Blog

A listener of Unleashed asked for advice on how to set fees, and I shared my thoughts in Episode 174. I’ve added that episode to Unleashed Essentials. In this episode I refer to, and strongly recommend, Chapter 22 of The Irresistible Consultant’s Guide to Winning Clients: 6 Steps to Unlimited Clients & Financial Freedom, by David A. Fields. Novelist and […]

David A. Fields is hiring a Principal to join his firm, and I thought his approach is worth sharing, for anyone who is looking to grow their team. First, there is a detailed video explaining the position. Then an online application that sorts for those who are seriously interested. Pretty cool idea to have an in-depth video […]

Gotta love a 2x2x2 matrix. Eden McCallum in partnership with London Business School did a survey of independent consultants and current consultants. A web version of the results is here. A different downloadable version of the results is here.

will-bachman-mckinsey-alum-new-york-ny

Outbound calls are one of the best ways to keep relationships strong and stay top-of-mind with decision makers. But making outbound calls – even to people in your core network – can be awkward. It helps quite a bit, though, if you have a plan for what you’ll say and how to steer the conversation. […]

will-bachman-mckinsey-alum-new-york-ny

This chart is pulled from the article “Notes on Designing Your Company” by Kevin J. Boudreau, Harvard Business School working paper 16-131. You can download the full document here. This was the second-most downloaded article on SSRN (Social Science Research Network) the week of March 18th. SSRN is a fun place to browse – you can […]

An Umbrex member asked me last week if I’d recommend that she get disability insurance. Short answer: Absolutely. It is a bit of a hassle, but I would encourage everyone (in the U.S., at least) to get long term disability coverage. The process takes 4-6 weeks, and there is never a better time to start […]

We all know the 80-20 rule. What about the (70 : 30) Squared Rule? The (70 : 30) Square Rule says when you are having an initial context discussion with a client, client should be speaking 70% of the time, and consultant should be speaking 30% of the time. And when the consultant is speaking, 70% of […]

will-bachman-mckinsey-alum-new-york-ny

Instead of a whole deck, what if you go to a meeting with one piece of paper? I love this infographic created by Umbrex member Ian Tidswell. I can imagine having a robust two-hour discussion based on this one page alone. Have you ever gone to a client discussion with just one piece of paper?

Found this on LinkedIn, posted by Chelsea Peitz.

will-bachman-mckinsey-alum-new-york-ny

Over the past week I’ve been binge-listening to the LinkedInformed podcast with host Mark Williams, thanks to a tip from Mahan Tavakoli. I’ll be sharing my key takeaways in this weekly email. Here’s one: I’ve been writing sub-optimal posts on LinkedIn. I generally do a post about each episode of Unleashed with the name of the guest, a short summary, and […]

will-bachman-mckinsey-alum-new-york-ny

Umbrex member Caleb Williams asked me my perspective on the difference between these terms: Independent professional Independent consultant Independent contractor Independent advisor Freelance consultant Mercenary Since I’m trying to learn how to do video, I posted my two-minute answer here. Would love to see your thoughts on those terms in a comment to the video post. […]

will-bachman-mckinsey-alum-new-york-ny

Interactive scrolling display of the lifespan of news at newslifespan.com. I can imagine using a similar visualization on a consulting project (perhaps the impact of a series of promotional campaigns?