Unleashed - How To Thrive As An Independent Professional

In this episode of Unleashed, I offer a few tips on how to use units strategically to emotionally engage your clients and avoid numerical overload. Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at: www.umbrex.com.

In this short 2-minute episode, I share a LinkedIn trick that you can use to show people how to pronounce your name. Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at: www.umbrex.com.

In today’s short episode, I share a few tips on sending connection requests on LinkedIn. 01:47: Reaching out cold 02:35: Avoiding becoming spam 04:15: After 200 requests 04:50: Customized notes on the LinkedIn App Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at: www.umbrex.com.

Ali Ahmed is the founder and principal of Green Strategies, a company that helps clients discover sustainability opportunities. He is a recognized sustainability and energy management leader who has developed and managed more than 50 global energy and sustainability programs. In today’s episode, we discuss carbon.  Key points include: 01:37: An overview of carbon credits 06:27: The companies buying carbon credits 09:02: Carbon credit audits 13:38: Carbon offset interpretations 21:42: How the soil captures carbon 30:04: Carbon accounting 37:46: The international market for carbon offset Ali can be reached through his website at green_strategies.com  or connect with him on LinkedIn. Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at: www.umbrex.com.

Stacy Sifleet, an alum of A.T. Kearney, helps manufacturers, distributors and service-based companies improve their profit through targeted price strategy while providing customers with the services or products they want.  She is here with me today to explain how she implements and improves customer value strategies. 01:34: How customer value applies to the B2B realm 07:54: Defining groups of customers by profitability 11:39: Communicating the tier status to the customer 16:34: Maintaining service levels across tiers 21:29: How an annual performance review adds value to a client You can email at stacy@pricingvelocity.com, visit her website, PricingVelocity.com, or reach out on LinkedIn. Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at: www.umbrex.com.

Tami Lucey is an independent travel consultant, or as she describes herself, “a worldwide business travel hassle remover.”  We talk about her four decades of work as a corporate travel agent, how the industry has changed, and her focus on working with the entertainment industry and individual consultants. 02:06: The benefits of a personalized service  04:57: The limitations of Google search in booking travel 07:47: How Tami structures her fees 11:05: What’s included in Tami’s fees 15:12: What it means to join a host agency as an independent 21:17: Working with the entertainment industry Tami can be reached through the website, Corporate Travel – The Travel Society Host Agency Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at: www.umbrex.com

Lessons learned from collecting payment on over 1,500 invoices: 1. What to include in the contract 2. Questions to ask after the contract is signed 3. What to include on your invoice 4. How to follow up after sending your invoice Unleashed is produced by Umbrex. To learn about our global community of independent management consultants, visit www.umbrex.com

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 most popular are Instapaper and Pocket. Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at: www.umbrex.com

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 be done in G-Suite and Microsoft. Key points include: -The professional impression -Search solutions Check this link to Gmail and Microsoft for more information. Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at: www.umbrex.com

Divya Agarwal recently left McKinsey to become an independent consultant. At McKinsey Divya was an Associate Partner in Organization and Transformation. “Transformation” is a bit of a buzzword that can be hard to pin down. In today’s discussion, Divya explains what McKinsey means by the term, the types of transformation projects, and how to set up a successful transformation office. Key points include: 01:52: What McKinsey thinks of the term ‘transformation” 03:54: Most common types of transformation 08:14: Sanitized case examples of transformation projects 13:37: How to driving a broader transformation 19:01: Consolidating the learnings from focus group sessions 23:50: Capturing and using insights Divya can be contacted on LinkedIn. Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at: www.umbrex.com.

Cactus Raazi is a former Managing Director at Goldman Sachs who has been a successful entrepreneur in credit trading. He is also the author of the recently published book Price: Maximizing Customer Loyalty Through Personalized Pricing.  In today’s episode, Cactus shares his perspective on personalized pricing - and how he got his distinctive first name. Key points include: 06:05: Researching his book 08:30: Examples of personalized pricing 13:03: The value of personalized pricing 17:41: Ideal businesses for personalized pricing 20:53: How to communicate personalized pricing to the consumer 24:31: Using  algorithms to differentiate the customer base You can contact Cactus through LinkedIn and order his book, Price: Maximizing Customer Loyalty Through Personalized Pricing, on Amazon. Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at: ww

Nobel Prize winner Richard Feynman had a trick of always maintaining a list of his twelve favorite problems. Anything new he learned he tested whether it could be used on any of those twelve, and he attributed his success to this technique.  This episode gives a short overview of Feynman’s approach and how you can apply it. I learned of this tip from Tiago Forte's course, Building a Second Brain. Key points include: Richard Feynman’s path to becoming a genius The dormant state of ideas Passive problem solving Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at: www.umbrex.com

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 Clayton Christensen.   She has been an independent consultant focused on innovation since 2018. You can reach out to Robyn or follow her thought leadership blog on her website at milezero.io. Key points include: 01.03 How innovation differs from R&D 04.16 An example of innovation consulting for a sporting goods manufacturer’s business model 08.54 The diagnostic of the current state of innovation within the company 11.53 Categorizing each project on dimensions 16.56 Getting the project off the ground 25.32 Innovation that gets results 32.00 Venture teams as a strategy Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at: www.umbrex.com

Kyle Sturgeon, an alum of Alvarez & Marsal and McKinsey, is a Managing Partner and Co-Founder of MERU.    He has led complex transformations and restructurings for companies across industries, with a focus in retail and consumer, healthcare, and materials.  Today we discuss what’s involved with guiding a company through bankruptcy or restructuring. To find out more about Kyle’s company visit: wearemeru.com. Key points include: 00:58: The birth of Meru 04:32: Shutting down a $200,000 company 10:22: How to sell off inventory 17:06: How Kyle’s business model works 21:34: A restructuring project 22:47: The Tough Mudder case study 31:52: Orientation towards cash 41:30: The growth of Meru Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at: www.umbrex.com

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 help engage the client and secure the project. Key points include: Focusing on the client’s needs Understanding the scope of the project Understanding the client’s expected outcomes Insight into the internal team and the stakeholders involved

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 can help build your business this year. You’ll also find all the relevant links to Unleashed episodes where we explore these items in more detail. Create a portfolio of sanitized work (Episode 121) Create a project list (Episode 140) Update your LinkedIn profile (Episode 211) Set up a CRM system (Episode 172) Make outbound calls (Episode 170) Email a past client (“Would love to hear about your plans for the year”) Reach out to clients where you LOST a proposal, just to check in Update your resume (Episode 253) Ditch the yahoo, Gmail, AOL and get a professional email address Start a podcast and invite potential clients as guests (Episode 10) Comment on LinkedIn posts by potential clients Post 3-5 times per week on LinkedIn on the topic you want to be known for (Episode 235) Organize a virtual event Create, or update, your website (Episode 59) Create a

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, Keho. Tekla reveals how she got into nutrition, the truth behind the nutritional labels, and how she developed the Keho snack bar. You can learn more about Tekla’s campaign on nutrition by emailing her at tekla@keho.life or visit her company website at keho.life. Key points include: 03:51: The problem with nutritional labels 05:34: The math behind recommended daily amounts 09:47: What you should know about cholesterol 12:53: The missing information on sugar 19:03: The factors influencing the FDA 22:37: The process of certifying a nutritional label 23:44: The impact the FDA has on changing what we eat

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 independent management consultants, visit www.umbrex.com  

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 trajectory, his books, his daily practices, his view on content marketing, and why he made the decision to avoid social media. I’m also giving away 100 copies of Seth’s new book, The Practice. To receive your free copy of The Practice while supplies last, fill in your name and address info on this form: http://bit.ly/ThePracticeGiveaway Key points Include: 04:10: How Seth creates a library of his experiences 07:17: What success looks like to Seth 08:29: How Seth curates and decides what content to consume 12:09: Seth’s views on mentors and heroes 15:20: The key to Seth’s productivity 19:08: Seth’s views on social media 26:07: A key insight on creating and distributing content 30:54: The advice Seth would give our leadership on how to market mask wearing to people that don't want to?  

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 carpets and furniture. He is also an adjunct professor in International Management Institute in Calcutta, and writes for several publications on history and business. Rudra can be reached through his website, RudraChatterjee.com. To find out more about his businesses, go to Luxmi Tea and Obeetee.com. Key points include: 06:51: Top recommended books 07:57: Online events with top economists 11:45: ESG priorities in business 18:16: The elimination of child labor 21:49: Running the family business 27:17: Examples of consulting recommendations that did not work with personal business experience 31:07: The caste system 34:42: How the caste system frustrates progress or impedes Rudra as a business person 36:59: COVID in India