Unleashed - How to Thrive as an Independent Professional

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, leverag...

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...

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 inv...

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,...

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, vis...

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 n...

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...

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...

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 abo...

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@umbre...

Joe McCann is the CEO and Co-Founder of Slingshot Insights, a healthcare-focused research firm with an interesting model: they allow you to interview leading experts by splitting the cost with others. Joe also runs Truth on Call, a firm that conducts custom surveys of physicians and other healthcare providers. Learn more at: https://slingshotinsights.com/ https://www.truthoncall.com/ Unleashed is...

Mark Newsom is the Founder of Health Evaluations, LLC, which focuses on business strategy, operations, and policy in the government health programs space. Mark brings a powerful set of experiences to his practice.  1) Executive branch: Mark has served two stints at the Centers for Medicare & Medicaid Services 2) Legislative branch: Mark worked in the Congressional Research Service, serving as a se...

Gresham Harkless Jr is the founder of Blue 16 Media, which provides website design, social media, SEO services for entrepreneurs, startups and business owners. He's also the Founder of CEO Blog Nation and a podcast host. Learn more about all of his ventures at: https://iamgresh.com/ Unleashed is produced by Umbrex.  Learn more at: www.umbrex.com  

Betsy Seals is a recognized leader in the managed care industry. She is the Co-Founder and Chief Operating Officer of Rebellis Group, where the members have decades of experience in health plan, pharmacy benefit manager, and goverment consulting experience. In this episode, Betsy provides an overview of the managed care universe in the U.S. Learn more about Rebellis Group at https://www.rebellisgr...

Dan Biederman was the driving force behind the redevelopment of Bryant Park in New York City and the creation of the 34th Street Partnership and Grand Central Partnership. Millions of New York City residents and visitors have visited from his efforts to rethink the urban environment. In this episode, Dan shares stories of what it took to make the Bryan Park Redevelopment a reality. We also discuss...

Jason Sanders is the Managing Director of Flycast, which provides experienced talent to specialty consulting practices and top global firms. To learn more about Flycast, visit: http://www.flycastllc.com/  

David Goldstein is the founder of Mekko Graphics, a plug-in to PowerPoint that gives you charting superpowers. Mekko Graphics is a popular tool among many management consultants, particularly at Bain. In this video episode, David shows the range of charts that Mekko can create and demonstrates how to use the tool. To learn more visit: https://www.mekkographics.com/ Mekko Graphics was acquired by i...

John Joseph is a Co-Founder of White Swan Automation, a firm that helps small and medium business implement robotic process automation. Learn more at: https://www.whiteswanautomation.com/ Unleashed is produced by Umbrex. To learn more visit www.umbrex.com  

Susan Harte has deep experience as a site selection consultant, helping companies choose where to place their next headquarters, contact center, distribution facility, or factory. In this episode, Susan shares an insider's view of the site selection process. Connect with Susan on LinkedIn at: https://www.linkedin.com/in/susan-harte-esq-mcr-2002a04/ Unleashed is hosted by Will Bachman and produced...

Robert Glazer has an incredible portfolio career: Founder and CEO of Acceleration Partners, a leading affiliate marketing agency Keynote speaker Best-selling author Find out more at https://www.robertglazer.com/ In this episode we discuss Glazer's latest ways to build four areas of your capacity: Spiritual Capacity, Physical Capacity, Intellectual Capacity, and Emotional Capacity. Our discussion c...

Jeffrey Fidelman started as a solo consultant in 2015. He had more demand than he could handle, so he hired a couple freelancers, and then saw more demand, and engaged more support.   Fast forward to 2020, and Fidelman & Company has 30 employees. Fidelman & Co. serves primarily lower-mid-market firms, i.e., those with revenues in the $1 - 100 million range. In this episode, Jeffrey discusses three...

Jeff Wald is the Founder of Work Market, an enterprise software platform that enables companies to efficiently and compliantly organize, manage, and pay freelancers (purchased by ADP). Follow Jeff on Twitter: https://twitter.com/JeffreyWald Jeff has founded several other technology companies including Spinback (eventually sold to Salesforce). He is an active angel investor and startup advisor, as...

Deb Zahn is an experienced healthcare management consultant who coaches professionals interested in transitioning into consulting.  On her website she has a wealth of resources to help get started with your own consulting practice:  https://www.craftofconsulting.com/start-here Also, check out Deb's podcast: Craft of Consulting https://www.craftofconsulting.com/podcasts