Unleashed - How To Thrive As An Independent Professional

Show Notes Jessica Magoch is a jazz musician and sales expert who has put her two skills together to help others. She started her sales career when she was auditioning for college musical theater programs and realized that the best job for her would be one with flexibility - sales. She quickly excelled in the field and went on to work for a company that she helped build from zero to 100 million in revenue. After leaving that company, she started her own consulting and coaching business, where she helps women-led social enterprises learn how to sell. How to Improve Your Sales Technique Jessica explains that people who are successful in sales often have an inexplicable thing that cannot be taught. This is because they are able to connect with people emotionally, which is something that can be learned. She explains that music is the fastest way to affect someone's emotions and that using it in a sales conversation can make a difference. The conversation explores the idea that people make decisions based on emoti

Show Notes: Unleashed has been running for six years and has 335,000 downloads. In episode 500 of the podcast, host and creator, Will Bachman wants to share three things: the deep personal history behind the podcast, what listeners can expect going forward, and the impact it has had on him.  An Interest in Journalism Will began his publishing adventures in junior high school when he started the Henry James Herald, a photocopied newspaper he sold or gave away in the lunchroom. He  tried to start an alternate to the school newspaper in high school when he found the school paper to be a little less interesting than what he thought it could be.  Despite not having the opportunity to pursue his initial dream of starting his own newspaper in high school,  his passion for journalism continued in college when he joined the Harvard Crimson. He became a photographer and learned how to develop film and print photographs, spending around 30-40 hours a week as a photo editor. He enjoyed this experience immensely, as it ga

Show Notes John Livesay is the pitch whisperer - he helps people calm down and deliver a winning pitch. He believes that the best way to win more sales is to tell a story that includes your own personal story, a company story, and then turning a case study into a case story. He was approached by Anthem insurance to be their sales keynote speaker and ended up staying for their improvisation session to help people with their pitches. Ink Magazine dubbed Jordan a pitch whisperer after she gave an example of how she helped a client tell a better story. She was working with Olympus medical, who had a piece of equipment that could make surgeries go 30% faster, but they couldn't understand why more doctors weren't buying it. Jordan explained that people buy emotionally and then back it up with logic, and then she asked the client some questions. The client told a story about how their equipment had helped a doctor at Long Beach Memorial put a patient's family out of their waiting misery. The other doctor saw himself

Peter is an energy industry thought leader, and consult and international keynote speaker and co-founder of NorthBridge Energy Partners LLC, an independent consulting organization with expertise and perspective on US energy markets. Peter has worked with and advised companies as large and established as GE, Nike, and SunPower while also helping numerous start-ups navigate the challenging path to success, and he is the author of "The Energy Switch: How Companies and Customers Are Transforming the Electrical Grid and the Future of Power." You can learn more about Peter and his work at www.peterkellydetwiler.com. Key points include: 06:02: Current challenges faced by the energy system 13:25: Energy storage and the energy grid 39:02: The future of consulting for the 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.umb

Todd Cherches is a visionary leader with experience as a consultant, trainer, executive coach, TEDx speaker, keynote speaker, panelist, professor, author, blogger, and thought leader in the field of leadership and visual thinking. In this episode, he talks about his patented VisuaLeadership® approach. You can learn more about Todd and his work at www.toddcherches.com or www.bigbluegumball.com. Key points include: 06:18: How to host a creative meeting to drive growth 11:43 Exercises in visual leadership 24:07: The origins of visual leadership 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.

Jonathan Paisner has worked with B2B Fortune 1000 companies to evolve and implement their corporate brand to adapt for the changing needs of their business. He has held leadership and senior consulting roles at DeSantis Breindel, CoreBrand (now Tenet) and Siegel & Gale, and previously, he created and ran the brand licensing division of A&E Television Networks. In this episode, he shares his expertise in brand architecture. You can reach out to Jonathan on Linkedin or through his company website BrandExperiencedGroup.com. Key points include: 02:32: Brand architecture as a window to the overall business strategy 11:51: A case example of brand building  21:06: Securing alignment between teams and departments 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.

Raffi Grinberg is the Executive Director of Dialog and an educator. He also created and taught the course Adulting 101 at Boston College (the most popular course in the undergraduate business school). The course covered personal finance, relationships/communication, positive psychology, and career skills. In this episode, he talks about developing this program and why it has been so successful. You can reach Raffi through Linkedin. Key points include: 05:22: Cognitive skills coaching 14:18: Growth mindset 34:32: Communication skills 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.

After graduating with a BA in History and Education, Krysten knew she wanted a career where she could help people and make a positive impact. She became a teacher at middle school, but three years later she moved to an insurance agency where she led multiple departments, from operations to training to sales. Since the early days of her career, she has used her skills to coach sales in several industries, including entertainment, construction, retail, property management, consulting, health care, financial services, waste management, manufacturing, and software. You can reach Krysten on Linkedin or through her website Crosscuts.io. Key points include: 01:19: Tips on running a successful Linkedin content strategy 12:07: Reaching out to decision-makers 22:13: The importance of engaging with comments 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. L

Kyle McDowell is an author, speaker, and leadership coach. Kyle started his career in a regional bank as a front-line customer service representative. He has nearly three decades of experience leading tens of thousands of employees for some of the biggest companies in the US, and he has recently launched his best-selling book, Begin with We, which he talks about in this episode.  Kyle can be reached on his social platforms as Kyle McDowell Inc. and his website KyleMcDowellinc.com. Key points include: 09:47: Dealing with mistakes 18:31: Measuring ourselves by activities or outcomes 25:42: Challenging with diplomacy 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.

JJ Kasper is the founder and partner at Blue Collective, a company that invests in extraordinary entrepreneurs. JJ is also a McKinsey alum, a former teacher, and a paper boy. He is also a self-professed failed attorney, disgruntled academic, reformed consultant, retired turnaround guy, wistful musician, and reluctant VC…. You can connect with JJ through his company bluecollective.com or Linkedin.  Key points include: 02:53: How venture capitalists make money 13:17: The different stages of investment 32:04: The backstory of Blue Collective 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.

Tom Critchlow is a freelance strategy consultant and writer of the book The Strategic Independent - Theory & Practice for Independent Consultants. Tom specializes in digital marketing and how to generate leads, understand clients and their needs, and how to shift to a leadership mindset. You can check out Tom’s work at tomcritchlow.com or connect with him on Linkedin.  Key points include: 04:18: SEO consulting 22:27: Fees and pricing 34:41: Examples of new content initiatives  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.

Nick Gray is an entrepreneur and the author of The 2-Hour Cocktail Party. He is the founder of Museum Hack. Nick started a web hosting company called vs3 Web Services in high school, and he has sold two multi-million dollar businesses. In this episode, Nick talks about his new book and shares the secret to the success of the 2-hour cocktail party. To learn more about Nick and his businesses, check out the following links. How to Host a Party Website The 2-Hour Cocktail Party: Website The 2-Hour Cocktail Party: Amazon How to Host a Clothing Swap How to Plan a Networking Event How to Host a Happy Hour My Parents Hosted a Party: Here's What They Learned Mocktail Party: How to Host When You Don't Drink Alcohol If I Had $10 Million Dollars, How Would I Live Differently? Nick Gray's personal website Nick Gray's blog Key points include: 06:05: The NICK formula 18:08: Icebreakers 27:07: Cocktails and concluding the evening Unleashed is produced by Umbrex, which has a mission of connecting independent management con

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.BrewerPartners.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 is the owner operator of a registered investment advisory firm, a fee-based financial planning and investment advisory services to solopreneurs and self-employed professional clients. In today’s episode, Gabe talks about the important details of financial planning for solo entrepreneurs.   Access Gabe’s book, The Solopreneurs Money Manifesto on Amazon, listen to his podcast, Solopreneur Money, or visit his website, GabeNelsonFinancial.com.   Key points include: 04:22: The services of a financial advisor 10:16: Insurance planning 20:27: Retirement accounts 31:38: Tax changes for an S corporation 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.

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

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 anot

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.