76. Eight steps to prepare to transition to independent consulting

FromUnleashed - How to Thrive as an Independent Professional

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76. Eight steps to prepare to transition to independent consulting

FromUnleashed - How to Thrive as an Independent Professional

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Length:

9 minutes

Released:

Jul 22, 2018

Format:

Podcast episode

Description

Are you thinking about transitioning to independent consulting? This episode provides eight steps you can take now to set yourself up for success when you officially launch your own practice.

Released:

Jul 22, 2018

Format:

Podcast episode

Titles in the series (100)

Unleashed explores how to thrive as an independent professional.

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5. Srikumar Rao - Creativity and Personal Mastery: Several years ago, Srikumar Rao left a comfortable tenured position to set out as an independent professional. He now gives keynote speeches and offers his course to corporations and the general public around the world. His TED talk has been viewed... by Unleashed - How to Thrive as an Independent Professional
49 min listen
4. Lilly Minkove - Luxury retail expert: Lilly Liu Minkove is an expert in the luxury retail sector. She focused on the luxury retail industry as an investment banker at Citigroup and Goldman Sachs, and as a management consultant at McKinsey & Co. Then she gained experience in... by Unleashed - How to Thrive as an Independent Professional
53 min listen
8. Amanda Setili on Strategic Agility: Our guest today is my friend Amanda Setili, the author of two books: The Agility Advantage: How to Identify and Act on Opportunities in a Fast-Changing World, was published in 2014. Her latest book is coming out in the fall of 2017, Fearless... by Unleashed - How to Thrive as an Independent Professional
38 min listen
3. Susan Hamilton - Brand Identity Strategist: Susan Hamilton is a brand identity strategist and a member of Umbrex. She is an alum of Harvard Business School and Boston Consulting Group, and her firm, sh.BRAND, is based in New York City. We talk about what a brand identity is and how Susan helps... by Unleashed - How to Thrive as an Independent Professional
38 min listen
22. Chris Fox on strategy projects: Chris Fox, an alum of McKinsey and Marakon, has held executive leadership roles at Xerox and MeadWestvaco. Since 2014 he has been operating his own consulting practice, Meridian Strategic Consulting, based in Richmond, Virginia. In this... by Unleashed - How to Thrive as an Independent Professional
42 min listen
24. Esther Kim on social sector consulting: Our guest today is Esther Kim, an independent consultant based in San Francisco who focuses on serving clients in the social sector, including non-profits, philanthropies, and social enterprises. After getting her Masters degree in Environmental... by Unleashed - How to Thrive as an Independent Professional
51 min listen
9. Rick Condon on his firm Inside Consulting: Our guest today is Rick Condon, a former submarine officer and a former Engagement Manager at McKinsey. He has been running his own consulting practice since 2004. The majority of Rick’s clients are privately held mid-market companies and he works... by Unleashed - How to Thrive as an Independent Professional
36 min listen
12. Matt Weill on contracts: Non-circumvention, non-disclosure, indemnity, and other terms to be familiar with by Unleashed - How to Thrive as an Independent Professional
51 min listen
6. Robbie Kellman Baxter on the Membership Economy: Become a thought leader to turbocharge your practice by Unleashed - How to Thrive as an Independent Professional
46 min listen
11. Dorene Stockman on business insurance for independent professionals: Our guest today is Dorene Stockman, an insurance agent with the Owens Group, an independent agency. Dorene helped me get my own insurance policy, and I thought she was very knowledgeable and a helpful advisor on that process, so I asked her to be on... by Unleashed - How to Thrive as an Independent Professional
50 min listen
1. David Fields on winning clients: Right-side-up thinking to drive your consulting practice by Unleashed - How to Thrive as an Independent Professional
54 min listen
30. Larry Oglesby on the importance of speed in lean transformations: Larry Oglesby has been a close friend and mentor of mine for over a decade. I first got to know Larry when he was my Engagement Manager at McKinsey on a manufacturing lean operations project back in 2005, and we bonded over our shared service in... by Unleashed - How to Thrive as an Independent Professional
62 min listen
10. Will Bachman on Why and How to Start a Podcast: Four reasons why an independent professional might want to start a podcast, and 17 tips on how to get started. by Unleashed - How to Thrive as an Independent Professional
21 min listen
33. Geoff Wilson on business unit and corporate strategy: Our guest today is Geoff Wilson, a McKinsey alum who subsequently served as the SVP of Corporate Strategy and Development at Milliken & Company, a privately-held, diversified manufacturing company headquartered in Spartanburg, South Carolina with... by Unleashed - How to Thrive as an Independent Professional
53 min listen
21. Ron Hubsher, author of Closing Time: Our guest today is Ron Hubsher, the Managing Director of the Sales Optimization Group and the author of Closing Time: the 7 Immutable Laws of Sales negotiation.” Ron’s book is in print but not available on Amazon – he explains what happens when... by Unleashed - How to Thrive as an Independent Professional
43 min listen
20. Mike Bendit on building a referral network: Our guest today is Michael Bendit, an independent professional based in NYC who started his consulting career as a principal at Booz & Co. Michael has two sides to his practice He runs a consulting practice, with a particular focus on strategy... by Unleashed - How to Thrive as an Independent Professional
48 min listen
19. Martin Pergler on risk management: Martin Pergler is Founder and Principal at Balanced Risk Strategies, Ltd., in Ottawa, Canada. Previously, he was Senior Expert in Risk at McKinsey, where he was a leader in their Corporate Risk and ERM service lines, based at various times in their... by Unleashed - How to Thrive as an Independent Professional
50 min listen
7. Valia Glytsis - The Paradox of Leadership: A more meaningful and impactful way of working, communicating, and leading by Unleashed - How to Thrive as an Independent Professional
51 min listen
14. Will Bachman on establishing the strategy for your practice: In this in-between-isode, Will Bachman offers a perspective on the questions you should answer to create a strategy for your practice, namely: What is your definition of success? Or in other words, What is winning? Where do you play? How do you win... by Unleashed - How to Thrive as an Independent Professional
15 min listen
13. Mike Feiner on High Performance Leadership: Our guest today is Mike Feiner, who has been an influential figure in my own life since I took his class High Performance Leadership at Columbia Business School. Mike is now on his fourth career. He was the Worldwide Chief People Officer at Pepsi –... by Unleashed - How to Thrive as an Independent Professional
54 min listen
32. Amanda Setili on her new book Fearless Growth: Our guest today is Umbrex member Amanda Setili, and we discuss her new book that is being published today: Amanda has been a guest on the show before, on episode 8, when we spoke about the Strategic Agility Think Tank which she established, and her... by Unleashed - How to Thrive as an Independent Professional
49 min listen
2. Ravi Rao, Author of Emotional Business: Using neuroscience to start your day and drive corporate culture change by Unleashed - How to Thrive as an Independent Professional
61 min listen
17. David Burnie on building a boutique firm: David Burnie is a McKinsey alum and the founder of The Burnie Group, a boutique consulting firm based in Toronto. We discuss how we started as an independent professional and then proceeded to build a firm and how he has partnered with software firms... by Unleashed - How to Thrive as an Independent Professional
37 min listen
25. Josh Spodek on leadership step by step: Our guest today is Josh Spodek, the author of . Josh is an independent professional who coaches individual clients teaches leadership and entrepreneurship as an adjunct professor at NYU does speaking engagements runs online courses in leadership and... by Unleashed - How to Thrive as an Independent Professional
61 min listen
15. Will Bachman on 27 steps to set up your firm: In this in-between-isode, Will Bachman offers suggestions on 27 action items to consider as you set up your firm. by Unleashed - How to Thrive as an Independent Professional
23 min listen
23. Steven Koltai on international development projects: Our guest today is Steven Koltai, the author of "Peace through Entrepreneurship: Investing in a Startup Culture for Security and Development" Steven has had multiple careers. he has been a management consultant at McKinsey, the head of strategy at... by Unleashed - How to Thrive as an Independent Professional
46 min listen
16. Julie Gupta on pro bono consulting: Our guest today is my friend Julie Gupta, who has a Masters in Material Engineering from MIT and an MBA from Harvard Business School. Julie started her consulting career at Bain & Company, and after a series of roles in the tech industry she... by Unleashed - How to Thrive as an Independent Professional
48 min listen
28. Ravi Rao on customer experience: A neuroscientist-developed framework that clients love by Unleashed - How to Thrive as an Independent Professional
54 min listen
37. Jason Korman on consulting through art: Our guest today is Jason Korman, who entered the world of consulting via the wine industry. Jason is the founder of Stormhoek Winery, a South African wine label. While running that label, he retained Hugh MacLeod to blog and draw for Stormhoek,... by Unleashed - How to Thrive as an Independent Professional
44 min listen
49. Will Bachman on Getting Some Things Done: On the show today Julia Bunte-Mein is back. Julia, a brilliant and accomplished sophomore at Harvard College, spent a day with me on a Winternship. On our last episode, Julia interviewed me about the advice I’d give to my college-age self, and... by Unleashed - How to Thrive as an Independent Professional
26 min listen

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574. Lindsay McGregor, Co-founder and CEO of Vega Factor: 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... by Unleashed - How to Thrive as an Independent Professional
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573. Ron Razmi, AI Doctor: The Rise of Artificial Intelligence in Healthcare: 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... by Unleashed - How to Thrive as an Independent Professional
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572. Divya Agarwal, Somatics 101: Show Notes: Divya Agarwal, founder of Vivekam, explains what somatics is and what the benefits are. Somatics is a term used to describe techniques that can be used with the body to build more body/mind awareness, manage emotions, and respond more... by Unleashed - How to Thrive as an Independent Professional
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571. Kathy Hines, Unleashing Brand Fundamentals: Kathy Hines, former Chief Marketing Officer at brands like Kipling, The North Face, and Dickies, shares her experience at VF corporation. She started her career in career management consulting at Bain and later went on to Nike, where she gained... by Unleashed - How to Thrive as an Independent Professional
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570.Dimitris Samouris: 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... by Unleashed - How to Thrive as an Independent Professional
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569. Ran Harpaz, Automating Tax Accounting for Solopreneurs: In this episode of Unleashed, Ron 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... by Unleashed - How to Thrive as an Independent Professional
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568. Salah Zalatimo, Integrating AI into a 100-year-old Media Business: 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... by Unleashed - How to Thrive as an Independent Professional
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567. Henry Oliver, Author of Second Act, on The Secrets of Late Bloomers: Show Notes: In this discussion, Will Bachman interviews Henry Oliver, author of the forthcoming book Second Act about late bloomers. Oliver has a background in English literature and marketing. He worked for an MP and later in employment... by Unleashed - How to Thrive as an Independent Professional
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566. Craig Callé, Third Party Risk Management and Cyber Security: Craig Callé talks about third party risk management (TPRM) and cyber security. TPRM is a subset of Governance Risk and Compliance (GRC), which aims to help organizations achieve their objectives, address uncertainties, and act with integrity. TPRM is... by Unleashed - How to Thrive as an Independent Professional
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565. Ivan Oransky, Co-founder of Retraction Watch: Show Notes: In this conversation with Will Bachman, Ivan Oransky, a co-founder of Retraction Watch, shares his experience as a medical journalist and with Retraction Watch. Ivan explains that his friend and co-founder, Adam Marcus had uncovered a... by Unleashed - How to Thrive as an Independent Professional
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564. Melanie Espeland, Executive Presence Presentation: Show Notes: Melanie Espeland, a TEDx speaker and executive coach with 17 years of experience in strategy, operations, and coaching, she’s former McKinsey, and in this episode, she discusses the importance of executive presence and how to achieve it.... by Unleashed - How to Thrive as an Independent Professional
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563. Alex Brueckmann, Author of The Strategy Legacy: Show Notes: In this episode of Unleashed, Alex Brueckmann discusses the concept of strategy and its importance in business. Alex states that strategy is defined as a set of integrated choices made to win in a chosen marketplace. It is not just about... by Unleashed - How to Thrive as an Independent Professional
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562. Karen Friedenberg: AI Project Case Study: Show Notes: Karen Friedenberg discusses a project she worked on to design an Intelligent Automation Center of Excellence for a Fortune 500 medical supply company. The challenge was that the organization was initially looking to leverage robotics... by Unleashed - How to Thrive as an Independent Professional
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561. Why and How to Become an Adjunct Professor: Show Notes: In this episode of Unleashed, the panel discussion focuses on the pros and cons of becoming an adjunct professor. The panelists discuss the motivations behind teaching courses as an adjunct professor, how to get hired, whether to teach in... by Unleashed - How to Thrive as an Independent Professional
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560. Russell S. Reynolds, Jr. Building a World-class Professional Services Firm: Show Notes: Russell Reynolds, founder of Russell Reynolds Associates and RSR Partners, shares his story of starting his own executive search firm in the 1960s. He served in the Air Force and later joined JP Morgan. After working there for six or seven... by Unleashed - How to Thrive as an Independent Professional
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559. Paul Gaspar: AI Project Case Study: Show Notes: In this episode of Unleashed, Paul Gaspar discusses his experience working with artificial intelligence at a major global insurance conglomerate in Japan. The company faced pressure to streamline operations and reduce costs within its auto... by Unleashed - How to Thrive as an Independent Professional
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558. Astrid Malval-Beharry: AI Project Case Study: Show Notes: In this episode of Unleashed, Astrid Malval-Beharry discusses an AI case study with a top 50 homeowners insurance carrier in the US. Astrid was approached by their underwriting and innovation teams to digitally transform their underwriting... by Unleashed - How to Thrive as an Independent Professional
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557. Julie Noonan: AI Project Case Study: Show Notes: Julie Noonan shares a case study on using AI while working with a top 15 global pharma company to get the most insight from the data and reduce time to market or time to development of their particular molecules and drugs. In early... by Unleashed - How to Thrive as an Independent Professional
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556. Markus Starke: AI Project Case Study: Show Notes: Markus Starke, an advisor for cybersecurity and digital process transformation, has recently been working in cybersecurity for the AI applications that corporations are using. Marcus explains that, AI plays a significant role in work,... by Unleashed - How to Thrive as an Independent Professional
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555. Cheryl Lim Tan: AI Project Case Study: Show Notes: Cheryl Lim Tan discusses her experience working with a financial wellness product powered by AI. The client was early in their journey and needed to raise awareness of their product. They needed to refine their product further and gain... by Unleashed - How to Thrive as an Independent Professional
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554. Barry Saunders: AI Project Case Study: Show Notes: Barry Saunders, a digital expert at McKinsey, discusses his background in the firm and his experience in AI-related projects. He worked in the LEAP practice, which built platforms for video streaming, preventative maintenance, and... by Unleashed - How to Thrive as an Independent Professional
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553. Phil Bellaria: AI Project Case Study: Show Notes: In this episode of Unleashed, Phil Bellaria shares a case example of building a Chat GPT using open-source large language models. The client was a large telecommunications company with an immense amount of unstructured data, including... by Unleashed - How to Thrive as an Independent Professional
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552. Diane Flynn, Coaching a Growth Mindset: Diane Flynn, a multi-talented professional and author of two books and two popular courses on Udemy, Growth Mindset and Communicating with Confidence, has been working with her company, Reboot Excel, for the last decade. The company aims to help... by Unleashed - How to Thrive as an Independent Professional
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551. Making Aid Count: Terry Roopnaraine on Development Consulting: Show Notes: Terry Roopnaraine, a technical consultant for international development projects, has been working in the field for about 25 years. He provides technical services to support projects funded by bilateral donors, UN agencies, and... by Unleashed - How to Thrive as an Independent Professional
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550. Jared Simmons, Design to Value: Show Notes: In this episode of Unleashed, Will Bachman talks to Jared Simmons, business consultant, coach, and speaker, on design to value. Jared defines the term ‘design to value’, offers examples of how it can be used, and talks about the... by Unleashed - How to Thrive as an Independent Professional
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549. Chad Oakley, The Current State of the Consulting Job Market - January 2024: Show Notes: Chad Oakley, CEO at the executive search firm at Charles Harris, discusses the current state of the consulting job market. He kicks off the conversation by explaining who Charles Harris is and what they do. Chad shares his perspective on... by Unleashed - How to Thrive as an Independent Professional
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546. Tiago Forte Author of Building a Second Brain: In this session, Will Bachman and Tiago Forte discuss Tiago’s new book Building a Second Brain. They discuss how the concept provides value and work through each key learning aspect, the importance of using note-taking apps, including CODE and Para.... by Unleashed - How to Thrive as an Independent Professional
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76. Eight steps to prepare to transition to independent consulting

76. Eight steps to prepare to transition to independent consulting

Description

Titles in the series (100)

More Episodes from Unleashed - How to Thrive as an Independent Professional

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