Unleashed - How to Thrive as an Independent Professional

Joe "Hark" Herold is a former Air Force colonel, he is the CEO of Design Thinking Denver, a consulting firm that takes a human-centred approach to innovation, and the president and COO of Bunker Labs. Hark's background covers information technology, cyber, civil engineering, and academia, in addition to strategy development and execution.  In this episode, he talks about Bunkerlabs, an organisation that provides community, programs and courses to help military veterans and military spouses start and grow successful businesses and startups. To find out more, visit www.bunkerlabs.org. Key points include: 05:01: The programs at Bunkerlabs 08:44: Bunkerlabs’ funding sources 13:27: The CEO Circle 16:49: The Mastermind Session 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.  

Umbrex co-founders, Margarita Soto and Jing Liang discuss the development of the nonprofit organization they established to support orphans in Ukraine.  For more information and to donate to the organization visit: GOFUNDME: https://www.gofundme.com/f/ukrainian-orphans-need-help SUNFLOWER ACADEMY: https://sunfloweracademy.org.ua/ To support on social media: SUNFLOWER ACADEMY INSTAGRAM: https://www.instagram.com/sunflower.academy.ua/?hl=en   SUNFLOWER ACADEMY FACEBOOK: https://www.facebook.com/SunflowerAcademyUA/ Key points include: 01:10: The background on the orphan-foster situation 06:26: Growing from supporting two families to 60 10:84: Oversight on GoFundMe for nonprofits 13:44: Raising awareness for the nonprofit 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.

Thomas Breuer is a McKinsey alum with over 26 years of executive line level experience in the medical devices industry. He has held management positions in various international markets and regions, including Hollister Incorporated. He has also worked on a broad range of management consulting assignments in the U.S., Europe, and Latin America with McKinsey. You can reach Thomas through his website at www.breuerpartners.com, or through Umbrex. Key points include: 05:50: First line role in Mexico 11:48: Starting his own consulting firm 13:45: A case study 18:24: Creating his own subsidiary 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.

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.