Unleashed - How to Thrive as an Independent Professional

McKinsey alum with an MBA from Harvard Business School, Nidhi Chadda has 20+ years of experience as an investment banker, strategic consultant, and investor. She is the Founder and CEO of Enzo Advisors, a global sustainability consulting firm focused on helping companies build best-in-class sustainable business models within an ESG construct. In today's episode, she talks about ESG in business. You can reach out to Nidhi on LinkedIn or visit her website EnzoAdvisors.com. Key points include: 02:12: ESG and investing in asset management 08:20: The Sustainability Accounting Standards Board (SASB) factor 11:19: ESG and value creation 20:32: Trends in ESG 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.

Founder of Aminad Consulting, Lido Ramadan has over 25 years of experience in founding, growing, leading, and sustaining services organizations. Prior to establishing Aminad, Lido founded multiple successful small businesses and led the operations of several rapidly growing consulting firms. In today's episode he talks about serving the federal government. To find out more about Lido's firm or to contact him directly, visit LinkedIn or AminadConsulting.com. Key points include: 05:17:Consulting analysis unique to the government 09:54: Surprising insights from interviews 13:55: An effective strategy 20:11: Projects for the SEC 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.

Alexei Leonard is a Partner at Golenblock, Eisman, Assor Bell, and Pescoe where he leads the firm's labor and employment practice. His practice spans nearly all employment counseling and litigation matters affecting employers today. In today's episode, he talks about the legalities involved with hiring and retaining an employee. To learn more about Alexei's services, visit www.golenblock.com or email him at Alexander@Golenblock.com. Key points include: 02:00: Key considerations 13:19: Payroll providers 19:06: Background checks 34:09: Non-disclosure agreements 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.

Erik Lautier is an expert in ecommerce, marketing, and digital strategy. After over two decades in roles dealing with ecommerce and marketing for brands like Lacoste, Bebe, and Francesca's, he founded Erik & Co, an ecommerce and marketing consultancy serving seven and eight-figure DTC brands, retailers, and/or their private equity owners. In today's episode he shares his expertise in ecommerce. Learn more about Erik and his company at www.Erik.co. Key points include: 07:17: The shift from theatre to ecommerce 10:14: The layers of an ecommerce assessment 12:38: Benchmarks and opportunities 18:26: The choke points in ecommerce 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.

Andrew is a former engagement manager at Mckinsey where he specialized in asset productivity and served a broad range of industries, including aerospace, automotive, consumer products and mining. He is now the lead consultant at Seay Associates, focusing on operations transformation and corporate strategy. In today's episode, Andrew talks about how to use Smartsheet on a transformation project. To learn more about Andrew's company, visit www.SeayAssociates.com. Key points include: 09:41: Smartsheet for Google Users 21:21: The Smartsheet dashboard 29:56: Smartsheet vs Excel and Google Sheets 44:51: Licensing and sharing with clients 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.

Marshall has over twenty years of experience defining, managing, and growing the world's best-known investing brands. He has been an executive committee leader and CMO for Fortune 250 businesses in North America and the Asia-Pacific region. In today's episode, he talks about how the world of data is revolutionizing marketing, particularly for wealth and investment management firms. You can learn more about the work Marshall does at WellsFargo.com, or reach out to him on LinkedIn. Key points include: 00:50: Data in terms of wealth Investment Management 08:39: Lead scoring in practice 20:10: Identifying poor leads 22:53: Identifying customer tiers 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.

Mike is an innovative and entrepreneurial Chief Information Officer (CIO) with over 30 years in executive leadership positions with global technology organizations across multiple industries, including retail, telecommunications, research, and energy. His vast range of experience includes building teams in cybersecurity, application development, cloud services, infrastructure, data centers, software as a service, and more. In today's episode, Mike talks about strategic technology leadership. Learn more about Mike's company at Stratus Key Advisors or reach out to Mike directly at mike@stratuskey.com. Key points include: 05:26: Data in the utility industry 14:54: Security of information 21:30: How companies are monetizing energy usage data 24:54: Key areas of focus in the utility and energy industry 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.

Johannes Hoech is a C-level Silicon Valley executive who is experienced in "Growth Architecting". He is an expert analyst and motivational leader with proven skills in general management, strategy, product management, and customer success. With 25+ years of experience leading technology startups through early stage, high growth, and turnaround phases, he has a strong understanding of the software entrepreneurs and consultants need to organize business operations. In today's episode, he shares his knowledge of an affordable MarTech stack. You can access Johannes' company blog, on Premonio.com, and the links to the tools discussed on the show are as follows: patternai.co goldcast.io dux-soup SalesHandy Pipedrive Dedupely Crunchbase LinkMatch CrystalKnows Sharetivity Hootsuite Paper.li apollo.io 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.

Stan is a senior executive with deep expertise in digital and traditional media with a focus on food & beverage and hospitality-related businesses. As a food industry consultant, he has worked with a diverse range of global clients including Sony Pictures International; BBC Worldwide; and India Today Group. In today's episode, he talks about his strategic consulting service in the entertainment and media space, food and hospitality, and the intersection of the two. You can reach out to Stan at ssagner@gmail.com. Key points include: 05:52: Types of projects 10:53: Menu insights - pricing and items 18:27: Working with developers 25:17: Room service issues 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.

Belinda Li was a senior advisor at McKinsey before she founded CiTTA, a company that focuses on promoting and facilitating the growth of the social enterprise business model and economy. Belinda has a passion for combining the power of business with the promise of social impact, and in today's show, she talks about how her company helps foster growth in that direction. Visit the website to learn more about CiTTA or reach out to Belinda on LinkedIn. Key points include: 02:00: An overview of work with social enterprises 07:49: ROI to shareholders 17:41: A working example of a social enterprise 24:29: Consulting skills for social enterprises 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.