Unleashed - How to Thrive as an Independent Professional

Unleashed - How to Thrive as an Independent Professional

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How to Thrive as an Independent Professional


220. Paul Millerd on creating an online course
Dec 9 • 59 min
Our guest today is Paul Millerd, who has been on the show before, on Episode 62. It was great to welcome Paul back to hear what he has been up to. I’m so inspired by Paul, who has been incredibly deliberate about designing a life. He has built…
219. Ripa Rashid shares best practices for diversity and inclusion initiatives in the workplace
Dec 2 • 58 min
Ripa Rashid is the Managing Director at Culture At Work, which works with Global 500 organizations to build cultural change strategies to maximize their Diversity and Inclusion efforts while generating positive business results. Ripa is the coauthor…
218. Nir Eyal live at Umbrex Presents: How to become Indistractable
Nov 25 • 59 min
Nir Eyal was my guest on Episode 200 of this show. I found his message so important that I asked Nir to discuss his latest book, Indistractable, at an Umbrex Presents event, which took place October 28, 2019. This episode is Nir’s complete live talk…
217. Should consultants sign up as a prospective expert with expert networks?
Nov 18 • 16 min
In Episode 213, Will Bachman discussed how to source experts for interviews - either using an expert network or by doing the work yourself. Listener Gary C. asked if consultants should sign up with expert networks as the one to be interviewed. This…
216. David Minifie explains the role of the chief experience officer
Nov 18 • 40 min
David Minifie is the Chief Experience Officer and Executive Vice President of Corporate Strategy at Centene Corporation. Centene is a Fortune 500 company that provides a portfolio of services to government sponsored healthcare programs. In this…
215. What have you already heard about this effort?
Nov 14 • 4 min
What should you say when you are meeting for the first time with an individual at a client you are already serving? Here’s the approach I’ve used the past few years: “I’d be happy to provide context on the project, but I don’t want to go…
214. When do you call a plumber?
Nov 13 • 2 min
I was chatting with an independent consultant at an event last night, and he told me, “I’m having a hard time finding project opportunities, and I don’t know what I’m doing wrong. I’ve got three decades of experience, so usually if I sit…
213. How to source experts for interviews
Nov 11 • 25 min
In this episode, Will Bachman explains how to source experts to interview for a consulting project. The episode covers: 1) How to work with expert networks such as AlphaSights, GLG, and Third Bridge and 2) How to source experts on your own using…
212. Ushma Pandya helps clients get to zero waste
Nov 11 • 24 min
Umbrex member Ushma Pandya is the Co-Founder and Partner at Think Zero Inc, an environmental consulting firm supporting businesses’ waste reduction and diversion goals. In this episode, Ushma walks me through the stages of a typical waste reduction…
211. LinkedIn Best Practices for Independent Consultants
Nov 5 • 35 min
In this episode Will Bachman covers: Which type of LinkedIn Premium subscription should you get Tips on posting LinkedIn articles and posts Recommendations on each element of your LinkedIn profile, including: Photo Name Headline Contact info Summary…
210. Raghav Nandagopal on conducting acquisitions at scale
Nov 4 • 32 min
McKinsey alum Raghav Nandagopal is the Executive Vice President of Corporate Development and Mergers and Acquisitions at Ascensus Incorporated. In today’s episode, Raghav explains how he build an M&A group to complete acquisitions at scale at…
209. Tom Schwab on using podcast guest appearances to raise your visibility
Oct 29 • 49 min
Tom Schwab runs Interview Valet, a firm that helps its clients get booked on targeted podcasts where they can speak directly to their ideal customers. In this episode, Tom shares his perspective on why being a guest on a podcast is a great way to…
208. Jake Jorgovan turns consultants into thought leaders
Oct 29 • 39 min
Jake Jorgovan turns consultants into thought leaders through content marketing. Jake’s firm, Content Allies, works with consultants who have deep industry or functional knowledge, but who simply don’t have the time to sit down and get that…
207. Tanya Kleindienst explains what a Head of Corporate Culture does
Oct 21 • 46 min
Our guest today is Tanya Kleindienst, a culture and leadership coach based in Cincinnati, Ohio. Prior to starting her independent consulting practice, Tanya was the Senior Vice President and Head of Corporate Culture at Fifth Third Bank. In this…
206. Michael Fertman explains the fundamentals of Search Engine Optimization
Oct 14 • 33 min
Our guest today is Michael Fertman, a marketing consultant who runs The B2B Marketing Group based in New York City. In today’s episode, Michael explains the fundamentals of Search Engine Optimization (SEO). If you are looking to have your website…
205. Annie Scranton explains how public relations works
Oct 8 • 42 min
Our guest today is Annie Scranton, the Founder of Pace Public Relations,a full-service media relations and communications agency based in New York City. If you want to raise your visibility by getting interviewed on TV or by print journalists, this is…
204. Clark Beecher: How consultants can make successful career transitions
Sep 23 • 43 min
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. In this episode Clark provides tips on how to best work…
203. The power of sending recap emails
Sep 17 • 4 min
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: #1: The post-meeting recap email #2: The weekly recap email If…
202. Avish Bhama on Sonia, an artificial intelligence tool that makes meetings more productive
Sep 16 • 28 min
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. Sonia builds tools that empower you to focus on the…
201. Why custom made shirts and suits for men are a better value than off-the-rack
Sep 11 • 6 min
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 Kazuki Kozuru-Salifoska explained the economics to me. For the last six years, I’ve bought all my shirts and…
200. Nir Eyal on how to become Indistractable
Sep 9 • 41 min
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 is Indistractable: How to Control Your Attention and Choose…
199. Forty-eight tips on how to thrive for recent graduates
Sep 3 • 21 min
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 48 tips and figured I’d share them here first. Some tips are…
198. Rima Nair: How the world of customer insights is evolving
Sep 2 • 38 min
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. In this episode, Rima explains why the largest consumer…
197. Josh Spodek on cultivating initiative
Aug 26 • 45 min
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 Your Passions to Life (and Work). In today’s episode, Josh…
196. Ilana Grossman on the role of the Chief Marketing Officer
Aug 26 • 32 min
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 Chief Marketing Officer at several rapidly growing companies, and we…
195. Ray Carbonell on who really writes LinkedIn posts for busy executives
Aug 20 • 42 min
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 busy professionals, typically senior executives, and then writes…
194. Spish Rurak on how to successfully transition out of a top-tier consulting firm
Aug 12 • 66 min
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, Spish shares observations on how to best prepare to transition out…
193. Lee Frederiksen on how professional services firms can reach their target market
Aug 5 • 46 min
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 Developing a go-to-market strategy Benchmarking your marketing against…
192. Adam Braff on capturing value from data and analytics
Jul 29 • 31 min
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, corporate senior leaders, and boards in multiple…
191. Jason Bay on using customized video messages for business development
Jul 29 • 49 min
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 explains to me the REPLY method that his firm created to guide the…
190. David Fields on what makes for a successful consulting partnership
Jul 23 • 33 min
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 many boutique consulting firms, and over the years he has…
189. Antonio Nieto-Rodriguez, a thought leader in project management
Jul 22 • 38 min
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 Initiatives Can Dramatically Improve Strategy Execution And The Project…
188. Christina Ungaro on the commercial real estate services industry
Jul 15 • 30 min
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 estate services firm in the world, ranked 189th on the Fortune…
187. Josh Miramant on applying machine learning
Jul 8 • 67 min
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, Josh provides several case studies of how his firm is helping…
186. Stephen Redwood on org design and triathlons
Jul 1 • 45 min
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 firm, Redwood Advisory Partners, where he helps clients…
185. Seiya Vogt, VP of Growth at Boxed, on the latest marketing techniques
Jun 24 • 39 min
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 essentials.” In today’s discussion, Seiya provides a behind…
184. Tim Hughes: Social selling is not about selling
Jun 17 • 40 min
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 competitive advantage through blended sales and…
183. Brian Hecht on joining an Internet startup in 1994
Jun 10 • 48 min
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 that was a thing. Brian went on to have a successful…
182. David A Fields invites you to his Solo Practice Accelerator
Jun 3 • 35 min
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 upcoming professional development program for independent…
181. Hi Leva shares a sales leader’s perspective
Jun 3 • 36 min
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 sales team, compensation, the importance of follow-up, CRM systems, how to…
180. Scott Friesen explains data analytics in the trucking industry
Jun 3 • 40 min
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 trucking company that will give the best rate, a…
179. Liston Witherill is a sales coach to consultants
Jun 2 • 47 min
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.
178. Logan Sachon on how to buy life insurance
May 28 • 42 min
Our guest today is Logan Sachon, an insurance expert at Policygenius who focuses on life insurance. In this episode, Logan explains to me the types of life insurance, how to select a life insurance company, how to get a quote, and some thumbrules on…
177. Mark Metry on being human
May 20 • 47 min
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 became the #1 Minecraft server in the world. Oh, just a…
176. Book recommendation - The Art of Noticing by Rob Walker
May 19 • 6 min
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, and Discovery Joy in the Everyday, by Rob Walker. Here is a…
175. Reposting newsletter content on LinkedIn as a post or article
May 13 • 7 min
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 LinkedIn as well – do you have an opinion about whether I should…
174. How to set consulting fees
May 13 • 19 min
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 The Irresistible Consultant’s Guide to Winning Clients: 6 Steps to Unlimited Clients & Financial…
173. Steve Woodruff, the King of Clarify
May 13 • 40 min
Our guest today is Steve Woodruff, also known as the King of Clarity. Steve is the author of Clarity Wins. He helps individuals and businesses discover their professional DNA, define their offerings, target their ideal clients, and articulate their…
172. David Fields on how to set up a CRM system
May 6 • 19 min
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 episode, we discuss how to set up a CRM system for an…
171. Becca Braun on ghostwriting business memoirs
Apr 29 • 27 min
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 alum of Harvard Business School and Harvard College, and the…
170. David Fields on how to make outbound calls
Apr 22 • 22 min
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 guest on the very first episode of Unleashed and it was…
169. Katrin Siebenbuerger Hacki on life sciences consulting
Apr 15 • 36 min
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 sciences clients by providing marketing, sales, business developing,…
168. Does your LinkedIn headline tell a story?
Apr 11 • 3 min
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 attention of potential clients. To ask me a question, download…
167. The most powerful question for finding work
Apr 10 • 2 min
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 sign up for the weekly Unleashed email which includes summaries of…
166. Mark Minukas brings lean ops experience to culture change
Apr 9 • 50 min
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 Civil Engineer Corps in the U.S. Navy before McKinsey, where he…
165. Nina Leffers helps design the next generation of cars
Apr 8 • 35 min
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 developing the vision and key specifications for their future models,…
164. Do the goals in your organization actually cascade?
Apr 5 • 2 min
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 past episodes, or sign up for the weekly Unleashed email which…
163. Simple project management update template
Apr 4 • 2 min
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, what did we promise to do over the coming month? 2. What did we…
162. Should you do a full time job search while independent consulting?
Apr 3 • 3 min
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 time role. My short answer is: not a good idea My longer…
161. Cyndi Freeman helps others tell their stories
Apr 2 • 47 min
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 for business, among other courses. In this…
160. Afua Branoah Banful on tele-health and other transformational medical technology
Apr 1 • 41 min
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 transformational medical technology. To learn more about Afua (who goes by…
159. Do you apply the 70-30 squared rule?
Mar 31 • 3 min
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 talking, 70% of the time should be you asking questions, and 30% of…
158. What is your April Fool’s Resolution?
Mar 30 • 2 min
Time to make your April Fool’s Resolution.
157. Disability insurance
Mar 29 • 10 min
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 get long term disability insurance. In this episode I discuss…
156. Ten minutes of Gulf of Mexico waves lapping on the beach at Chuburná, Yucatan, Mexico
Mar 27 • 10 min
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 days in July 2018. Ask me a question, view…
155. Matt Johnson runs a podcast production agency
Mar 26 • 34 min
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 take care of all the details so all you need to do is show up…
154. Kevin Stoneham on robotic process automation
Mar 25 • 52 min
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 discuss in particular Kevin’s experience with robotic process…
153. Peter Winick on building an effective thought leadership platform
Mar 18 • 50 min
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 speaking, the creation of training services and products and…
152. Matt LeMay explains why Agile is for everybody
Mar 13 • 65 min
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 this episode, Matt discusses Agile for Everybody, which shows how…
151. Nick Sonnenberg on leveraging off-the-shelf tools
Mar 12 • 26 min
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 business by using off-the-shelf tools such as Slack, Trello, and…
150. Dave Nelson, audio engineer for Unleashed, on podcast equipment
Mar 11 • 36 min
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 communicate by email, and this was the longest discussion we’ve…
149. The Constitution of the United States
Mar 10 • 64 min
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 the full text of the Constitution and the 27…
148. Tobin Slaven on conversations at scale
Mar 4 • 48 min
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 been enjoying: Stop Marketing Now, Do This Instead. Tobin emphasizes…
147. Gregory Albertyn on GDPR and privacy compliance
Mar 4 • 42 min
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 consultants should be familiar with. (GDPR is the General Data…
146. Podcast setup - how to record a phone call for podcasts
Feb 26 • 3 min
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 a good guide on how to set up equipment to record two separate…
145. Amy Gross helps athletes get in the zone
Feb 26 • 30 min
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 discussion. In this episode we cover how to…
144. Kevin Terrell set up a non-profit to help kids start reading now
Feb 25 • 36 min
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 Start Reading Now, Kevin read an article on how lower-income…
143. Jonathan Stern’s firm SnapStrat applies predictive analytics to recurring strategic decisions
Feb 19 • 47 min
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 learning to the tasks of regularly recurring strategic decisions. In…
142. Mary Kate Scott
Feb 18 • 35 min
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 for years, and in this episode we cover a wide range…
141. Robin Albin on building brands
Feb 12 • 31 min
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 across many categories, with particular expertise in…
140. Jay Martin on the benefits of maintaining a project list
Feb 11 • 14 min
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 consultant. Jay has done a better job than anyone I’ve met…
139. Brad Clark with financial tips for independent professionals
Feb 4 • 44 min
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 holistic financial planning and investment management…
138. Are you selling water or chicha?
Feb 3 • 2 min
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 water or chicha? The weekly Unleashed email includes a transcript of each…
137. Michael Frankel on interim CFO roles, AI, and more
Jan 28 • 32 min
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 roles at GE, LexisNexis, CFO of two companies, and…
136. Fredrik Thomassen on the future of work
Jan 21 • 39 min
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 work), as well as the way that he runs his own company…
135. Alisa Cohn on being a wise partner
Jan 15 • 38 min
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 world, and Alisa shares the story of how she got…
134. Lindsay McGregor helps clients achieve Total Motivation
Jan 14 • 42 min
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 – or ToMo for short. Lindsay and Neel founded a…
133. Improving the client’s experience: post-project phase [part 6 of 6]
Jan 13 • 7 min
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-project Episodes 129-133 cover the five phases of a project…
132. Improving the client’s experience: wrap-up phase [part 5 of 6]
Jan 13 • 5 min
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 phase. Episodes 129-133 cover the five phases of a project…
131. Improving the client’s experience: project execution phase [part 4 of 6]
Jan 12 • 8 min
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 execution phase. Episodes 129-133 cover the five phases of a…
130. Improving the client’s experience: kickoff phase [part 3 of 6]
Jan 10 • 8 min
“Make the dust fly” - David A. Fields
129. Improving the client’s experience: proposal phase [part 2 of 6]
Jan 9 • 15 min
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 client experience during the proposal phase. In Episodes…
128. Improving the client’s experience: introduction [part 1 of 6]
Jan 8 • 4 min
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: The proposal phase Onboarding / kickoff phase Project execution Wrap-up Post-project I…
127. Ciaran Bossom on digital marketing
Jan 7 • 51 min
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 University. He has worked at several other digital agencies and…
126. Not every job has a fixed location
Jan 6 • 3 min
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
Jan 5 • 2 min
Best-practice email introductions.
124. Invite your clients to an open rehearsal
Jan 4 • 4 min
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. It made me think - how can I make my interactions with…
123. Chutzpah and humility
Jan 3 • 6 min
I discuss four quadrants on a classic 2x2 matrix Vertical axis: willingness to take the initiative Chutzah = high willness Compliance = low willingness Horizontal axis: openness to new information Humility = high openness Arrogance = low openness
122. Five decade time horizon
Jan 2 • 4 min
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
Jan 1 • 4 min
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 sanitized work you can share with potential clients. I’ve found that…
120. Michael Zipursky on Consulting Success
Dec 31, 2018 • 40 min
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 practice. You can learn more about Michael and get…
119. Jonathan Mann, Conference Troubadour, has written a song every day for ten years
Dec 17, 2018 • 53 min
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 will mark an even ten years of writing, and recording,…
118. Are your filenames right-side-up?
Dec 13, 2018 • 3 min
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?
Dec 12, 2018 • 6 min
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
Dec 10, 2018 • 48 min
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 strategy of the book to increase the odds that all the…
115. Danna Staaf on squid and science writing
Dec 3, 2018 • 38 min
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 Biology and Biological Oceanography, and then rather than…
114. This trick increases the chances of a client calling you
Nov 29, 2018 • 5 min
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
Nov 26, 2018 • 37 min
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 them McKinsey alums. I’ve been a client myself, and I’ve…
112. Chris McKenna on The World’s Newest Profession: Management Consulting in the Twentieth Century
Nov 19, 2018 • 64 min
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: Management Consulting in the Twentieth Century, which was an…
111. Michelle Welsch on founding a non-profit in Nepal
Nov 12, 2018 • 36 min
Our guest today is Michelle Welsch, a social worker by training, who is leading an extraordinary life – she has organized major events in New York City for clients including Seth Godin, and for the past five years has been running a non-profit which…
110. Rosina Samadani on managing a physically dispersed team
Nov 5, 2018 • 19 min
Our guest today is Rosina Samadani, a long-time friend who was my second Engagement Manager at McKinsey, and who provided me with invaluable advice when I was starting out as an independent consultant ten years ago. For a dozen years, Rosina ran a…
109. Anish Shah, professional comedian and management consultant
Oct 29, 2018 • 48 min
So a professional comedian and management consultant walk into a bar… Actually, that’s just Anish Shah getting a drink. Anish Shah is a McKinsey alum and professional comedian who does corporate gigs around the world as well as independent…
108. How and why to travel around Europe by train
Oct 24, 2018 • 16 min
Earlier this month, I visited London, Amsterdam, Paris, Munich, and Zurich to meet up with independent management consultants. While I originally imagined I would fly from one city to another, I ended up taking the train from London all the way…
107. Zachary Schrag on what consultants can learn from historians
Oct 22, 2018 • 34 min
Our guest today is Zachary Schrag, a Professor of History at George Mason University. Zach has been a close friend of mine for nearly three decades, and I asked him on the show to share some practical tips that management consultants can learn from a…
106. How to pay a subcontractor
Oct 17, 2018 • 25 min
How do you pay a subcontractor? In this episode, I try to answer that question, sharing ten years of lessons learned, covering: 1) How do you actually transfer the money, covering options including check, PayPal, wire transfer, ACH, and bill.com 2)…
105. Marni Fechter on organizing “Go & Sees”
Oct 15, 2018 • 41 min
For over five years, Marni organized “Go and See” events for McKinsey, in which McKinsey clients or prospective clients would take a field trip to visit other McKinsey clients that had gone through some kind of transformation project with…
104. Michael Brennan is simplifying forms so fewer people go hungry
Oct 8, 2018 • 52 min
The application for public benefits in Michigan was over 40 pages long
103. Jeanne Martinet on The Art of Mingling
Oct 1, 2018 • 45 min
Our guest today is Jeanne Martinet, the author of The Art of Mingling: Fun and Proven Techniques for Mastering Any Room. I’ve always been a pretty strong introvert and never enjoyed mingling-type events very much – until I read this book about…
102. Joshua Sharfstein on surviving a public health crisis
Sep 25, 2018 • 37 min
Our guest today is Dr. Joshua Sharfstein, the author of a fantastic new book titled The Public Health Crisis Survival Guide: Leadership and Management in Trying Times, published by Oxford University Press. This book is a great read for any leader, not…
101. Ethan Raisel on The McKinsey Way
Sep 17, 2018 • 28 min
Our guest today is a hero of mine, Ethan Rasiel, a McKinsey alum and the author of The McKinsey Way and The McKinsey Mind. I read The McKinsey Way before I got interviewed by McKinsey – it helped me understand the Firm, and, well, I got an offer. In…
100. Jessica Rhodes on podcast booking
Sep 10, 2018 • 43 min
Our guest today is Jessica Rhodes, who runs a firm called Interview Connections. They help their clients get booked as a guest on podcasts. Let’s say you want to raise your visibility by being on someone’s show. Jessica’s firm will come up with…
99. Tiffany Pham is a mogul, and so are you
Sep 4, 2018 • 41 min
Tiffany Pham is a mogul, and she wants you to be a mogul too. Tiffany is the Founder and CEO of Mogul, a platform reaching 18 million women per week – users can read trending content, take courses, solicit advice from other members, find job…
98. Wissam Kahi on Eat Offbeat
Sep 3, 2018 • 32 min
Authentic ethnic meals conceived, prepared and delivered by refugees resettled in NYC
97. Nayla Bahri on how to recover from a career setback
Aug 27, 2018 • 52 min
Nayla Bahri is a former Dean of Students at Columbia Business School who has a PhD in Adult Learning and Leadership. Nayla interviewed professionals who lost their jobs during the Great Recession, and studied their future trajectory. After…
96. Louis Hyman on the history of temp labor in America
Aug 21, 2018 • 43 min
Louis Hyman is McKinsey alum and Associate Professor of Economic History at the School of Industrial and Labor Relations at Cornell University. In this episode we talk about his new book: Temp: How American Work, American Business, and the American…
95. Chara McGill on bookkeeping for independent professionals
Aug 20, 2018 • 51 min
Chara McGill runs The RMG Group, what has traditionally been called a bookkeeping firm, with about 20 employees based in New York City. Chara suggests a different term for the work her firm does instead of bookkeeping – she calls it “internal…
94. Dirk Hanschur, CEO of Log-hub, supply chain software
Aug 12, 2018 • 58 min
Our guest today is Dirk Hanschur, the CEO of Log-hub, a firm that has created a range of supply chain analytics tools that work as Add-ons to Microsoft Excel. In this Episode, Dirk explains a selection of these apps which include geo-coding, distance…
93. How a business athlete prepares for competition
Aug 8, 2018 • 3 min
To bring her whole self to the game, the business athlete Stays physically fit, flexibility, strength, cardiovascular fitness – because in long days at work, physical fitness supports mental alertness She insists on getting enough sleep She…
92. Put your eyeballs on the jobsite
Aug 7, 2018 • 6 min
In which the Engineer Officer told me that he expected me to get out of the wardroom and put my eyeballs on the jobsite. The lesson has carried over to my consulting career.
91. Nick Craig on Leading from Purpose
Aug 6, 2018 • 50 min
Nick Craig is the author of Leading from Purpose: Clarity and the Confidence to Act When It Matters Most, published in June 2018. Since 2006, Nick’s firm, Core Leadership Institute, has helped more than 10,000 leaders discover and lead from purpose….
90. Why the Captain’s permission is required
Aug 5, 2018 • 8 min
Certain evolutions on a submarine require the Commanding Officer’s approval. This short episode is what I learned from asking permission. The same principles can be applied in any corporate environment.
89. Tell new hires what they need to learn with a qual card
Aug 4, 2018 • 9 min
The day I reported to my submarine, I was given a stack of qual cards, one of the best training technologies ever. Do you want new hires to get up to speed quickly? Then consider giving them a qual card so they can take charge of their own learning.
88. How I learned the concept of completed staff work
Aug 3, 2018 • 8 min
As a young ensign newly reported to my submarine, I handed the Engineer Officer a draft that didn’t meet his standards. This short episode is the story of when I learned about the concept of completed staff work.
87. What is your time worth to you?
Aug 2, 2018 • 7 min
Every independent professional needs to determine his or her internal billing rate, that is, what is your time worth to you, in dollars. Most independent professionals I’ve met have not thought this through, and this leads them to spend time on…
86. BS Questions
Aug 1, 2018 • 5 min
I recently received an email with the subject line: BS Questions. Hmm - not very professional, I thought. This short episode provides some thoughts on abbreviations, and one thing I do with abbreviations at the beginning of every study.
85. The morning routine that helps me win the day
Jul 31, 2018 • 9 min
I’ve been working on eliminating decisions from my life wherever possible and replacing decisions with habits and routines. One area in particular that I’ve focused on for the past few years is my morning routine. I’ve tried adding and removing…
84. Yify Zhang - singer, songwriter, violinst, McK alum, independent consultant
Jul 30, 2018 • 45 min
Yify Zhang, a McKinsey alum, is also a singer - songwriter - violinist. In this episode, Yify shares how she combines her music with a career as an independent consultant. Do visit Yify’s website, where you can stream all her songs, watch her…
83. Four required conditions to change behavior
Jul 29, 2018 • 6 min
McKinsey taught me this framework - the four conditions that are required to drive behavior change: 1) Understanding and commitment 2) Skills 3) Role modeling 4) Formal mechanisms This short episode gives an overview with an example of how to apply…
82. A wedding photographer’s lesson in building relationships
Jul 28, 2018 • 6 min
This is a story about the actual wedding photographer who took the pictures at my wedding, Drew, and his fictional doppelgänger, Drew Prime.
81. This midshipman has no excuse sir
Jul 27, 2018 • 4 min
Thirty years ago I stood at attention and, multiple times per day over the course of ten days, shouted “This midshipman has no excuse, sir!” What I learned from this experience at orientation before starting ROTC has proved to be a valuable lifelong…
80. Go. Set. Ready
Jul 26, 2018 • 2 min
Ready, Set, Go! is a great way to start a footrace. For any artistic or entrepreneurial project, not so much. When you have a new project in mind, there is no Ready. There is only Go.
79. Insights from a doorman’s shoe
Jul 25, 2018 • 3 min
Asking questions with the mind of a child can yield new insights. Here’s a short episode on what a friend learned when his daughter asked a doorman why the soles of his shoes are so thick.
78. Master the tools of the trade - Excel edition
Jul 24, 2018 • 16 min
You wouldn’t hire a plumber who isn’t comfortable using a wrench, or a lumberjack who can’t handle a chainsaw. A professional needs to master the tools of the trade. For independent consultants, a fundamental tool is Excel. For most, it isn’t…
77. Per Sjofors on measuring a customer’s willingness to pay
Jul 23, 2018 • 36 min
Per Sjofors runs a firm called Sales for Profit – they have developed survey tools to measure a customer’s willingness to pay, and the help their clients determine what marketing method is most effective in their market which advertising targets…
76. Eight steps to prepare to transition to independent consulting
Jul 22, 2018 • 8 min
Are you thinking about transitioning to independent consulting? This episode provides eight steps you can take now to set yourself up for success when you officially launch your own practice.
75. 11 tips on how to interview experts
Jul 21, 2018 • 10 min
Interviewing experts can be one of the most powerful sources of insight when learning about a company or a market. This short episode has 11 tips that I’ve developed to help get the deepest insights from these interactions.
74. Ten influence techniques to master
Jul 20, 2018 • 13 min
Many of us stick with the 2-3 influence techniques that we are most comfortable with. Mastering the full range of 10 ethical influence techniques is a superpower. In this short episode I briefly describe each technique. My introduction to…
73. Use Calendly to schedule meetings painlessly
Jul 19, 2018 • 6 min
Scheduling meetings over email is time consuming - I’ve spent more time scheduling a call than actually having the call. Last fall I found a solution: Calendly. In this short episode I share the basics of the tool. Check out the tool…
72. Write down your goals to discover your goals
Jul 18, 2018 • 8 min
Yogi Berra said: “If you don’t know where you’re going, you might not get there.” I like to step back and reflect about once a year and write down all my goals. In this short episode I describe how I approach this exercise, suggest a few…
71. Chad Oakley provides an executive recruiter’s perspective
Jul 16, 2018 • 49 min
Chad Oakley is the CEO of Charles Aris, an executive search firm based in North Carolina. One of the firm’s practice areas is Strategy & Corporate Development – and they’ve completed nearly 600 searches in that space. Charles Aris publishes…
70. Kevin Nedd on high-impact project management offices
Jul 9, 2018 • 44 min
Our guest today is Umbrex member Kevin Nedd. Kevin is a McKinsey alum and independent consultant who focuses on running Project Management Offices, or PMOs. In our discussion, Kevin provides his perspective on when a company should set up a PMO,…
69. Ian Tidswell on pricing excellence
Jul 2, 2018 • 57 min
Our guest today is Umbrex member Ian Tidswell. Ian has a PhD in physics from Harvard. He did science for a few years but missed the human element and ended up as a management consultant at McKinsey. After McKinsey he worked at Vendavo, a software…
68. Neil Booth on structuring an elegant financial model
Jun 25, 2018 • 51 min
Our guest today is Neil Booth. In our discussion, Neil shares how he became a deep expert in how to build a really well designed model – he followed what could be termed the Benjamin Franklin method. Neil then turned that skill into a career. Neil…
67. Scott Skibell on how and why to create your own videos
Jun 18, 2018 • 54 min
Our guest today is Scott Skibell. I’ve heard from several people that video is the new thing, that video on LinkedIn gets much higher engagement, and that if you want to work on getting your message out, you need to learn how to do video. I took…
66. Tim DeRoche, novelist and management consultant
Jun 11, 2018 • 51 min
Our guest today is Tim DeRoche, a McKinsey alum and independent consultant who is also the author of The Ballad of Huck & Miguel, a novel published in February 2018 by Redtail Press. The Ballad of Huck and Miguel is a retelling of Mark Twain’s…
65. Susan Drumm on facilitating high-impact offsites
Jun 5, 2018 • 48 min
Our guest today is Umbrex member Susan Drumm, a CEO Advisor and Leadership Coach with over 20 years of experience coaching entrepreneurs and executives. Susan got her start in consulting at BCG, and she is the only person I know who has graduated from…
64. Sunny Bates one of the master connectors of the 21st century
May 21, 2018 • 38 min
Sunny Bates is a legend and one of the master connectors of the 21st century. She is one of my heroes and it was really a privilege to have the chance to meet with her at her offices in Midtown Manhattan. Sunny is on the Board of Directors of…
63. Celine Teoh on customer retention
May 7, 2018 • 42 min
Our guest today is my good friend, Umbrex member Celine Teoh an independent strategy and marketing consultant in the Bay Area whose functional specialties include data-driven marketing strategy and execution, strategic planning and business planning….
62. Paul Millerd on the future of work
Apr 30, 2018 • 39 min
Our guest today is a good friend of mine, Umbrex member Paul Millerd. Paul has experience at McKinsey and BCG as well as the Board & CEO Advisory Group at Russell Reynolds Associates, one of the top executive recruiting firms in the world….
61. Whit Pidot on the travel industry
Apr 23, 2018 • 49 min
Our guest today is Umbrex member Whit Pidot, an independent consultant who was formerly a Partner in the Travel practice at McKinsey. His clients include the CEOs of some of the top travel companies in the world including airlines, rental cars, and…
60. Joachim Fischer on lean operations
Apr 16, 2018 • 50 min
Our guest today is Joachim Fischer, a mentor and good friend of mine who was an Expert in the Operations Practice at McKinsey when I got to know him a dozen years ago Joachim is the only McKinsey alum that I know who started his career as an…
59. Tsavo Neal on consulting firm websites that generate leads
Apr 9, 2018 • 44 min
Our guest today is Tsavo Neal, who has thought hard about how consultants can generate more client leads with their website. Tsavo has written dozens and dozens of posts on this topic and you can find all his work on his website, tsavoneal.com, which…
58. Aner Ravon applies AI to market research
Apr 2, 2018 • 46 min
Our guest today is Aner Ravon, Co-Founder and Chief Revenue Officer at Zirra, a technology company focused on market analysis, using big data and artificial intelligence. Aner and his co-founder recognized a real pain point for investors and anyone…
57. David Topus talks to strangers
Mar 26, 2018 • 50 min
Our guest today is David Topus, who helps his clients turn reputation into revenue. I think that’s a pretty great positioning, encapsulating what David does in four words. And that’s what you’d expect from a professional who has been running a…
56. Jonah Gruda on tax considerations for independent professionals
Mar 19, 2018 • 57 min
Our guest today is Jonah Gruda, a Tax Partner at the accounting firm Mazars USA, LLP. In this episode, we discuss a wide range of tax-related topics relevant to independent professionals. We cover differences between various structures including LLC,…
55. Rak Chugh on Byte Academy and edChain
Mar 12, 2018 • 64 min
Our guest today is Rak Chugh, the Founder of Byte Academy and the Architect of edChain. We met in his office in Midtown Manhattan. Byte Academy provides training in python development, FinTech, Data Science, Quant Algorithms, and Blockchain. They have…
54. Molly Leeds on finding healthcare insurance
Mar 5, 2018 • 50 min
Our guest today is Molly Leeds, a benefits account manager at Brown & Brown of New York. Molly helps small and medium sized businesses to obtain the best package of employee benefits to fit their needs. In our discussion, we focus on…
53. Johnny Warstrom CEO of Mentimeter
Feb 27, 2018 • 33 min
Our guest today is Johnny Warström, the CEO of Mentimeter, which is a tool that can help you make presentations, workshops, and meetings more interactive. Here’s a link: https://www.mentimeter.com/ The tool lets you take a live poll of your…
52. Josh Boltuch CEO of On Demand Ops and Fancy Hands
Feb 19, 2018 • 41 min
ODO provides outsourced lead generation for enterprises
51. How to outsource research tasks using Upwork
Feb 12, 2018 • 18 min
Outsourcing research tasks via Upwork is a superpower that every independent professional ought to master. In this episode, I provide a range of examples that illustrate the types of tasks that I have outsourced to freelancers on Upwork, and then I…
50. Forty-five tips on working with staffing firms
Feb 5, 2018 • 28 min
For many independent consultants, staffing firms are an important channel for getting connected to project opportunities. This episode presents 45 tips for independent consultants on how to work effectively with staffing firms and become their go-to…
49. Will Bachman on Getting Some Things Done
Jan 29, 2018 • 25 min
On the show today Julia Bunte-Mein is back. Julia, a brilliant and accomplished sophomore at Harvard College, spent a day with me on a Winternship. On our last episode, Julia interviewed me about the advice I’d give to my college-age self, and…
48. Will Bachman interviewed by Julia Bunte-Mein on advice for his college-age self
Jan 23, 2018 • 56 min
On the show today our guest is Julia Bunte-Mein, a sophomore at Harvard College, who spent one day with me over her winter break on a Winternship. I’m pretty sure that I learned more from Julia than she did from me over the course of the day. One of…
47. Chris Doig on enterprise software selection
Jan 1, 2018 • 54 min
Our guest today is Chris Doig, who has thought more about enterprise software selection than anyone else I know. I’d like to thank David A. Fields for introducing me to Chris. Chris is the co-founder and CEO of Wayferry, a boutique consulting firm…
46. Diane Mulcahy, author of The Gig Economy
Dec 27, 2017 • 44 min
Our guest today is Diane Mulcahy, a McKinsey alum and the author of The Gig Economy: The Complete Guide to Getting Better Work, Taking More Time Off, and Financing the Life You Want. Her book grew out of the MBA course at Babson that she developed…
45. Roger Lee on IT for independent professionals
Dec 20, 2017 • 33 min
Our guest today is Roger Lee, the owner of F1 Consulting. Roger provides remote IT support for independent professionals, home offices, and small businesses. He helps his clients with network design and installation, cloud services migration, remote…
44. Jennifer Hartz on corporate and personal philanthropy
Dec 11, 2017 • 43 min
Our guest today is Jennifer Hartz, a McKinsey alum and the founder of Corporate Hartz. Jennifer has several focus areas including business-driven community relations strategies, nonprofit strategic planning, and personal philanthropy. Her philosophy…
43. John Dranow on anthropological market research
Dec 4, 2017 • 48 min
Our guest today is John Dranow, the CEO of Smart Revenue. John’s firm has hundreds of trained, vetted field researchers available around the world, and his firm can help you fill in the data white spaces. Big data can help us analyze in exquisite…
42. Will Bachman on DocuSign Expensify ScannerPro and Rev.com
Nov 27, 2017 • 8 min
In this in-between-isode, Will Bachman shares four tools useful for any independent professional: 1) DocuSign - to avoid the need to print/sign/scan/email 2) Expensify - to keep track of your expenses. 3) ScannerPro - to create multipage PDFs…
41. Sinisa Slijepcevic on machine learning
Nov 20, 2017 • 54 min
Sinisa Slijepcevic studied with Stephen Hawking, among other professors, while earning his PhD in applied mathematics at Cambridge University. Sinisa is a McK alum and independent consultant and runs a firm called Cantab Analytica, which is…
40. Karen McGrath on virtual assistants
Nov 13, 2017 • 45 min
Our guest today is Karen McGrath, who runs a firm of virtual assistants called Awan’s Assisting. If you are an independent professional and feel crunched for time, this episode is for you. Karen and I discuss why an independent professional should…
39. Kenny Jahng on content marketing
Nov 6, 2017 • 54 min
Our guest today is Kenny Jahng, the founder of Big Click Syndicate LLC, a strategic positioning agency offering content marketing consulting & advisory to nonprofit, cause-driven & faith-based organizations and churches across the country….
38. Sri Kaza on building a SaaS company while consulting
Oct 30, 2017 • 57 min
Sri Kaza, a former McKinsey partner who specializes in sales and service, left the firm to put his sales expertise to work as the SVP of Commercial Operations at Viking Cruises, and subsequently led sales for a company offering a SaaS-based…
37. Jason Korman on consulting through art
Oct 23, 2017 • 43 min
Our guest today is Jason Korman, who entered the world of consulting via the wine industry. Jason is the founder of Stormhoek Winery, a South African wine label. While running that label, he retained Hugh MacLeod to blog and draw for Stormhoek,…
36. Ahmad Munawar shares five steps to build your marketing plan
Oct 16, 2017 • 54 min
Our guest today is Ahmad Munawar, who helps boutique professional services firms build actionable marketing plans that generate more leads so they can win more business. He’s got a podcast that I encourage you to check out called “Forecast –…
35. Sophia Dai interviews Will Bachman on the decision to go independent
Oct 9, 2017 • 43 min
On today’s episode, the tables are turned, and our guest, Sophia Dai, interviews Will Bachman. Sophia received her MBA from Kellogg and then spent the past two years at Boston Consulting Group. Now a Senior Associate, she’s decided to leave BCG,…
34. Lisa Overton on customer intercept interviews
Oct 2, 2017 • 42 min
Our guest today is Lisa Overton, a McKinsey alum and an expert on market research. Today Lisa is an independent consultant working on a range of strategy, marketing, and communications issues. Previously, Lisa ran a boutique qualitative market…
33. Geoff Wilson on business unit and corporate strategy
Sep 25, 2017 • 52 min
Our guest today is Geoff Wilson, a McKinsey alum who subsequently served as the SVP of Corporate Strategy and Development at Milliken & Company, a privately-held, diversified manufacturing company headquartered in Spartanburg, South Carolina with…
32. Amanda Setili on her new book Fearless Growth
Sep 18, 2017 • 49 min
Our guest today is Umbrex member Amanda Setili, and we discuss her new book that is being published today: Fearless Growth: The New Rules to Stay Competitive, Foster Innovation, and Dominate Your Markets Amanda has been a guest on the show before, on…
31. Alexander Petersen on getting known in your industry
Sep 12, 2017 • 34 min
Our guest today is Alexander Petersen. He is a McKinsey alum and a successful entrepreneur, having started a pet care business called Wagly. After starting Wagly, he was able to attract private equity funding to grow the company and hire a strong full…
30. Larry Oglesby on the importance of speed in lean transformations
Sep 4, 2017 • 61 min
Larry Oglesby has been a close friend and mentor of mine for over a decade. I first got to know Larry when he was my Engagement Manager at McKinsey on a manufacturing lean operations project back in 2005, and we bonded over our shared service in…
29. Mike Figliuolo on running a successful training firm
Aug 28, 2017 • 49 min
Our guest today is Mike Figliuolo, a McKinsey alum and West Point graduate. Mike is the founder and Managing Director of ThoughtLeadersLLC, which provides training to corporations that is inspired by the types of internal training that consultants…
28. Ravi Rao on customer experience
Aug 21, 2017 • 53 min
A neuroscientist-developed framework that clients love
27. Vivek Soman on tech industry due diligence
Aug 14, 2017 • 51 min
Our guest today is Vivek Soman, a former McKinsey Engagement Manager who is the founder and Managing Director of The Ananya Group, which has completed over 300 projects since it was founded in 2008. Ananya is a Bengali word meaning “unparalled.”…
26. Lauren Cole on media and entertainment consulting
Aug 7, 2017 • 31 min
Lauren Cole runs a boutique consulting firm specializing in strategy and operations for media-related businesses. Lauren got her start in consulting at Bain & Co. After getting her MBA at Stanford she entered the world of media and entertainment…
25. Josh Spodek on leadership step by step
Jul 31, 2017 • 60 min
Our guest today is Josh Spodek, the author of Leadership Step by Step. Josh is an independent professional who coaches individual clients teaches leadership and entrepreneurship as an adjunct professor at NYU does speaking engagements runs online…
24. Esther Kim on social sector consulting
Jul 24, 2017 • 51 min
Our guest today is Esther Kim, an independent consultant based in San Francisco who focuses on serving clients in the social sector, including non-profits, philanthropies, and social enterprises. After getting her Masters degree in Environmental…
23. Steven Koltai on international development projects
Jul 17, 2017 • 46 min
Our guest today is Steven Koltai, the author of “Peace through Entrepreneurship: Investing in a Startup Culture for Security and Development” Steven has had multiple careers. he has been a management consultant at McKinsey, the head of strategy at…
22. Chris Fox on strategy projects
Jul 10, 2017 • 41 min
Chris Fox, an alum of McKinsey and Marakon, has held executive leadership roles at Xerox and MeadWestvaco. Since 2014 he has been operating his own consulting practice, Meridian Strategic Consulting, based in Richmond, Virginia. In this…
21. Ron Hubsher, author of Closing Time
Jul 3, 2017 • 42 min
Our guest today is Ron Hubsher, the Managing Director of the Sales Optimization Group and the author of Closing Time: the 7 Immutable Laws of Sales negotiation.” Ron’s book is in print but not available on Amazon – he explains what happens when…
20. Mike Bendit on building a referral network
Jun 26, 2017 • 48 min
Our guest today is Michael Bendit, an independent professional based in NYC who started his consulting career as a principal at Booz & Co. Michael has two sides to his practice He runs a consulting practice, with a particular focus on strategy…
19. Martin Pergler on risk management
Jun 21, 2017 • 49 min
Martin Pergler is Founder and Principal at Balanced Risk Strategies, Ltd., in Ottawa, Canada. Previously, he was Senior Expert in Risk at McKinsey, where he was a leader in their Corporate Risk and ERM service lines, based at various times in their…
18. Soyini Coke on creating a radio show
Jun 13, 2017 • 50 min
Soyini Coke is a McKinsey alum and independent consultant based in Atlanta, Georgia. She is also the host of CEO Exclusive, a radio show in which she interviews a mid-market CEO every week. In this episode we discuss how she has invested time to build…
17. David Burnie on building a boutique firm
Jun 13, 2017 • 36 min
David Burnie is a McKinsey alum and the founder of The Burnie Group, a boutique consulting firm based in Toronto. We discuss how we started as an independent professional and then proceeded to build a firm and how he has partnered with software firms…
16. Julie Gupta on pro bono consulting
Jun 7, 2017 • 47 min
Our guest today is my friend Julie Gupta, who has a Masters in Material Engineering from MIT and an MBA from Harvard Business School. Julie started her consulting career at Bain & Company, and after a series of roles in the tech industry she…
15. Will Bachman on 27 steps to set up your firm
Jun 5, 2017 • 23 min
In this in-between-isode, Will Bachman offers suggestions on 27 action items to consider as you set up your firm.
14. Will Bachman on establishing the strategy for your practice
Jun 5, 2017 • 14 min
In this in-between-isode, Will Bachman offers a perspective on the questions you should answer to create a strategy for your practice, namely: What is your definition of success? Or in other words, What is winning? Where do you play? How do you win…
13. Mike Feiner on High Performance Leadership
May 31, 2017 • 54 min
Our guest today is Mike Feiner, who has been an influential figure in my own life since I took his class High Performance Leadership at Columbia Business School. Mike is now on his fourth career. He was the Worldwide Chief People Officer at Pepsi –…
12. Matt Weill on contracts
May 31, 2017 • 50 min
Non-circumvention, non-disclosure, indemnity, and other terms to be familiar with
11. Dorene Stockman on business insurance for independent professionals
May 22, 2017 • 50 min
Our guest today is Dorene Stockman, an insurance agent with the Owens Group, an independent agency. Dorene helped me get my own insurance policy, and I thought she was very knowledgeable and a helpful advisor on that process, so I asked her to be on…
10. Will Bachman on Why and How to Start a Podcast
May 15, 2017 • 20 min
Four reasons why an independent professional might want to start a podcast, and 17 tips on how to get started.
9. Rick Condon on his firm Inside Consulting
May 15, 2017 • 36 min
Our guest today is Rick Condon, a former submarine officer and a former Engagement Manager at McKinsey. He has been running his own consulting practice since 2004. The majority of Rick’s clients are privately held mid-market companies and he works…
8. Amanda Setili on Strategic Agility
May 15, 2017 • 38 min
Our guest today is my friend Amanda Setili, the author of two books: The Agility Advantage: How to Identify and Act on Opportunities in a Fast-Changing World, was published in 2014. Her latest book is coming out in the fall of 2017, Fearless…
7. Valia Glytsis - The Paradox of Leadership
May 9, 2017 • 51 min
A more meaningful and impactful way of working, communicating, and leading
6. Robbie Kellman Baxter on the Membership Economy
May 8, 2017 • 46 min
Become a thought leader to turbocharge your practice
5. Srikumar Rao - Creativity and Personal Mastery
May 2, 2017 • 48 min
Several years ago, Srikumar Rao left a comfortable tenured position to set out as an independent professional. He now gives keynote speeches and offers his course to corporations and the general public around the world. His TED talk has been viewed…
4. Lilly Minkove - Luxury retail expert
May 2, 2017 • 52 min
Lilly Liu Minkove is an expert in the luxury retail sector. She focused on the luxury retail industry as an investment banker at Citigroup and Goldman Sachs, and as a management consultant at McKinsey & Co. Then she gained experience in…
3. Susan Hamilton - Brand Identity Strategist
May 1, 2017 • 38 min
Susan Hamilton is a brand identity strategist and a member of Umbrex. She is an alum of Harvard Business School and Boston Consulting Group, and her firm, sh.BRAND, is based in New York City. We talk about what a brand identity is and how Susan helps…
2. Ravi Rao, Author of Emotional Business
Apr 24, 2017 • 61 min
Using neuroscience to start your day and drive corporate culture change
1. David Fields on winning clients
Apr 16, 2017 • 54 min
Right-side-up thinking to drive your consulting practice