Over the past couple decades since I left the Navy, people have often asked me what it was like to serve in a submarine. Well, if you are sheltering in place, here are tips to simulate submarine life at home.
Why you should use a password manager Deep dive on how to set up and use LastPass
How to receive payment from a client in another country when your invoice is denominated in your own currency and when the invoice is in a foreign currency How to send payment to a subcontractor or vendor in another country when the recipient’s account is denominated in your currency or in a foreign currency How to set up a recipient for payment – the account info you’ll need A deep dive on how to use Transferwise
When you have time between projects, here are some ideas on which skills you might want to spend time investing in. Also, some tips on resources to use. Suggestions include: Writing Slides Data science and programming Data visualization Software for creative professionals Core business skills Excel, PowerPoint, Google Suite Social media Google Search Liberal arts, science, engineering Industry-specific topics Drawing Economics Foreign language Suggested resources include LinkedIn Learning Udacit...
In this episode, tips on how NOT to submit expenses to a client. And my suggestion on one right way to do it.
This episode is U.S. specific, as I discuss the Paycheck Protection Program, which is an element in the CARES Act passed by Congress yesterday. Topics covered: Who is eligible for the loan The maximum amount you can borrow How you can get the loan forgiven. Yes, I said forgiven. The interest rate for any portion of the loan not forgiven The application deadline And whether you can double dip if you already got a Small Business Administration Economic Injurty Disaster Loan (EIDL) related to COVID...
Marc Feigen is considered the leading CEO advisor in the United States; Fortune magazine called him the “CEO Whisperer.” Marc currently advises a dozen Fortune 200 CEOs, and in today’s episode he shares the questions those CEOs are facing and the steps they are taking to address the impact of the coronavirus pandemic. To learn more about Marc’s firm, visit: http://feigenadvisors.com/
Umbrex member C.V. Ramachandran has three decades of consulting experience, having served as a senior leader at Booz Allen Hamilton, A.T. Kearney, AlixPartners, and Accenture. Today he runs his own consulting practice focused on digital transformation. In our discussion, C.V. shares a perspective on the impact the coronavirus will have on B2C and B2B businesses. To follow up with C.V., connect with him on LinkedIn at https://www.linkedin.com/in/cv-ramachandran/...
In a matter of days, Umbrex member Kaihan Krippendorf has organized a fantastic event to support the fight against COVID-19: the 2020 Outthinker Virtual Summit. 100% of the proceeds will go to charities working on COVID-19. Kaihan has lined up 20 amazing speakers who have each agreed to donate an hour of their time to providing a perspective on the crisis and answering questions. This online event is taking place April 6 and 7, and I definitely encourage you to check out the website and consider...
Daniel Weiner is a prominent attorney with forty years of experience serving companies in distress, guiding them through restructuring efforts. He is widely published on the subject of bankruptcy, including co-author of the Collier Bankruptcy Practice Guide and contributing author to Bankruptcy and Its Impact on LLC Membership Interests , published by The Institute of Continuing Legal Education. In today's episode, Weiner provides a broad overview of how restructuring works, and then in the seco...
If you are looking to stay productive while between projects, one way to use the time productively is to invest time in creating or improving the marketing collateral of your firm. In this episode, I share 14 recommendations. I mention some previous episodes of this show in my discussion, including: Episode 211: LinkedIn Profile Best Practices Episode 235: Mark Williams on creating an amazing LinkedIn profile Episode 140: Creating a project list Episode 121: Creating a portfolio of sanitized wor...
If you are looking to stay productive while between projects, one area to invest time is setting up technology tools for your practice. In this episode, I share 17 recommendations. I mention some previous episodes of this show in my discussion, including: Episode 172: David A Fields on setting up a CRM system Episode 236: Evernote Episode 237: MixMax Episode 73: Calendly
MixMax is a tool that plugs into Gmail or G-Suite email and provides you with email superpowers. In this episode I discuss the incredible capabilities of this tool, including sending sequences with automated follow-ups, finding out who has opened your emails and when, and scheduling emails to get sent at some future time. Sign up for MixMax at www.mixmax.com
I highly recommend Evernote - it is far more than a note-taking app. You can also clip websites, save voice memos, store emails, and many more. In this short episode I give some examples of how I use Evernote. Sign up for your own Evernote account at www.evernote.com
Mark Williams, aka 'Mr. LinkedIn', is the host of one of my favorite podcasts, LinkedInFormed - I've listened to dozens of episodes, and much of what I know about LinkedIn I know from Mark. In this episode, Mark provides tips on key aspects of the LinkedIn profile: the headline, the photo, the about section, and the experience section. At one point I mention a specific episode of LinkedInFormed on the types of posts that engage. That one is Episode 242 , and it would be a great episode to start ...
Umbrex has set of a task force to help small businesses navigate the coronavirus pandemic. We'd love to get your help across these workstreams: 1. Create the content for the playbook 2. Design and publish the playbook (as a wiki? website? TBD) 3. Recruit coaches and consultants 4. Spread the word to business owners who need help 5. Administration of a database and reporting 6. Outreach to partner organizations and government 7. Legal advice on NDAs, employment law, etc....
Our guest today is Umbrex member Susan Drumm, a BCG alum and the CEO of Meritage Leadership Development. Susan has extensive experience in running virtual meetings via videoconference, and in today’s episode she shares a set of tips to make virtual meetings more effective. Susan is publishing an article on this very topic tomorrow, March 16, and you can find that article and more of her writing at www.meritageleadership.com/blog If you find some value in this episode, I encourage you to check ou...
Our guest today is Rhona Silverbush, co- author of Speak the Speech!: Shakespeare's Monologues Illuminated . Rhona teaches small-group classes and privates one-on-one coaching to actors on how to speak the language of Shakespeare. You don’t need to be a professional actor to work with Rhona: some of her students are members of the regular public who just want to get a better appreciation of the plays – and there is no better way to do that than reading the plays aloud in a group. She periodicall...
Our guest today is Jay Charkow, President of International Tariff Management. For several years I’ve been wanting to understand the basics around tariffs. In the New York Times or Wall Street Journal, usually all you get is some very broad statement such as “the Administration has imposed a new round of tariffs on goods imported from China.” I wanted to ask some basic questions: do Americans pay tariffs on goods imported from any country? Does the tariff vary by country? How much are the tariffs...
Our guest today is Andrea Bonime-Blanc, a leading global expert in the area of risk management, and the author of five books, including the recently published Gloom to Boom: How Leaders Transform Risk Into Resilience and Value. Gloom to Boom expands the traditional risk-management framework of ESG, which stands for environmental, social, and governance risks, by adding technological risks, so the acronym gets expanded to ESGT. In our discussion today we talk about her latest book and her work co...
Our guest today is McKinsey alum Gaurav Bhatnagar. Gaurav is the Founding Partner of Co-Creation Partners, where he leads cultural transformations for his clients. In this episode, Gaurav explains to me what a cultural transformation is, what you actually look at during a cultural diagnostic, and what sort of tools his firm uses to drive change in an organization’s culture. To learn more about his firm, visit http://www.cocreationpartners.com/...
For executives who are thinking about becoming a consultant in a year or two, a time investment of two hours per week now can dramatically improve your chances of success when you launch your practice.
Our guest today is Jim McEachern, an independent consultant who has been working with the Alliance for Telecommunications Industry Solutions (or ATIS) on developing technology to cut down on robocalls. For years I’ve been wondering why telecommunications companies haven’t done more to eliminate robocalls, so when I saw Jim quoted in a New York Times article about this work, I reached out to him. I was so pleased that he agreed to be on the show to talk about his work and explain to me how spoofi...
In this video edition of Unleashed, Michael Sorrentino provides Will Bachman with an introduction to media training. No one is a natural in front of a videocamera, because you need to speak in an unnatural way and hold yourself in an unnatural position if you want to look normal. If you have invested time and effort to build up your visibility and expect to be appearing on camera, it is a worthwhile investment to obtain media training from a professional so that in your few minutes on screen you...
Our guest today is Liliana Petrova, who runs The Petrova Experience, a consulting firm that helps brands build differentiated experiences and leverage technology to increase customer loyalty, efficiencies and revenue. Liliana was previously the Director of Customer Experience at JetBlue Airways, and on this episode we discuss some of the culture driven behind-the-scenes decisions that set JetBlue apart – including the blue potato chips and the free wifi. Then we discuss some of her more recent w...
Today's guest is McKinsey alum and Umbrex member Tineke Keesmaat, who is based in Toronto. Tineke’s firm works with ambitious leaders and she is known for her unique blend of world-class strategy, organizational change, and people leadership. Tineke was recently awared with a MacKay Canada CEO’s Trusted Advisor Award, recognizes the contributions that Trusted Advisors make in the leadership field to enable Canadian businesses to succeed. You can learn more about her firm’s work on their website,...
In my conversations with independent consultants, a common question I get is how to generate more business. There are a lot of things one could POTENTIALLY do to generate more revenue, and some people flail around putting effort into initiatives that may have a low return on investment. Of course we all want to put our time and energy into areas with a relatively high return on investment, and I’ve found that it is useful to break down all the possible factors into what I call the Consulting Rev...
Our guest today is Michael Ryan, whose headline on LinkedIn is a great example of a fishing line: "Helping B2B Manufacturers Optimize Inventory and Operations to Increase Cash Flow" In this episode, we explore Michael’s work on inventory issues. Michael is certainly in the top 1% of people I know in how he has been using LinkedIn to build a brand. Michael has posted every day on LinkedIn for six months, and his posts are always on-brand, always related to inventory management. In the second half...
Today we welcome back David A. Fields, the author of The Irresistible Consultant’s Guide to Winning Clients: 6 Steps to Unlimited Clients & Financial Freedom. David was my very first guest, on Episode 1, when we covered many of the topics in his book. https://www.umbrex.com/unleashed/episode-1-david-fields-on-winning-clients/ In Episode 170, David shared tips on how to make outbound calls: https://www.umbrex.com/unleashed/episode-170-david-fields-on-how-to-make-outbound-calls/ In Episode 172...
Our guest today is Paul Millerd, who has been on the show before, on Episode 62. It was great to welcome Paul back to hear what he has been up to. I’m so inspired by Paul, who has been incredibly deliberate about designing a life. He has built a practice that allows him to work completely remotely, and recently left home in Boston to spend a stretch of time working in Bali and then in Japan and now in Taiwan. He has developed several online courses with over 4,500 students on Udemy alone, he wri...
