Unleashed - How to Thrive as an Independent Professional - podcast cover

Unleashed - How to Thrive as an Independent Professional

Will Bachmanwww.umbrex.com
Unleashed explores how to thrive as an independent professional.
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Episodes

461. Belinda Li on Social Enterprise

Belinda Li was a senior advisor at McKinsey before she founded CiTTA, a company that focuses on promoting and facilitating the growth of the social enterprise business model and economy. Belinda has a passion for combining the power of business with the promise of social impact, and in today’s show, she talks about how her company helps foster growth in that direction. Visit the website to learn more about CiTTA or reach out to Belinda on LinkedIn. Key points include: 02:00: An overview of work ...

Jan 03, 202233 min

460. Sam Lee on IndeCollective

Sam Lee has held numerous prestigious positions: he was a consultant at the World Bank, the chief of staff, Executive Office Division at Goldman Sachs, and the head of business planning and operations at AOL. He is now the founder and CEO at IndeCollective, a company that offers expert guidance to the most seasoned professionals, and that is what he is going to talk about on today’s episode. You can learn more about the program at IndeCollective.co . Key points include: 02:45: What IndeCollectiv...

Dec 28, 202143 min

459. Josh Spector on Newsletter Growth

Josh Spector is the founder of the For The Interested newsletter; a weekly newsletter featuring ideas “to help you learn, do, and become.” He is also an audience growth strategist and a digital marketing consultant. But in this episode, he shares his expertise on newsletters. To sign up for Josh’s newsletter visit, https://fortheinterested.com/ , and to learn more about Josh’s newsletter tips visit, https://joshspector.com/ . Key points include: 03:51: Newsletters created 06:40: Josh’s consultin...

Dec 27, 202147 min

458. Hiring Your First Associate

Will Bachman hosts a panel discussion on hiring your first associate. The panel includes top-tier consultants J. Andrew McKee , David Burnie of The Burnie Group, and Belinda Li. Key points include: 04:32: Deciding to hire your first employee 07:45: The pros and cons of having employees 11:20: The right time to add additional employees 17:17: Recruiting through LinkedIn Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating...

Dec 02, 202157 min

457. Jen Rudd Shares Airtable Use Cases

Jen Rudd, PMP is a Business Coach, Consultant, and a Cross-Platform Automation expert with an extensive background in creating systems and automation for a variety of business types. She is the CEO of Grow With Jen, an author, and has presented at numerous conferences and events, most recently at the Airtable User's Conference, which she talks about in this episode. To learn more about Jen’s company visit GrowWithJen.com . Key points include: 02:19: A case study on how Airtable works 10:26: Appl...

Dec 01, 202125 min

456. Joe Meyer on ExecThread

Joe has been a successful start-up CEO and operating executive at high-growth tech companies. He was named Entrepreneur of the Year in 2012 by Crain's New York Business and was #9 on Business Insider's 2013 "Silicon Alley 100" list. Joe is the Founder & CEO of ExecThread, a VC-backed crowdsourcing platform and premium job-sharing network that enables professionals to access the “hidden job market”. ExecThread is the largest global aggregator of unpublished executive-level job opportunities, ...

Nov 30, 202123 min

455. Gaurav Bhatnagar and Mark Minukas Discuss Their New Book, Unfear

Gaurav was a consultant with McKinsey and a leader in their Organization Practice in North America. Before McKinsey, he worked in marketing for Pepsi Cola International and Procter & Gamble in Europe, the Middle East, and India, and he has counselled and coached hundreds of senior leaders as they lead their organizations through transformation, with a special focus on coaching them on personal mastery, difficult conversations, and strategic thinking. Mark is an engineer by training, he began...

Nov 29, 202134 min

454. Kay Formanek on Leading Diversity with Purpose

Kay Formanek is a global speaker on Diversity and Inclusion. Kay has also worked for leading global professional services organizations for over 20 years as Partner and Managing Director. Her proven approach to leading diversity strategically draws on extensive research and advisory work with over 50 organizations; she is now an author, and her book, Beyond DNI: leading diversity with purpose and inclusiveness, is coming out this month. In today’s episode, Kay talks about the benefits of diversi...

Nov 04, 202133 min

453. Adam Anderson on Driving Bottom Line Results

Adam Anderson is a graduate of Stanford Business School, a McKinsey alum, and he is now a strategy consultant and project manager. He has led and participated in over one hundred projects for clients from startups to multinationals, and in this episode, he shares case studies on driving bottom-line results. Adam can be reached through his LinkedIn profile , or emailed at aanderson@pa-bs.com . Key points include: 00:47: A case study on Lotek, chemical manufacturer: 20 production facilities, five ...

Nov 03, 202135 min

452. David Edelman on AI in Marketing

David Edelman spent 30 years as a Chief Marketing Officer (at Aetna/CVS), and consultant to executives on Digital and Marketing Transformation with McKinsey, Digitas, and the Boston Consulting Group. He is now a senior lecturer at Harvard Business School and serves as an advisor to top executives in start-up, Private Equity, and larger enterprises. In today’s episode, David talks about the use of AI in marketing. You can reach David through his LinkedIn profile or email him at dedelman@hbs.edu ....

Nov 02, 202128 min

451. Michael Katz Business Newsletter Best Practices

Michael Katz is the author of four books, an award-winning humorist, and the founder of Blue Penguin, a company that helps professional service firms and solos talk and write about their work in a clear and compelling way. He has an MBA from Boston University and a BA in Psychology from McGill University in Montreal. In today’s episode, Michael talks about how he helps his clients. Learn more about Michael’s business at www.bluepenguindevelopment.com . Key points include: 02:15: Business newslet...

Oct 28, 202137 min

450. Sven Beiker on The Future of Mobility

Sven Beiker has a PhD. in Mechanical Engineering and Vehicle Dynamics; he is a technology expert in the field of automotive and high-tech topics with a strong interest in consumer products with a holistic view regarding the impact on the environment, society, business, and policy. His special focus is in autonomous, connected, electric, shared vehicles, which is what we explore in this episode. You can learn more about ACES at www.siliconvalleymobility.com, or reach out to Sven on LinkedIn . Key...

Oct 27, 202148 min

449. Peter Costa on Excellence in Leadership

Peter Costa is the founder and leader of Capman LLC, a company that provides Executive Coaching and Organizational Consulting. Peter draws on his experience leading public and private international businesses, in addition to extensive study and training in coaching, leadership, and organizational effectiveness. In today’s episode, he talks about his business’ best practices. You can listen to Peter’s Leading Excellence podcast on Spotify or Apple, learn more about his company at www.capmanllc.co...

Oct 26, 202122 min

448. Melisa Liberman on Coaching Independent Consultants

Melisa is a former corporate tech executive turned management consultant and coach. She built and led a global professional services organization for a SaaS startup, before establishing her own coaching business where she helps consulting business owners increase their revenue. In today’s episode, she talks about identifying potential clients, pursuing leads, and the Independent Consultant’s Toolkit. You can learn more about Melisa’s services from her website, www.melisaliberman.com , tune in to...

Oct 25, 202134 min

447. MIchael Wise on PTSD, Psychedelics, and Executive Coaching

Michael is a McKinsey alum and executive coach. He is a former Green Beret, where he was a team medic, serving in Afghanistan. In this episode, Michael he talks about his transition from military service to McKinsey, how he healed from trauma, and how that shaped his coaching practice. To learn more about Michael’s coaching practice visit www.wsdmcoaching.com or connect through LinkedIn. Key points include: 04:10: His experiences as a Green Beret 07:20: The transition to coaching and managing PT...

Oct 11, 202134 min

446. Vijay Mehra on Agile Methodology

Vijay is a former digital and technology leader at KKR leader and a founding member of McKinsey Digital Labs in South East Asia. He is a highly accomplished expert consultant and Interim Chief Information Officer, and he currently serves Fortune 500 enterprises and companies invested in by the PEI 300. In this episode, he talks about a case example that illustrates the Agile methodology play in real life. Vijay can be reached through LinkedIn or Umbrex. Key points include: 03:08: Case example: a...

Oct 09, 202127 min

445. David A. Fields on the Eight-Week Planning Process

David A. Fields is the co-founder of Ascendant Consulting and is the author of the #1 most recommended book on Amazon.com for consultants interested in building a practice, The Irresistible Consultant’s Guide to Winning Clients, and the Executive’s Guide to Consultants. David is well-known throughout North America for his expertise in the consulting arena, and in today’s episode, he shares valuable insights and advice on planning strategies. Key points include: 02:47: Planning 90 minutes each we...

Oct 08, 202139 min

444. Pankaj Tibrewal on Bord

Pankaj is an entrepreneur, SaaS Executive, investor, and the creator of Bord, a collaborative workspace, designed by a management consultant for management consultants, where teams can brainstorm, problem-solve, and storyboard. He began his career writing code for consumer electronics, before moving on to work at Herman Miller and McKinsey where he developed capabilities in design thinking and analytical problem-solving. He holds a Bachelor of Engineering, a Master of Science in Manufacturing Sy...

Oct 07, 202113 min

443. Tony Lew on InsurTechNY

Tony is the co-founder and managing director at InsurTechNY, an organization that helps startups, carriers/brokers, investors, and enablers in the New York region and beyond through hosting InsurTechNY community events, startup competitions, and accelerator. He is a BCG Alum, and his background includes product leadership at Alibaba, Gartner & NBC, an MBA from NYU Stern MBA, and a Bachelor of Sciences from Carnegie Mellon. In this episode, Tony talks about his business model. Learn more abou...

Oct 06, 202132 min

442. Maureen Sarewitz on Product Management

Maureen is the founder and managing partner at Acacia Growth & Impact Consulting. She brings 15 years of product management, marketing, and growth experience across the private, non-profit, and public sectors. Data, customer-centricity, and a focus on impact are at the core of the business. Today, she talks about the full range of services her company offers. If you’d like to learn more about Acacia Growth and Impact Consulting you can reach out to Maureen on LinkedIn and watch out for the l...

Oct 05, 202130 min

441. James Richardson on Anthropology and Marketing

James Richardson is the founder of Premium Growth Solutions, a strategic planning consultancy for early-stage consumer packaged goods brands. As a professionally trained cultural anthropologist turned business strategist, he has helped nearly 100 CPG brands with their strategic planning, including brands owned by Coca-Cola Venturing and emerging brands, The Hershey Company, General Mills, and Frito-Lay, Once Upon a Farm, Dr. Squatch Soap, and more. James is the author of Ramping Your Brand: How ...

Oct 04, 202139 min

440. Jay Altizer on the Food Industry 101

Jay Altizer has worked at Bain and Company, PepsiCo, PricewaterhouseCoopers, and Deloitte Consulting. His extensive experience includes driving transformations and high-stakes change in a variety of industries such as CPG/FMCG, manufacturing, distribution, airlines, technology, and B2B products/services, but in this episode, he shares his knowledge and experience of the food industry. To learn more about Jay’s firm visit https://www.fallingbranchadvisorsllc.com/ , and he can be reached at jay.al...

Sep 20, 202146 min

439. Craig Beal on the Travel Industry

Craig Beal grew up in the safari planning business. His parents were the owners/operators of Travel Beyond, a company that planned luxury safaris in Africa. After attending the US Naval Academy and serving as a US Navy Submarine Officer, Craig and his wife Kay purchased Travel Beyond in 2005. In this episode, he talks about getting into the travel business. To learn more about Craig’s business, visit travelbeyond.com . Key points include: 05:12: What the upscale Safari tour operator offers 09:36...

Sep 19, 202143 min

438. Rob Ristagno on Customer Segmentation

Rob Ristagno is a Harvard and McKinsey alum, he has shared expertise on digital media and e-commerce with CBS, Forbes, Adweek, and Fox. He is now the CEO of Sterling Woods where Rob and his team developed a data-enabled service, Scout X, that has created over $500 million in Enterprise Value for middle-market clients. Learn more about Rob’s company at sterlingwoods.com . 00:43: Five common flaws in customer segmentation 12:39: The process of B2B segementation 15:53: The three main categories of ...

Sep 18, 202149 min

436. Paul Harrington on Government Contracting

Paul spent ~9 years with McKinsey & Company, where he was a Partner based in Washington D.C. Within the firm’s Global Public and Social Sector Practice, Paul led the Go to Market (GTM) team, which spanned 23 countries. Prior to McKinsey, Paul held roles General Dynamics Information Technology, Johnson & Johnson, Ariba (now part of SAP) and Andersen Consulting (now Accenture), and is a former U.S. Army officer. Paul has particular expertise in Public Sector Go to Market strategy and opera...

Sep 03, 202139 min

435: Sharath Jeevan on Motivation and Growth in Business

Sharath Jeevan is a leading global motivation expert helping organisations and individuals reignite inner-drive. Sharath has addressed large global audiences at the Royal Festival Hall in London, Lego Ideas Festival in Denmark, WISE Summit in Qatar, Draper Richards Kaplan Convening in San Francisco, Varkey GEMS Conference in Dubai, and the Lemann Conference in Sao Paulo. He is also the author of Intrinsic: a manifesto to reignite our inner drive. In this episode, he talks about his book and some...

Sep 03, 202136 min

434. John Van Leeuwen on the Oil and Gas Industry

John has 25 years of consulting experience consulting in Manufacturing, Supply Chain Management, Sourcing, plant and business unit transformation, revenue enhancement, growth strategies and turnarounds. He has launched many multi-year corporate transformations which have delivered over $1.5 billion in annual value. He has advised senior executives and business unit leaders in a broad range of industries including oil and gas, chemicals, basic materials, industrials, automotive, engineered produc...

Sep 03, 202141 min

433: Andrew J. McKee on Biotech

Andrew has over 15 years of experience in biotechnology, pharmaceuticals, diagnostics, and other healthcare sectors. His team specializes in growth strategy projects pertaining to cutting-edge medical technologies. Since 2012, his team has conducted over 100 projects for executives in the C suite, commercial franchises, corporate development, and R&D, and spanning nearly every therapeutic area undergoing innovation. In this episode, he gives an in-depth view of the biotech industry. Andrew c...

Sep 03, 202147 min

432: Amanda Setili on Fearless Growth

On her podcast, Fearless Growth, Amanda Setili interviews Mitali Chopra, UK Coach of the Year for best client results. They talk about her business and also about the karma equation for World abundance and why giving is such an important part of living. She talks about the nonprofit that she founded to help kids learn entrepreneurship by playing games. Amanda’s podcast can be found here http://bitly.bz/G5cKA. Key points include: 06:58: Overcoming fear 15:51: How company culture can hold a compan...

Sep 03, 202139 min

431: Samantha Saperstein on Women on the Move

Sam Saperstein has an MBA in Marketing and Strategy from Wharton, she is a McKinsey alum, and is now a managing director at JPMorgan Chase. In this episode, Sam talks about the Women on the Move program and how it helps women thrive professionally and start businesses. You can learn more about the program on the podcast, Women on the Move. Key points include: 09:07: Resources for women who want to start a business 11:56: Gaps in financial health and financial education for women. 17:55: Encourag...

Sep 03, 202134 min
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