Unleashed - How To Thrive As An Independent Professional

James Carbary is the founder, executive producer, and co-host of Sweet Fish Media, a company that produces podcasts for B2B brands. Today, he shares his expertise on creating, distributing, and getting the most mileage out of your podcast. Key points include: 01:28: Tips on how to create a great B2B podcast 07:07: The naming philosophy of a podcast 10:33: Common mistakes people make when setting up a B2B podcast 14:37: How to make it a memorable experience for the guest 16:59: Sourcing freelancers to create micro videos 18:13: Turning the podcast into a blog post 23:54: Implementing keywords 30:24: The services Sweet Fish Media provides 35:48: A strategy to get more listeners Check out James’ company Sweetfishmedia.com or connect to him through LinkedIn.

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. Key points include: Creating categories of companies The power of the list Identifying the missing gems

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, which I highly recommend, to help identify your core group. Key points include: Creating a master list Segmenting groups Identifying the weak ties

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 and Umbrex member, and he advises on M&A. But today Daryl is sharing his experience in recruiting and building a team in different contexts. Daryl can be contacted at dtulimieri@ligeradvisors.com or through LinkedIn. You can visit his website at LigerAdvisors.com. Key points include: 02:56: What it's like to participate in recruiting and how it's structured at a large consulting firm 06:23: Daryl’s role at Owens, Corning and what sort of team members he recruited and how it was a different story 10:15: An overview of strategic marketing 13:55: How to evaluate skill sets to identify the applicant who would be successful in a role 17:11: How to get the input to inform your decisions 19:04: Recruiting and building a team at GLG 25:29: The recruiting sales pitch 30:56: The time involved in recruiting 34:57: The work Daryl is doing today

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 J. Andrew McKee sent me the following extraordinary response, and I asked him to be a guest on the show to discuss.  To learn more about Andrew's consulting practice (which we don't discuss), visit: HeadlandStrategy.com. Here is Andrew's answer on what he is doing to get better at what he does: New: Resumed saxophone practice 2-4 times a week, with a goal to resume performing in a narrow (muse-inspired) set of genres by 2021.  I may also get a teacher if I can sustain through Q1 (9 months ongoing!) Hired a change coach with psychology and spiritual training to help me vision an inspiring growth trajectory for my consulting business while balancing writing and family priorities Teaching more private webinars and a university course (one 3-hour module) (me and my staff) Teaching more lunch and learns to our growing staff Doing Zoom hip hop dance classes with my dau

Philipp Humm is a storytelling coach who teaches how to apply the fundamentals of storytelling to sales, marketing, management and connecting with your business audience. Philipp on LinkedIn or learn more from his website, power-of-storytelling.com Key points include: 03:41: Why storytelling matters to consultants 06:03: What makes a compelling story 07:24: Six elements of story 13:33: Who approaches Andrew and how he helps them 15:27: Situations where storytelling can help 16:59: Tips on creating, preparing, and practicing storytelling

A common question independent consultants ask is what type of entity they should use to establish their practice. In this episode, Jonah Gruda reviews the most relevant aspects of the five types of entities that are most commonly considered: Sole proprietorship Partnership Limited Liability Company S-Corporation C-Corporation For each entity type, Jonah reviews: Formation requirements Liability Exposure Taxation at the entity level Tax rates Tax reporting Compensation Number of owners Self-employment tax Jonah Gruda is a Tax Partner at Mazars and specializes in income taxation, executive compensation and stock option planning, estate and gift planning and wealth preservation. Jonah can be contacted through Mazars or LinkedIn.  Download this a comparison of entity types that Jonah and I discuss on the show. Key points include: 01:48: Introduction to the two broad categories of business entities 08:56: The three types of partnerships 12:33: Legal operating agreements 15:11: Overview of l

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 advisor, including 20-years combined as partner at Ernst & Young (EY) and A.T. Kearney, Jeffery Perry decided to found Lead Mandates where, as an independent advisor, he helps organizations improve business and leadership performance. Today, he shares how his experience helped him reach out, connect, and communicate when starting his independent consulting practice. Learn more about Jeffery’s company at www.LeadMandate.com . He can be reached through LinkedIn or connect through Twitter. Key points include: 01:46: The strategic steps to building the practice with intention 05:28: The many reasons to serve on a board 09:06: Preparing for the career transition 11:48: Leveraging connections and reputation 15:59: Establishing a pipeline of opportunities 17:09 Joining the board of Fortune Brands 27:38: Establishing multi-dimensional purpose 34:45: A summa

Kian Beyzavi, a Venture Partner at Cota Capital, is a seasoned leader in the life sciences. After several years of consulting at McKinsey & Company, a couple of stints as a venture investor and a software entrepreneur, she worked in senior leadership positions at medical device and pharma companies for 10 years. Her recent consulting work is mainly focused on innovation in life sciences, leveraging digital health, patient engagement, services, devices, and diagnostics. Kian holds a PhD in electrical engineering/applied physics from Princeton University, and she has worked Asia, the UK, Europe, and the Middle East. Today she provides insight into the digital health industry, what it is, what it offers, where it’s going and how it is changing the interaction between patient, doctor, and health information. Kian can be contacted through LinkedIn. Key points include: 02:02: How people interact with digital health through wearables 05:23: Technology to monitor neurodegenerative disease 10:19: The various cate

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 the strongest teams in the software industry, including Google. Daniel was a founding employee and chief scientist of Endeca, a search pioneer that Oracle acquired for $1.1B. He was also director of data science and engineering at LinkedIn, and he studied computer science and math at MIT and has a PhD in computer science from CMU. So when it comes to understanding how search engines work and search queries, Daniel knows what he’s talking about. Today, he shares insights on how search works and how to make it work for you. You can read more about all things search on Daniel’s blogs at QueryUnderstanding.com, or, if you need expert consultation, reach out to him on LinkedIn. Key points include: 04:08: How search engines match content to search queries 09:23: How big companies search functions differ from smaller companies 12:21: The search problems com

Richard Steel is an entrepreneur, investor, and the author of Elevated Economics, How Conscious Consumers will Fuel the Future of Business. He explains how corporations are moving forward with socially responsible business strategies to meet the demands of stakeholders, with a specific focus on environmental, social, and governance (ESG) issues. Key Points Include: 0:40 - The tectonic shift in investing 02:52 - The total value of ESG assets 03:50 – The next generation of wealth migration 09:30 - Business Roundtable’s new statement of the purpose of a corporation. 13:33 -  Corporations zero emissions goals 16:40 - The role ESG plays in the company 20:27 - How the conscious consumer finds ESG information Unleashed is produced by Umbrex, the fastest way to find the right independent management consultant for your project. Learn more at www.umbrex.com

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 the co-author of The Talent War: How Special Operations and Great Organizations Win on Talent. Today, Mike Sarraille is the CEO and founder of of EF Overwatch, an executive search and talent advisory firm, and Talent War Group, a leadership and business management group.  In this episode Mike shares his perspective on how to identify and attract top talent. Learn more about Mike's firm EF Overwatch: https://www.efoverwatch.com/ Unleashed is produced by Umbrex, the fastest way to find the right independent management consultant for your project. Learn more at www.umbrex.com    

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 by credit card, and in this episode I walk you through my experience. I used Stripe to actually collect the payment. To learn about how Umbrex can help connect you with other independent management consultants, visit www.umbrex.com

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 Navy uses formal communications to ensure that orders don't get garbled. Unleashed is produced by Umbrex. To learn about how we can help your firm find the right independent management consultant for your project needs, visit www.umbrex.com

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 objective? (Covered in Episode 344) 2. Who is my target audience? 3. What content does that audience want? 4. What will be the format of my podcast or blog? 5. What should I name my podcast or blog?

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? Build relationships? Build an audience? Unleashed is produced by Umbrex. To learn more about how Umbrex connects independent management consultants with one another, visit www.umbrex.com  

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 the 2023 Podcast at: https://20-23.earth/ Dr. Kunkel is an expert in negotiations. To learn about her consulting and training practice, visit: https://dr-kunkel.com/ Unleashed is produced by Umbrex. To learn more about how Umbrex can help your firm find the right independent management consultant, visit www.umbrex.com  

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

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

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