worked for the financial advisory firm for over an impressive 41 years. As a financial planning expert, Fred has mastered the art of wealth management, investments, estate planning, and financial advice. He holds a Bachelor’s degree in Mathematics from Hanover College and earned his CFP in 1986 from the College for Financial Planning. Since retiring in 2021, Fred has discovered a passion for riding a bicycle over long distances and has pedaled hundreds of miles since.
    Fred joins me to discuss the state of the financial industry, his career at SYM Financial Advisors, and what life has been like after retirement. He shares the experiences that shaped his youth and describes how technology has changed the financial landscape over the last decade. He shares his takeaways from working with a wide variety of clients, especially those going through tough times. Fred also discusses other skills he’s cultivated beyond financial advising — and his passion for long-distance cycling.
     
    "There were situations where I wasn't the answer. You have to be willing to man up and admit to the client that they can be better off somewhere else." - Fred Helfrich
     
    This week on Executive Decisions:
    The experiences that shaped Fred's younger years Why Fred prefers to work with people over computers The challenges Fred faced in his career and how the industry has changed since he started Fred's advice to his younger self Handling demanding clients and tough conversations as a business leader Lessons learned from working with different people Working with clients who are going through a terrible life event The qualities and traits Fred has observed from the many clients he's worked with Fred’s thoughts on teaching kids about money early Common financial problems Fred wishes more people were prepared for Other skills Fred is known for, beyond financial advising How retirement has changed Fred's perspective on life  
    Resources Mentioned:
    Relevant Magazine  
    Our Favorite Quotes:
    "Body language adds up. It's going to impact the way clients react with you in the long haul." - Fred Helfrich "You don't get to be a high level executive without having strong people skills." - Sarah Delahanty "Sometimes, staying cool and collected in stressful moments is important." - Sarah Delahanty  
    Connect with Fred Helfrich:
    SYM Financial Advisors Fred Helfrich on LinkedIn  
     
    About SYM Financial and Executive Decisions Podcast
    Executive Decisions is a show for business leaders. In each episode, host and financial advisor Sarah Delahanty sits down with executives and local experts who serve them. Together, they tackle some of the harder questions that business leaders face today. From inspiring creativity in the workplace, to managing company politics, to making the best choices with executive compensation, taxes, and lifestyle — our show delivers stories and lessons learned across many industries and lifetimes. 
     
    Email Sarah at sdelahanty@sym.com with questions, comments, and to schedule a one-on-one conversation. 
     
    Follow Sarah on LinkedIn
    Follow SYM Financial on Facebook
     
    Subscribe here:
    Apple Podcasts 
    Amazon Music/Audible
    Spotify
    Stitcher
     
    And, if you enjoy the show, please leave a review to help others discover the podcast.
     
    Disclosure: The information contained in this message (including any attachments) is confidential and may be privileged. It is intended only for the recipient(s) named above. If you are not the intended recipient, you are hereby notified that any review, dissemination, distribution, or copying of this message is strictly prohibited. If you have received this communication in error, please notify SYM Financial Advisors (“SYM”) immediately and destroy the material in its entirety. All communications requiring immediate attention or action, such as trade requests or oth

    • 50 min
    Moving Forward In Business Amidst the Pandemic with Jenni Wendt

    Moving Forward In Business Amidst the Pandemic with Jenni Wendt

    Jennifer “Jenni” Wendt is the Global Director of Strategic Planning and Business Analysis at Dow, a sustainable materials science company that sells products in the packaging, mobility, infrastructure, and consumer care industries. Jenni is responsible for generating strategic plans that support the company’s capital planning and corporate strategy. Jenni also has oversight of Enterprise Working Capital, with a special focus on managing the risks related to $5-billion investments in trade account receivables.
    Jenni joins me today to discuss her role and core responsibilities at Dow. She describes her early work experience and what she learned from working with a variety of finance companies. She explains why she preferred to pursue a career in finance over legal and the risks she took to get to where she is today. Jenni also shares her thoughts on financial advisors, her favorite authors and books, and what she enjoys doing when she’s not working.
     
    "It's okay to be uncomfortable. Learning to be uncomfortable can be really powerful and can open a lot of doors." - Jenni Wendt
     
    This week on Executive Decisions:
    Jenni's role at Dow and her strategic expertise Jenni's professional experience and the time she worked on a farm Jenni’s key takeaways from her first job as an executive What it means to know how to use your voice How Jenni identified her passion for finance Why Jenni made the change from legal to finance The life-changing risks Jenni took in her career Jenni's advice to young professionals that are afraid to take risks Jenni's most significant takeaway from 2020 and other life lessons What Jenni finds rejuvenating outside of the office Jenni's favorite books and authors Jenni's thoughts on hiring financial advisors  
    Resources Mentioned:
    Nora Roberts Book: Horses Never Lie: The Heart of Passive Leadership Book: What Got You Here Won't Get You There: How Successful People Become Even More Successful  
    Our Favorite Quotes:
    "Keep your eyes open to everything, don't come in with preconceived notions. You're not too good to do anything." - Jenni Wendt "That 'can do' attitude usually produces great opportunities for people." - Sarah Delahanty "You enjoy what you do because you enjoy the people you're doing it with." - Sarah Delahanty  
    Connect with Jenni Wendt:
    Dow Jennifer Wendt on LinkedIn Email: jwendt@dow.com Phone: (989) 636-2473  
     
    About SYM Financial and Executive Decisions Podcast
    Executive Decisions is a show for business leaders. In each episode, host and financial advisor Sarah Delahanty sits down with executives and local experts who serve them. Together, they tackle some of the harder questions that business leaders face today. From inspiring creativity in the workplace, to managing company politics, to making the best choices with executive compensation, taxes, and lifestyle — our show delivers stories and lessons learned across many industries and lifetimes. 
     
    Email Sarah at sdelahanty@sym.com with questions, comments, and to schedule a one-on-one conversation. 
     
    Follow Sarah on LinkedIn
    Follow SYM Financial on Facebook
     
    Subscribe here:
     
    Apple Podcast 
    Spotify
    Google Podcasts
    Stitcher
    Audible 
     
    And, if you enjoy the show, please leave a review on iTunes to help others discover the podcast.
    Disclosure: The information contained in this message (including any attachments) is confidential and may be privileged. It is intended only for the recipient(s) named above. If you are not the intended recipient, you are hereby notified that any review, dissemination, distribution, or copying of this message is strictly prohibited. If you have received this communication in error, please notify SYM Financial Advisors (“SYM”) immediately and destroy the material in its entirety. All communications requiring immediate attention or action, such as trade requests or other time-sensitive matters should not be sent to SYM via email. Internet commun

    • 46 min
    Addressing Your Team's Individual Needs with Amy Wilson

    Addressing Your Team's Individual Needs with Amy Wilson

    Amy Wilson is the General Counsel and Corporate Secretary at Dow Corporate, which aims to become the most innovative, inclusive, customer-centric, and sustainable materials science company. They provide science-based products and solutions to their customers in spheres as diverse as packaging, consumer care, mobility, and infrastructure. Amy’s responsibilities with Dow include leading and providing counsel in corporate governance, as well as managing compliance matters. She is also the executive sponsor for Dow’s lesbian, gay, bisexual, queer, and allies’ employee resource group, GLAD.
    Amy joins me today to discuss some of the silver linings she saw amidst the pandemic and what the last year has taught her about people. She describes her experience as a lifeguard and how it made her want to double her efforts to pursue her education. She explains why some questions are too personal for employees, especially with so many of them working from home. She also shares the traits she looks for in a potential leader and why you can learn a lot about a person when you play golf with them.
     
    "The world you're in is always changing, so it's your obligation and responsibility to keep up with that." - Amy Wilson
     
    This week on Executive Decisions:
    What Amy has learned from her first job as a lifeguard The real value of continuous learning Amy's advice to young professionals in any industry The advice Amy learned from mentors on what not to do as a professional What the pandemic made Amy realize about people Why you shouldn't ask people about their families Amy's thoughts on the significant events that transpired in 2020 What Amy would tell a leader about making impactful decisions The biggest risks Amy took in the past (and what happened next) The traits Amy looks for in a potential leader Debunking myths within the legal industry What golf can teach you about people and life Looking for the “culture carriers” on your team  
    Our Favorite Quotes:
    "You can take away something from every style. There are times where one style may even work better than the other, depending on the situation." - Sarah Delahanty "As you lead people, they may need different things from you. People may need the carrot or the stick depending on their work styles." - Sarah Delahanty "The more you can paint a story for people to know how they can contribute to the situation, the better it is." - Amy Wilson  
    Resources Mentioned:
    Book: Think Again: The Power of Knowing What You Don't Know by Adam Grant  
    Connect with Amy Wilson:
    Dow Corporate Amy Wilson on LinkedIn  
    About SYM Financial and Executive Decisions Podcast
    Executive Decisions is a show for business leaders. In each episode, host and financial advisor Sarah Delahanty sits down with executives and local experts who serve them. Together, they tackle some of the harder questions that business leaders face today. From inspiring creativity in the workplace, to managing company politics, to making the best choices with executive compensation, taxes, and lifestyle — our show delivers stories and lessons learned across many industries and lifetimes. 
     
    Email Sarah at sdelahanty@sym.com with questions, comments, and to schedule a one-on-one conversation. 
     
    Follow Sarah on LinkedIn
    Follow SYM Financial on Facebook
     
    Subscribe here:
    iTunes
    Android
    Google Play
    Stitcher
    Spotify
     
    And, if you enjoy the show, please leave a review on iTunes to help others discover the podcast.
     
    Disclosure: The information contained in this message (including any attachments) is confidential and may be privileged. It is intended only for the recipient(s) named above. If you are not the intended recipient, you are hereby notified that any review, dissemination, distribution or copying of this message is strictly prohibited. If you have received this communication in error, please notify SYM Financial Advisors (“SYM”) immediately and destroy the material in its entirety.

    • 41 min

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