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

491. Kyle McDowell, Best-selling Author of Begin with We

Kyle McDowell is an author, speaker, and leadership coach. Kyle started his career in a regional bank as a front-line customer service representative. He has nearly three decades of experience leading tens of thousands of employees for some of the biggest companies in the US, and he has recently launched his best-selling book, Begin with We , which he talks about in this episode. Kyle can be reached on his social platforms as Kyle McDowell Inc. and his website KyleMcDowellinc.com . Key points in...

Oct 10, 202229 min

490. JJ Kasper, Venture Capitalist

JJ Kasper is the founder and partner at Blue Collective, a company that invests in extraordinary entrepreneurs. JJ is also a McKinsey alum, a former teacher, and a paper boy. He is also a self-professed failed attorney, disgruntled academic, reformed consultant, retired turnaround guy, wistful musician, and reluctant VC…. You can connect with JJ through his company bluecollective.com or Linkedin . Key points include: 02:53: How venture capitalists make money 13:17: The different stages of invest...

Oct 03, 202258 min

489. Nicolai Chen Nielsen, Advisor, Author, & Entrepreneur

Nicolai is a global leadership and transformation expert and a leading authority on developing human-centered organizations that shape the future. He has worked with more than 30 Fortune 500 companies and government ministries across 5 continents globally, and he has written best-selling books on leadership, personal development and navigating the future. You can learn more about Nicolai and access his books at nicolaicn.com and Linkedin . Key points include: 07:46: Defining achievement, well-be...

Sep 26, 202230 min

Episode 488. Tom Critchlow, Writer and Strategy Consultant

Tom Critchlow is a freelance strategy consultant and writer of the book The Strategic Independent - Theory & Practice for Independent Consultants. Tom specializes in digital marketing and how to generate leads, understand clients and their needs, and how to shift to a leadership mindset. You can check out Tom’s work at tomcritchlow.com or connect with him on Linkedin. Key points include: 04:18: SEO consulting 22:27: Fees and pricing 34:41: Examples of new content initiatives Unleashed is pro...

Sep 12, 202247 min

487. Nick Gray, Author of The 2-Hour Cocktail Party

Nick Gray is an entrepreneur and the author of The 2-Hour Cocktail Party . He is the founder of Museum Hack. Nick started a web hosting company called vs3 Web Services in high school, and he has sold two multi-million dollar businesses. In this episode, Nick talks about his new book and shares the secret to the success of the 2-hour cocktail party. To learn more about Nick and his businesses, check out the following links. How to Host a Party Website The 2-Hour Cocktail Party: Website The 2-Hour...

Aug 08, 202254 min

486. Hark Herold on Bunkerlabs

Joe "Hark" Herold is a former Air Force colonel, he is the CEO of Design Thinking Denver, a consulting firm that takes a human-centred approach to innovation, and the president and COO of Bunker Labs. Hark's background covers information technology, cyber, civil engineering, and academia, in addition to strategy development and execution. In this episode, he talks about Bunkerlabs, an organisation that provides community, programs and courses to help military veterans and military spouses start ...

Jul 04, 202227 min

485. Supporting Orphans in Ukraine

Umbrex co-founders, Margarita Soto and Jing Liang discuss the development of the nonprofit organization they established to support orphans in Ukraine. For more information and to donate to the organization visit: GOFUNDME: https://www.gofundme.com/f/ukrainian-orphans-need-help SUNFLOWER ACADEMY: https://sunfloweracademy.org.ua/ To support on social media: SUNFLOWER ACADEMY INSTAGRAM: https://www.instagram.com/sunflower.academy.ua/?hl=en SUNFLOWER ACADEMY FACEBOOK: https://www.facebook.com/Sunfl...

May 25, 202220 minEp. 485

484. Thomas Breuer, Owner at Breuer Partners

Thomas Breuer is a McKinsey alum with over 26 years of executive line level experience in the medical devices industry. He has held management positions in various international markets and regions, including Hollister Incorporated. He has also worked on a broad range of management consulting assignments in the U.S., Europe, and Latin America with McKinsey. You can reach Thomas through his website at www.breuerpartners.com , or through Umbrex. Key points include: 05:50: First line role in Mexico...

May 02, 202238 minEp. 484

483. Bryant Soullentrop, Hiring a Professional in the Philippines

Bryant Suellentrop is the founder of Elevate and Delegate, a virtual staffing company that helps professionals hire the assistants they need to run their business efficiently. In this episode, Bryant talks about hiring professionals in the Philippines and how his business facilitates the process. Learn more about Bryant’s business at ElevateandDelegate.com or reach out to him on Twitter @SullyBusiness. Key points include: 05:50: The range of rates and salaries 11:22: Tips on success in hiring an...

Apr 05, 202221 min

482. Gabe Nelson, Financial Planner for Solopreneurs

Gabe Nelson is the owner operator of a registered investment advisory firm, a fee-based financial planning and investment advisory services to solopreneurs and self-employed professional clients. In today’s episode, Gabe talks about the important details of financial planning for solo entrepreneurs. Access Gabe’s book, The Solopreneurs Money Manifesto on Amazon, listen to his podcast, Solopreneur Money , or visit his website, GabeNelsonFinancial.com . Key points include: 04:22: The services of a...

Apr 04, 202245 minEp. 482

481. Dorie Clark on The Long Game Connection

Dorie is a strategy consultant, executive coach, keynote speaker, a recognized branding expert, and author of several books, including the bestseller The Long Game, Entrepreneurial You, Reinventing You , and Stand Out, which was named the #1 Leadership Book of the Year by Inc. magazine and one of the Top 10 Business Books of the Year by Forbes. She has worked with a variety of high-profile clients including Google, Microsoft, Morgan Stanley, Fidelity, Yale University, the IMF, and the World Bank...

Mar 28, 202239 minEp. 481

480. Maria Brito on How Creativity Rules the World

Maria Gabriela Brito is a Venezuelan-born curator, art advisor, and author. She is the author of How Creativity Rules the World, the art and business of turning your ideas into gold. Her published works also include Out There: Design, Art, Travel Shopping, and Greek Gotham. Maria is a graduate of Harvard Law, and after school, she moved to New York City to pursue a career as a corporate attorney. She started collecting contemporary art in the same year, and after nine years practicing law and ac...

Mar 14, 202240 min

479. Justin Nassiri on LinkedIn Profile Managed Service

Justin Nassiri is the founder and CEO of Storybox Inc, a McKinsey alum, and president of Executive Presence, a company that helps executives become thought leaders on LinkedIn. He has a B.S. in Electrical Engineering from the Naval Academy, he is a qualified nuclear engineer, and he is a graduate of Stanford University’s School of Business. In today’s episode, Justin talks about his business and how he helps executives build a following on LinkedIn. You can learn more about Justin’s company at E...

Feb 24, 202235 min

478. Brad Schneider on Find the Data You Need

Brad Schneider ran a data analytics firm for five years before founding Nomad Data in New York City where he is currently CEO. His experience includes but is not limited to HR technology engineer at Goldman Sachs, an equity analyst at Palo Alto Investors and Aragon Global Management, and CEO of the software company Adaptive Management. In today’s episode, Brad shares insights on how to find the data you need. You can learn more about Brad’s company at Nomad-Data.com. Key points include: 01:12: H...

Feb 23, 202214 min

477. Tushar Shah on Intro to Search Funds

Tushar Shah is currently a Managing Partner at Kinderhook Partners, LLC. Prior to Kinderhook, Tushar was a Principal at Geocapital Partners, a leading venture capital firm, a strategy consultant with the Monitor Group, where he led a range of projects in New York, London and Tel Aviv; he is a CFA charterholder and he received a B.A. in Economics from Williams College. In today’s episode, Tushar explains the fundamentals of search funds. To learn more about Tushar’s company, visit KinderhookPartn...

Feb 22, 202246 min

476. Paul Millerd on the Pathless Path

Paul Millerd is a McKinsey alum, modern-day nomad, entrepreneur, and author of The Pathless Path - Imagining a New Story for Work & Life. Paul provides online courses on strategy consulting and freelance consulting. He is also the creator and contributor of the popular website, Boundless, a site that explores how to have a better relationship with work, and a podcast that is designed to help creatives reimagine work. In today’s episode, Paul talks about his book. You can order the book and l...

Feb 21, 202247 min

475. Jennifer Smith on Scribe

Jennifer Smith is the co-founder and CEO of Scribe, a Princeton and Harvard alum, and a former VC and McKinsey consultant turned accidental CEO. She interviewed more than 1,200 business leaders on a quest to understand everything there is to know about corporate processes, best practices, and productivity. In today’s episode, Jennifer talks about her startup Scribe , and how she’s empowering people to own their processes by building the world’s first operating system for know-how. To sign up for...

Feb 09, 202220 minEp. 475

474. Karen Thomas-Bland on Transformation Projects

Karen is an independent consultant who focuses on transformation projects. She has 25 years’ experience leading complex enterprise-wide transformations and M&A integrations to $105bn turnover. Karen has proven expertise in strategy and transformation of complex global businesses, as an executive in IBM Global, she led IBM’s global transformation. Karen has strong cross-sector B2B and B2C, cross-functional and broad geographical experience, including operating in 180+ countries across five co...

Feb 08, 202241 min

473. Celine Teoh on Decoding What Clients Want

Celine Teoh is an executive coach who helps senior leaders convert potential into performance by making the soft skills practical. She is a certified Tiny Habits Coach with Stanford’s Behavior Design Lab, and a facilitator for Stanford Business School’s popular Interpersonal Dynamics course. She is also an ex-McKinsey consultant, business operator, marketing strategist, and investment banker with years of strategy consulting experience with Fortune 500 executives in Asia and the USA. She holds a...

Feb 07, 20221 hr 6 min

472. Shane Heywood on Go-to-Market Strategy

Shane Heywood on Go-to-Market Strategy Shane Heywood is a Bain-trained consultant with 10+ years experience in Marketing, Sales, Operations and Strategy across a variety of industries. He has on the ground experience in 13 countries and currently works in private sector Emerging Market strategy. Shane is passionate about building businesses, delivering impact and helping organisations grow, and in today’s episode, he talks about his practice and processes. Shane can be contacted through LinkedIn...

Jan 31, 202238 min

471. Phillip Morgan on The Expertise Incubator

Phillip Morgan has helped thousands of consultants use specialization to find a beachhead that leads to greater visibility, profitability, expertise, and success. He has recently published his book, The Positioning Manual for Indie Consultants, and in today’s episode, he talks about his expertise incubator, his book, and setting up a thought leadership program. You can learn more from Phillip’s book , and the 10-part email course . Key points include: 03:01: Examples of small scale research 06:5...

Jan 21, 202233 min

470.Nidhi Chadda on ESG Solutions

McKinsey alum with an MBA from Harvard Business School, Nidhi Chadda has 20+ years of experience as an investment banker, strategic consultant, and investor. She is the Founder and CEO of Enzo Advisors, a global sustainability consulting firm focused on helping companies build best-in-class sustainable business models within an ESG construct. In today’s episode, she talks about ESG in business. You can reach out to Nidhi on LinkedIn or visit her website EnzoAdvisors.com . Key points include: 02:...

Jan 20, 202236 min

469. Lido Ramadan on Consulting with the Federal Government

Founder of Aminad Consulting, Lido Ramadan has over 25 years of experience in founding, growing, leading, and sustaining services organizations. Prior to establishing Aminad, Lido founded multiple successful small businesses and led the operations of several rapidly growing consulting firms. In today’s episode he talks about serving the federal government. To find out more about Lido’s firm or to contact him directly, visit LinkedIn or AminadConsulting.com . Key points include: 05:17:Consulting ...

Jan 19, 202230 min

468. Alexei Leonard on Employment Law

Alexei Leonard is a Partner at Golenblock, Eisman, Assor Bell, and Pescoe where he leads the firm’s labor and employment practice. His practice spans nearly all employment counseling and litigation matters affecting employers today. In today’s episode, he talks about the legalities involved with hiring and retaining an employee. To learn more about Alexei’s services, visit www.golenblock.com or email him at Alexander@Golenblock.com . Key points include: 02:00: Key considerations 13:19: Payroll p...

Jan 18, 202255 min

467. Erik Lautier on Ecommerce

Erik Lautier is an expert in ecommerce, marketing, and digital strategy. After over two decades in roles dealing with ecommerce and marketing for brands like Lacoste, Bebe, and Francesca’s, he founded Erik & Co, an ecommerce and marketing consultancy serving seven and eight-figure DTC brands, retailers, and/or their private equity owners. In today’s episode he shares his expertise in ecommerce. Learn more about Erik and his company at www.Erik.co . Key points include: 07:17: The shift from t...

Jan 17, 202244 min

466. Andrew Seay on Smartsheet & Transformation Projects

Andrew is a former engagement manager at Mckinsey where he specialized in asset productivity and served a broad range of industries, including aerospace, automotive, consumer products and mining. He is now the lead consultant at Seay Associates, focusing on operations transformation and corporate strategy. In today’s episode, Andrew talks about how to use Smartsheet on a transformation project. To learn more about Andrew’s company, visit www.SeayAssociates.com . Key points include: 09:41: Smarts...

Jan 12, 202247 min

465. Marshall Butler on How Data Is Revolutionizing Marketing

Marshall has over twenty years of experience defining, managing, and growing the world’s best-known investing brands. He has been an executive committee leader and CMO for Fortune 250 businesses in North America and the Asia-Pacific region. In today’s episode, he talks about how the world of data is revolutionizing marketing, particularly for wealth and investment management firms. You can learn more about the work Marshall does at WellsFargo.com , or reach out to him on LinkedIn . Key points in...

Jan 11, 202239 min

464. Mike Coleman on on Strategic Technology Leadership

Mike is an innovative and entrepreneurial Chief Information Officer (CIO) with over 30 years in executive leadership positions with global technology organizations across multiple industries, including retail, telecommunications, research, and energy. His vast range of experience includes building teams in cybersecurity, application development, cloud services, infrastructure, data centers, software as a service, and more. In today’s episode, Mike talks about strategic technology leadership. Lea...

Jan 10, 202233 min

463. Johannes Hoech on an Affordable MarTech Stack

Johannes Hoech is a C-level Silicon Valley executive who is experienced in "Growth Architecting”. He is an expert analyst and motivational leader with proven skills in general management, strategy, product management, and customer success. With 25+ years of experience leading technology startups through early stage, high growth, and turnaround phases, he has a strong understanding of the software entrepreneurs and consultants need to organize business operations. In today’s episode, he shares hi...

Jan 06, 202232 min

462. Stan Sagner - Food Industry Consultant

Stan is a senior executive with deep expertise in digital and traditional media with a focus on food & beverage and hospitality-related businesses. As a food industry consultant, he has worked with a diverse range of global clients including Sony Pictures International; BBC Worldwide; and India Today Group. In today’s episode, he talks about his strategic consulting service in the entertainment and media space, food and hospitality, and the intersection of the two. You can reach out to Stan ...

Jan 04, 202230 min
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