Unleashed - How to Thrive as an Independent Professional

Rob Lachenaur is the co-author of The Harvard Business Review Family Business Handbook: How to Build and Sustain a Successful, Enduring Enterprise (Amazon) Rob is a former BCG Partner and the CEO of Banyan Global, a consulting firm focused on serving family-owned businesses. Learn more about Banyan Global at: https://banyan.global/ Unleashed is produced by Umbrex. To learn how Umbrex can connect you with the right independent management consultant for your project visit: www.umbrex.com

Tom Libelt runs Smart Brand Marketing, and one of their main services is helping creators to promote their online courses. In this episode, Tom shares tips on how to create a marketing funnel to sell your course, and also shares advice on which platforms to use to create your course. Learn more about Tom's firm at: https://smartbrandmarketing.com/ Unleashed is produced by Umbrex. To learn more about how Umbrex can help your organization find the right independent management consultant for your projects, visit www.umbrex.com

Helio Fred Garcia is a writer, speaker, educator, and consultant on the topic of crisis communications and crisis management. Fred will be leading a live, interactive training session as part of the Umbrex Presents series, November 12, 11 a.m. - 12:30 p.m. EST. Register free here: https://us02web.zoom.us/meeting/register/tZEqf-qoqzkvGdVyug7Z8KScb8wDRIil51vc After November 12, email [email protected] to get a link to a recording of the webinar. Fred leads Logos Consulting Group. Learn more about his consulting firm here: https://logosconsulting.net/ And follow Fred on Twitter: https://twitter.com/garciahf Unleashed is produced by Umbrex. Learn more about this global community of top-tier independent management consultants at: https://www.umbrex.com/

Joe McCann is the CEO and Co-Founder of Slingshot Insights, a healthcare-focused research firm with an interesting model: they allow you to interview leading experts by splitting the cost with others. Joe also runs Truth on Call, a firm that conducts custom surveys of physicians and other healthcare providers. Learn more at: https://slingshotinsights.com/ https://www.truthoncall.com/ Unleashed is produced by Umbrex. Learn more at: www.umbrex.com

Mark Newsom is the Founder of Health Evaluations, LLC, which focuses on business strategy, operations, and policy in the government health programs space. Mark brings a powerful set of experiences to his practice. 1) Executive branch: Mark has served two stints at the Centers for Medicare & Medicaid Services 2) Legislative branch: Mark worked in the Congressional Research Service, serving as a senior health policy advisor during the passage of the Affordable Care Act 3) Industry experience: Mark has held executive level public policy roles at CVS Health and Humana. Follow up with Mark on LinkedIn here: https://www.linkedin.com/in/markanewsom/ Unleashed is produced by Umbrex. Learn more at: www.umbrex.com

Gresham Harkless Jr is the founder of Blue 16 Media, which provides website design, social media, SEO services for entrepreneurs, startups and business owners. He's also the Founder of CEO Blog Nation and a podcast host. Learn more about all of his ventures at: https://iamgresh.com/ Unleashed is produced by Umbrex. Learn more at: www.umbrex.com

Betsy Seals is a recognized leader in the managed care industry. She is the Co-Founder and Chief Operating Officer of Rebellis Group, where the members have decades of experience in health plan, pharmacy benefit manager, and goverment consulting experience. In this episode, Betsy provides an overview of the managed care universe in the U.S. Learn more about Rebellis Group at https://www.rebellisgroup.com/ Unleashed is produced by Umbrex which connects top-tier independent professionals with one another. Learn more at https://www.umbrex.com/

Dan Biederman was the driving force behind the redevelopment of Bryant Park in New York City and the creation of the 34th Street Partnership and Grand Central Partnership. Millions of New York City residents and visitors have visited from his efforts to rethink the urban environment. In this episode, Dan shares stories of what it took to make the Bryan Park Redevelopment a reality. We also discuss the work that his firm does in other cities across the country. To learn more about Dan's firm, visit: https://www.brvcorp.com/ Unleashed is produced by Umbrex, which connects you with the world's top independent management consultants. To learn more, visit: https://www.umbrex.com/

Jason Sanders is the Managing Director of Flycast, which provides experienced talent to specialty consulting practices and top global firms. To learn more about Flycast, visit: http://www.flycastllc.com/

David Goldstein is the founder of Mekko Graphics, a plug-in to PowerPoint that gives you charting superpowers. Mekko Graphics is a popular tool among many management consultants, particularly at Bain. In this video episode, David shows the range of charts that Mekko can create and demonstrates how to use the tool. To learn more visit: https://www.mekkographics.com/ Mekko Graphics was acquired by insightsoftware in 2020.

John Joseph is a Co-Founder of White Swan Automation, a firm that helps small and medium business implement robotic process automation. Learn more at: https://www.whiteswanautomation.com/ Unleashed is produced by Umbrex. To learn more visit www.umbrex.com

Susan Harte has deep experience as a site selection consultant, helping companies choose where to place their next headquarters, contact center, distribution facility, or factory. In this episode, Susan shares an insider's view of the site selection process. Connect with Susan on LinkedIn at: https://www.linkedin.com/in/susan-harte-esq-mcr-2002a04/ Unleashed is hosted by Will Bachman and produced by Umbrex. Learn more at www.umbrex.com

Robert Glazer has an incredible portfolio career: Founder and CEO of Acceleration Partners, a leading affiliate marketing agency Keynote speaker Best-selling author Find out more at https://www.robertglazer.com/ In this episode we discuss Glazer's latest ways to build four areas of your capacity: Spiritual Capacity, Physical Capacity, Intellectual Capacity, and Emotional Capacity. Our discussion centers around his latest book: Friday Forward: Inspiration & Motivation to End Your Week Stronger Than it Started Check out my previous discussion with Glazer, Episode 262 of this show, in which we discussed his last book: Elevate: Push Beyond Your Limits and Unlock Success in Yourself and Others

Jeffrey Fidelman started as a solo consultant in 2015. He had more demand than he could handle, so he hired a couple freelancers, and then saw more demand, and engaged more support. Fast forward to 2020, and Fidelman & Company has 30 employees. Fidelman & Co. serves primarily lower-mid-market firms, i.e., those with revenues in the $1 - 100 million range. In this episode, Jeffrey discusses three of his core service lines: - Outbound growth - Supporting fundraising - Documenting operating policies and procedures to support business continuity Learn more about Jeffrey's firm at: https://www.fidelmanco.com/ Follow up with Jeffrey directly at: [email protected] The Unleashed podcast is produced by Umbrex. Learn more at: www.umbrex.com

Jeff Wald is the Founder of Work Market, an enterprise software platform that enables companies to efficiently and compliantly organize, manage, and pay freelancers (purchased by ADP). Follow Jeff on Twitter: https://twitter.com/JeffreyWald Jeff has founded several other technology companies including Spinback (eventually sold to Salesforce). He is an active angel investor and startup advisor, as well as serving on numerous public and private Boards of Directors. Jeff was a Managing Director at hedge fund Barington Capital and started his career at JP Morgan. Jeff has an MBA from Harvard University and a MS and BS from Cornell University. Jeff is the author of The Birthday Rules and the upcoming book, The End of Jobs: The Rise of On-Demand Workers and Agile Corporations. Jeff was named "One of the 100 Most Influential People in Staffing" by the Staffing Industry Analysts in 2017 and 2018.

Deb Zahn is an experienced healthcare management consultant who coaches professionals interested in transitioning into consulting. On her website she has a wealth of resources to help get started with your own consulting practice: https://www.craftofconsulting.com/start-here Also, check out Deb's podcast: Craft of Consulting https://www.craftofconsulting.com/podcasts

Laura Gariepy left a corporate job and set up as a freelance writer. Within a year, her income as a freelance writer matched her former corporate salary. Laura continues to work as a freelance writer and also serves as a coach to other writers seeking to make the leap to freelance. Visit her site at: https://www.everydaybythelake.com/

Melanie Espeland is a McKinsey alum, independent management consultant, voice actor, and executive voice coach. In this episode, Melanie walks me through two sample voice exercises that she often uses when coaching executives - and you can follow along at home. If you are listening to this episode before September 24, you can register for a free Umbrex-sponsored webinar Melanie is leading from 12-1 p.m. EST that day. Sign up here: https://us02web.zoom.us/meeting/register/tZwocO-uqzgtGtY1meKqLMzVSV8f56unIJcs If you miss the webinar, email us at [email protected] and we'll send you a link to a recording. Definitely check out the website of Melanie's firm, where you can learn more about her voice coaching and hear her demo real, with clips from commercials she has done for the iPhone, Macy's, Claritin, Nob Creek, Lexus, and more. https://www.espelandenterprises.com/executive-voice-coaching

Daniel Vasallo left a great job at Amazon in February 2019 with the idea of working independently. He thought about building a product, but decided that he first ought to build an audience, so he set out to learn Twitter. From a base of a couple hundred followers 18 months agao, @dvassallo now has over 44K followers. He wrote a technical book on Amazon Web Services that generated over $100K in revenue. And then he created a guide on how to build a Twitter following, "Everyone Can Build a Twitter Audience," based on his own experience - that guide has also grossed over $100K. After I spoke with Daniel I purchased his Twitter course and I recommend it. Purchase it on Gumroad here: https://dvassallo.gumroad.com/ And do follow Daniel on Twitter at @dvassallo

Dan Daugherty is the Co-Founder and COO of Sounder.fm, a podcast platform for creators focused on growth and discovery. In this episode, Dan describes the features of Sounder.fm, including FREE HOSTING for shows with under 20K streams per month. Sounder provides in-stream audible search, soundbite audio share, basic transcriptions, and other tools not available with other podcast syndication tools. Check them out at https://sounder.fm/

Lemon Williams is a cyber security and operational risk management professional with extensive multi-industry experience establishing sustainable cyber security programs for the public and private sector applying leading industry processes and regulatory standards including Sarbanes–Oxley Act (SOX), North American Electric Reliability Corporation Critical Infrastructure Protection (NERC CIP), Federal Information Security Management Act (FISMA) among others. In this episode we discuss the book he recently published: How-To Write Quality Compliance Documentation: Policy and Setting the Tone for Controlling Process. On Amazon here: https://www.amazon.com/dp/B08C96QRDH/ref=cm_sw_r_tw_dp_x_MMoaFbW785DAQ Lemon is the Founder of The Ionado Group, and you can learn more about his work here: https://www.ionadogroup.com/

Sarah Preisser spent twenty years at Accenture, twelve of those in talent strategy roles. In 2019, Sarah founded Mindset Talent, which specializes in strengthening the organizational capacity and capabilities of business, public and non-profit organizations by igniting the power of their teams. In this episode, Sarah shares lessons about talent management that are useful to any management consultant. Learn more about Sarah's firm at: https://www.mindsettalent.com/

Kit Lisle is a Partner at Acclaro Growth Partners, a research-based strategy consulting firm that serves private equity firms and their portfolio companies. In this episode, Kit shares insights on conducting commercial due diligence projects. Learn more about Acclaro Growth Partners at: https://acclaropartners.com/

Jeff Gothelf is a leading expert on digital transformation an business agility. He is a keynote speaker, consultant, and the author of four books. In today's episode we focus on his latest book, Forever Employable: How to Stop Looking For Work and Let Your Next Job Find You. Learn more about Jeff's work and sign up for his newsletter at: https://jeffgothelf.com/

Avy Punwasee is a Partner at Revenue Management Labs, which helps clients develop practical pricing solutions that deliver sustainable revenue and profit growth. In this episode, Avy walks me through a detailed case study of a pricing project for an aftermarket auto parts manufacturer. Learn more about Revenue Management Labs on their website: https://revenueml.com/

Paddy Padmanabhan is the founder of Damo Consulting, which provides digital transformation advisory services to enable healthcare organizations navigate the technology-enabled transition to telehealth and virtual care. Paddy is also the author of two books: 1) The Big Unlock: Harnessing Data and Growing Digital Health Businesses in a Value-Based Care Era and 2) Healthcare Digital Transformation: How Consumerism, Technology and Pandemic are Accelerating the Future (HIMSS Book Series) Learn more about Paddy's work at: https://www.damoconsulting.net/

Dr. Diane Hamilton is the creator of the Curiosity Code Index, which helps you understand the things that might influence how much you embrace your natural curiosity. In this episode we discuss Diane's work helping clients develop action plans to remove the roadblocks to curiosity at work. Learn more about Diane's work at: https://drdianehamilton.com/

Trond Arne Undheim is a futurist, speaker, entrepreneur and former director of MIT Startup Exchange, based outside of Boston. He has accelerated four unicorns and helped launch over 50 startups. In this episode we discuss his latest book, the 450-page Pandemic Aftermath, which he wrote between February and April of this year. Visit Trond's website: https://trondundheim.com/ Check out his podcast, Futurized https://trondundheim.com/podcast/ And buy Pandemic Aftermath on Amazon: https://www.amazon.com/gp/product/B0894QJWW3/ref=dbs_a_def_rwt_bibl_vppi_i0

Bethel Desmond is the Founder of The Content Corp and former Chief Storytelling at IBM Global Business Services. In this episode, she shares tips on how to use stories to engage customers. Learn more about Bethel's work at: https://www.thecontentcorp.org/

Hannah Berson is the Founder of SALT Collaboratory, a boutique consulting firm that relies heavily on the methods of design thinking. In this video episode, Hannah provides a introduction to Mural, a digital workspace for collaboration. Mural is a powerful tool and their collection of templates is an amazing set of frameworks worth studying. Learn more about Hannah's work at: https://www.saltcollaboratory.com/

Lee Frederiksen is the Managing Partner of Hinge, a branding and marketing firm that focuses on serving professional services firms. In today's episode, Lee shares key insights from the High Growth Study 2020 conducted by Hinge, which includes results from 1,000 professional services firms around the globe. An executive summary of this study is available free at: https://hingemarketing.com/library/article/2020-high-growth-study-executive-summary

Rachel Weingarten is a marketing and brand strategist, journalist, copywriter, beauty historian, and - in her words, a 'skillionaire.' Read more about Rachel on her website: https://rachelsfaves.com/about-rachels-faves/ Follow Rachel on Twitter: https://twitter.com/rachelcw

Kim Calichio is a chef and educator. When the pandemic shut down NYC, she realized there were many New Yorkers who would not be eligible for government assistance and who would be going hungry. She set up Lifelife Grocery, which buys groceries from wholesale restaurant suppliers and involves volunteers to pack and deliver the groceries to 700 families per week. You can support this effort and feed a family for $35 per week by donating here: https://www.gofundme.com/f/lifeline-food-packages-for-families Visit the website for Kim's firm, The Connected Chef, here: https://theconnectedchef.com/

Steve Wunker worked closely with Harvard Business School professor Clayton Christensen, who first popularized the concept of "jobs to be done." After serving for over five years as a Senior Partner at Innosight, the consulting firm founded by Christensen, in 2009 Steve started his own firm, New Markets Advisors. In 2017, Steve co-authored the book Jobs to be Done: A Roadmap for Customer-Centered Innovation. In this episode, Steve provides an overview of the Jobs to be Done approach. For more info on Jobs to be Done visit: https://www.newmarketsadvisors.com/jobs-to-be-done-book.html For more info on New Markets Advisors visit: https://www.newmarketsadvisors.com/

Sree Sreenivasan has been the Chief Digital Officer at Columbia University, New York City, and the Metropolitan Museum of Art. He is considered one of the most influential people in social media. We cover many topics in this episode, including the work of Sree's firm Digimentors, which produces world-class virtual events. https://digimentors.group/ Sree mentions the course he developed for Muck Rack on Fundamentals of Social Media. Check it out here: https://academy.muckrack.com/ During the COVID-19 crisis, Sree is hosting a daily, global conversation with experts: http://bit.ly/sreecovid19call How to follow Sree: Sign up for Sree's Sunday Note newsletter with tech, social and life tips: http://bit.ly/sreenote. Join his FB Group, Sree's Advanced Social Media: http://bit.ly/sreefbadvanced His NYT guide to social media: http://bit.ly/nyt2017 His five TEDx talks: http://bit.ly/sreetedxvideos Twitter: @sree: http://twitter.com/sree Instagram: @sreenet: http://instagram.com/sreenet

The Declaration of Independence Read by: Amada Soto Alejandra Bachman Sarah Sonnenfeld Naomi Soto Rosina Samadani Stacy Gilstrap Roopa Unnikrishnan Aparna Mukherjee Veronica Bachman Alejandra Campos Nancy Bachman Leah Burnett Esther Kim Surbhee Grover Julie Gupta Julie Mallozzi Maya Dijkstra Katherine Mechner Marissa Cherian Nayla Bahri Soyini Coke Lilly Minkove Evie Hantzopoulos Susie Chang DeVelde Sonia Dijkstra Kazuki Kozuru-Salifoska Rebecca Tushnet Susmita Pati Tere Riera-Carrion B.B. Banful Margarita Soto Video editor: Samuel Bachman Producer: Will Bachman

Kwame Christian, the Founder and Director of the American Negotiation Institute, is an expert in mediation and conflict resolution, serving a range of corporate and government clients. Links: American Negotiation Institute: https://americannegotiationinstitute.com/ Kwame is the author of Nobody Will Play With Me: Using Compassionate Curiosity to Find Confidence in Conflict https://www.amazon.com/Nobody-Will-Play-Compassionate-Confidence/dp/0578414368/ref=sr_1_1?dchild=1&keywords=nobody+will+play+with+me&qid=1593376796&sr=8-1 See Kwame's TEDxDayton talk "Finding Confidence in Conflict" https://www.youtube.com/watch?v=F6Zg65eK9XU&t=11s

Cyrus Massoumi is one of the three founders of ZocDoc, an online medical care appointment booking service that has raised over $280 million in funding and currently has roughly 600 employees. Cyrus has stepped down from his role as CEO of ZocDoc. In this episode, he shares the three pillars of his current activities: 1) Philanthropy 2) His efforts to solve the problem of "lost," manifested in a new company he founded, Shadow, which has an app that helps reunite lost dogs with their owners: https://shadowapp.com/ 3) Investing along with his partner through their fund Humbition

David Nguyen is the Founder of My Consulting Offer, a firm that helps experienced professionals and students get job offers from the top management consulting firms. In this episode, David shares his firm's process, and what explains how his firm manages to help 85% of its clients get an offer from a top firm. To learn more, visit: https://www.myconsultingoffer.org/

Nick Kane is a Managing Partner at Janek Performance Group, which provides sales training, coaching, and consulting. Learn more about Janek Performance Group at: https://www.janek.com/

Srikumar Rao developed the groundbreaking course "Creativity and Personal Mastery" at Columbia Business School, which I had the good fortune to take in 2003. It is the only business school course in the world with its own active alumni association - including annual retreats for CPM alums. Srikumar has taught this course at other top business schools and delivered a program based on the course to many corporate clients. He is running an online program that is currently taking applications: https://theraoinstitute.com/cpm-online-2020/ He is the author of two books: 1) Are YOU Ready to Succeed?: Unconventional Strategies for Achieving Personal Mastery in Business and Life 2) Happiness at Work: Be Resilient, Motivated, and Successful - No Matter What In this episode, Srikumar discusses several mental models, including: "Good thing, bad thing, who knows?" and "Don't shoot the second arrow."

Jim Peters is the Chief Operating Officer at Rite Aid, which is number 150 on the Fortune 500, with $21.7 billion in revenue in 2019. For the three years prior to joining Rite Aid, Jim ran his own boutique consulting firm serving healthcare and life sciences companies. In this episode, Jim discusses the steps Rite Aid has taken during the coronavirus epidemic to keep its employees and customers safe. Jim also covers the innovation initiatives Rite Aid has underway, including steps to help pharmacists operate at the top of their license. For more on Rite Aid, download this 2020 Investor Day presentation: https://www.riteaid.com/content/dam/riteaid-web/corporate/investor-relations/analyst-day/20200316_Rite_Aid_Analyst_Day_Presentation.pdf

Umbrex member and McKinsey alum Tim DeRoche is an independent management consultant, a screenwriter, an award-winning novelist and a non-fiction writer. In Episode 66 of Unleashed, Tim discussed his novel Huck and Miguel, a re-imaging of the story of Huck Finn, set in modern-day Los Angeles. In today's episode, Tim discusses his latest (non-fiction) book, A Fine Line: How most American kids are kept out of the best public schools. Learn more about Tim: https://timderoche.com/a-fine-line/

Michael Niczyporuk, currently SVP of Global Product Strategy at Visa, has been the Chief Strategy Officer at USAA, the Global Head of Strategy at Citi FinTech and Digital Payments, and the Head of Strategy for Digital at Capital One. In this episode, Michael draws on his broad experience across digital financial services to discuss innovation in the payments industry.

Alan Iny is the Global Lead for Creativity and Scenarios at Boston Consulting Group, and the co-author of Thinking in New Boxes: A New Paradigm for Business Creativity. In this episode, Alan shares practical tips to unleash creativity in your business. Follow Alan on Twitter: @Alan_Iny Alan's bio at BCG: https://www.bcg.com/en-us/about/people/experts/alan-iny.aspx Check out Alan's book: https://www.amazon.com/Thinking-New-Boxes-Paradigm-Creativity/dp/0812992954/ref=sr_1_1?crid=3TUCBZAF10VEY&dchild=1&keywords=thinking+in+new+boxes&qid=1592407024&sprefix=thinking+in+new+boxes%2Caps%2C160&sr=8-1

Jamie Head is the Chief Digital and Technology Officer at Ocean Spray Cranberries, which is an agricultural cooperative with over 700 member growers. The cooperative accounts for over 70% of North American cranberry production. In this episode, Jamie discusses innovations that are underway at this leading global producer. To learn more about Ocean Spray (and find plenty of recipes), visit: https://www.oceanspray.com/

McKinsey alum Eli Diament is the Founder and Director of Azurite Consulting, which specializes in conducting B2B surveys that require high volumes of niche B2B buyers, decision makers, and product users. In this episode, Eli discusses the principles behind constructing a B2B survey that will yield useful insights, and some of the issues to be mindful of when engaging a survey firm. Learn more about Azurite Consulting at: https://www.azuriteconsulting.com/

Matt McDonald, a Partner at Hamilton Place Strategies, was recently named one of 38 "Power Players in Consulting" by Business Insider. In this episode, Matt explains how public affairs consulting firms operate. Learn more about Hamilton Place Strategies at: https://www.hamiltonplacestrategies.com/about/

Dan Goldman is the Global Head of Strategy at The North Face. In this episode, he provides his perspective on leading a strategy team during the pandemic. https://www.thenorthface.com/

Ken Cloke is a leading global expert on conflict resolution and the author of over a dozen books. In this episode, Ken shares the principles of conflict resolution, and how he became a pioneer in the field. Learn more about Ken on his website: https://www.kencloke.com/about