Unleashed - How to Thrive as an Independent Professional

Bryant Suellentrop is the founder of Elevate and Delegate, a virtual staffing company that helps professionals hire the assistants they need to run their business efficiently. In this episode, Bryant talks about hiring professionals in the Philippines and how his business facilitates the process. Learn more about Bryant’s business at ElevateandDelegate.com or reach out to him on Twitter @SullyBusiness.   Key points include: 05:50: The range of rates and salaries 11:22: Tips on success in hiring and managing the relationship 15:15: Payment processes 18:58: Online security Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com.

Gabe Nelson, a seasoned financial planner and owner of an advisory firm, shares invaluable insights for solopreneurs. He discusses personalized financial planning, emphasizing cash flow management and the significance of a solid insurance plan. Gabe dives into retirement strategies, like maximizing SEP IRAs versus solo 401(k)s, and highlights the tax benefits of S Corporations. He stresses the necessity of comprehensive estate planning and offers practical tips on setting up emergency savings and wills. Tune in for expert strategies that could transform your financial approach!

Dorie is a strategy consultant, executive coach, keynote speaker, a recognized branding expert, and author of several books, including the bestseller The Long Game, Entrepreneurial You, Reinventing You, and Stand Out, which was named the #1 Leadership Book of the Year by Inc. magazine and one of the Top 10 Business Books of the Year by Forbes. She has worked with a variety of high-profile clients including Google, Microsoft, Morgan Stanley, Fidelity, Yale University, the IMF, and the World Bank. In today’s episode, Dorie talks about her working philosophy and her newest book, The Long Game: how to be a long-term thinker in a short-term world. Learn more about Dorie’s work at www.DorieClark.com. Key points include: 07:53: How to maximize connection dinners 18:51: Setting boundaries 25:03: The Long Game toolkit 31:01: Creating an online course Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com.

Maria Gabriela Brito is a Venezuelan-born curator, art advisor, and author. She is the author of How Creativity Rules the World, the art and business of turning your ideas into gold. Her published works also include Out There: Design, Art, Travel Shopping, and Greek Gotham. Maria is a graduate of Harvard Law, and after school, she moved to New York City to pursue a career as a corporate attorney. She started collecting contemporary art in the same year, and after nine years practicing law and acquiring art, Brito opened her own interior design and art advisory company. Learn more about Maria’s work at MariaBrito.co, and access her book, How Creativity Rules The World: The Art and Business of Turning Your Ideas Into Gold Key points include: 01:50: From Harvard Law school to art advisor 09:17: Her work as an art advisor and NFTs 15:28: Advice on buying art 34:02: Advice on building creative muscle Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com.

Justin Nassiri is the founder and CEO of Storybox Inc, a McKinsey alum, and president of Executive Presence, a company that helps executives become thought leaders on LinkedIn. He has a B.S. in Electrical Engineering from the Naval Academy, he is a qualified nuclear engineer, and he is a graduate of Stanford University’s School of Business. In today’s episode, Justin talks about his business and how he helps executives build a following on LinkedIn. You can learn more about Justin’s company at ExecutivePresence.io or reach out to him on LinkedIn.  Key points include: 05:26: Common mistakes executives make 10:06: Social rules on LinkedIn 15:46: A case study 20:21: Content strategies Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com.

Brad Schneider ran a data analytics firm for five years before founding Nomad Data in New York City where he is currently CEO. His experience includes but is not limited to HR technology engineer at Goldman Sachs, an equity analyst at Palo Alto Investors and Aragon Global Management, and CEO of the software company Adaptive Management. In today’s episode, Brad shares insights on how to find the data you need. You can learn more about Brad’s company at Nomad-Data.com. Key points include: 01:12: How the Nomad Data network works 04:13: The vendors of data - who they are 06:45: The company pricing model 08:35: Surprising data sources Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com.

Tushar Shah is currently a Managing Partner at Kinderhook Partners, LLC.  Prior to Kinderhook, Tushar was a Principal at Geocapital Partners, a leading venture capital firm,  a strategy consultant with the Monitor Group, where he led a range of projects in New York, London and Tel Aviv; he is a CFA charterholder and he received a B.A. in Economics from Williams College. In today’s episode, Tushar explains the fundamentals of search funds. To learn more about Tushar’s company, visit KinderhookPartners.com or reach out to him on LinkedIn. Key points include:   00:30: What a search fund is 10:51: Who can apply for the fund 15:53: Examples of business and services acquired 28:12: Assembling a pool of investors Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com.

Paul Millerd is a McKinsey alum, modern-day nomad, entrepreneur, and author of The Pathless Path - Imagining a New Story for Work & Life. Paul provides online courses on strategy consulting and freelance consulting. He is also the creator and contributor of the popular website, Boundless, a site that explores how to have a better relationship with work, and a podcast that is designed to help creatives reimagine work. In today’s episode, Paul talks about his book. You can order the book and learn more about Paul’s programs or sign up for his newsletter at Think-Boundless.com. Key points include: 02:59: What people believe about work 05:23: Tips on exploring the pathless path 19:43: The results of curiosity conversations 21:41: Disappointments on the pathless path Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com.

Jennifer Smith is the co-founder and CEO of Scribe, a Princeton and Harvard alum, and a former VC and McKinsey consultant turned accidental CEO. She interviewed more than 1,200 business leaders on a quest to understand everything there is to know about corporate processes, best practices, and productivity. In today’s episode, Jennifer talks about her startup Scribe, and how she’s empowering people to own their processes by building the world’s first operating system for know-how. To sign up for a free account, visit scribehow.com/signup   To try a free month of Pro, use promo code UNLEASHED Key points include: 00:49: An overview of the product 06:09: Who uses Scribe and how it’s used 09:57: Finding the right scribe for your needs 12:00: Pricing model of the product Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com.

Karen is an independent consultant who focuses on transformation projects. She has 25 years’ experience leading complex enterprise-wide transformations and M&A integrations to $105bn turnover. Karen has proven expertise in strategy and transformation of complex global businesses, as an executive in IBM Global, she led IBM’s global transformation. Karen has strong cross-sector B2B and B2C, cross-functional and broad geographical experience, including operating in 180+ countries across five continents. In today’s episode, she talks about her work on operational transformation and integration. You can learn more about Karen’s company at SevenTransformation.com, or reach out through LinkedIn.  Key points include: 10:14: Board member vs consultant to the company 17:00: An example of an operational transformation 23:26: Examples of cost-saving opportunities 35:58: Getting published in high profile publications Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com.