『Unleashed - How to Thrive as an Independent Professional』のカバーアート

Unleashed - How to Thrive as an Independent Professional

Unleashed - How to Thrive as an Independent Professional

著者： Will Bachman
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 Unleashed explores how to thrive as an independent professional.Copyright 2019 by Will Bachman マネジメント マネジメント・リーダーシップ 出世 就職活動 経済学
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  • 625. Samora P. Z. Wolokolie, How to Hire a Consultant in Liberia

    625. Samora P. Z. Wolokolie, How to Hire a Consultant in Liberia
    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 Cuttington University, and Chariot University. He talks about his career path, including working with Deloitte in 2000, then moved to PKF Liberia and Baker Tilly, where he qualified as a chartered accountant in 2014. Serving as Liberia's Deputy Minister of Finance for Fiscal Affairs Samora served as Liberia's Deputy Minister of Finance for Fiscal Affairs from 2018 to 2024, managing the national budget and growing it from $600 million to $800 million. When asked about the major sources of revenue for the Liberian government, Samora explains that over 80% of the government budget comes from domestic revenue, with the rest from donors like the IMF, World Bank, and European Union. He details the importance of conducting audits and meeting benchmarks to access external resources, and shares a few examples of how this works. Samora discusses his role in developing revenue policies and regulations, focusing on domestic resource mobilization to grow the budget to $1 billion. He highlights the challenges and strategies needed to achieve this goal, including tax policies and revenue measures. He goes on to explain the structure of the companies he currently works for, his roles there, and how it focuses on both accounting and legal issues. Major Industries and Economic Potential in Liberia The conversation turns to the main industries in Liberia. Samora describes Liberia as an input-driven economy with significant potential in mining, forestry, and infrastructure development. He mentions the mining sector's potential, including gold, iron ore, and diamonds, and the involvement of companies like ArcelorMittal. Samora also discusses the forestry sector's potential, including logs and the Kimberley Process. He emphasizes the government's efforts in infrastructure development, particularly road construction and building maintenance. He goes on to talk about investment potential and licensing, shipping, and exporting. Consulting and Legal Processes in Liberia Samora talks about the process of hiring independent consultants in Liberia. He advises talking to an attorney and a CPA. He recommends checking with the Liberian Institute of Certified Public Accountants and the Liberian National Bar Association for licensed professionals. Samora explains the distinction between attorneys and counselors at law in Liberia, and recommends dealing with firms to ensure coverage through professional liability and insurance coverage. He goes into detail on the importance of following processes and doing due diligence and background checks when hiring consultants. Taxation and Labor Law Considerations for Foreign Companies Focusing on the tax implications for foreign companies hiring consultants in Liberia, Samora explains the withholding tax rates for resident and non-resident taxpayers, including the 10% and 15% rates for ordinary companies and the 6% rate for mining operations. He clarifies the concept of resident and non-resident status based on the number of days spent in Liberia. Samora discusses the importance of understanding labor law considerations, including contracts, occupational health and safety, and long-term employment. He also explains the tax brackets and Social Security tax obligations for foreign companies, employees and independent contractors, in addition to labour laws and health and safety laws in Liberia. Insurance Requirements for Firms in Liberia. Samora advises firms to have professional liability insurance to cover potential transgressions. He emphasizes the importance of ensuring payments pass through formal financial institutions to avoid money laundering issues. Samora suggests using bank-to-bank wire transfers or prepaid cards for payments to consultants, and he reiterates the importance of due diligence and background checks when hiring consultants in Liberia. Timestamps: 04:11: Revenue Sources and Management in Liberia 09:38: Major Industries and Economic Potential 20:04: Consulting and Legal Processes in Liberia 27:08: Taxation and Labor Law Considerations 36:50: Insurance and Payment Methods Links: LinkedIn: https://www.linkedin.com/in/atty-samora-p-z-wolokolie-ph-d-cfe-ca-cpa-fcfip-l-l-b-67315438/ Alliance CPA Inc: https://alliancecpainc.com/ TORCH Professional Consultancy Inc: https://topcinc.com/ Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build ...
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    41 分
  • 624. David Nour, Author of Relationship Economics

    624. David Nour, Author of Relationship Economics
    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 haphazard outreach, simple lists, and CRM-driven discipline, underscoring the importance of intentionality and consistency. He highlights relationship mapping to achieve specific goals—beginning with identifying targets, nurturing, and sustaining relationships. In a pharma example, he shows how to identify key companies and contacts and introduces the ideal relationship profile—focusing on specific individuals (not logos) because relationships are built between people. He also stresses finding "lookalikes": individuals whose values are aligned, who value and respect the relationship. Cold Outreach to Build Relationships On building new relationships—especially via cold outreach—Nour recommends focusing on fewer but better-qualified leads: go where potential clients already are (e.g., micro-events), be more interested than interesting, and engage with thoughtful questions. Quick, consistent follow-up turns initial introductions into meaningful relationships. He shares specific questions he uses to spark valuable conversations and secure meetings. Initial Conversations in Relationship Building Nour critiques "intellectually lazy" openings like "Tell me about your situation." Instead, come prepared with a hypothesis based on research and use questions to set the agenda. Authenticity matters: each consultant should develop their own style. To avoid being forgettable, respectfully provoke prospects to think differently. Unpacking the Four Middle Phases Nour details the four phases that form the "engine" of relationship development: Relating: Share relevant stories so prospects see themselves in similar situations. Nurturing: Add value with ideas, checklists, and stress-testing to build trust and credibility. Sustaining: Maintain momentum over time; help the buyer buy; enable internal champions. Requesting: Earn the right to ask for deeper access (e.g., org charts, NDAs, stakeholder conversations) to better understand needs and increase impact. Capitalizing on Relationships After Project Completion Two-thirds of the way through a project, identify existing, impending, and created needs to link projects and avoid losing momentum post-delivery. Nour shares how he invites senior executives from one client to speak at another client's event (non-competing industries), creating an ecosystem of seasoned leaders who become walking case studies. Climbing the Relationship Value Pyramid Nour bridges the gap between recognizing the importance of relationships and harnessing their significance with three ideas: Intelligent Relationship Management: Set relationship-centric outcomes, identify pivotal contacts, and make consistent "favor economy" deposits. Strategic Relationship Planning: Map company-to-company relationships from now to next (champions, cadence, outcomes). Relationship Value Pyramid: Categorize by depth and relevance—situation, investment, portfolio, recall (2 a.m.)—and apply a portfolio approach with a "three-touch rule" before reallocating attention. Reciprocity in Relationship Building Nour reviews gratitude, reciprocity, and paying it forward as observable behaviors. Twice a year, he reviews his top 100 relationships to prioritize where to invest next. He also mentions Avnir, his AI platform that builds a private relationship vault from existing data sources and prompts context-relevant actions to deepen connections. Timestamps 05:40: Mapping & Ideal Relationship Profiles 10:20: Building New Relationships (Cold Outreach) 22:16: The Six Phases: Mapping, Relating, Nurturing, Sustaining, Requesting, Capitalizing 28:31: Capitalizing on Relationships 35:51: Relationship Economics Framework 42:34: Portfolio Approach & Three-Touch Rule 48:41: Activating the Untapped Power of Relationships Links Professional Services Website: DavidNour.com AI Platform Website: Avnir.com Nour on LinkedIn: https://www.linkedin.com/in/davidnour/ 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.
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    52 分
  • 623. Kartik Sundar, TeamSlide, A Free AI Tool for Generating Consulting-style PPT Slides

    623. Kartik Sundar, TeamSlide, A Free AI Tool for Generating Consulting-style PPT Slides
    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 multiple slide layouts from the same content. TeamSlide identifies the best layout for the story and structures it accordingly, using the example of four takeaways. Users can select specific layouts and input data, which TeamSlide will then convert into the chosen template.
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    23 分
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