The Consultant's Counsel

On this week’s episode of The Consultant’s Counsel podcast, Kelsey Creveling chats with Brian Herriot, founder of the Choosy Consultant and Herriot Consulting Group. In this episode, Ryan shares his journey from healthcare consulting to helping others achieve financial and lifestyle freedom, offering valuable insights for consultants seeking to carve their own path. Brian Herriot writes and speaks about the power of time freedom. As a financial coach and founder of Choosy Consultant, he helps mid-career professionals escape the corporate grind. His frameworks for personal growth and financial success all start with taking back control of our one truly limited resource: time.Brian is a lifelong management consultant, having worked for Accenture and Point B, and he founded his own consulting firm seven years ago. He holds a master’s degree in finance, investment and banking from the University of Wisconsin. Entrepreneurship, investing, and real estate helped Brian become financially free in 2023 at age 47.Brian spends months at a time away from work. With time to reflect, study, and wander, he believes he has unlocked the secret to living a rich and meaningful life. Brian and his family spend their summers at their lakeside cabin in northern Wisconsin; it’s their happy place! He is currently training to ride his bike across the country.Choosy Consultant: https://www.choosyconsultant.com/Brian Herriot: https://www.linkedin.com/in/brianherriot/Resources + Courses for Consultants - https://theconsultantscounsel.comBooks Referenced:Psychology of Money - https://www.amazon.com/Psychology-Money-Timeless-Lessons-Happiness/dp/B08D9WJ9G8The Things You Can See Only When You Slow Down - https://www.amazon.com/Things-Only-When-Slow-Down/dp/0143130773Follow:The Consultant’s Counsel Instagram - https://www.instagram.com/theconsultantcounselLinkedIn - https://www.linkedin.com/showcase/theconsultantscounselYouTube - https://www.youtube.com/@theconsultantscounselPartnerships & Affiliations:Disclaimer: A brand affiliate relationship is in place with the following brands, and a commission may be earned if a purchase is made using the link or provided discount code.Ally Shoes - Use code KELSEY10 at checkout for 10% off your first purchaseThe Healing Mind™ - Download the appUnder Pressure - Use code THECONSULTANTSCLOSET at checkout for 20% off your first purchaseMailchimp - $30 Intuit Mailchimp bill creditRiverside - Sign up today!

On this week’s episode of The Consultant’s Counsel podcast, join Kelsey Creveling as she delves into the challenges faced by entrepreneurs, offering insights on navigating hardship and finding the inner strength to persevere. With a unique blend of personal anecdotes, Kelsey explores strategies for overcoming obstacles when there's no playbook to follow. Drawing on her experience as a licensed pilot, she shares powerful metaphors from aviation to illuminate the path forward. From pulling back on the throttle during a spin to adjusting your attitude to avoid a stall, Kelsey offers practical wisdom for staying grounded amidst life's turbulence. Tune in to gain a fresh perspective, restore confidence, and chart a course towards success.Resources + Courses for Consultants - https://theconsultantscounsel.comFollow:The Consultant’s Counsel Instagram - https://www.instagram.com/theconsultantcounselLinkedIn - https://www.linkedin.com/showcase/theconsultantscounselYouTube - https://www.youtube.com/@theconsultantscounselPartnerships & Affiliations:Disclaimer: A brand affiliate relationship is in place with the following brands, and a commission may be earned if a purchase is made using the link or provided discount code.Ally Shoes - Use code KELSEY10 at checkout for 10% off your first purchaseThe Healing Mind™ - Download the appUnder Pressure - Use code THECONSULTANTSCLOSET at checkout for 20% off your first purchaseMailchimp - $30 Intuit Mailchimp bill creditRiverside - Sign up today!

Join host Kelsey Creveling as she sits down with Tamara Sheils, VP of Finance for Clearfork Midstream, in this insightful episode of The Consultant’s Counsel podcast. With a friendship spanning nearly two decades, Kelsey and Tamara delve into their experiences navigating the finance industry and balancing career aspirations with personal life. Tamara shares valuable advice and lessons learned from her extensive background, including her transition from consulting to industry roles. From mastering Excel tricks to the importance of learning from every project, Tamara offers practical insights for finance professionals at all stages of their careers. Whether you're interested in consulting, finance, or seeking work-life balance as a parent, this episode offers valuable perspectives and relatable anecdotes. Tune in for a candid discussion filled with career wisdom and friendship camaraderie.Resources + Courses for Consultants - https://theconsultantscounsel.comFollow:Tamara Sheils - https://www.linkedin.com/in/tamara-sheils-03b22b12/The Consultant’s Counsel Instagram - https://www.instagram.com/theconsultantcounselLinkedIn - https://www.linkedin.com/showcase/theconsultantscounselYouTube - https://www.youtube.com/@theconsultantscounselPartnerships & Affiliations:Disclaimer: A brand affiliate relationship is in place with the following brands, and a commission may be earned if a purchase is made using the link or provided discount code.Ally Shoes - Use code KELSEY10 at checkout for 10% off your first purchaseThe Healing Mind™ - Download the appUnder Pressure - Use code THECONSULTANTSCLOSET at checkout for 20% off your first purchaseMailchimp - $30 Intuit Mailchimp bill creditRiverside - Sign up today!

On this week’s episode of The Consultant’s Counsel podcast, discover the art of patience with Kelsey Creveling as she shares insights from her tranquil retreat in Park City, Utah. Join her on a journey of understanding how patience isn't just a virtue but a skill to be honed. Through personal anecdotes and reflections, Kelsey explores the challenges of waiting and the profound rewards that come with embracing patience. From navigating the mundane to enduring life's uncertainties, she offers practical advice on cultivating gratitude and finding peace amidst the chaos. Through her experiences, Kelsey demonstrates that patience isn't merely about enduring delays but about savoring the present moment and trusting in the unfolding of life's journey. Tune in to learn how mastering the art of patience can transform waiting from a burden into a gift, opening doors to unforeseen possibilities and profound personal growth.Resources + Courses for Consultants - https://theconsultantscounsel.comFollow:The Consultant’s Counsel Instagram - https://www.instagram.com/theconsultantcounselLinkedIn - https://www.linkedin.com/showcase/theconsultantscounselYouTube - https://www.youtube.com/@theconsultantscounselPartnerships & Affiliations:Disclaimer: A brand affiliate relationship is in place with the following brands, and a commission may be earned if a purchase is made using the link or provided discount code.Ally Shoes - Use code KELSEY10 at checkout for 10% off your first purchaseThe Healing Mind™ - Download the appUnder Pressure - Use code THECONSULTANTSCLOSET at checkout for 20% off your first purchaseMailchimp - $30 Intuit Mailchimp bill creditRiverside - Sign up today!

Tune in to this week’s episode of The Consultant’s Counsel podcast with host Kelsey Creveling as she delves into the art of effective management. In this episode, Kelsey emphasizes the importance of prioritizing team needs over personal ones to foster growth and development. From managing project teams to leading direct reports, she shares invaluable insights on setting clear expectations, fostering a positive team culture, and providing constructive feedback. Whether you're a first-time manager or a seasoned leader, this episode offers practical strategies for collaboration, growth, and creating a supportive work environment. Learn how to navigate challenges, communicate effectively, and empower your team to achieve stellar results while cultivating a culture of respect and camaraderie. Resources + Courses for Consultants - https://theconsultantscounsel.comFollow:The Consultant’s Counsel Instagram - https://www.instagram.com/theconsultantcounselLinkedIn - https://www.linkedin.com/showcase/theconsultantscounselYouTube - https://www.youtube.com/@theconsultantscounselPartnerships & Affiliations:Disclaimer: A brand affiliate relationship is in place with the following brands, and a commission may be earned if a purchase is made using the link or provided discount code.Ally Shoes - Use code KELSEY10 at checkout for 10% off your first purchaseThe Healing Mind™ - Download the appUnder Pressure - Use code THECONSULTANTSCLOSET at checkout for 20% off your first purchaseMailchimp - $30 Intuit Mailchimp bill creditRiverside - Sign up today!

On this week’s episode of The Consultant’s Counsel podcast, discover expert insights on managing mental health and cognitive decline in the workplace. Hosted by Kelsey Creveling, this episode delves into crucial strategies for supporting team members through crises while maintaining calm and empathy. Learn the importance of discretion and privacy in handling sensitive situations, and gain valuable tips on recognizing signs of cognitive decline. From seeking HR support to fostering open communication, discover proactive approaches to promoting wellbeing for yourself and your team.Mental health hotlines around the world - https://www.psychologytoday.com/ca/basics/suicide/suicide-prevention-hotlines-resources-worldwideResources + Courses for Consultants - https://theconsultantscounsel.comFollow:The Consultant’s Counsel Instagram - https://www.instagram.com/theconsultantcounselLinkedIn - https://www.linkedin.com/showcase/theconsultantscounselYouTube - https://www.youtube.com/@theconsultantscounselPartnerships & Affiliations:Disclaimer: A brand affiliate relationship is in place with the following brands, and a commission may be earned if a purchase is made using the link or provided discount code.Ally Shoes - Use code KELSEY10 at checkout for 10% off your first purchaseThe Healing Mind™ - Download the appUnder Pressure - Use code THECONSULTANTSCLOSET at checkout for 20% off your first purchaseMailchimp - $30 Intuit Mailchimp bill creditRiverside - Sign up today!

Join us on The Consultant's Counsel podcast for an enlightening conversation with entrepreneur and consultant, Jackson Calame. Host Kelsey Creveling, delves deep into Jackson's journey, exploring his diverse career evolution and the impactful lessons learned along the way. From humble beginnings to founding First Class Business and hosting the Vision Pros podcast, Jackson shares his insights on crafting a career with purpose and passion. From overcoming challenges to embracing opportunities, Jackson's story is one of resilience, integrity, and unwavering dedication to making a difference. Tune in this week to gain valuable insights, inspiration, and actionable recommendations from this dynamic entrepreneur. Whether you're navigating your own career path or seeking to make a meaningful impact, this episode promises valuable takeaways for entrepreneurs and consultants alike.First Class Business - https://firstclassbusiness.io/Be a guest on the Vision Pros podcast - https://visionproslive.com/vision-pros-guestClick here for a free 2-hour webinar all about Power LaunchClick here for Free Parking for Power Launch by First Class BusinessResources + Courses for Consultants - https://theconsultantscounsel.comFollow:Jackson Calame - https://www.linkedin.com/in/jacksoncalame/The Consultant’s Counsel Instagram - https://www.instagram.com/theconsultantcounselLinkedIn - https://www.linkedin.com/showcase/theconsultantscounselYouTube - https://www.youtube.com/@theconsultantscounselPartnerships & Affiliations:Disclaimer: A brand affiliate relationship is in place with the following brands, and a commission may be earned if a purchase is made using the link or provided discount code.Ally Shoes - Use code KELSEY10 at checkout for 10% off your first purchaseThe Healing Mind™ - Download the appUnder Pressure - Use code THECONSULTANTSCLOSET at checkout for 20% off your first purchaseMailchimp - $30 Intuit Mailchimp bill creditRiverside - Sign up today!

On this week’s episode of The Consultant’s Counsel podcast, Kelsey Creveling meets with Morgan Sachs, a quantum energy healer and entrepreneur. Former colleagues at Sagacious Consultants, Morgan shares her unique journey from accounting to energy healing. This episode delves into the transformative power of healing energy work and meditation, discussing Morgan's experiences and extends to her entrepreneurial venture, The Healing Mind™ app, offering accessible energy healing meditations.With The Healing Mind™ app, you now have the opportunity to experience the advantages of energy healing on a daily basis, at a fraction of the cost of a live session. The included energy healing meditations assist you in harnessing the power of your attention to manifest the reality you wish to experience. As you engage in regular listening, you will observe remarkable transformations in your state of being, with your energy resonating at a heightened frequency.Tune in this week to explore new possibilities and gain insights into personal transformation.Download The Healing Mind™ app - https://apps.apple.com/us/app/the-healing-mind/id1632086744Morgan’s website - https://www.morgan-sachs.com/Resources + Courses for Consultants - https://theconsultantscounsel.comFollow:Morgan Sachs - https://www.linkedin.com/in/morgansachs/The Consultant’s Counsel Instagram - https://www.instagram.com/theconsultantcounselLinkedIn - https://www.linkedin.com/showcase/theconsultantscounselYouTube - https://www.youtube.com/@theconsultantscounselPartnerships & Affiliations:Disclaimer: A brand affiliate relationship is in place with the following brands, and a commission may be earned if a purchase is made using the link or provided discount code.Ally Shoes - Use code KELSEY10 at checkout for 10% off your first purchaseThe Healing Mind™ - Download the appUnder Pressure - Use code THECONSULTANTSCLOSET at checkout for 20% off your first purchaseMailchimp - $30 Intuit Mailchimp bill creditRiverside - Sign up today!

On this week’s episode of The Consultant’s Counsel podcast, join Kelsey Creveling as she engages in a compelling conversation with visionary leader, Josh Hanes, the mastermind and CEO behind Uplift Aerospace. Kelsey and Josh delve into the intricacies of aerospace innovation, the challenges faced, and the triumphant successes of Uplift under Josh's guidance. Learn about the company's trajectory from a mere vision to a groundbreaking venture that is reshaping the future of aerospace.Josh Hanes, the CEO and President of Uplift Aerospace, has been instrumental in establishing the company as a significant player in commercial space missions since its inception in 2019. Uplift Aerospace became public in 2021 through a reverse merger, a testament to its growth under his leadership.A graduate with honors in Physics from the University of Utah in 2016, Hanes began his career in a Quantum Computer Research lab, focusing on Atomic Force Microscopy. His thesis compared nuclear thermal propulsion to traditional chemical rockets, demonstrating his early interest in aerospace innovation.Transitioning from academia to private equity, Hanes co-founded a real estate investment fund, successfully raising over $4 million. His diverse professional experience also includes serving as the COO of Reef Life Foundation, where he led reef restoration projects in the Caribbean.Motivated by the advancements in private space exploration, Hanes founded Uplift Aerospace to provide commercial access to space missions and astronaut training. Under his direction, the company has ventured into mixed reality technology, creating educational programs that simulate astronaut experiences to enhance STEM learning.Uplift Aerospace - https://www.upliftaerospace.com/Resources + Courses for Consultants - https://theconsultantscounsel.comFollow:Josh Hanes - https://www.linkedin.com/in/%F0%9F%9A%80-josh-hanes-7b52056b/Uplift Aerospace Instagram - https://www.instagram.com/upliftaerospace/The Consultant’s Counsel Instagram - https://www.instagram.com/theconsultantcounselLinkedIn - https://www.linkedin.com/showcase/theconsultantscounselYouTube - https://www.youtube.com/@theconsultantscounselPartnerships & Affiliations:Disclaimer: A brand affiliate relationship is in place with the following brands, and a commission may be earned if a purchase is made using the link or provided discount code.Ally Shoes - Use code KELSEY10 at checkout for 10% off your first purchaseThe Healing Mind™ - Download the appUnder Pressure - Use code THECONSULTANTSCLOSET at checkout for 20% off your first purchaseMailchimp - $30 Intuit Mailchimp bill creditRiverside - Sign up today!

In this week’s episode of The Consultant’s Counsel podcast, Kelsey Creveling shares insights with today's guest, Dr. Moon Lee, a dentist and a dear friend. Kelsey and Moon discuss his unconventional journey from technology to dentistry, as he unveils valuable lessons from his consulting past that now influence his patient care.Formerly immersed in the health tech world, Dr. Moon Lee transitioned into consulting, showcasing his adaptability and problem-solving skills. His journey took an unexpected turn when he chose to pursue dentistry later in his career. Join us as we explore Moon's unique trajectory, from collaborating on significant healthcare implementations in across the United States to seamlessly integrating consulting wisdom into his current role as a compassionate dentist. Resources + Courses for Consultants - https://theconsultantscounsel.comFollow:Dr. Moon Lee - https://www.linkedin.com/in/moonhyounglee/The Consultant’s Counsel Instagram - https://www.instagram.com/theconsultantcounselLinkedIn - https://www.linkedin.com/showcase/theconsultantscounselYouTube - https://www.youtube.com/@theconsultantscounselPartnerships & Affiliations:Disclaimer: A brand affiliate relationship is in place with the following brands, and a commission may be earned if a purchase is made using the link or provided discount code.Ally Shoes - Use code KELSEY10 at checkout for 10% off your first purchaseThe Healing Mind™ - Download the appUnder Pressure - Use code THECONSULTANTSCLOSET at checkout for 20% off your first purchaseMailchimp - $30 Intuit Mailchimp bill creditRiverside - Sign up today!