Blog

Sohil Parekh shares ten tips on caring for aging parents when they live in a different country. You are NRI from the USA? Working for MNC with ESOP? Probably you are HNI wanting to make FDI? Previously PIO having OCI? There is GOI scheme. You can open NRO/NRE/FD/DEMAT (but not HUF) with INR. We are definitely needing PAN. Can get from ITD. You must link Aadhaar and submit KYC. Next year, Re-KYC via eKYC or CKYC. Then if you are…

Umbrex is pleased to welcome Volker Wuerttenberger with per homines. Volker is an independent consultant, management trainer and business coach since 2002. In this period he ran numerous improvement programs with reknown firms in the electrical, electronics, chemical and other industries. Prior to that he had spent 6 years with McKinsey & Company inc. and 5 years as CEO of SMG Strategic Management Group GmbH. He holds a diploma in Electrical Engineering and had spent 5 years in the computer…

Jayanth Krishnan shares a company article on a company on an improved metric, inspired by Jobs Theory, that addresses CLV’s limitations in addition to making growth and margin the lingua-franca of the whole organization. Abstract:  CLV is a sound quantitative metric provided the data fed to it has a sound basis in customer’s fundamental approach to making choices. CLV2.0 is a revised metric inspired by Jobs theory, that addresses CLV’s limitations in addition to making growth and margin the lingua-franca…

In this article, Jessica Lackey explains the difference between grit and grind to help you improve your performance. I talk about “growing without the grind” for individuals and businesses, and in my talks I sometimes reference magic, manifestation, and the power of recovery. How we can make leaps forward without it being a consistent, unrelenting slog. So I usually get one question. “I don’t believe in The Secret, the idea that you can just believe it and it will come…

Umbrex is pleased to welcome Abigail O’Malley with Hidden Insights Group.  Abbey is a Principal of Hidden Insights Group, a research and consulting firm focused on talent management in financial services. She has done extensive research in increasing diversity of financial advisors to serve a broader customer base and drive performance gains. Previously, Abbey was with McKinsey & Co. where she served financial services firms on a broad range of strategic problems. Prior to McKinsey, she was a Product Manager…

Anastasia Ksenofontova shares an article designed to help overcome and improve perceived divisions between sales and production departments. Salespeople sell what they know rather than what the clients need. They use personal connections rather than industrial or functional competencies to close the deals. Salespeople do not fully understand the products they are selling. On the other hand, production or service delivery cannot provide what the salespeople have promised. Technicians do not know how to talk to customers. The production/service delivery…

Umbrex is pleased to welcome Hugo Breton with ActionCOACH Halton. Hugo began his career as a business consultant at McKinsey & Company. He led performance transformations in the Americas and Sub-Saharan Africa across the technology, retail, automotive and logistics industries. He later joined Citibank, where he implemented new marketing and retail banking processes. Hugo led the Latin American operations team for Riot Games, supporting the most popular online video game and the launch of four new titles. He co-founded Octhopus,…

Sindhu Kutty shares an article published on Forbes that is designed to help you determine the right operating model for your business. Since watching my first episode of Star Trek, I have been fascinated watching the crew work seamlessly together as they follow their mission “to explore strange new worlds, to seek out new life and new civilizations, to boldly go where no one has gone before.” You often see teams working together across engineering, security, sciences (Mr. Spock’s department),…

Hugo Breton shares a video that will teach you how to turn marketing into an investment and how you can test and measure to make your marketing work for you.   Watch the video on YouTube: https://www.youtube.com/watch?v=7vlYejBRfaE…

Umbrex is pleased to welcome Sohil Parekh with Deep Sea Strategy.  Sohil has 20+ years of experience advising and operating technology businesses and digital channels. He is particularly skilled at leading teams through periods of change. Sohil has done this in a diversity of industries (healthcare, retail, e-commerce, telecommunications, high-tech). Before stints at Aetna/CVS Health, Staples, Gazelle (Venrock-funded startup) and Microsoft, Sohil began his career as a management consultant at Boston Consulting Group and Capgemini. He holds an MBA in…

Umbrex is pleased to welcome Brian Abernathy with Pelham Advisors.  Brian has served in multiple public sector roles. He finished his city career as Philadelphia’s Managing Director, overseeing all the City and County’s 30+ operating departments, 20,000 employees, and $4.8 billion budget. Brian has also led the Philadelphia Redevelopment Authority, negotiating millions of dollars in redevelopment projects and finding creative solutions for affordable housing. He started his city career as an aide to Councilman Frank DiCicco, analyzing the city budget,…

Amanda Setili shares a recent Fearless Growth podcast episode where she interviews the author of Right on the Money: New Principles for Bold Growth, Colleen Francis.  Colleen Francis provides a proven, realistic game plan to creatively adapt our sales and marketing efforts in a topsy-turvy world. Colleen is an award-winning speaker, consultant, and the author of Right on the Money: New Principles for Bold Growth. A successful sales leader for over 20 years, Colleen’s results have attracted hundreds of industry-leading…