PODCAST

Unleashed - How to Thrive as an Independent Professional

Will Bachman

Unleashed explores how to thrive as an independent professional.

business careers

All Episodes

28:39

627. Rod Neuenschwander, Author of From Crisis to...

Unleashed - How to Thrive as an Independent Professional ·

2025/12/01

Show Notes: Rod Neuenschwander, author of From Crisis to Clarity and co-founder of GIFT·OLOGY, recounts his early days with John Ruhlin, their initial plan to buy companies, and their first turnaround experience. He also talks about the formation of Ruhlin Group and their transition to GIFT·OLOGY, focusing on corporate gifting. The Transition of Ruhlin Partners Rod talks about the development of Ruhlin Partners, a firm that helped companies through crises, and how it was the foundation for a new

31:51

626. Antonio Nieto-Rodriguez, Author of HBR's Powered...

Unleashed - How to Thrive as an Independent Professional ·

2025/11/17

Show Notes: Antonio Nieto-Rodriguez, a leading expert on project management, talks about his upcoming HBR book. Antonio shares his career path, including his time at PwC, banking, and pharma, and his early realization of the importance of project management. Changing the Perception of Project Management He discusses his mission to change the perception of project management from a tactical to a strategic role, including his work with the Project Management Institute (PMI) and his goal to publish in

41:13

625. Samora P. Z. Wolokolie, How to Hire a Consultant...

Unleashed - How to Thrive as an Independent Professional ·

2025/11/10

Show Notes: Samora Wolokolie talks about his dual roles as a CPA and attorney in Monrovia, Liberia. Samora lists his credentials: chartered accountant, certified public accountant, certified forensic investigation professional, certified fraud examiner, certified tax practitioner, and lawyer, and details his academic background. He is also an associate professor at the University of Liberia where he teaches all levels of accounting. Samora also teaches at other universities and holds degrees from

51:45

624. David Nour, Author of Relationship Economics

Unleashed - How to Thrive as an Independent Professional ·

2025/10/27

Show Notes: David Nour, author of Relationship Economics, discusses the six phases of strategic relationships. He emphasizes intentionality and a portfolio approach to relationship investing. The six phases he uses throughout the episode are: mapping, relating, nurturing, sustaining, requesting, and capitalizing. Different Levels of Relationship Management Nour explains that when a challenge arises, the first questions should be: Who do I need? Who do I know? How do I connect the dots? He contrasts

22:53

623. Kartik Sundar, TeamSlide, A Free AI Tool for...

Unleashed - How to Thrive as an Independent Professional ·

2025/10/20

Show Notes: Kartik Sundar, founder of TeamSlide, a tool that uses AI to create PowerPoint slides, explains that TeamSlide is available through a web browser and a PowerPoint add-in, with users starting in the web browser and eventually using the add-in for more seamless access. A Demonstration of TeamSlide Kartik demonstrates how TeamSlide converts notes into consulting-style slides using AI for visual design and text layout. He explains the chat interface-like layout and the ability to generate

46:46

622. Brian Potter, Author of The Origins of Efficiency

Unleashed - How to Thrive as an Independent Professional ·

2025/10/13

Show Notes: Brian Potter, author of The Origins of Efficiency, explains his core model of efficiency, which includes five levers: production method, increasing production rate, lowering input costs, removing steps, and reducing variability. The Work behind the Book Brian discusses his background in the construction industry and his initial struggles in writing the book, including difficulties in explaining his thesis simply and coherently and the inspiration behind writing the book. He describes his

15:47

621. Vadim Rogovskiy, Founder of EVE

Unleashed - How to Thrive as an Independent Professional ·

2025/10/06

Introducing EVE This episode kicks off with an introduction to EVE, an AI operator that turns email inboxes into lead generation. Founder Vadim Rogovskiy explains that EVE helps small businesses organize their inboxes to find leads and follow-ups. EVE saves time by drafting personalized emails and flagging upsell or churn signals. He mentions the special pricing: $250 per month for an individual plan and $500 per month for a team plan. EVE offers a seven-day trial, a refund for the first month, and

28:22

620. Christian Derosiers, Co-founder of Flashpoint.ai

Unleashed - How to Thrive as an Independent Professional ·

2025/09/29

Show Notes: Christian Derosier, co-founder of Flashpoint.ai, explains that it is an AI-native market research agency that offers tools and methods typically used by market research agencies but at a fraction of the time and cost. Flashpoint.ai includes surveys, media monitoring, expert calls, and proprietary tools, aiming to provide a comprehensive market research solution. The tool is designed to help business leaders and consultants live at the level of business problems, clarifying objectives and

39:49

619. Uday Turaga, What the AI Boom Means for Energy

Unleashed - How to Thrive as an Independent Professional ·

2025/09/22

Show Notes: Uday Turaga runs ADI Analytics, a boutique firm specializing in oil and gas, energy, and chemical industries. ADI Analytics was founded in 2009, has 20 employees, and operates globally. The firm focuses on the value chain across oil and gas, energy, and chemicals, including upstream exploration, midstream natural gas and LNG markets, downstream fuels, power utilities, and energy transition. In 2017, ADI Analytics acquired Chemical Market Resources, expanding its capabilities in the

22:46

618. David A. Fields, How AI is Impacting Consulting...

Unleashed - How to Thrive as an Independent Professional ·

2025/09/15

Show Notes: David A. Fields talks about how AI is affecting consulting firms. David clarifies that his company’s active client base is 30-50 firms, and they are being asked more frequently to help firms with an AI strategy. In terms of size, 20% of their business is solo consultants, while the rest are mostly businesses that range from $2 million to $100 million. Consulting Firms and AI Adoption David explains that the average revenue per FTE in consulting has remained around $250,000 for the past

28:53

617. Sri Kaza, Unconvention: A Small Business...

Unleashed - How to Thrive as an Independent Professional ·

2025/09/01

Show Notes: Sri Kaza is a former McKinsey partner and the author of Unconvention, A Small Business Strategy Guide. Sri explains why he left McKinsey after nearly a decade of working with large corporations, to start working with small businesses. Around 12 years ago he decided to pursue entrepreneurship and independence. He worked for Tor Hagen at Viking Cruises, who was a former McKinsey partner, and Sri was impressed by Tor’s ability to allow his vision to take risks and drive decision-making

34:56

616. Sandor Marton, Chronos Insights, a Gen AI Tool...

Unleashed - How to Thrive as an Independent Professional ·

2025/08/18

Show Notes: Sandor Marton, a McKinsey alum and co-founder of Chronos Insights introduces the AI research companion tool and explains its features. Sandor shares his background in growth strategy, commercial strategy, and due diligence work. He identifies the problems faced by small firms and independent practitioners who don’t have large teams in place to assign people to do the massive amount of necessary foundational research, which limits the size of projects they can take on. An Overview of

36:52

615. Sid Masson, Co-Founder of Wokelo.ai, a Powerful...

Unleashed - How to Thrive as an Independent Professional ·

2025/08/11

Show Notes: Sid Masson, co-founder and CEO of Wokelo.ai explains that Wokelo is an agentic platform for investment research and commercial due diligence, automating market research and desk research activities performed by consulting firms, investment banks, private equity analysts and so on. It offers private market research and allows the user to pass through hundreds and 1000s of data sets in a matter of minutes, but beyond just research, it automates end-to-end deliverables, all the way to a

16:54

614. Dina David, Umbrex and Veritux Mastermind Groups

Unleashed - How to Thrive as an Independent Professional ·

2025/08/07

Show Notes: Will Bachman and Dina David, the facilitator for the Umbrex and Veritux Mastermind groups, discuss the program's basics. Mastermind groups are peer-structured programs for middle-seven to nine people, ideally eight, over a 10-month period. The program kicks off in September and wraps up in June, 2026. Applications are due August 15, and for those not yet members, independent consultants should join the community to access the opportunity. The Details on Mastermind Groups Dina explains

51:44

613. Brian Stollery, AlphaSense's AI Market Intel for...

Unleashed - How to Thrive as an Independent Professional ·

2025/07/07

Show Notes: Brian Stollery talks about AlphaSense, an information provider that independent consultants and boutique firms are using to gain an edge over those who rely on chat GPT or consumer LLM tools. AlphaSense is built for this kind of work, pulling in verified content such as industry reports, broker research filings, earnings calls, expert calls, news, and internal research and internal content. It layers this with market-leading AI functionality that can read and synthesize all of it to

46:54

612. Wes Wheless, Intellectual Headshots for Solo...

Unleashed - How to Thrive as an Independent Professional ·

2025/06/30

Wes Wheless helps solo consultants bottle their secret sauce. To do so, Wes offers two services: The NicheFinder Sprint and The IP Builder Sprint. He believes that consultants need to identify a niche or specialization and a unique approach to serving that niche, typically codified into intellectual property (IP). Each sprint is delivered one-on-one over 1-2 weeks. Niche Finder Explained NicheFinder is designed for early-stage solo consultants who are struggling to narrow down their niche. It

43:25

611. Ilya Druzhnikov and Alex Lugosch, Using Cold...

Unleashed - How to Thrive as an Independent Professional ·

2025/06/02

Show Notes: Alex Lugosch and Ilya Druzhnikov, founders of True PMF, explain that True PMF is a rapid prototyping and discovery service for startups and established companies who are releasing a new product or testing a new market and don’t have the tools or six to eight months to try new experiments for product market fit. The firm uses cold calling tools to test out different ideas and pitches to potential clients, focusing on understanding the reactions of potential buyers. Ilya explains how their

23:12

610. Vanessa Liu, Co-founder & CEO of Sugarwork

Unleashed - How to Thrive as an Independent Professional ·

2025/05/26

Show Notes: Vanessa Liu, co-founder and CEO of Sugarwork, talks about how this tool helps enterprises capture tacit knowledge by acting as a guide. Sugarwork helps companies capture specific information at scale and enables sharing, and guides companies to ask specific questions to elicit the required insights. How the Sugarwork Platform Works Vanessa explains how the dashboard works and how it helps companies understand, leverage, and easily access their tacit knowledge for better decision-making

35:43

609. Ami Parekh, Chief Health Officer at Included Health

Unleashed - How to Thrive as an Independent Professional ·

2025/05/19

Show Notes: Ami Parekh discusses the business model and services of Included Health, a company that provides personalized healthcare. Included Health partners with self-insured employers and health plans to improve the way working Americans and their families receive healthcare. Included Health Services About a third of Fortune, 100 companies, and 10 million Americans have access to Included Health’s services. The company focuses on providing access answers and advocacy as people engage in the

31:29

608. Sarah Dobson, Design of Brand for Entrepreneurs

Unleashed - How to Thrive as an Independent Professional ·

2025/05/12

Show Notes: Sarah Dobson, founder and creative director at Design of Brand, discusses their niche in helping founders of companies establish their brand identity. They offer a process that includes brand strategy, naming, and creating a visual identity system for launch or relaunch. She explains what a brand identity entails and provides examples of successful case studies. Discovering and Designing a Brand Identity Sarah explains what the core of a brand identity is, how it is more than just a

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Unleashed - How to Thrive as an Independent Professional

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