
Unleashed - How to Thrive as an Independent Professional
654 episodes — Page 9 of 14

254. What to do if a client ghosts you
You've submitted a proposal to a client and then..... silence. Here are some tips on how to follow up.

253. Tips on updating your resume
Tips on updating your resume. I've looked at 5,000 resumes over the past four years – seen some good ones, and lot of resumes with room for improvement. This episode is particularly geared at independent consultants, but 90% of it is relevant to any professional. Sections covered: Formatting Contact info Summary section Experience Education Publications Public speaking Patents Volunteer activities Technical skills Certifications Media Functional skills Geographic flexibility Personal info Languages Citizenship

252. Nayla Bahri shares practical tips to enhance career resilience
Nayla Bahri conducted the research for her EdD on how professionals responded to layoffs during the Great Recession. She discovered that certain behaviors helped lead professionals become resilient and emerge from the crucible even stronger. In today's episode, Nayla shares how the lessons from her research apply to those affected by the coronavirus pandemic, and we discuss practical tips to do what she calls "inner work" and "outer work." Learn more about Nayla's work on her website: https://www.naylabahri.com/ And if you like this episode, check out my earlier discussion with Nayla on Episode 97 of Unleashed.

251. Dave Haase provides update on latest Paycheck Protection Program guidelines
Note: This episode recorded April 1, 2020. The guidelines on the Paycheck Protection Program are evolving daily. For the latest news, visit: https://www.umbrex.com/resource/paycheck-protection-program-and-sba-eidl-loans/ === Dave Haase runs Peninsula Accounting, which offers bookkeeping, tax preparation, and payroll services to small businesses. Dave's firm is working with ~100 of their clients this week to prepare applications for the Paycheck Protection Program, and in this episode we discuss that program as well as the SBA EIDL loan. Regarding the PPP we cover: The latest guidelines from the U.S. Treasury The draft application form The information you need to pull together to apply How much will your business qualify for? How does the loan forgiveness work? Can you apply for the loan through more than one bank? Regarding the SBA EIDL we cover Documents you'll need to apply How to apply === The U.S. Treasury application form for the PPP is here: https://home.treasury.gov/system/files/136/Paycheck-Protection-Program-Application-3-30-2020-v3.pdf Contact Dave at: [email protected] https://www.peninsulaaccounting.com/services-overview

250. Maureen Pritchard on how to get started with your estate plan
Maureen Pritchard is a trust and estates attorney based in New York City. In today's episode, Maureen discusses: What information you should gather before meeting with a trust and estates attorney What is the benefit of creating a will? What are the benefits of creating a trust? What are the considerations in designating a guardian for your children? What other documents, besides a will or trust, should be included in an estate plan? How much will it cost to have the documents prepared? Why not use LegalZoom? How to select a trust and estates attorney Maureen kindly shared several documents that can help you get started: 12 tips for guardianship Estate Planning Worksheet Will Design Sheet Contact info for Maureen is on her firm's website: https://www.wpaslaw.com/

249. How to simulate submarine life while sheltering at home
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.

248. Why you should use a password manager / How to set up and use LastPass
Why you should use a password manager Deep dive on how to set up and use LastPass

247. How to send and receive international payments using Transferwise
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

246. Investing in your skills when you have time between projects
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 Udacity edx.org Cognitive Class Coursera Iversity Youtube

245. How NOT to submit expenses to a client
In this episode, tips on how NOT to submit expenses to a client. And my suggestion on one right way to do it.

244. Overview of the Paycheck Protection Program, COVID-19 pandemic loans to small businesses
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-19 Useful links: The full text of the CARES Act https://www.govinfo.gov/content/pkg/BILLS-116hr6379ih/html/BILLS-116hr6379ih.htm Articles from bench.co that do a great job of summaring the Paycheck Protection Program as well as the full CARES Act https://bench.co/blog/tax-tips/coronavirus-relief-bill/ https://bench.co/blog/operations/paycheck-protection-program/ A press release on the PPP from the US Senate Committee on Small Business and Entrepreneurship https://www.rubio.senate.gov/public/_cache/files/ac3081f6-14ae-4e6f-9197-172ede28badd/71AB6CB05A08E369E0D488A80B3874A5.faqs---paycheck-protection-program-faqs-for-small-businesses.pdf A blog post from the Economic Innovation Group that has a nice table summarizing the key features of the Paycheck Protection Program https://eig.org/news/understanding-the-paycheck-protection-program A link to CareerOneStop.org, which has links to the Unemployment program website for every state https://www.careeronestop.org/LocalHelp/UnemploymentBenefits/find-unemployment-benefits.aspx A summary from Golenbock Eiseman law firm https://www.golenbock.com/wp-content/uploads/2020/03/GEABP-Alert-Federal-Assistance-For-Small-Business-Under-the-Cares-Act-March-27.pdf Forbes article https://www.forbes.com/sites/peterjreilly/2020/03/27/paycheck-protection-program-looks-like-a-very-sweet-deal/#29fe80b51c60

243. Marc Feigen on how Fortune 200 CEOs are addressing the threat posed by the coronavirus
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/

242. C.V. Ramachandran on how the coronavirus will accelerate digital transformation of the economy
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/

241. Kaihan Krippendorf organized a virtual summit to support the fight against coronavirus
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 signing up. If you attend live, you'll be able to submit questions to the speakers. If you can't attend every session, they'll be available afterwards for registered attendees. Listeners of this show can use the discount code UNLEASHED30 to get a 30% discount (disclosure statement: I do not receive a referral fee.) Read more at: https://summit.outthinkerroundtables.com/ In this episode, Kaihan explains how he and his team pulled the summit together so quickly, and provides tips on how you can set up something similar yourself – perhaps a summit for your industry or a functional area where you focus. Kaihan discusses the technology tools used to pull it together, including: Zoom – Webinar version Ticket Tailor to sell the tickets Stripe and PayPal to collect payment Squarespace for the summit's web page Doodle to coordinate speaker schedules

240. Daniel Weiner, restructuring attorney, on options for distressed businesses
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 second half suggests some specific steps for owners of small businesses impacted by the global pandemic. To learn more about his work, visit http://www.schaferandweiner.com/

239. Fourteen ideas for creating or enhancing your marketing collateral
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 work

238. Technology tools for independent professionals
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

237. MixMax gives you email superpowers
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

236. Tech recommendation: Use Evernote as your external brain
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

235. Mark Williams aka 'Mr. LinkedIn' on how to create a best-in-class LinkedIn profile
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 with if you haven't heard this show before. You might also check out Episode 211 of Unleashed, in which I share my perspective on each aspect of the LinkedIn profile.

234. Help small businesses navigate the coronavirus pandemic
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.

233. Susan Drumm on how to facilitate an effective virtual meeting
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 out Episode 65 of this show, in which Susan provides tips on facilitating high-impact offsite events. In that episode our discussion focused more on content, which in today's discussion we focus more on tactical aspects of running a virtual meeting. In today's episode I suggest that someone on each meeting be designated to send a recap email; I discuss recap emails in more detail in Episode 203. I also mention the real-time polling tool Mentimeter, and to learn more about that tool, check out Episode 53 in which I interview Johnny Warstrom, the CEO of Mentimeter. To get your own account, visit www.mentimeter.com

232. Rhona Silverbush coaches actors to speak Shakespeare with confidence
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 periodically hosts a play-reading circle in New York City, and if you are interested to learn more, check out her website: http://www.rhonasilverbush.com/

231. Jay Charkow explains the system of international tariffs
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, and how are they calculated? Does the tariff vary by the type of good? What if you import some parts, make a good, and then export it? What if you import a part into Mexico, do some processing in Mexico, and then import the good into the US? Do we have trade deals with every country? If not, which ones do we have a deal with? If we don't have a special deal with the country, how much tariff do we pay? How much tariff do other countries charge when the U.S. exports goods? What are the details behind the Trump trade war with China. In this conversation, Jay answers many of these questions. To learn more about Jay's firm, visit: https://www.tariffmanagement.com/

230. Andrea Bonime-Blanc on how leaders transform risk into resilience and value
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 consulting to Board Directors on risk management. To learn more about her practice, visit https://gecrisk.com/

229. Gaurav Bhatnagar on how to lead a cultural transformation
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/

228. Build relationships now with future clients - a tip for executives who plan to become a consultant
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.

227. Jim McEachern on how the telecom industry is fighting robocalls
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 spoofing works and why the existing technology has made it hard to fight robocalls. I also learned a practical tip: whenever I get a robocall, I have been blocking that phone number on my phone. Jim explained to me that I'm probably just wasting my time, since robocallers often use a different spoofed number on each outbound call. In the show notes, you will find a link to the NYT article where I first heard of Jim's work, a link to the ATIS website that has more info on the protocols Jim discusses on this show, and Jim's LinkedIn profile https://www.nytimes.com/2019/08/22/technology/personaltech/robocalls-call-blocking.html https://www.atis.org/sti-ga/ https://www.linkedin.com/in/james-mceachern-9644591/

226. Michael Sorrentino provides media training
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 make a good impression. (Will Bachman will need a lot more than 1 session.) Michael Sorrentino's studio is located in the heart of Manhattan, and if you are interested in getting training from him for yourself or a member of your team, visit his firm's website: https://www.sorrentinomedia.com/

225. Liliana Petrova on optimizing the customer experience
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 work, including an effort to map out and then improve the experience of fans at a sports arena. To learn more about her firm visit thepetrovaexperience.com Linked In: https://www.linkedin.com/in/lilianapetrova/ Twitter: https://twitter.com/LilianaPetrova Instagram: https://www.instagram.com/thepetrovaexperience/ Facebook: https://www.facebook.com/The-Petrova-Experience-419743838814954/?view_public_for=419743838814954

224. Tineke Keesmaat on the connections between strategy, organizational change, and people leadership
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, which is extraordinarily well designed: http://tiltco.ca/

223. Consulting Revenue Equation
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 Revenue Equation. Also check out Episode 221, in which I discuss with David A. Fields some ways to increase your conversion rate.

222. Michael Ryan crushes inventory icebergs
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 of this show we discuss how Michael has been using LinkedIn, and the impact this investment has had on this business. Definitely check out his profile – it is a fantastic example of someone who really gets LinkedIn and social selling: https://www.linkedin.com/in/isolveproblems/ To learn more about his business, visit www.mryangroup.com

221. David A Fields shares tips on how to convert leads into confirmed projects
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, David explained how to set up a CRM system for a small consulting practice: https://www.umbrex.com/unleashed/episode-172-david-fields-on-how-to-set-up-a-crm-system/ And in Episode 190, David discussed what makes for a successful consulting partnership: https://www.umbrex.com/unleashed/episode-190-david-fields-on-what-makes-for-a-successful-consulting-partnership/ In today's episode, David and I riff on tips to increase the chances of converting a possible consulting opportunity into a confirmed project. Definitely buy David's book if you haven't already, and check out his website, davidafields.com. I love his weekly blog posts and if you visit his blog and scroll down, you can sign up to get his blog posts delivered right to your inbox – it is the first email I read every Wednesday morning.

220. Paul Millerd on creating an online course
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 writes a very popular weekly newsletter that I love, and he is incredibly generous with his time: on his website you can book time to have a "curiosity conversation" with Paul; he has spoken with hundreds of people around the world who have reached out to him in this way. Check out Paul's website, think-boundless.com Follow him on Twitter @p_millerd Check out the consulting skills course he created at strategy.co https://strategyu.co/ Paul has written one of the most authoritative articles on the evolution of consulting talent platforms, and I'll include a link to that piece in the show notes: https://think-boundless.com/the-failed-promise-of-freelance-consulting-talent-platforms/ Email me at [email protected] and I'll add send you the weekly Unleashed email that includes a summary of each episode and bonus material.

219. Ripa Rashid shares best practices for diversity and inclusion initiatives in the workplace
Ripa Rashid is the Managing Director at Culture At Work, which works with Global 500 organizations to build cultural change strategies to maximize their Diversity and Inclusion efforts while generating positive business results. Ripa is the coauthor of three books: Disrupt Bias, Drive Value (Center for Talent Innovation, 2017), Growing Global Executives: The New Competencies (Center for Talent Innovation, 2015), and Winning the War for Talent in Emerging Markets: Why Women Are the Solution (Harvard Business Review Press, 2011) She is featured often in the media as a thought leader, and has appeared on BBC, NPR, CNN, CNBC, Harvard Business Review, and Bloomberg. She is cited widely in mainstream and management publications such as The Economist, Forbes, Huffington Post, Newsweek, New York Times, Washington Post, The Times of India, Hindustan Times, HR Matters and South China Morning Post. In this episode Ripa explains to me what the research shows on the benefits of increasing diversity in the workplace, and what diversity and inclusion initiatives tend to be the most successful.

218. Nir Eyal live at Umbrex Presents: How to become Indistractable
Nir Eyal was my guest on Episode 200 of this show. I found his message so important that I asked Nir to discuss his latest book, Indistractable, at an Umbrex Presents event, which took place October 28, 2019. This episode is Nir's complete live talk to a capacity crowd at StandUpNY, followed by a Q&A period. Subscribers of the weekly Unleashed email receive private invitations to register for Umbrex Presents events before the general public. To subscribe, email [email protected]

217. Should consultants sign up as a prospective expert with expert networks?
In Episode 213, Will Bachman discussed how to source experts for interviews - either using an expert network or by doing the work yourself. Listener Gary C. asked if consultants should sign up with expert networks as the one to be interviewed. This episode answers his question, in three parts: Will your expertise be useful to the people who are asking the questions Are you likely to get selected for an interview What are the costs and benefits of joining as an expert – so is it worth your time To connect with Will Bachman on LinkedIn, visit: https://www.linkedin.com/in/willbachman/ Every week we send out an email to subscribers with summaries of each Unleashed episode, transcripts, and bonus materials. To sign up, email [email protected]

216. David Minifie explains the role of the chief experience officer
David Minifie is the Chief Experience Officer and Executive Vice President of Corporate Strategy at Centene Corporation. Centene is a Fortune 500 company that provides a portfolio of services to government sponsored healthcare programs. In this episode, David explains to me the role and responsibilities of a Chief Experience Officer, which includes and expands the responsibilities he previously held as the Chief Marketing Officer. You can learn more about Centene on their website, centene.com And you can see more of David's background on his LinkedIn profile – a link is in the show notes. https://www.linkedin.com/in/c-david-minifie-50250a/ Each week we send an email with summaries of the latest Unleashed episodes, transcripts of each episode, and bonus materials. To subscribe, email [email protected] To connect with Will Bachman on LinkedIn, visit https://www.linkedin.com/in/willbachman/

215. What have you already heard about this effort?
What should you say when you are meeting for the first time with an individual at a client you are already serving? Here's the approach I've used the past few years: "I'd be happy to provide context on the project, but I don't want to go over material you are already familiar with. What have you already heard about this effort?" In this episode, I explain why I use that question. Every week I send out an email with summaries of each Unleashed episode, transcripts of each episode, and often some bonus material. If you'd like to receive it, send me a note at [email protected]

214. When do you call a plumber?
I was chatting with an independent consultant at an event last night, and he told me, "I'm having a hard time finding project opportunities, and I don't know what I'm doing wrong. I've got three decades of experience, so usually if I sit down with someone and talk to them about their business, I'm able to find a way that I can be helpful, but I'm not getting the opportunity to have those conversations." This short episode was my response. Every week I send out an email with summaries of each Unleashed episode, transcripts of each episode, and often some bonus material. If you'd like to receive it, send me a note at [email protected]

213. How to source experts for interviews
In this episode, Will Bachman explains how to source experts to interview for a consulting project. The episode covers: 1) How to work with expert networks such as AlphaSights, GLG, and Third Bridge and 2) How to source experts on your own using LinkedIn and other channels We cover: - How to identify the populations to be sourced - How to work with a researcher to generate a list of targets - How much to pay experts - Whether to record the call - Detailed tips on a Google tracking sheet Bonus material: To receive a sample tracking sheet, sign up for the weekly Unleashed email by emailing Will Bachman at [email protected]

212. Ushma Pandya helps clients get to zero waste
Umbrex member Ushma Pandya is the Co-Founder and Partner at Think Zero Inc, an environmental consulting firm supporting businesses' waste reduction and diversion goals. In this episode, Ushma walks me through the stages of a typical waste reduction project, and shares some of the surprising things she has found in the recycling bin. You can learn more about her firm at: https://thinkzerollc.com/ To receive the weekly Unleashed email that includes a summary of each episode, transcripts, and bonus features, send Will Bachman an email at [email protected]

211. LinkedIn Best Practices for Independent Consultants
In this episode Will Bachman covers: Which type of LinkedIn Premium subscription should you get Tips on posting LinkedIn articles and posts Recommendations on each element of your LinkedIn profile, including: Photo Name Headline Contact info Summary section Summary section attachments Experience Experience section attachments Education Skills Interests Recommendations received and given For more on LinkedIn, check out the LinkedInformed podcast with Mark Williams. Episode 242, covering effective LinkedIn posts, is a great place to start: https://linkedinformed.com/episode242/ Will has summarized all these tips in a checklist - email Will Bachman at [email protected] and he'll send you a copy of that checklist and add you to the weekly Unleashed email, which includes a summary of each episode, transcripts of each episode, and other bonus features.

210. Raghav Nandagopal on conducting acquisitions at scale
McKinsey alum Raghav Nandagopal is the Executive Vice President of Corporate Development and Mergers and Acquisitions at Ascensus Incorporated. In today's episode, Raghav explains how he build an M&A group to complete acquisitions at scale at Ascensus. Ascensus is the largest independent retirement and college savings services provider in the U.S. with over $163 billion in assets under management, you can find out more about them at ascensus.com You can find out more about Raghav's background on his LinkedIn profile: https://www.linkedin.com/in/raghavnandagopal/ If you'd like to receive the transcript of each episode plus other bonus features right in your inbox, email Will Bachman at [email protected]

209. Tom Schwab on using podcast guest appearances to raise your visibility
Tom Schwab runs Interview Valet, a firm that helps its clients get booked on targeted podcasts where they can speak directly to their ideal customers. In this episode, Tom shares his perspective on why being a guest on a podcast is a great way to raise your visibility How to prepare for an interview How to promote the interview How to work with a podcast interview booking firm like his And How to get invited on shows if you want to do it yourself You can learn more about Interview Valet on their website, https://interviewvalet.com/ And if you want to connect with Tom, his LinkedIn URL is in the show notes https://www.linkedin.com/in/thomasmschwab/ If you'd like to receive Unleashed bonus features, email Will Bachman at [email protected] to receive the weekly Unleashed email.

208. Jake Jorgovan turns consultants into thought leaders
Jake Jorgovan turns consultants into thought leaders through content marketing. Jake's firm, Content Allies, works with consultants who have deep industry or functional knowledge, but who simply don't have the time to sit down and get that knowledge onto paper. A writer from his team interviews the client to get a brain dump on a particular topic, and then they write the blog post or the white paper for the client. Let's say you've got a lot of industry knowledge and experience, but you You can learn more about Content Allies on their website, contentallies.com And you can learn more about Jake on his own website, https://jake-jorgovan.com If you'd like to receive Unleashed bonus features and summaries of each episode, email Will Bachman at [email protected]

207. Tanya Kleindienst explains what a Head of Corporate Culture does
Our guest today is Tanya Kleindienst, a culture and leadership coach based in Cincinnati, Ohio. Prior to starting her independent consulting practice, Tanya was the Senior Vice President and Head of Corporate Culture at Fifth Third Bank. In this episode, Tanya describes the roles and responsibilities of a head of corporate culture. You can connect with Tanya via LinkedIn: https://www.linkedin.com/in/tanya-kleindienst-6274541b/ If you'd like to receive Unleashed bonus materials in our weekly email, shoot Will Bachman a note at [email protected]

206. Michael Fertman explains the fundamentals of Search Engine Optimization
Our guest today is Michael Fertman, a marketing consultant who runs The B2B Marketing Group based in New York City. In today's episode, Michael explains the fundamentals of Search Engine Optimization (SEO). If you are looking to have your website ranked higher in search engine results, and SEO is a bit of a black box to you, then this episode could be a good place to start. You can learn more about Michael's work on his website, theb2bmg.com and you can find Michael on LinkedIn here: https://www.linkedin.com/in/fertman/ To receive Unleashed bonus material, subscribe to the weekly email by emailing Will Bachman at [email protected]

205. Annie Scranton explains how public relations works
Our guest today is Annie Scranton, the Founder of Pace Public Relations,a full-service media relations and communications agency based in New York City. If you want to raise your visibility by getting interviewed on TV or by print journalists, this is the episode for you, since Annie explains to me the basics of how public relations work. You can find out more about Pace Public Relations on their website, pacepublicrelations.com Annie's LinkedIn URL is: https://www.linkedin.com/in/anniescranton/ and you can follow Annie on Twitter at @anniescranton Finally, we'd like to welcome listeners Aliyak K, James M, Aidan K, Burnes H, and Hussein A. who have recently signed up for the weekly Unleashed email. If you'd like to receive the transcript of each episode plus other bonus features right in your inbox, email Will Bachman at [email protected].