PODCAST

Unleashed - How to Thrive as an Independent Professional

Will Bachman

Unleashed explores how to thrive as an independent professional.

business careers

All Episodes

35:10

587. Jonathan Schwartz, How to Analyze a...

Unleashed - How to Thrive as an Independent Professional ·

2024/11/18

Jonathan Schwartz discusses how to analyze a manufacturing company. Jonathan's background includes working in operations improvement, starting with manufacturing and then transitioning to banking and non-manufacturing roles. He has worked with private equity firms and has been a lean champion at a private equity firm. Sales and Operations Planning Process One of the first types of analysis Jonathan talks about is the sales and operations planning process (SOP), which involves integrating what is

30:56

586. Sanjar Iyer, How to Analyze a...

Unleashed - How to Thrive as an Independent Professional ·

2024/11/11

Sanjay Iyer, a consultant for 25 years, discusses the evolution of telecommunications companies, focusing on network, infrastructure, quality, and coverage analysis. He explains that coverage is the first aspect of a network, determining the reach and number of homes it can deliver service to. The structure of networks has evolved over the years, with different types of networks for broadband, such as fiber to the home, hybrid fiber coax, and fixed wireless axis. Assessing the Infrastructure Quality

35:31

585. Matt Sobieski, How to Analyze a Manufacturing...

Unleashed - How to Thrive as an Independent Professional ·

2024/11/04

Matt Sobieski discusses the process of helping a manufacturing plant improve its performance by understanding the problem statement and 47 different analyzes. He suggests talking to the plant manager or head of operations to understand the biggest challenges, cost buckets, operational constraints, and capacity constraints. Diving into One of 47 Analyzes Matt explains more about the 47 analyzes, one of which is the cost of goods sold, breakdown, and margin analysis, which helps in understanding the

52:58

584. Paul Millerd, Good Work

Unleashed - How to Thrive as an Independent Professional ·

2024/10/28

Show Notes: Paul Millerd, author of The Pathless Path and Good Work talks about his books. He explains the behind-the-scenes process of writing about work and the relationship to it. He explains the origin story of The Pathless Path, and how falling love with a woman and with writing led to a complete change in his professional direction. Paul, who had worked in strategy consulting for many years, left his full-time job and became a freelancer. He talks about this experience and how he felt like

32:18

583. Christian Hyatt, Growing a Cybersecurity Firm

Unleashed - How to Thrive as an Independent Professional ·

2024/08/12

Show Notes: Christian Hyatt, Founder of Risk3Sixty, discusses the top three or four things that chief information security officers at sub-enterprise firms are most worried about right now. He explains that these concerns include the business environment, threat actors, cybersecurity regulation, nation-state actors like Russia and China, and phishing campaigns. He also highlights the unique bridge between cybersecurity and information technology coming to a head with the recent CrowdStrike

54:13

582. Strategy Mavericks: Disrupting Traditional...

Unleashed - How to Thrive as an Independent Professional ·

2024/08/05

Show Notes: In this panel discussion, Lisa Carlin, director of Future Builders and author of the newsletter Turbocharge Weekly, and strategy execution specialist introduces the three panelists, who discuss the challenges of traditional strategy development, including volatility, uncertain business environments, and significant digital and AI disruption. The panelists, Will Bachman, Founder of Umbrex, a global community of independent management consultants, Alex M.H. Smith, breakthrough

36:34

581. David A. Fields, Pursuing Cold Leads

Unleashed - How to Thrive as an Independent Professional ·

2024/07/29

Show Notes: In this episode of Unleashed, Will Bachman discusses cold outreach with David A. Fields. David advises that cold outreach is a last resort tactic and should not be included in the mix of marketing strategies. Instead, he suggests that consulting firms should focus on the five marketing musts to build their network. Why Cold Outreach is Inefficient David emphasizes that cold outreach is remarkably inefficient for most consultants, as it is often slow to close and has a long sales cycle

32:38

580. Tish Baldez, Training Consultants

Unleashed - How to Thrive as an Independent Professional ·

2024/07/22

Tish Baldez, a leading expert in management consulting, has worked with small and mid-sized consultancies and 20,000 professionals worldwide. She shares the trajectory of her career from an independent consultant to a managing partner and leader at P31 Consulting LLC, a training program for professionals in management consulting, life science, IT consulting, finance, banking and more, and how they became a 100% referral-only business. The Foundations of the P31 Training Program Tish introduced the

21:14

579. Michael Rubenstein, Organizational Culture in...

Unleashed - How to Thrive as an Independent Professional ·

2024/07/01

In this episode of Unleashed, Michael Rubenstein discusses the importance of organizational culture in mergers and acquisitions (M&A). Michael's expertise is broader than organizational culture; he offers a bird's eye view of an organization to help move it to the next phase in their evolution which includes: Strategy, M&A, Value Creation, People and Culture, etc. It’s all about moving an organization to the next phase in their evolution and includes: Strategy, M&A, Value Creation, People and

57:17

578. Lisa Carlin, Growing a Membership Community

Unleashed - How to Thrive as an Independent Professional ·

2024/06/24

Lisa Carlin, founder of Future Builders Group, discusses her experience in consulting and the need for a more passive income stream. She has over 50 strategy execution projects and programs that focus on business strategy, project management, and change management. Lisa believes that achieving scale in these areas requires changing the focus of the business and execution messages to what is important to the culture. In this episode, Lisa talks about developing and running a membership community

34:20

577. Jeremy Greenberg, AI-powered Audience Simulator

Unleashed - How to Thrive as an Independent Professional ·

2024/06/17

Show Notes: Jeremy Greenberg discusses the AI-powered audience simulator built by the Avenue Group. The tool allows users to provide a set of custom instructions for different audience segments, like research or interviews. It allows users to ask questions of qualitative and quantitative nature, and within minutes, results from simulated respondents are obtained. The tool mirrors the sentiment of collective segments and audiences, similar to chats or LLMs on a one-on-one basis. This tool is useful

55:11

576. Bryan Caplan, The Science and Ethics of Housing...

Unleashed - How to Thrive as an Independent Professional ·

2024/06/10

Show Notes: In this discussion, Professor Bryan Caplan discusses the science and ethics of housing regulations and the argument for housing deregulation, which he believes benefits everyone across the political spectrum, including lower costs and more equity. Barriers to Radical Housing Deregulation Bryan believes that to achieve radical housing deregulation, it would require convincing a large audience of people that it is a good idea. He explains that most people don't see the connection between

37:37

575. Maria Isabel Rios, How to Make Your Consulting...

Unleashed - How to Thrive as an Independent Professional ·

2024/06/03

Show Notes: Maria Isabel Rios discusses the importance of making a firm work for you, rather than working for your firm. She emphasizes that firm leaders often immerse themselves in their firm in service to growing the firm to make it successful. Maria Isabel suggests that a better way to be a firm leader is to make your firm work for you. This involves finding ways to evaluate your firm, add value to your life, and bring success into the picture. A Formula to Make Your Firm Work for You A formula

47:00

574. Lindsay McGregor, Co-founder and CEO of Vega Factor

Unleashed - How to Thrive as an Independent Professional ·

2024/05/27

Show Notes: Lindsay McGregor discusses her firm's focus on building high-performing organizations. She explains that the highest performing organizations motivate people in a specific way, unlocking play, purpose, and potential for the problem they're solving. The firm trains leaders to be inspirational and consults with organizations on designing their operating models. She shares a story about how the firm explained the deeper concepts of play at work and how implementing these concepts of play

43:41

573. Ron Razmi, AI Doctor: The Rise of Artificial...

Unleashed - How to Thrive as an Independent Professional ·

2024/05/20

Dr. Ron Razmi discusses his book, AI Doctor: The Rise of Artificial Intelligence in Healthcare, which focuses on the applications of AI in various areas of healthcare. Ron talks about AI as a foundational technology that uses statistical methods to analyze data and understand its meaning. It can be applied to various areas, such as coding and documentation, and can create algorithms to analyze heartbeats and detect abnormal rhythms. AI Use in Diagnostics In diagnostics, AI can be helpful in

44:58

572. Divya Agarwal, Somatics 101

Unleashed - How to Thrive as an Independent Professional ·

2024/05/06

Show Notes: The Benefits of Somatics Divya Agarwal, founder of Vivekam, explains what somatics is and what the benefits are. Somatics is a term used to describe body-based techniques that can be used with the body to build more body/mind awareness, manage emotions, and respond more effectively. These practices involve using techniques such as breathing, generating heat, and visualization practices to sense oneself better and improve self-awareness. These practices can help individuals feel

36:40

571. Kathy Hines, Unleashing Brand Fundamentals

Unleashed - How to Thrive as an Independent Professional ·

2024/04/29

Kathy Hines, former Chief Marketing Officer at brands like Dickies and Vice President at brands like North Face and Kipling ,shares her experiences. She started her career in career management consulting at Bain and later went on to Nike, where she gained foundational experience in lifestyle and sports marketing. At Kipling, she led marketing strategy and E-commerce. She then led marketing and strategy for the North Face in Europe. After a four-year stint in VF Europe, she returned to the US and

17:45

570. Dimitris Samouris, Founder of Junior, Harnessing...

Unleashed - How to Thrive as an Independent Professional ·

2024/04/22

Show Notes: Dimitris Samouris discusses the development of a tool called Junior, an SaaS tool built on large language models and speech to text models. It leverages AI to help process primary research workstreams, particularly in the due diligence process, especially for primary interviews. How Junior Works - A SaaS Tool to Clean Transcripts Junior helps automate a significant portion of the administrative tasks associated with research execution, allowing users to focus more on the big picture

24:02

569. Ran Harpaz, Automating Tax Accounting for...

Unleashed - How to Thrive as an Independent Professional ·

2024/04/15

In this episode of Unleashed, Ran Harpaz, founder of Lettuce, discusses the importance of an automated tax and accounting system for businesses and that Lettuce is entirely focused on independent consultants. Independent consultants who make over $100,000 per year often overpay their taxes by $10,000 or more. Lettuce is a FinTech software company that helps these professionals incorporate their business into the right S corporation with the IRS, open a business bank account, run bookkeeping, run

39:50

568. Salah Zalatimo, Integrating AI into a...

Unleashed - How to Thrive as an Independent Professional ·

2024/04/08

Salah Zalatimo, former Chief Digital Officer at Forbes, discusses the history of magazines and digital transformation. Magazines have been around for a while, with many well-known brands being founded around 100 years ago. Technological innovations have enabled new businesses to launch, such as the Direct to Consumer (DTC) boom and the cheaper printing costs around the turn of the last century. A Short History of the Magazine Industry Salah talks about the background of Forbes, which was launched

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Unleashed - How to Thrive as an Independent Professional

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