Complex projects need something more sophisticated.

But for simple projects, this simple set of three questions forms the basis for a robust weekly or monthly update:

1. Last month, what did we promise to do over the coming month?

2. What did we ACTUALLY get done over the past month?

3. What are we going to do over the next month?

This short episode elaborates.

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I regularly speak with an executive leaving a corporate role, or a consultant leaving a firm, who asks me if it is possible to do independent consulting while doing a search for the next full time role.

My short answer is: not a good idea

My longer answer is: this episode

To ask me a question, download transcripts of past episodes, or sign up for the weekly Unleashed email which includes summaries of each show and other bonus features, visit

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Our guest today is Cyndi Freeman, who has 20 years of experience as a storyteller and 8 years of experience as a storytelling instructor.  At The Story Studio, she leads classes in storytelling for business, among other courses. 

In this episode Cyndi shares some of her own stories and we discuss the key elements that every story ought to have.

You can learn more – and register for upcoming courses – at https://thestorystudio.org/corporate/

To ask me a question, download transcripts of past episodes, or sign up for the weekly Unleashed email which includes summaries of each show and other bonus features, visit

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Our guest today is Afua Branoah Banful, an Umbrex member and McKinsey alum with a PhD in Economics from Harvard.

We discuss the spreading adoption of tele-health and other transformational medical technology.

To learn more about Afua (who goes by B.B.), visit her firms' website:

http://soundhealthadvisory.com/

To ask me a question, download transcripts of past episodes, or sign up for the weekly Unleashed email that includes bonus features of summaries of the latest episodes, go to

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The 70-30 squared rule says that when you are in an initial context discussion with a client, the client should do 70% of the talking, and you should do 30%.

And of the time you spend talking, 70% of the time should be you asking questions, and 30% of your 30% should be you speaking declarative sentences.

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Time to make your April Fool's Resolution.

A listener asked me if I recommend independent professionals get disability insurance, and this short episode is my response.

Short answer: yes, I encourage independent professionals to get long term disability insurance.

In this episode I discuss short term and long term disability insurance, six different aspects of coverage, and the process to expect to go through to obtain insurance.

Links I mention in the episode:

Show notes:

https://www.policygenius.com/disability-insurance/#whatislongtermdisabilityinsurance

https://www.nytimes.com/2010/02/06/your-money/life-and-disability-insurance/06money.html

You can sign up for the weekly Unleashed email (summary of each new episode, links to download full transcripts, other bonus features) at 

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Use this episode for meditation or perhaps just as some white noise when you need to focus: ten minutes of the waves lapping on the beach at Chuburná, Yucatan, Mexico, where we stayed for a few days in July 2018.

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That is Matt Johnson, who runs a podcast production agency.

If you have thought about starting a podcast, but don’t want to deal with all the logistics and the marketing, his firm will take care of all the details so all you need to do is show up and share your wisdom, or interview the guests that Matt’s firm will book for you.

To learn more about Matt, visit his firm’s website

http://pursuingresults.com/

where there is also a link to schedule time to speak with Matt.

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Our guest today is Kevin Stoneham, an independent consultant who is the former COO of PwC IT Services.

Kevin's current focus, DigiServ LLC, focuses on digital transformation, and we discuss in particular Kevin's experience with robotic process automation.

Learn more about Kevin at: 

https://www.linkedin.com/in/kevinstoneham/

Ask a question, download transcripts of previous episodes, and sign up for the weekly Unleashed email at:

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