487. Nick Gray, Author of The 2-Hour Cocktail Party from 2022-08-08T09:00

Nick Gray is an entrepreneur and the author of The 2-Hour Cocktail Party Listen

486. Hark Herold on Bunkerlabs from 2022-07-04T09:00

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 t...

485. Supporting Orphans in Ukraine from 2022-05-25T16:31:26

Umbrex co-founders, Margarita Soto and Jing Liang discuss the development of the nonprofit organization they established to support orphans in Ukrai...

484. Thomas Breuer, Owner at Breuer Partners from 2022-05-02T09:00

Thomas Breuer is a McKinsey alum with over 26 years of executive line level experience in the medical devices industry. He has held m...

483. Bryant Soullentrop, Hiring a Professional in the Philippines from 2022-04-05T09:00:10

Bryant Suellentrop is the founder of Elevate and Delegate, a virtual staffing company that helps professio...

482. Gabe Nelson, Financial Planner for Solopreneurs from 2022-04-04T09:00:30

Gabe Nelson is the owner operator of a registered investment advisory firm, a fee-based financial planning and investment advisory ser...

481. Dorie Clark on The Long Game Connection from 2022-03-28T09:00:44

Dorie is a strategy consultant, executive coach, keynote speaker, a recognized branding expert, and author of several books, inclu...

480. Maria Brito on How Creativity Rules the World from 2022-03-14T10:00:30

Maria Gabriela Brito is a Venezuelan-born curator, art advisor, and author. She is the author of How Creativity Rules the World, the ...

479. Justin Nassiri on LinkedIn Profile Managed Service from 2022-02-24T10:00:29

Justin Nassiri is the founder and CEO of Storybox Inc, a McKinsey alum, and president of Executive Presence, a company that helps ...

478. Brad Schneider on Find the Data You Need from 2022-02-23T10:00:20

Brad Schneider ran a data analytics firm for five years before founding Nomad Data in New York City where he is currently CEO. His exp...

477. Tushar Shah on Intro to Search Funds from 2022-02-22T10:00:03

Tushar Shah is currently a Managing Partner at Kinderhook Partners, LLC.  Prior to Kinderhook, Tushar was a Principal at Geocapital P...

476. Paul Millerd on the Pathless Path from 2022-02-21T10:00

Paul Millerd is a McKinsey alum, modern-day nomad, entrepreneur, and author of The Pathless Path - Imagining a New Story for Work ...

475. Jennifer Smith on Scribe from 2022-02-09T10:00

Jennifer Smith is the co-founder and CEO of Scribe, a Princeton and Harvard alum, and a fo...

474. Karen Thomas-Bland on Transformation Projects from 2022-02-08T10:00

Karen is an independent consultant who focuses on transformation projects. She has 25 years’ experience leading complex enterprise...

473. Celine Teoh on Decoding What Clients Want from 2022-02-07T10:00

Listen

472. Shane Heywood on Go-to-Market Strategy from 2022-01-31T10:00

Shane Heywood on Go-to-Market Strategy

Shane Heywood is a Bain-train...

471. Phillip Morgan on The Expertise Incubator from 2022-01-21T10:00

Phillip Morgan has helped thousands of consultants use specialization to find a beachhead that leads to greater visibility, profit...

470.Nidhi Chadda on ESG Solutions from 2022-01-20T10:00

McKinsey alum with an MBA from Harvard Business School, Nidhi Chadda has 20+ years of experience as an investment banker, strategi...

469. Lido Ramadan on Consulting with the Federal Government from 2022-01-19T10:00

Founder of Aminad Consulting, Lido Ramadan has over 25 years of experience in founding, growing, leading, and sustaining services ...

468. Alexei Leonard on Employment Law from 2022-01-18T10:00

Alexei Leonard is a Partner at Golenblock, Eisman, Assor Bell, and  Pescoe where he leads the firm’s labor and employment...

467. Erik Lautier on Ecommerce from 2022-01-17T10:00

Erik Lautier is an expert in ecommerce, marketing, and digital strategy.  After over two decades in roles dealing with ecommerce a...

466. Andrew Seay on Smartsheet&Transformation Projects from 2022-01-12T10:00

Andrew is a former engagement manager at Mckinsey where he specialized in asset productivity and served a broad range of industrie...

465. Marshall Butler on How Data Is Revolutionizing Marketing from 2022-01-11T10:00

Marshall has over twenty years of experience defining, managing, and growing the world’s best-known investing brands. He has been ...

464. Mike Coleman on on Strategic Technology Leadership from 2022-01-10T10:00

Mike is an innovative and entrepreneurial Chief Information Officer (CIO) with over 30 years in executive leadership positions wit...

463. Johannes Hoech on an Affordable MarTech Stack from 2022-01-06T22:14:18

Johannes Hoech is a C-level Silicon Valley executive who is experienced in "Growth Architecting”. He is an expert analyst and moti...

462. Stan Sagner - Food Industry Consultant from 2022-01-04T10:00

Stan is a senior executive with deep expertise in digital and traditional media with a focus on food & beverage and hospitality-related businesse...

461. Belinda Li on Social Enterprise from 2022-01-03T10:00

Belinda Li was a  senior advisor at McKinsey before she founded CiTTA, a company that focuses on promoting and facilitating the gr...

460. Sam Lee on IndeCollective from 2021-12-28T10:00

Sam Lee has held numerous prestigious positions: he was a consultant at the World Bank, the chief of staff, Executive Office Divis...

459. Josh Spector on Newsletter Growth from 2021-12-27T10:00

Josh Spector is the founder of the For The Interested newsletter; a weekly newsletter featuring ideas “to help you learn, do, and ...

458. Hiring Your First Associate from 2021-12-02T10:00

Will Bachman hosts a panel discussion on hiring your first associate. The panel includes top-tier consultants  Listen

457. Jen Rudd Shares Airtable Use Cases from 2021-12-01T10:00

Jen Rudd, PMP is a Business Coach, Consultant, and a Cross-Platform Automation expert with an extensive background in creating sys...

456. Joe Meyer on ExecThread from 2021-11-30T10:00

Joe has been a successful start-up CEO and operating executive at high-growth tech companies. He was named Entrepreneur of the Yea...

455. Gaurav Bhatnagar and Mark Minukas Discuss Their New Book, Unfear from 2021-11-29T10:00

Gaurav was a consultant with McKinsey and a leader in their Organization Practice in North America. Before McKinsey, he worked in ...

454. Kay Formanek on Leading Diversity with Purpose from 2021-11-04T09:00

Kay Formanek is a global speaker on Diversity and Inclusion. Kay has also worked for leading global professional services organizations for over ...

453. Adam Anderson on Driving Bottom Line Results from 2021-11-03T09:00

Adam Anderson is a graduate of Stanford Business School, a McKinsey alum, and he is now a strategy consultant and project manager....

452. David Edelman on AI in Marketing from 2021-11-02T09:00

David Edelman spent 30 years as a Chief Marketing Officer (at Aetna/CVS), and consultant to executives on Digital and Marketing Tr...

451. Michael Katz Business Newsletter Best Practices from 2021-10-28T09:00

Michael Katz is the author of four books, an award-winning humorist, and the founder of Blue Penguin, a company that helps profess...

450. Sven Beiker on The Future of Mobility from 2021-10-27T09:00

Sven Beiker has a PhD. in Mechanical Engineering and Vehicle Dynamics; he is a technology expert in the field of automotive and hi...

449. Peter Costa on Excellence in Leadership from 2021-10-26T09:00

Peter Costa is the founder and leader of Capman LLC, a company that provides Executive Coaching and Organizational Consulting. Pet...

448. Melisa Liberman on Coaching Independent Consultants from 2021-10-25T09:00

Melisa is a former corporate tech executive turned management consultant and coach. She built and led a global professional services organization...

447. MIchael Wise on PTSD, Psychedelics, and Executive Coaching from 2021-10-11T09:00

Michael is a McKinsey alum and executive coach. He is a former Green Beret, where he was a team medic, serving in Afghanistan. In ...

446. Vijay Mehra on Agile Methodology from 2021-10-09T09:00

Vijay is a former digital and technology leader at KKR leader and a founding member of  McKinsey Digital Labs in South East Asia. ...

445. David A. Fields on the Eight-Week Planning Process from 2021-10-08T09:00

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 interes...

444. Pankaj Tibrewal on Bord from 2021-10-07T09:00

Pankaj is an entrepreneur, SaaS Executive, investor, and the creator of Bord, a collaborative workspace, designed by a management ...

443. Tony Lew on InsurTechNY from 2021-10-06T09:00

Tony is the co-founder and managing director at InsurTechNY, an organization that helps startups, carriers/brokers, investors, and...

442. Maureen Sarewitz on Product Management from 2021-10-05T09:00

Maureen is the founder and managing partner at Acacia Growth & Impact Consulting. She brings 15 years of product management, marke...

442. Maureen Sarewitz on Product Management from 2021-10-05T09:00

Maureen is the founder and managing partner at Acacia Growth & Impact Consulting. She brings 15 years of product management, marke...

441. James Richardson on Anthropology and Marketing from 2021-10-04T09:00

James Richardson is the founder of Premium Growth Solutions, a strategic planning consultancy for early-stage consumer packaged go...

440. Jay Altizer on the Food Industry 101 from 2021-09-20T09:00

Jay Altizer has worked at Bain and Company, PepsiCo, PricewaterhouseCoopers, and Deloitte Consulting. His extensive experience inc...

439. Craig Beal on the Travel Industry from 2021-09-19T09:00

Craig Beal grew up in the safari planning business. His parents were the owners/operators of Travel Beyond, a company that planned...

438. Rob Ristagno on Customer Segmentation from 2021-09-18T09:00

Rob Ristagno is a Harvard and McKinsey alum, he has shared expertise on digital media and e-commerce with CBS, Forbes, Adweek, and...

436. Paul Harrington on Government Contracting from 2021-09-03T09:00

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 Pr...

435: Sharath Jeevan on Motivation and Growth in Business from 2021-09-03T03:03:59

Sharath Jeevan is a leading global motivation expert helping organisations and individuals...

434. John Van Leeuwen on the Oil and Gas Industry from 2021-09-03T03:01:20

John has 25 years of consulting experience consulting in Manufacturing, Supply Chain Management, Sourcing, plant and business unit transformation...

433: Andrew J. McKee on Biotech from 2021-09-03T02:55:44

Andrew has over 15 years of experience in biotechnology, pharmaceuticals, diagnostics, and other healthcare sectors. His team specializes in grow...

432: Amanda Setili on Fearless Growth from 2021-09-03T02:51:51

On her podcast, Fearless Growth, Amanda Setili interviews Mitali Chopra, UK Coach of the Year for best client results. They talk a...

431: Samantha Saperstein on Women on the Move  from 2021-09-03T02:47:22

Sam Saperstein has an MBA in Marketing and Strategy from Wharton, she is a McKinsey alum, and is now a managing director at JPMorg...

430: Belden Menkus on Purpose and Strategy from 2021-09-03T02:44:28

Belden Menkus was a senior engagement manager at McKinsey for six years and is the managing director at Menkus and Associates wher...

 429. Belden Menkus on the Purposeful Strategist from 2021-09-03T02:42:12

Belden Menkus is the managing director at Menkus and Associates. He is also the host of the podcast the Purposeful Strategist, a podcast that shi...

428. David A. Fields  on Business Advice for Consultants or Boutique Firms from 2021-09-03T02:38:03

David A. Fields spent nine years in marketing for GlaxoSmithKline before jumping into consulting with a boutique firm, where he be...

427. Tim Streeter on The Contentment Commitment from 2021-09-03T02:11:13

Tim Streeter spent 25 years working in consulting and human resources including global leadership roles in Talent Acquisition at Accenture and Wh...

426. Max Friberg on Inex One from 2021-06-21T09:00

Max Friberg is a McKinsey alum with an MSc in CEMS International Management who has founded the SaaS tool company Inex One with the goal to impro...

425. Chad Oakley on the Consulting Job Market from 2021-06-04T09:00

Chad Oakley is the president and CEO of Charles Eris, which is one of the top executive search firms in the United States focused on recruiting m...

424. Sarah Locher on the Future of Change Management Project from 2021-06-03T09:00

Sarah Locher is a Senior at Independence High School. She currently works as a Hollister Brand Agent and was chosen as one of forty employees fro...

423. Kathryn Valentine  on Negotiation Strategies for Women from 2021-06-02T09:00

Kathryn Valentine is a McKinsey alum, author, speaker and founder of Worthmore Negotiations, a company that focuses on creating effective, resear...

422. Bill Fotsch on Open-Book Management from 2021-06-01T09:00

Bill Fotsch has a 20-year track record of improving company sales and profits in an array of industries. He holds a Bachelor of Sc...

421. Ben Legg on the Portfolio Career from 2021-05-31T09:00

Ben Legg helps entrepreneurs reinvent themselves and society for the better. His career has included relieving the siege of Sarajevo in 1995, McK...

420. Mary Cummins on Value-based Care from 2021-05-21T09:00

Mary Cummins has an MBA from the Wharton School and an MA with Honors in Electrical Engineering from Cambridge University.  Her consulting career...

419. Anders Corr on Political Risk Consulting from 2021-05-20T09:00

Dr. Anders Corr is an alum of both Harvard and Yale. He led the Social Science Research and Analysis (SSRA) group in Afghanistan, which oversaw 6...

418. Robert Hardy on Niche Marketing from 2021-05-19T09:00

Robert Hardy has recently started an online coaching platform to help creatively inclined individuals promote their work. On today’s episode, he ...

417. Alex Bartholomaus on Objective and Key Results (OKRs) in Sales from 2021-05-18T09:00

Alex P. Bartholomaus is President and CEO of People Stretch Solutions, a Washington DC based management consulting firm specializing in revenue g...

416. Jonas Altman on Creative Coaching from 2021-05-17T09:00

Jonas Altman is a speaker, writer, and entrepreneur who creates transformational learning ...

415. Susan Meier on Creating the Work-space Studio from 2021-05-16T09:00

Susan Meier is a brand stra...

414. Tineke Keesmaat on the Hybrid Business Playbook from 2021-05-15T09:00

Listen

413. Amanda Wright on the Take the Leap Program from 2021-05-14T09:00

Amanda Wright Listen

412. Nadine Sinclair on Mental Health in the Workplace from 2021-05-13T09:00

Nadine Sinclair has a doctorate in molecular biology, she was an Engagement Manager at McKinsey, and is now an independent consultant and advises...

411. David Fields on Fishing Lines from 2021-05-12T09:00

David A.Fields is a consulting firm expert and author. He has helped hundreds of boutique and solo consulting firms grow, increase margi...

410. Amanda Setili and Group Discussion on In-person Events  from 2021-05-03T09:00

Amanda  Setili is president of the strategy consulting firm Setili & Associates, author of two books of strategy and growth, she is a McKinsey al...

409: Nina Froriep on Video Content Marketing from 2021-05-02T23:17:49

Nina Froriep is a video producer and visual storyteller. Her company enables business coaches to grow their business with consistent and easy-to-...

408. Amol Sarva on Being a Serial Entrepreneur from 2021-04-29T09:00

Amol Sarva is a backer, advisor, and mentor at 50+ companies; he has co-founded several sta...

407. Shelli Baltman and Fiona Stevenson on Pandemic Burnout from 2021-04-28T09:00

The Idea Suite is a boutique agency that unlocks the creative potential of people and businesses through innovation, and on this episode of Unlea...

406. Zachary Schrag on History from 2021-04-27T09:00

Professor Zachary Schrag is a historian of the twentieth-century United States and a professor of history at George Mason University. His special...

405. Samuel Bachman on The Half-Blood Report from 2021-04-27T02:13:08

Samuel Bachman is a film major in the 10th grade at Frank Sinatra High School of the Arts in Astoria, Queens. In this episode, he discusses the h...

404. Rick Denton and CX Passport from 2021-04-17T09:00

Rick Denton shares an episode from his podcast, CX Passport, a conversation with people about customer experience with a dash of t...

 403. Rick Denton on Excellent Customer Service from 2021-04-16T09:00

403. Rick Denton on Excellent Customer Service

Rick Denton has over ...

402. Jonathan Baillie Strong on Spotlight Podcasting from 2021-04-15T09:00

Jonathan Baillie Strong is a B2B podcast strategist and the founder of Spotlight Podcasting, a company that helps Listen

401. Rudra Chatterjee on the Tea Industry from 2021-04-14T22:00

Rudra Chatterjee is a writer, and the chairman and managing director of Luxmi Tea. While he writes predominantly about politics and economics, he...

399. Alec Hudnut on Vici Partners from 2021-04-12T09:00

Alec Hudnut is an alum of Harvard Business School and McKinsey. He is now a managing partner at Vici Partners, a firm of experienced professional...

398. Annie Scranton on Public Relations - Inside Advice from 2021-04-11T09:00

Annie Scranton is the founder and president of Pace Public Relations; she has been a producer at the CBNC, an assistant booker at Fox News, a boo...

397. Sam Gupta on ERP Systems from 2021-04-10T21:00

Sam Gupta has nearly two decades of experience in commercializing technology solutions, bu...

396. Neil Gardner on IT Organisation at Regional Banks from 2021-04-09T09:00

Neil Gardner a digital strategy consultant who helps clients to design and implement digital transformations, and he is the founder and principal...

395. Jessica Lackey on Sales, Operations, and Planning from 2021-04-08T09:00

Jessica Lackey is an ACC Coach, a McKinsey alum with an MBA from Harvard MBA, and a  Fortune 500 Operations Leader. In this episode, she...

394. Drew Kerr on Delivering “Money Lines.” from 2021-04-07T09:00

Drew Kerr is the founder and president of Four Corners Communications, a company that provides pro-active strategic communications and coaching f...

393. Susan Drumm on the Enlightened Executive from 2021-04-07T03:09:09

Susan Drumm is an Umbrex member and the CEO Advisor, Leadership Coach, and founder of Meritage Leadership. She has graduate degrees from Harvard ...

392. Hung Nguyen on Diversity and Inclusion from 2021-04-07T02:11:55

Hung Nguyen is a McKinsey alum and a principal at OUTLAST Consulting, a purpose-driven professional development + strategy firm focused on fuelin...

391. John Jeffcock on Networking from 2021-04-06T23:54:30

John Jeffcock was a captain in the British Army; he is now an author, a consultant, and the CEO of Winmark, a Listen

390. Adam Roosevelt on Cybersecurity from 2021-04-02T09:00

Adam is a decorated combat veteran and a cybersecurity consultant who started his career with the U.S. military; he was part of the team...

389. Braden Weinstock on the Human Operating System Manifesto from 2021-04-01T09:00

Braden is a startup entrepreneur, an action-oriented and strategic operator, and consultant with Listen

388. Spish Rurak on the Remote Job Search from 2021-03-31T09:00

Spish Rurak is a McKinsey alum, the president of Rurak and Associates, and a noted advisor and consultant to consultants. Spish works with many c...

387. Steve Pressfield on A Man at Arms and creative battles from 2021-03-31T02:21:59

Steven Pressfield’s books have been hugely influential on my life and it was a real thrill to welcome him on the show.

Listen

386. Marcia Nuffer on Leadership and Talent Development from 2021-03-29T09:00

Marcia Nuffer has an M.B...

385. Aneta Key on Gamification in Training and Leadership Development from 2021-03-26T09:00

Aneta Key is an independent consultant who has established her own firm, Aedea Partners, where she helps organizations design rollout and usher p...

384. Sally Dominguez on Singularity and Epic Resilience from 2021-03-19T09:00

Sally Dominguez is a f...

383. Adam Braff on Forecasting from 2021-03-18T09:00

Episode 383: Adam Braff on Forecasting

Listen

382. Becoming Independent from 2021-03-17T09:00

In today’s episode, I host a panel discussion with Jennifer HartzListen

381. Surbhee Grover on Launching a Personal Care Brand    from 2021-03-16T09:00

In this Episode of Unleashed, I chat with Surbhee Grover. Surbhee is the consultant who runs the firm Steel and Graffiti,...

380. Stefan Kolle on the Customer Experience from 2021-03-15T09:00

Stefan Kolle is the co-founder, Managing Director and Chairman of the Board of Futurelab, ...

379. The Strategic Use of Units from 2021-03-14T10:00

In this episode of Unleashed, I offer a few tips on how to use units strategically to emotionally engage your clients and avoid numerical overloa...

 378. Pronouncing Your Name on LinkedIn from 2021-03-13T10:00

In this short 2-minute episode, I share a LinkedIn trick that you can use to show people how to pronounce your name.

Listen

377. LinkedIn Connection Requests from 2021-03-12T10:00

In today’s short episode, I share a few tips on sending connection requests on LinkedIn.

Listen

 376. Ali Ahmed on Green Strategies from 2021-03-11T10:00

Ali Ahmed is the founder and princip...

375. Stacy Sifleet on Customer Value Strategy from 2021-03-10T10:00

Stacy Sifleet, an alum of A.T. Kearney, helps manufacturers, distributors and service-based...

374. Tami Lucey on The Benefits of Booking through a Travel Agent from 2021-03-09T21:00

Tami Lucey is an independent travel consultant, or as she describes herself, “a worldwide business travel hassle remover.” 

Listen

373. How to collect fees on time from 2021-03-08T10:00

Lessons learned from collecting payment on over 1,500 invoices:

1. What to include in the contract

Listen

372: Read Later with Instapaper and Pocket from 2021-03-07T10:00

You get an email with an article you want to read, but you don’t want to be distracted right then. The solution is a “read-later” app. The two mo...

371: Why It’s Important to Check Your Email Name from 2021-03-06T10:00

There are a few reasons why you should check how your email name appears to others, and in this short in-between-isode, I explain how it should b...

370. Divya Agarwal on Transformation Projects from 2021-03-05T10:00

Divya Agarwal recently left McKinsey to become an independent consultant. At McKinsey Divya was an Associate Partner in Organization and Transfor...

369. Cactus Raazi on Personalized Pricing from 2021-03-04T10:00

Cactus Raazi is a former Managing Director at Goldman Sachs who has been a successful entrepreneur in credit trading.

Listen

368. 12 Favorite Problems from 2021-03-03T11:00

Nobel Prize winner Richard Feynman had a trick of always maintaining a list of his twelve favorite problems. Anything new he learned he tested wh...

367. Robyn Bolton on developing innovation within the organisation from 2021-03-02T11:00

Robyn Bolton is a leading innovation consultant. A BCG alum, she was a partner at Innosight, a top innovation consulting firm that was founded by...

366. Kyle Sturgeon on turnarounds, bankruptcy, and restructuring from 2021-03-01T11:00

Kyle Sturgeon, an alum of Alvarez & Marsal and McKinsey, is a Managing Partner and Co-Founder of Listen

365. Questions to Ask Clients in First Discussion from 2021-02-28T11:00

In today’s weekend edition of Unleashed, I share a list of 20-25 questions that David A. Fields and I usually ask our clients during the initial conversation to he...

364. 21 Business Development Ideas for 2021 from 2021-02-27T11:00

As independent consultants, we often look for ways on how to grow our business. In today’s episode, you’ll find a round up of 21 business development ideas that ca...

363. Tekla Back on Nutrition - The Truth behind the Label from 2021-02-26T11:00

In this week’s episode, I talk to Tekla Back, McKinsey alum, former senior vice president of strategy at PepsiCo., and founder of the snack, Listen

362. Get bad at something from 2021-02-25T10:00

While it's great to pursue excellence, there's a strong argument for getting bad at something.

--

Unleashed is produced by Umbrex. To learn about our global community of independen...

361. Seth Godin on Best Practices in Content Creation from 2021-02-24T17:00

I was inspired to launch Umbrex after reading Seth Godin’s book, Tribes. So, I am delighted to talk to him today. In this episode, Seth discusses his career trajec...

360. Rudra Chatterjee on Business in India from 2021-02-23T11:00

Rudra’s family has been growing tea for over 100 years. They have tea estates in Darjeeling and Assam in India, and in Rwanda. They also manufacture handmade carpe...

359. James Carbary - B2B Podcast Best Practices from 2021-02-22T11:00

James Carbary is the founder, executive producer, and co-host of Sweet Fish Media, a company that produces podcasts for B2B brands. Listen

358. Create a target list of employers or clients from 2021-02-21T11:00

In this short episode of Unleashed, I share a process that I use in my consulting practice and have found to be hugely valuable for both myself and my clients. Listen

357. Identify Your Core Network from 2021-02-20T11:00

In this short episode of Unleashed, I share a few valuable ideas taken from David A. Fields and his book, The Irresistible Consultants' Guide to Winning Clients, w...

356. Daryl Tulimieri on Recruiting and Team Building from 2021-02-19T11:00

Daryl Tulimieri is a McKinsey alum. He has been at Owens Corning, and GLG, where he helped create and grow a group. Darryl is currently an independent consultant a...

355. J.Andrew McKee on How to Get Better at What You Do from 2021-02-18T11:00

In a weekly email to Unleashed subscribers in the fall of 2019, I asked, "What you are doing this fall to get better at what you do?" Umbrex member Listen

354. Philipp Humm on Ethos. Pathos. Logos. The foundations of a good story from 2021-02-17T11:00

Philipp Humm is a storytelling coach who teaches how to apply the fundamentals of storytelling to sales, marketing, management and connecting with your business au...

353. Jonah Gruda on Choosing the Right Entity Type for Your Practice from 2021-02-16T11:00

A common question indep...

352. Jeffery Perry on Building an Independent Practice after Retirement from 2021-02-15T11:00

After years of professional work experience, how do you leverage your knowledge and put it to good use? After a 30-year career as a global strategic business advis...

351. Kian Beyzavi on Digital Health: What it is and why it matters from 2021-02-12T10:00

Kian Beyzavi, a Venture Partner at Cota Capital, is...

350. Daniel Tunkelang - In-depth Insight into Search Relevance&Query from 2021-02-11T18:08:38

Daniel Tunkelang, one of the top search relevance consultants in the United States. He is a data science and engineering executive who has built and led some of th...

349. Richard Steel on the New ESG Business Paradigm from 2021-02-10T10:00

Richard Steel is an entrepreneur, investor, and the author of Elev...

348. Mike Sarraille on how great organizations win on talent from 2021-02-09T10:00

Mike Sarraille is a former Recon Marine and retired US Navy SEAL officer with twenty years of experience in Special Operations, including the elite Joint Special Operations Command. He is also t...

347. How to accept payment by credit card from 2021-02-05T23:13:04

Generally you probably prefer to get paid via ACH or wire transfer, but some clients want to pay using a credit card.

Today was my first time accepting a payment for consulting services b...

346. Formal communications as practiced in the Nuclear Navy from 2021-01-20T10:00

Have you ever asked someone to do a task, and they agree, only later to find that they didn't understand exactly what you were asking for?

In this short episode, I share how the Nuclear N...

345. Setting the strategy for your podcast or blog from 2021-01-19T10:00

If you are setting up a podcast or blog, here are strategic questions to consider. Question 1 is discussed in Episode 344, and Questions 2-5 discussed in this episode.

1. What is my objec...

344. Identify the reasons why you are creating content from 2021-01-18T10:00

If you are planning to create content on a regular basis, it is worth your time to get explicit - at least with yourself - on your objectives.

Are you trying to learn about a topic?

343. Agnes Kunkel on 2023 from 2021-01-13T10:00

After COVID started, Umbrex member Dr. Agnes Kunkel started the 2023 Podcast, interviewing experts for their take on what life will be like in the year 2023.

Check out all the episodes of...

342. Robert Lachenauer on family-owned businesses from 2021-01-12T10:00

Rob Lachenaur is the co-author of The Harvard Business Review Family Business Handbook: How to Build and Sustain a Successful, Enduring Enterprise (Listen

341. Tom Libelt on how to promote an online course from 2021-01-11T15:14:22

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 fu...

340. Helio Fred Garcia on crisis management from 2020-11-09T20:17:57

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 ...

339. Joe McCann on tools for healthcare market research from 2020-10-30T09:00

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 o...

338. Mark Newsom focuses on managed care from 2020-10-29T09:00

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 ex...

337. Gresham Harkless Jr on building his media agency from 2020-10-28T09:00

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 CE...

336. Betsy Seals on the managed care industry from 2020-10-20T09:00

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,...

335. Dan Biederman rethinks urban environments from 2020-10-14T09:00

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...

334. Jason Sanders, top executive recruiter, shares career tips for consultants from 2020-10-13T09:00

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:

Listen

333. David Goldstein demonstrates the power of Mekko Graphics from 2020-10-12T09:00

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, particul...

332. John Joseph on robotic process automation for SMBs from 2020-09-28T09:00

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:

Listen

331. Susan Harte on how corporate site selection works from 2020-09-27T09:00

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...

330. Robert Glazer on how to build your capacity from 2020-09-26T09:00

Robert Glazer has an incredible portfolio career:

• Founder and CEO of Acceleration Partners, a leading affiliate marketing agency
• Keynote speaker
• Best-selling autho...
  Listen

329. Jeffrey Fidelman on serving the lower mid-market on strategy and operations from 2020-09-23T09:00

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.  

Fas...

328. Jeff Wald on the end of jobs from 2020-09-22T09:00

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).

Fo...

327. Deb Zahn teaches the craft of consulting from 2020-09-21T09:00

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 ge...

326. Laura Gariepy on getting started as a freelance writer from 2020-09-20T09:00

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 free...

325. Melanie Espeland on executive voice coaching from 2020-09-19T09:00

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 s...

324. Daniel Vassallo on building - and monetizing - a Twitter following from 2020-09-18T09:00

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 audienc...

323. Dan Daughterty explains Sounder.fm, a podcast platform focused on discovery from 2020-09-17T09:00

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, includin...

322. Lemon Williams on how to write quality compliance documentation from 2020-09-16T09:00

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 priva...

321. Sarah Preisser on talent management from 2020-09-15T09:00

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 capa...

320. Kit Lisle on conducting commercial due diligence for private equity firms from 2020-09-14T09:00

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 in...

319. Jeff Gothelf on how to let your next job find you from 2020-09-13T09:00

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 lates...

318. Avy Punwasee shares a pricing case study from 2020-08-31T09:00

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 walk...

317. Paddy Padmanabhan on digital transformation in healthcare from 2020-08-18T09:00

Paddy Padmanabhan is the founder of Damo Consulting, which provides digital transformation advisory services to enable healthcare organizations navigate the technology-enabled transition to tele...

316. Diane Hamilton on removing the barriers to curiosity from 2020-08-12T14:50:06

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 d...

315. Trond Undheim on the aftermath of the pandemic from 2020-08-04T23:00

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....

314. Bethel Desmond on business storytelling from 2020-08-03T09:00

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...

313. Hannah Berson on using Mural to facilitate workshops from 2020-07-28T09:00

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...

312. Lee Frederiksen on growth drivers for professional services firms from 2020-07-27T09:00

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 H...

311. Rachel Weingarten on her journey from celebrity makeup artist to beauty historian from 2020-07-21T09:00

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: Listen

310. Kim Calichio on feeding 700 families per week during the pandemic from 2020-07-15T09:00

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 ...

309. Stephen Wunker on understanding jobs to be done from 2020-07-07T09:00

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 Seni...

308. Sree Sreenivasan on creating world-class virtual events from 2020-07-06T09:00

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...

307. The Declaration of Independence from 2020-07-04T20:54:20

The Declaration of Independence

Read by:

Amada Soto
Alejandra Bachman
Sarah Sonnenfeld
Naomi Soto
Rosina Samadani
Stacy Gilstrap
Roopa Unnikrish...

306. Kwame Christian shares three steps to resolve conflicts from 2020-06-30T09:00

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.

Li...

305. Cyrus Massoumi, founder of ZocDoc, shares four keys to a successful startup from 2020-06-29T09:00

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. Listen

304. Davis Nguyen on how to get a consulting firm offer from 2020-06-28T09:00

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, Davi...

303. Nick Kane on sales training best practices from 2020-06-27T09:00

Nick Kane is a Managing Partner at Janek Performance Group, which provides sales training, coaching, and consulting.

Learn more about Janek Performance Group at:

Listen

302. Srikumar Rao on using mental models to achieve an extraordinary life from 2020-06-26T21:45:51

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 schoo...

301. Jim Peters, COO of Rite Aid, on leading during the pandemic from 2020-06-24T09:00

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 ra...

300. Tim DeRoche on how attendance zones keep most American kids out of the best public schools from 2020-06-23T09:00

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 di...

299. Michael Niczyporuk on innovation in the payments industry from 2020-06-22T09:00

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 ...

298. Alan Iny shares practical tips to unleash creativity in your business from 2020-06-21T09:00

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, A...

297. Jamie Head on driving innovation at a leading agricultural cooperative from 2020-06-20T09:00

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 Nor...

296. Eli Diament on how to conduct a high-quality B2B survey from 2020-06-19T09:00

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 produ...

295. Matt McDonald of Hamilton Place Strategies on how public affairs consulting firms operate from 2020-06-18T09:00

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 co...

294. Dan Goldman on leading a strategy team during the pandemic from 2020-06-17T09:00

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.

Listen

293. Ken Cloke shares the principles of conflict resolution from 2020-06-16T09:00

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 pi...

292. Brian Ahearn on the principles of influence from 2020-06-15T09:00

Brian Ahearn has been certified by Robert Cialdini to teach his influence methodology. Through keynote speeches, coaching, and training sessions, Brian helps professionals understand the full se...

291. Paul Cuatrecasas on achieving growth through acquisitions from 2020-06-14T09:00

Paul Cuatrecasas is the Founder and CEO of Aquaa Partners, a London-based, FCA regulated boutique M&A and strategic advisory firm that advises established companies on managing transformation to...

290. Dhiraj Nayar, CFO of Boston Globe Media, on the media business during the pandemic from 2020-06-09T16:52:33

Dhiraj Nayar, CFO of Boston Globe media, provides a perspective on the media business during the coronavirus pandemic.

Dhiraj discusses how the company has worked to keep its reporters an...

289. Indranil Ghosh on how citizens can shape the 21st century from 2020-06-03T10:00

McKinsey alum Indranil Ghosh is the CEO of Tiger Hill Capital, a business-building and advisory company comitting its energy, network and capital to commercial enterprises with the potential to ...

288. Robbie Kellman Baxter on how to create a compelling subscription model from 2020-06-02T10:00

Robbie Kellman Baxter is the author of The Membership Economy: Find Your Superusers, Master the Forever Transaction & Build Recurring Revenue, a book that has been named a top 10 marketing book ...

287. David A. Fields on how to ask clients for a recommendation from 2020-06-01T09:00

David A. Fields is back on the show, this time to help me answer a question from listener Caroline Taich, who asked for best practices on what steps to take at the end of a long project to:

286. Venkat Nagaswamy on how contact centers have kept working during the pandemic from 2020-05-31T01:28:01

McKinsey alum Venkat Nagaswamy is the Group VP of Marketing at 8x8, a leading Software-as-a-Service provider of voice, video, chat, contact center and enterprise-class API solutions.

In t...

285. Roger Samways on air cargo in the age of the coronavirus from 2020-05-11T17:59:19

Roger Samways is the VP of Cargo Sales at American Airlines.

In this episode, Roger first provides a brief overview of the air cargo industry, then we discuss the impact of the coronaviru...

284. Kazuki Kozuru-salifoska on making women's fashion accessible to all body types from 2020-05-10T10:00

Kazuki Kozuru-salifoska is a fashion professional, a skilled creative designer as well as tech designer. Together with Doni Jantzen, she founded KEDIC Fashion Workshop.

One of the service...

283. Keith Stoeckeler on sports sponsorships in the age of the coronavirus from 2020-05-10T08:00

Keith Stoeckeler is a VP/Group Director at MKTG, where a significant portion of his time is spent working with brands to establish and manage sponsorships of sports and other entertainment event...

282. Mark Goulston on learning to listen from 2020-05-09T09:00

Mark Goulston is a psychiatrist, consultant, and the author of seven books, including Just Listen and Talking to Crazy.

In this episode Mark shares tips on learning to listen including so...

281. Austin Publicover on restaurant food safety in the age of the coronavirus from 2020-05-08T09:00

Austin Publicover is a food safety expert and the Founder of Bulletproof! Food Safety, a consulting firm that works with many of the top restaurants in New York City.

In this episode, Aus...

280. Liz Dunn on the impact of the coronavirus on the retail industry from 2020-05-07T09:00

Liz Dunn is a noted retail expert who regularly appears on CNBC to discuss the industry.

In this episode, Liz shares a perspective on how the coronavirus pandemic is affecting the retail ...

279. Frank Kochenash of Wunderman Thompson on helping brands thrive on Amazon from 2020-05-06T09:00

Frank Kochenash is President of Wunderman Thompson Commerce North America - a global eCommerce consultancy within the agency.

In this episode Frank provides an overview of the agency worl...

278. Marvin Riley on leading a global 5,000-employee manufacturing firm through the pandemic from 2020-05-04T21:47:15

Marvin Riley is the President and CEO of EnPro Industries Inc., a diversified manufacturer of proprietary engineered products used in critical applications.

EnPro is a truly global firm -...

277. William H. Bachman, PhD - a nuclear engineer turned handyman from 2020-05-04T00:49:33

William H. Bachman, PhD, spent 28 years designing nuclear fuel for civilian reactors. After taking early retirement in 1997, he set himself up as an independent professional - a handyman.

276. Gleb Tsipursky on making better decisions and avoiding disasters from 2020-05-02T09:00

Gleb Tsipursky has a PhD in the history of behavioral science, and his research focused on decision-making, emotional and social intelligence, and meaning and purpose.

In this episode we ...

275. Gemma Toner on empowering women to thrive in the workplace from 2020-05-01T09:00

Gemma Toner is the Founder of Tone Networks, a video-based learning and leadership development platform that empowers female employees through expert content, live coaching and a vibrant online ...

274. Carolina Miranda on B-Certification: the what, why, and how from 2020-04-30T09:00

Carolina Miranda is the Founder of Cultivating Capital, whose mission is to help bring about a more just and peaceful world by supporting businesses in implementing better social and environment...

273. Jason Bernd on leading a hospital through the coronavirus pandemic from 2020-04-30T01:46:59

Jason Bernd is the President of the Novant Health Charlotte Orthopedic Hospital.

In this episode, Jason discusses his experience leading his hospital through the coronavirus pandemic.

272. Mike Freed of Mirion Technologies on leading a manufacturing firm through the pandemic from 2020-04-28T23:33:42

Mike Freed is the COO of Mirion Technologies, a leader in radiation safety, measurement and science.

In today’s episode, Mike discusses the steps Mirion has taken during the coronavirus p...

271. Jonathan Stark on why you should stop billing hourly from 2020-04-27T21:21:54

Jonathan Stark is on a mission to rid the world of hourly billing: he is the author of Hourly Billing is Nuts and three other books.

Definitely check out Jonathan's website, Listen

270. Jeremy Bieger on making better decisions using voice of the customer insights from 2020-04-26T09:00

Jeremy Bieger is the co-founder and CEO of Pulse Insights, a voice of the customer platform that takes a new approach to collecting and leveraging customer feedback.

In today’s episode, J...

269 Rebecca Winn on finding meaning when things fall apart from 2020-04-25T09:00

Rebecca Winn, founder of the boutique residential landscape design firm Whimsical Gardens, has won over 300 horticulture awards and five consecutive Texas Excellence in Landscaping Awards.  Her ...

268. Angelique Rewers on how small businesses can land big clients from 2020-04-24T17:26:04

Angelique Rewers is the Founder of The Corporate Agent. Inc. Magazine has called her the undisputed champion at helping small businesses land big clients.

In today’s discussion, Angelique...

267. Lawrence Adjah on building community in the age of the coronavirus from 2020-04-23T09:00

Lawrence Adjah is an alum of Harvard, McKinsey, Stanford. He is a community builder, business advisor, and pastor.

Several years ago, Lawrence organized a family-style dinner for some acq...

266. Jon S. Rennie on leading in the age of the coronavirus from 2020-04-22T14:08:07

Jon S. Rennie is a former nuclear-trained submarine officer with more than twenty years of experience leading industrial businesses.

Jon is the co-founder and CEO of Peak Demand, a global...

265. Olivia Chioma Elee on fighting Ebola in West Africa from 2020-04-18T09:30

In today’s episode, Olivia Chioma Elee shares her experience fighting the Ebola epidemic in Nigeria and Liberia. She coordinated a range of programs including contact tracing and coordinating th...

264. David A Fields how to run a world-class virtual workshop from 2020-04-17T14:23:43

David A. Fields had scheduled an in-person two-day workshop  for early April – his Solo Practice Accelerator.

When the coronavirus pandemic made it impossible to conduct the event in pers...

263. Gary Chan shares 12 actions to enhance your information security from 2020-04-17T02:25:56

Hacking attempts have spiked upwards during the coronavirus epidemic as more employees work from home.

Gary Chan is an information security consultant and shares 12 actions that independe...

262. Robert Glazer on how to push beyond your limits from 2020-04-15T12:52:28

Our guest today is Robert Glazer, an entrepreneur, keynote speaker, and best-selling author.

Glazer writes Friday Forward, a weekly email that goes out to 100,000 subscribers. That starte...

261. Joshua Dick on why businesses should aim to grow like a lobster from 2020-04-14T13:56:05

[Note: this episode was recorded before the pandemic.]

Our guest today is Josh Dick, who accomplished the dream of many entrepreneurs.

In the year 2000, after stints as an investme...

260. How to write a consulting proposal from 2020-04-13T09:00

In this episode I discuss how to write a consulting proposal.

You can download the consult...

259. David A Fields suggests focusing on relationships during the pandemic from 2020-04-12T17:27:14

Our guest today is David A. Fields, author of The Irresistible Consultant’s Guide to Winning Clients.

In this episode, David shares his advice on the actions consultants should take durin...

258. Gary Pritts helps clients comply with HIPAA and other regulatory requirements from 2020-04-12T17:01:50

[Note: Today's episode was recorded in January 2020.]

Our guest today is Gary Pritts, the President of Eagle Consulting Partners, a firm that was a specialty in helping clients adhere to ...

257. Sophia Ononye on scientific storytelling from 2020-04-12T16:50:44

[Note: this episode was recorded prior to the coronavirus pandemic.]

Our guest today is Sophia Ononye, who earned a PhD in Pharmaceutical Sciences from the University of Connecticut and d...

256. Oscar Wimshurst of bench.co on the COVID-19 educational material the bookkeeping firm has created from 2020-04-09T11:45:05

Oscar Wimshurst discusses the content that Bench Accounting has been publishing to answer the questions their customers have been asking on how to respond to the coronavirus pandemic.

I l...

255. Ryan Vaughan on how independent consultants can access the Paycheck Protection Program from 2020-04-09T03:14:35

Today’s episode is a recording of a webinar that I facilitated on April 8, 2020, attended by 80 independent management consultants.

Ryan Vaughan is a Tax Director at Mazars, a leading glo...

254. What to do if a client ghosts you from 2020-04-07T09:00

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 from 2020-04-06T18:30:13

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 particularl...

252. Nayla Bahri shares practical tips to enhance career resilience from 2020-04-02T15:57:34

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 resili...

251. Dave Haase provides update on latest Paycheck Protection Program guidelines from 2020-04-01T21:49:32

Note: This episode recorded April 1, 2020. The guidelines on the Paycheck Protection Program are evolving daily.

For the latest news, visit:

Listen

250. Maureen Pritchard on how to get started with your estate plan from 2020-03-31T04:08:37

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 trus...
  Listen

249. How to simulate submarine life while sheltering at home from 2020-03-30T01:29:40

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 su...

248. Why you should use a password manager / How to set up and use LastPass from 2020-03-30T01:18:42

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 from 2020-03-30T01:03:20

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 subcon...

246. Investing in your skills when you have time between projects from 2020-03-29T21:09:51

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:

245. How NOT to submit expenses to a client from 2020-03-29T21:01:49

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 from 2020-03-28T19:48:32

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 eligi...
  Listen

243. Marc Feigen on how Fortune 200 CEOs are addressing the threat posed by the coronavirus from 2020-03-27T19:30

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 ep...

242. C.V. Ramachandran on how the coronavirus will accelerate digital transformation of the economy from 2020-03-27T19:14:19

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 ru...

241. Kaihan Krippendorf organized a virtual summit to support the fight against coronavirus from 2020-03-24T15:47:55

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 ...

240. Daniel Weiner, restructuring attorney, on options for distressed businesses from 2020-03-22T20:41:06

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 bankruptc...

239. Fourteen ideas for creating or enhancing your marketing collateral from 2020-03-20T19:20

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 thi...

238. Technology tools for independent professionals from 2020-03-20T18:49:38

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.

237. MixMax gives you email superpowers from 2020-03-20T18:32:24

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 sequ...

236. Tech recommendation: Use Evernote as your external brain from 2020-03-20T17:00:19

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...

235. Mark Williams aka 'Mr. LinkedIn' on how to create a best-in-class LinkedIn profile from 2020-03-20T14:40:36

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...

234. Help small businesses navigate the coronavirus pandemic from 2020-03-18T15:45:46

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:

Listen

233. Susan Drumm on how to facilitate an effective virtual meeting from 2020-03-15T19:30:11

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, an...

232. Rhona Silverbush coaches actors to speak Shakespeare with confidence from 2020-03-09T15:47:38

Our guest today is Rhona Silverbush, co- author of Speak the Speech!: Shakespeare's Monologues Illuminated.

Rhona teaches small-group classes and pr...

231. Jay Charkow explains the system of international tariffs from 2020-03-03T20:26:14

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 St...

230. Andrea Bonime-Blanc on how leaders transform risk into resilience and value from 2020-02-25T16:53:14

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 Transfor...

229. Gaurav Bhatnagar on how to lead a cultural transformation from 2020-02-17T10:00

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, Gaura...

228. Build relationships now with future clients - a tip for executives who plan to become a consultant from 2020-02-11T17:54:27

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 pr...

227. Jim McEachern on how the telecom industry is fighting robocalls from 2020-02-03T21:24:54

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 rob...

226. Michael Sorrentino provides media training from 2020-01-26T18:57:46

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 s...

225. Liliana Petrova on optimizing the customer experience from 2020-01-21T16:41:49

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, ef...

224. Tineke Keesmaat on the connections between strategy, organizational change, and people leadership from 2020-01-13T18:23:19

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 strateg...

223. Consulting Revenue Equation from 2020-01-07T18:07:27

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, an...

222. Michael Ryan crushes inventory icebergs from 2019-12-24T19:04:31

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"

221. David A Fields shares tips on how to convert leads into confirmed projects from 2019-12-17T14:09:44

Today we welcome back David A. Fields, the author of Listen

220. Paul Millerd on creating an online course from 2019-12-09T15:43:39

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 in...

219. Ripa Rashid shares best practices for diversity and inclusion initiatives in the workplace from 2019-12-02T19:51:45

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 gen...

218. Nir Eyal live at Umbrex Presents: How to become Indistractable from 2019-11-25T10:00

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 Oct...

217. Should consultants sign up as a prospective expert with expert networks? from 2019-11-18T14:21:59

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 si...

216. David Minifie explains the role of the chief experience officer from 2019-11-18T13:49:20

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 serv...

215. What have you already heard about this effort? from 2019-11-14T13:00

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...

214. When do you call a plumber? from 2019-11-14T02:28:41

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...

213. How to source experts for interviews from 2019-11-12T02:26:07

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...

212. Ushma Pandya helps clients get to zero waste from 2019-11-11T14:30:54

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, U...

211. LinkedIn Best Practices for Independent Consultants from 2019-11-05T13:56:53

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 o...

210. Raghav Nandagopal on conducting acquisitions at scale from 2019-11-04T20:23:55

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 ...

209. Tom Schwab on using podcast guest appearances to raise your visibility from 2019-10-29T14:10:45

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 pers...

208. Jake Jorgovan turns consultants into thought leaders from 2019-10-29T13:59:06

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...

207. Tanya Kleindienst explains what a Head of Corporate Culture does from 2019-10-21T09:00

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 ...

206. Michael Fertman explains the fundamentals of Search Engine Optimization from 2019-10-14T18:34:19

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 ...

205. Annie Scranton explains how public relations works from 2019-10-08T16:45:35

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 visibili...

204. Clark Beecher: How consultants can make successful career transitions from 2019-09-23T12:34:09

Our guest today is Clark Beecher, the Co-Founder and Managing Partner of Beecher Reagan, the largest U.S. executive search firm that exclusively focuses on current and former consulting talent.<...

203. The power of sending recap emails from 2019-09-17T15:58:34

A five-minute investment in sending a recap email can significantly improve the effectiveness of meetings and the overall outcomes on a project.

In this episode, we discuss two flavors: Listen

202. Avish Bhama on Sonia, an artificial intelligence tool that makes meetings more productive from 2019-09-16T13:43:44

Our guest today is Avish Bhama, the CEO of Sonia, where the mission is to build Artificial Intelligence that interprets human intent, and use it to democratize access to information-flow at work...

201. Why custom made shirts and suits for men are a better value than off-the-rack from 2019-09-11T17:30:27

Custom-made shirts and suits for men may cost a bit more than clothes off the rack, but are a much better value.

Technical fashion designer Listen

200. Nir Eyal on how to become Indistractable from 2019-09-09T15:52:33

Our guest today Nir Eyal, author of Hooked: How to Build Habit-Forming Products, which has been a huge bestseller and is considered a must-read book in Silicon Valley.

Nir’s latest book i...

199. Forty-eight tips on how to thrive for recent graduates from 2019-09-03T21:00:32

The New York Phi Beta Kappa Association asked me to share some tips with recent graduates in the New York City metro area as a panelist at an event this evening.

I came up with a list of ...

198. Rima Nair: How the world of customer insights is evolving from 2019-09-02T09:00

Our guest today is Rima Nair, a McKinsey alum who is a Principal at IRI, a leading provider of big data, predictive analytics and forward-looking insights that help CPG, retail and media grow. Listen

197. Josh Spodek on cultivating initiative from 2019-08-26T18:42

Our guest today is Josh Spodek, who last joined us on Episode 25 of this show.

I was very pleased that Josh agreed to return to discuss his new book, Initiative: A Proven Method to Bring ...

196. Ilana Grossman on the role of the Chief Marketing Officer from 2019-08-26T17:45:53

Umbrex member and BCG alum Ilana Grossman, a marketing consultant based in New York City. Her firm is called B2Both, since she works with both B2B and B2C clients.

Ilana has been the Chie...

195. Ray Carbonell on who really writes LinkedIn posts for busy executives from 2019-08-20T13:46:18

Our guest today is Ray Carbonell, the CEO at Qnary, a company that builds out and grows the reputation and thought leadership of professionals.

Qnary writes LinkedIn posts and tweets for ...

194. Spish Rurak on how to successfully transition out of a top-tier consulting firm from 2019-08-12T09:00

Our guest today is Zbigniew "Spish" Rurak, who has served as a career transition coach to several thousand management consultants as they left top-tier global firms.

In this episode, Spis...

193. Lee Frederiksen on how professional services firms can reach their target market from 2019-08-05T16:50:04

Our guest today is Lee Frederiksen, Managing Partner at Hinge,  a branding and marketing firm specializing in professional services.

We discuss

• Researching your target client...
  Listen

192. Adam Braff on capturing value from data and analytics from 2019-07-29T14:06:31

Our guest today is Adam Braff, a former McKinsey Partner who has held senior executive roles responsible for data and analytics, and is today an independent advisor to private equity firms, corp...

191. Jason Bay on using customized video messages for business development from 2019-07-29T13:33:38

Our guest today is Jason Bay, the founder of Blissful Prospecting, a firm that helps B2B sales reps, SMBs, and nonprofits create sustainable revenue growth.

In our discussion, Jason expla...

190. David Fields on what makes for a successful consulting partnership from 2019-07-23T09:00

Our guest today is David A. Fields, Umbrex member and the author of The Irresistible Consultant's Guide to Winning Clients: 6 Steps to Unlimited Clients & Financial Freedom.

David advises...

189. Antonio Nieto-Rodriguez, a thought leader in project management from 2019-07-22T20:30:40

Antonio Nieto-Rodriguez is a thought leader in the area of project management.

Antonio is the author of two books:

The Focused Organization: How Concentrating on a Few Key Initiati...

188. Christina Ungaro on the commercial real estate services industry from 2019-07-15T22:06:44

Our guest today is Christina Ungaro, the Executive Vice President of Corporate Development at JLL.

In case you aren’t in the real estate world: JLL is the second-largest commercial real e...

187. Josh Miramant on applying machine learning from 2019-07-08T09:00

Our guest today is Josh Miramant, the Founder of CEO of Blue Orange Digital, a full-stack data science agency using machine learning to simplify business decisions.

In our discussion, Jos...

186. Stephen Redwood on org design and triathlons from 2019-07-01T09:00

Our guest today is Stephen Redwood, who has been a Partner in the Organization practices at PricewaterhouseCoopers, McKinsey & Co., Oliver Wyman, and Deloitte.

He is now running his own f...

185. Seiya Vogt, VP of Growth at Boxed, on the latest marketing techniques from 2019-06-24T18:25:35

Our guest today is Seiya Vogt, the VP of Growth at Boxed – where he is responsible for Marketing and B2B Sales.

Boxed calls itself “the easiest way to stock up and save for your household...

184. Tim Hughes: Social selling is not about selling from 2019-06-17T19:53:47

Our guest today is Tim Hughes, who has written the book on social selling; he is the author of Social Selling: Techniques to influence buyers and customers, as well as Smarketing: How to achieve...

183. Brian Hecht on joining an Internet startup in 1994 from 2019-06-10T13:16:29

Our guest today is Brian Hecht, who freaked out his family in 1994, just two years after graduating from Harvard College, by leaving a perfectly fine job to join an Internet company – before tha...

182. David A Fields invites you to his Solo Practice Accelerator from 2019-06-03T11:00

Our guest today is David A. Fields, the author of The Irresistible Consultant's Guide to Winning Clients: 6 Steps to Unlimited Clients & Financial Freedom.

David is leading an up...

181. Hi Leva shares a sales leader's perspective from 2019-06-03T10:00

Our guest today is Hi Leva, the SVP of Sales at Oasis Financial.

In today's discussion, Hi shares key lessons learned from his career as a sales leader.

We discuss recruiting a sal...

180. Scott Friesen explains data analytics in the trucking industry from 2019-06-03T09:00

Our guest today is Scott Friesen, the SVP of Strategic Analytics at Echo Global Logistics, a company which serves as a broker that connects companies who want to ship something by truck to the t...

179. Liston Witherill is a sales coach to consultants from 2019-06-02T19:34:04

Our guest today is Liston Witherill, a sales coach and trainer who helps non-sales people sell more client services by staying curious and providing more help to their clients.

Liston has...

178. Logan Sachon on how to buy life insurance from 2019-05-28T14:12:40

Our guest today is Logan Sachon, an insurance expert at Policygenius who focuses on life insurance.

In this episode, Logan explains to me the ...

177. Mark Metry on being human from 2019-05-20T09:00

Our guest today is Mark Metry, who started a YouTube channel when he was 13 that gained 35,000 subscribers, and who started a company when he was 15 that generated six figures of income and beca...

176. Book recommendation - The Art of Noticing by Rob Walker from 2019-05-20T01:03:22

Today's episode is a new feature here on Unleashed - a book recommendation.

I really loved the recently published book: The Art of Noticing: 131 Ways to Spark Creativity, Find Inspiration...

175. Reposting newsletter content on LinkedIn as a post or article from 2019-05-13T14:48:13

Jennifer Hartz sent me the following question:

"Will, I send out a newsletter via Mail Chimp about six times a year. I also publish these on my website. I figure I ought to put them on Li...

174. How to set consulting fees from 2019-05-13T13:30:34

A listener asked for advice on how to set fees, and here are my thoughts.

In this episode I refer to, and strongly recommend, Chapter 22 of Listen

173. Steve Woodruff, the King of Clarify from 2019-05-13T12:58:15

Our guest today is Steve Woodruff, also known as the King of Clarity.

Steve is the author of Listen

172. David Fields on how to set up a CRM system from 2019-05-06T13:10:05

Our guest today is David A. Fields, Umbrex member and the author of The Irresistible Consultant's Guide to Winning Clients: 6 Steps to Unlimited Clients & Financial Freedom.

In today’s ep...

171. Becca Braun on ghostwriting business memoirs from 2019-04-29T14:01:34

Our guest today is Becca Braun, an innovator and writer whose longtime passion is capturing the voices of executives, entrepreneurs, and others in new and interesting ways.

Becca is an al...

170. David Fields on how to make outbound calls from 2019-04-22T20:59

Our guest today is David A. Fields, Umbrex member and the author of The Irresistible Consultant's Guide to Winning Clients: 6 Steps to Unlimited Clients & Financial Freedom.

David was my ...

169. Katrin Siebenbuerger Hacki on life sciences consulting from 2019-04-15T09:00

Our guest today is Katrin Siebenbuerger Hacki, who runs a boutique healthcare consulting firm based on Switzerland.

Katrin’s firm works with medical device, biotech, and other life scienc...

168. Does your LinkedIn headline tell a story? from 2019-04-11T09:00

Is your LinkedIn headline totally generic? Something like "Independent consultant" or "Freelance consultant"?

This episode is about LinkedIn headlines that tell a story and capture the at...

167. The most powerful question for finding work from 2019-04-10T09:00

This short episode is about the most powerful question for finding work - either a full time job or consulting projects.

To ask me a question, download transcripts of past episodes, or si...

166. Mark Minukas brings lean ops experience to culture change from 2019-04-09T09:00

Our guest today is Mark Minukas, an Umbrex member, McKinsey alum, and partner at the firm Co-Creation Partners.

Mark studied engineering at the Naval Academy and spent six years in the Ci...

165. Nina Leffers helps design the next generation of cars from 2019-04-08T09:00

Our guest today is Nina Leffers, a McKinsey alum and partner in a boutique consulting firm Stahl Automotive Consulting.

Nina’s firm works with auto companies around the world on developin...

164. Do the goals in your organization actually cascade? from 2019-04-05T09:00

The CEO might think that everyone in the organization is working on the CEO's top priorities. 

It is worth checking that assumption.

To ask me a question, download transcripts of p...

163. Simple project management update template from 2019-04-04T09:00

Complex projects need something more sophisticated.

But for simple projects, this simple set of three questions forms the basis for a robust weekly or monthly update:

1. Last month...

162. Should you do a full time job search while independent consulting? from 2019-04-03T09:00

I regularly speak with an executive leaving a corporate role, or a consultant leaving a firm, who asks me if it is possible to do independent consulting while doing a search for the next full ti...

161. Cyndi Freeman helps others tell their stories from 2019-04-02T09:00

Our guest today is Cyndi Freeman, who has 20 years of experience as a storyteller and 8 years of experience as a storytelling instructor.  At The Story Studio, she leads classes in storytelling ...

160. Afua Branoah Banful on tele-health and other transformational medical technology from 2019-04-01T09:00

Our guest today is Afua Branoah Banful, an Umbrex member and McKinsey alum with a PhD in Economics from Harvard.

We discuss the spreading adoption of tele-health and other transformationa...

159. Do you apply the 70-30 squared rule? from 2019-03-31T09:00

The 70-30 squared rule says that when you are in an initial context discussion with a client, the client should do 70% of the talking, and you should do 30%.

And of the time you spend tal...

158. What is your April Fool's Resolution? from 2019-03-30T09:00

Time to make your April Fool's Resolution.

157. Disability insurance from 2019-03-30T01:18:36

A listener asked me if I recommend independent professionals get disability insurance, and this short episode is my response.

Short answer: yes, I encourage independent professionals to g...

156. Ten minutes of Gulf of Mexico waves lapping on the beach at Chuburná, Yucatan, Mexico from 2019-03-27T09:00

Use this episode for meditation or perhaps just as some white noise when you need to focus: ten minutes of the waves lapping on the beach at Chuburná, Yucatan, Mexico, where we stayed for a few ...

155. Matt Johnson runs a podcast production agency from 2019-03-26T09:00

That is Matt Johnson, who runs a podcast production agency.

If you have thought about starting a podcast, but don’t want to deal with all the logistics and the marketing, his firm will ta...

154. Kevin Stoneham on robotic process automation from 2019-03-25T15:20:26

Our guest today is Kevin Stoneham, an independent consultant who is the former COO of PwC IT Services.

Kevin's current focus, DigiServ LLC, focuses on digital transformation, and we discu...

153. Peter Winick on building an effective thought leadership platform from 2019-03-18T14:25:56

Our guest today is Peter Winick, who runs a firm called Thought Leadership Leverage.

His firm enables thought leaders, authors and gurus to monetize their content through books, keynote s...

152. Matt LeMay explains why Agile is for everybody from 2019-03-13T09:00

Our guest today is Matt LeMay, the author of Product Management in Practice and his most recent book: Agile for Everybody: Creating Fast, Flexible, and Customer First Organizations.

In th...

151. Nick Sonnenberg on leveraging off-the-shelf tools from 2019-03-12T09:00

That is Nick Sonnenberg, a serial entrepreneur, author, speaker, and consultant.

Nick and a partner, Ari Meisel, founded Leverage, a high-end freelancer market place, and they built the b...

150. Dave Nelson, audio engineer for Unleashed, on podcast equipment from 2019-03-11T09:00

Our guest today is Dave Nelson, who, if you’ve ever listened all the way through the credits of this show, you’ll recognize as the audio engineer of Unleashed.

Dave and I normally communi...

149. The Constitution of the United States from 2019-03-10T11:09:44

March 4, 2019 was the 230th anniversary of the day that the United States started operating under the U.S. Constitution.  

Which seemed like a good occasion to do a reading, out loud, of ...

148. Tobin Slaven on conversations at scale from 2019-03-04T15:18:13

Our guest today is Tobin Slaven.

Tobin helps entrepreneurs build email lists, conduct conversations at scale, and then monetize those lists.

He is the host of a podcast that I’ve b...

147. Gregory Albertyn on GDPR and privacy compliance from 2019-03-04T15:14:33

Our guest today is Greg Albertyn, an expert in data governance, risk, and privacy compliance programs.

In this episode, we discuss, among other topics, aspects of GDPR that independent co...

146. Podcast setup - how to record a phone call for podcasts from 2019-02-26T15:09:18

I'm often asked about the setup I use to record phone calls for the podcast, so I recorded this video.

There are plenty of tools to record a call on your computer - I wasn't able to find ...

145. Amy Gross helps athletes get in the zone from 2019-02-26T10:00

Our guest today is Amy Gross, a performance psychology consultant who runs a coaching practice called Pillars4Performance.  Many of her clients are elite athletes, and that’s where we focus our ...

144. Kevin Terrell set up a non-profit to help kids start reading now from 2019-02-25T14:47:03

Our guest today is Umbrex member Kevin Terrell, a McKinsey alum and independent consultant based in Minneapolis St Paul.

In addition to his consulting work, Kevin is the co-founder of Sta...

143. Jonathan Stern's firm SnapStrat applies predictive analytics to recurring strategic decisions from 2019-02-19T10:00

Our guest today is Jonathan Stern, a former partner at Bain and the CEO and Founder of SnapStrat.

SnapStrat builds tools for its clients to bring prescriptive analytics and machine learni...

142. Mary Kate Scott from 2019-02-18T10:00

Our guest today is Mary Kate Scott, a McKinsey alum who has been running her own boutique healthcare consulting firm, Scott & Company, since 2002. She has been a close friend and mentor of mine ...

141. Robin Albin on building brands from 2019-02-13T00:14:18

Our guest today is Robin Albin, a brand strategist and brand sherpa based in the New York area.

Robin has invented – or reinvented – over fifty brands for startups and major corporations ...

140. Jay Martin on the benefits of maintaining a project list from 2019-02-11T16:11:48

Our guest today is Jay Martin, who’s got over 25 years of management consulting experience, including time at Arthur D. Little and IBM Global Services and nearly 18 years as an independent consu...

139. Brad Clark with financial tips for independent professionals from 2019-02-04T10:00

Our guest today is Brad Clark, who is a former management consultant – he was a Principal at Oliver Wyman. Later, he was the Chief Marketing Officer at The Motley Fool, and he has now built a ho...

138. Are you selling water or chicha? from 2019-02-03T22:13:37

There are two types of products:

Ones where we already know the story. Example: water.

And ones where the customers needs to hear the story. Example: chicha.

Are you selling...

137. Michael Frankel on interim CFO roles, AI, and more from 2019-01-28T20:39:41

Our guest today is Michael Frankel who has an amazing background – he’s been a corporate attorney at Skadden Arps, an investment banker, a private equity advisor, VP level business development r...

136. Fredrik Thomassen on the future of work from 2019-01-21T15:55:25

Our guest today is Fredrik Thomassen, CEO and Co-Founder of Konsus.com, an on-demand creative outsourcing service. Fredrik shared his ideas on the future of work (hint: he says that it’s remote ...

135. Alisa Cohn on being a wise partner from 2019-01-15T23:40:32

Our guest today is Alisa Cohn, an executive coach, a writer, and a member of Marshall Goldsmith’s 100 Coaches.  Marshall Goldsmith is considered by many to be the leading executive coach in the ...

134. Lindsay McGregor helps clients achieve Total Motivation from 2019-01-14T10:00

Today’s guest is Lindsay McGregor, McKinsey alum and co-author of the book Primed to Perform. She and her co-author and former McKinsey Partner Neel Doshi created the concept of Total Motivation...

133. Improving the client’s experience: post-project phase [part 6 of 6] from 2019-01-13T20:27:11

This episode concludes our six-part podcast miniseries on how to improve the client experience.

In this episode, I share tips on how to provide a great client experience during the post-p...

132. Improving the client’s experience: wrap-up phase [part 5 of 6] from 2019-01-13T07:44:52

This is part five in a six-part podcast miniseries on how to improve the client experience.

In this episode, I share tips on how to provide a great client experience during the wrap-up ph...

131. Improving the client’s experience: project execution phase [part 4 of 6] from 2019-01-12T06:59:13

This is part four in a six-part podcast miniseries on how to improve the client experience.

In this episode, I share tips on how to provide a great client experience during the project ex...

130. Improving the client’s experience: kickoff phase [part 3 of 6] from 2019-01-11T03:23:44

This is part three in a six-part podcast miniseries on how to improve the client experience. 

In this episode, I share tips on how to provide a great client experience during the onboardi...

129. Improving the client’s experience: proposal phase [part 2 of 6] from 2019-01-10T03:51:32

This is part 2 in a six-part podcast miniseries on how to improve the client experience. Episode 128 introduces the series.

In this episode I discuss 29 suggestions for how to improve the...

128. Improving the client's experience: introduction [part 1 of 6] from 2019-01-08T22:19:45

This episode introduces a six-part miniseries on steps consultants can take to improve the client's experience across the five phases of a consulting project:

1. The proposal phase Listen

127. Ciaran Bossom on digital marketing from 2019-01-07T20:48:18

Our guest today is Ciaran Bossom, a digital marketing expert and independent consultant.

Ciaran was the SVP of Strategy at VaynerMedia and most recently the Chief Digital Offier at Brown ...

126. Not every job has a fixed location from 2019-01-06T10:00

Not every job has a fixed location, but job-posting websites seem to think they do.  

There should be an option to list "Remote" as the location.

125. No more Texas email intros from 2019-01-05T21:30:57

Best-practice email introductions.

124. Invite your clients to an open rehearsal from 2019-01-04T19:37:58

Right before Christmas, I went with my family to an open rehearsal of the New York Pops at Carnegie Hall. It was a lot more fun than going to the formal, black tie performance later that evening...

123. Chutzpah and humility from 2019-01-03T10:00

I discuss four quadrants on a classic 2x2 matrix

Vertical axis: willingness to take the initiative

Chutzah = high willness

Compliance = low willingness

Horizontal axi...

122. Five decade time horizon from 2019-01-02T22:33:43

Adopting a five decade time horizon allows you to make rewarding investments in skills, relationships, knowledge, and your health that a shorter time frame would suggest won't pay off.

121. Consultants need a portfolio of sanitized sample work from 2019-01-01T10:00

You probably wouldn't hire a graphic designer or a wedding photographer without looking at their portfolio.

Independent consultants ought to have a portfolio as well - samples of sanitize...

120. Michael Zipursky on Consulting Success from 2018-12-31T19:24:08

Our guest today is Michael Zipursky, who runs a firm called Consulting Success.  Michael has written multiple books on consulting and he serves as a coach to consultants, helping them grow their...

119. Jonathan Mann, Conference Troubadour, has written a song every day for ten years from 2018-12-17T20:39:14

Our guest today is Jonathan Mann, who holds the Guiness World Record for Most Consecutive Days Writing a Song. He began his Song-a-Day project on January 1, 2009, and the upcoming New Year’s Day...

118. Are your filenames right-side-up? from 2018-12-13T13:35:48

Do the filenames you use demonstrate right-side-up thinking?

That is, are you naming your files from your perspective, or from your client's perspective?

Small cues matter.

117. Is your business open when closed? from 2018-12-12T17:45:44

We all have a choice.

Is your business closed when closed?

Or open when closed?

How will you choose?

116. Robin Colucci ensures the book you write accomplishes your objectives from 2018-12-10T15:55:59

Our guest today is Robin Colucci, who is a book writing coach. If you are thinking of writing a non-fiction book to advance your career, Robin is someone who would help you think through the str...

115. Danna Staaf on squid and science writing from 2018-12-03T13:23:16

Our guest today is Danna Staaf, an independent science writer and the author of Squid Empire: The Rise and Fall of the Cephalopods. Danna received a PhD from Stanford University in Marine Biolog...

114. This trick increases the chances of a client calling you from 2018-11-29T17:21:30

If you want to be contacted about opportunities, it helps to be contactable.

113. Nitin Rohatgi's firm provides fantastic research support to independent consultants from 2018-11-26T13:49:55

Our guest today is Nitin Rohatgi, who is the co-founder of Enroute Consulting, a research firm based in India. 

Nitin’s firm supports independent consultants around the world, many of the...

112. Chris McKenna on The World's Newest Profession: Management Consulting in the Twentieth Century from 2018-11-19T14:09:34

Our guest today is Christopher McKenna, a Reader in Business History and Strategy at Said Business School at the University of Oxford. Chris is the author of The World’s Newest Profession: M...