Encouragement

A special invitation to women…in the age of Trump…

This post was inspired by “A Letter to Young Women, in the Age of Trump”. Very well said, but sadly, too many comments by trolls reflected the bullying Trump mentality.

One piece of advice she offered:

Think about starting your own thing.

This is what’s exciting; we have the ability to start our own businesses today, in a way we didn’t in the past. Why not take our marbles to our own playgrounds and build great businesses and cultures?

Our mothers couldn’t do this because the cost was so high – but the costs of everything-about-starting-a-business, including technology, people (i.e., freelancers), real estate (co-working spaces) and support services are coming down.

And then no one can relegate you to the less-interesting jobs.

So I want to extend a personal invitation to any woman reading my blog.

Please know you are most WELCOME here, and most WELCOME to join the independent consulting ranks. In fact, many of you already have. Some examples:

  • Pamela Slim(pamelaslim.com) /Successful consultant, author, speaker, and advocate for small business (and of of my favorite people in the world.)
  • Lynn Rausch – Successful nutrition consultant to the Native American communities in Arizona (started in retirement, but now fully retired.)
  • Susan Baier -(www.audienceaudit.com) – Successful market research firm, and the organizer of Laid Off Camp Phoenix. (Hope to feature Susan here soon.)
  • Joanna Hill – (JPHill, LLC) Newly minted engineering consultant. She attended my consulting talk in Ottawa, and we met again last night met at a professional meeting. (Her shingle is out… she has business… congratulations Joanna!)

A common thread among most of these successful businesswomen was not being recognized and appreciated for their contributions. So they took matters into their own hands, and build successful practices. Way.To.Go!

Nothing like the revenge of sweet success.  And it drives the “losers” nuts.

I understand those feelings. Although a guy, more than once I felt the same way. I did deal with some bullying, but at least I wasn’t battling sexual harassment.

So if consulting might be your gig (check out the GIG economy), join us here as I ramp back up. Everyone is welcome — regardless of gender, race, religion, nationality, sexual preference, or ???

As it should be. After all, as consultants we should be working to make the world a better place. In the age of Trumpism, we will need to work even harder!

P.S. To my two granddaughters –You Go Girls!–To my four grandsons–You Go Boys!–And to all six of you– be kind to everyone– and NEVER be a Trump bully!

© 2016, jumptoconsulting.com. All rights reserved.

How big is the GIG economy???

Bigger than you think. According to a recent study by McKinsey & Company, between 20-30% of the working population in the US and Europe are free lancers (doing gigs.)

That translates to over 160 million people. Not too shabby, I’d say.

Rather than wade through the 148 page study, check out this latest post at Consultants Mind, a favorite blog of mine on consulting.

Although aimed at management consultants in both large and small firms, I find this blog well written and useful for solo-professionals too (including us technical consultants.)

To distill the data even more, here are some key points from the blog post:

  • Most consultants CHOOSE to work independently. More than 70% surveyed do so because the want to — not because they have too. This group is happier too — no great surprise.
  • One in six traditional workers say they would like to go independent. But many don’t because they lack the ideas, ambition, or grit. (If you have the ambition and grit, stick around and I’ll help you with ideas…)
  • Digital platforms enable freelance work. Thanks to the Internet and computers, it is easier than ever today to start and run a consulting business — from anywhere in the world. But you do need to develop your on-line presence to make this work.
  • This is NOT new. According to the author, 100 years ago 45% of the population was self-employed. As small farmers in rural Nebraska, all my grandparents and great-grandparents fell into that category. Furthermore, the author predicts the percentages will rise again in the next century.

The author was pretty critical of the original McKinsey report, saying the 148 page report was about 100 pages too long. He’s right – brevity is always better.

So save yourself some time and hop over here for more details.

Finally, the author challenges “retirees, students, and caregivers” to jump back into the economy – even if partially. If consulting is YOUR gig, follow me at JumpToConsulting and I’ll share my ideas on how to make your jump.

Consulting is a great life for those who choose it. I’m glad I chose it almost 40 years ago!

© 2016, jumptoconsulting.com. All rights reserved.

Afraid of selling? Don’t be…

This post was inspired by “Fear and Loathing in Sales” at Trusted Advisor. The author addresses the irrational fear that professionals often have about selling.

I once shared that fear. But realizing that if I wanted to be in business for myself, I needed to overcome that fear – or at least get some experience. So I sought out -and landed – a job as a sales engineer (Tektronix.) And did it again later for another company (Intel.)

What a pleasant surprise. I quickly realized that technical sales was different – in spite of some canned sales training programs to which I was subjected. I discovered it was not about manipulation, bur rather about helping the customer or client.

I found it to be fun –another set of engineering problems to solve. Not unlike consulting. 

It was really about having pleasant conversations with technical colleagues — about what they were doing, and how my company might help them. Sure, I had to deal with contracts and purchasing agents, but by the time they got involved, the buying decisions had been made. They were there to handle the business/legal details.

As a professional, you are like a doctor, not a car salesman. You are there to diagnose and prescribe, not to wheel and deal. You are there to help.

If you are still unsure and want to build your confidence, consider spending a year (or more) in sales as I did. No, you don’t need to be an extrovert. Many of the best sales engineers I’ve known were quiet introverts who were genuinely interested in their customers and their problems (and/or aspirations.) Just like good consultants.

But there is a process, which I first outlined in the Seven Steps of Selling. I’ll soon expand on each of those steps in a short series on selling consulting services.

Finally, don’t fear the selling process — embrace it. It is the essence of professional consulting. And remember FDR’s advice, “The only thing we have to fear…is fear itself.”

© 2016, jumptoconsulting.com. All rights reserved.

Three Favorite Lifestyle Bloggers…

Scored the hat-trick*… meeting THREE of my favorite bloggers/authors/philosophers all in one week. How great is that?


Chris Gullibeau – Art of Non Conformity Chris was in town promoting his latest book, Born For This, already #5 on the NY Times nonfiction list.(To be reviewed in a future post.)

Like his earlier two books, this one focuses on figuring out your mission in life — and then doing something about it. He stresses the intersection of Joy-Money-Flow. Similar to my personal philosophy of Do Some Good – Have Some Fun – Make Some Money.

Chris also stresses the importance of quitting. Sometimes things just don’t work, and it is time to move on and try something else. Good advice, but counter to the conventional wisdom that “Winners Never Quit/Quitters Never Win” I agree with Chris — check this.

Along with his three books and other projects, Chris has visited every country in the world — a quest he completed by age 40. An interesting person, and worthy of reading his books and following his blog.


Pam Slim – Escape From Cubicle Nation & PamelaSlim.com – Pam was at the same book event to introduce Chris, a longtime friend. He claims her as his inspiration. I share the same sentiment, as Pam was an inspiration for JumpToConsulting.

Pam has two books under her belt, and has a third underway. Like Chris, she also focuses on careers and the world of work. As her first book name suggests, she is an entrepreneur and has helped many make their “escape” from soul sucking corporate jobs.

Her second book mellowed a bit, as she share insights about succeeding in the corporate world — at least if you are so inclined. After all, not everyone should be a solo entrepreneur. We still need big companies for big enterprises. I mean, would you fly on JumpToConsulting Airlines? I wouldn’t.

But the best part of seeing Pam again was simply getting a big hug from this very caring fellow Arizona blogger. Thanks, Pam.


Bob Lowry – Satisfying Retirement Journey – Mary and I had lunch today with another fellow Arizona blogger and his wife Betty. Bob was forced into an early retirement fifteen years ago, and started blogging about it at Satisfying Retirement Journey. 

Like Chris and Pam, Bob has a book under his belt along with hundreds of advice-filled blog posts. It is one of the more popular retirement blogs, and for good reason.

In addition to blogging and writing, Bob and I share interests in ham radio and RVs. In fact, as we traded RV stories, by the end of lunch we were both ready to head out for some new RV adventures.


A common thread shared with all three — along with blogging — is that all three have been consultants in past lives.

  • For Chris, it helped pay some bills starting out, but he soon moved on to group events like the World Domination Summit which now draws thousands every year to Portland, OR. Like training, he figured out how to leverage his unique talents.
  • For Pam, it was a transition from corporate life to that of a solo entrepreneur. She used the consulting fees she earned to be her own venture capitalist. She loves to tell the story of being pregnant, puking in the gutter, and then getting on a plane to visit clients – multiple times. Talk about dedication to starting a business!
  • For Bob, he ran a successful one-person consultancy for many years. He traveled all over the country as a radio advertising consultant. This was a natural for an ex-DJ and he had a great time. Joy-money-flow indeed. Then the market changed, and the business dried up. But he realized that he had enough stashed away, and that he no longer enjoyed getting on a plane every week anyway. So he switched gears, and started blogging, writing, and just enjoying life.

Three inspiring author/bloggers who have trod the consulting path, and who now share their advice and life experiences with their followers. It is a sincere pleasure to share all three with you!

When you’re done here, hop over to their blogs:
The Art of Nonconformity – Chris Gullibeau
Escape From Cubicle Nation/Pamela Slim – Pam Slim
Satisfying Retirement Journey – Bob Lowry

*A natural hat trick occurs when a player scores three consecutive goals, uninterrupted by any other player scoring for either team. The NHL record for the fastest natural hat trick is 21 seconds, set by Bill Mosienko in 1952 for the Chicago Blackhawks. — Wikipedia

© 2016, jumptoconsulting.com. All rights reserved.

Time to forge a new path…

It was a year ago this month that my business partner passed away from cancer. To say the past year was stressful would be an understatement.

Bill and I were good friends and business partners for almost 40 years. I miss him every day.

But life goes on. The fog is lifting, and the paths ahead looks bright. The big question is “Which path to take?” After much soul searching, the new path becomes clearer each day.

When a colleague recently inquired about my future plans, I gave this answer:

After much consideration, I’m winding things down here. I’ll soon be 70, so I decided to kick back. Twenty years ago I’d be a bit more motivated.

Been referring consulting jobs to several younger guys which is working fine. Still doing training, which I really enjoy (and which pays well.)

However, I limit myself to no more than one class a month. In the old days it was not unusual for each of us be on the road 30-40 times a year with consulting and training projects. Lot’s of fun, but I don’t have the energy for that anymore.

Still tying up a few loose ends, but ready to move on. I’ve been doing the JumpToConsulting blog for about five years, and plan to ramp that up.

I’ll be doing a presentation “So You Want To Be A Consultant” at the IEEE EMC Symposium in Ottawa in July, which I may expand into an on-line class. There is a book in the wings too.

My overall goal is to slow down and enjoy life. Goof off more. Travel in the RV. Spend time playing with the dog and the grandkids.

Bill’s passing was a reminder that life is not infinite. We had a great time with our business, but as a recently retired consulting colleague said, “It’s time to forge a new path…” That idea appeals to me too.

So how about you? Is it time to forge a new path in your life?

My consulting business was only one of several paths I forged. And I am happy to share my experience here, in the hope that it may help others forge – or at least explore – their new path as a consultant.

© 2016, jumptoconsulting.com. All rights reserved.

What excited you at ten years old???

You’re intrigued by consulting, but you’re bored with your job. The idea of the same old grind has little appeal. So what else might you try?

Ask yourself, “What excited me at ten years old?

Many of you pursued a career that really didn’t interest you, but did it because it was the “right” thing to do. Maybe there was pressure to follow a parent’s footsteps, or maybe you were simply advised to “be sensible.”

If you are considering a JumpToConsulting, take a look at what once REALLY excited you. After all, if you are going to make the jump, it might as well be fun. Here are two stories:

A survey of engineers…

Many years ago, my late business partner mentioned how he was intrigued by a science fiction story about a machine that could think. He was ten years old. This eventually led to a career in Electrical Engineering. He also mused how disappointing it was to find out later that computers were really dumb. But he was still hooked on engineering.

My experience was similar. At nine years old, I build a crystal radio. Hearing the local radio station in the headphones was pure magic. Like my business partner, I was hooked. I later got into ham radio, and ended up as an Electrical Engineer.

Based on this observation, we started surveying our clients and students. When asked when our fellow engineers (both men and women) first became interested in things technical, it was often around ten years old. The answer was consistent hundreds of times.

A ham radio story…

In the mid-1990s, I had a client who was also a radio ham. Both of us had recently jumped back into the hobby, so whenever we met, we discussed our latest radio adventures.

One day I asked him, “Why is the appeal of this hobby, anyway? It is really kind of dumb. Why spend hundreds or thousands of dollars to talk to complete strangers, when you can do the same thing for free on the Internet?”

He thought for a minute, and then replied, “You know, when I sit down to the radio, it only takes five minutes and I’m ten years old again. It’s the magic.”

So what excited YOU at ten? Can you turn it into a business? Give this some thought if you are contemplating a JumpToConsulting, or any other career change.

P.S. Maybe you were lucky, like me, and discovered a passion early. Only later did I realize how many people did NOT follow a passion–often to their regret. But is never too late…

© 2016, jumptoconsulting.com. All rights reserved.

Three choices…Accept … Change … or Leave…

On the fence about whether to stay or leave your present job? Here is some advice I was given many years ago as a young engineer.

In any situation, you have three choices … accept things as they are … change them … or leave…

Really quite simple. I applied this test several times, and several times ultimately ended up leaving. But only after trying to change things for the better. But as my career progressed, I eventually realized I was never going to be a good corporate rat.

Not all cases of leaving were precipitated by an inability to change things. To wit:

  • Laid off once when the company fell on hard times. Couldn’t change that.
  • Fired once when the boss decided to replace me with a buddy who didn’t have the cajones to join the start up at the beginning. Should have left earlier.
  • Left to make a career change from pure engineering into sales. No way to make that change with the current employer.
  • Left after a “less than stellar” review suggested my efforts (and changes) were neither fully understood nor appreciated. Decided not to accept it.
  • And finally, made my JumpToConsulting, leaving a company I liked but driven by the opportunity to follow a dream – and to make my own changes without the politics.

In the end, this simple “test” helped me make several critical career decisions. No agonizing — just applied logic and analysis.

Hope it helps you too – whether you are making a JumpToConsulting or not.

© 2015, jumptoconsulting.com. All rights reserved.

Five Things to Consider for a New Practice…

Here are five questions to ask yourself when starting a consulting practice — or any small business. This post was inspired by an answer to a business post on franchising vs independence.  Good advice for new consultants too.

(1) Is it interesting and motivating? There are consulting opportunities everywhere, but you will do much better and be more productive if you enjoy what you are doing. Done right, it won’t even seem like work – at least most of the time 🙂

(2) Is the market big enough? I’ve emphasized identifying your niches, but make sure the niches are not too narrow. Can you identify multiple potential clients, not just one or two? On the other hand, are there too many players in your niches? You don’t want to get lost in the crowds. (We started with two part-time contract clients, and ramped up from there.)

(3) What make you different and unique? Even if you are in a generic area like accounting, what is special and unique about your practice?  What sets you apart from the competition, and why should clients choose YOU? (Think about those niches...)

(4) Will the need/market endure? You don’t want to jump in just as the bubble is about to burst. Ask where the market going, but be prepared for changes. Watch for changes, and adapt as needed. (My consulting practice today is very different from 30+ years ago.)

 (5) Last, but not least, can you make money? Maybe this should be first, since if you can’t make money, why do it? This is true for non-profits too, where you still have expenses that need to be met. (Consulting is a business, not a charity.)

Five simple questions, but worthy of serous consideration. Unlike the inspiration post, franchising is not an option. If you are making a JumpToConsulting, you are almost always starting from the ground up. But if successful, it is worth it!

© 2015, jumptoconsulting.com. All rights reserved.

Thought Leadership – Is is really necessary?

The short answer — NO! 

But you DO need to be able to help your clients. Time for a mini-rant.

If you are like me, you are probably weary of hearing about how you MUST become a though leader to succeed in business. Unless, of course, you are pitching books or programs on thought leadership.

But let’s back up. Just what is thought leadership, anyway? Wikipedia says a thought leader is “an individual or firm recognized as an authority in a specialized field, and whose expertise is sought and often rewarded.” Gee – that sounds like a consultant to me.

My big concern is the concept may hold people back. As in, “If I’m not a thought leader, how can I break into consulting?” Don’t let this business jargon bamboozle you.

Think about it. You doctor has specialized expertise that can help you. But do most doctors consider themselves thought leaders? I doubt it. Most just consider themselves professionals doing their jobs — helping their patients.

Now some doctors, such as specialists, may be considered thought leaders. When my wife had an unusual kidney condition, we consulted with one of the world’s experts at the Mayo Clinic. He fit my definition of a thought leader. Even then, he was modest to a fault. (Incidentally, he quickly diagnosed the issue, while ruling out any serious problems.)

There is nothing wrong with aspiring to and becoming a thought leader. But it doesn’t happen overnight, and you DON’T need it to get started as a consultant.

You DO need to identify your niches, and you DO need to be competent and experienced in those niches. In certain areas, you may need to be licensed.

OK, so I don’t need to be a thought leader to start, but how can I eventually become one anyway? Writing and speaking are two good avenues.

Magazine articles and white papers are a good start. A book is even better, preferably published by recognized publisher.

Speeches and seminars also good avenues. All these take time, however, so don’t expect to be vaulted overnight into a thought leadership position.

But don’t overlook just doing a good job for your clients. Experience is a big part of becoming a thought leader, and the only way to get experience is to  DO it — over and over.

Malcom Gladwell says it takes 10,000 hours to really master a subject. Some pundits dispute the numbers, but the fact is it takes time and effort to become an expert – or a thought leader.

As an example, we started Kimmel Gerke Associates almost 30 years ago as a couple of reasonably competent engineers. To market ourselves, we started writing magazine articles and doing technical presentations. At that time, we did not consider ourselves though leaders.

Over time, this eventually led to 200+ articles, three books, hundreds of consultations, and training 10,000+ students through public and in-house seminars.

At some point, I suppose, we became thought leaders in our field – not that it really mattered to either of us anyway. But that came later, not right away.

NO, you don’t need to be a “thought leader” to make your JumpToConsulting. But the sooner you do make the jump, the the sooner you can become a thought leader – if that is even your goal in the first place.

© 2015, jumptoconsulting.com. All rights reserved.

What do you do when it no longer works?

Received an email a while back from a fellow engineer whose consulting firm is struggling. The question was what to do now?

First, a little background. To protect privacy, I’ll be purposefully vague.

He started a consulting firm some years ago, but it recently began to slide. Rather than give up, he kept putting money into the business – but with a negative impact on his finances and retirement. Cash flow is now a key concern.

So the question posed to me was not about starting a consulting practice, but rather –  What do you do when it no longer works?

That is a tough one. Here is my sanitized reply:

Wish I could say I had never heard your story before. Sadly, I have. The good news is things usually get better, but not without some pain.

Here are three examples:

  • Former neighbors (in their 50s) who owned two small restaurants for many years. When the business slump hit in 2008, they refinanced their house to keep things going. In the process, they lost the businesses and almost lost the house. But they are now recovering, as they went back into the corporate world. The good news is that they found jobs where they could use their valuable skills and knowledge.
  • My older son (in his 40s) who was ousted from his position (after an acquisition.) Small thanks for helping grow a small company by 10X and handling the complex financial details of the transaction. So he took his proceeds and hung out his shingle as a business consultant, but within a year it was obvious it wasn’t working fast enough to provide an adequate income. The good news was that one of his clients (a start-up) hired him.
  • Me (in my 30s). Fired one day from a start-up I helped launch, I hung out my shingle. That only lasted a couple of months until I realized it wasn’t going to work – for now anyway.  So I went to “Plan B” and found another corporate engineering job. Of course, that was easier then as I was much younger.

Two common thread on all three cases were:

  • Recognizing the business was not making it (at least fast enough to provide sustenance)
  • Changing direction (while still gaining valuable experience and knowledge.)

My first thought is to see if any firms have an interest in hiring, even on a part-time or sub-contract basis. These firms might be other consulting firms, past/present clients, or even vendors serving  his technical community.

Your knowledge, contacts and experience are valuable. This would let you focus on the technical side of the business and not worry about the sales/marketing/management side of the business.

A second thought is to check with technical contracting firms. Some are small, and some are large (like Manpower.) I know several engineering colleagues who have gone this route.

One caveat – do NOT pay anybody ANY money up front. The legitimate firms make their money when they place engineers with their clients. Many also offer group insurance and related benefits.

In both cases, the business still exists – just in a different form.  Incidentally, nothing wrong with changing directions. Sometimes it is better to stop the bleeding, and start the recovery.

As a fellow boomer, these approaches are likely more successful than seeking a full time position. Many companies want to hire the younger people full-time, but are willing to take on us old-timers part-time. Of course, if you find a suitable full-time position, go for it!

My sincere best wishes, and feel free to write again if you have additional questions or comments.

If you are in this situation, don’t despair — it took me two tries to make it as a consultant, and four tries for the training part of our business. And there have been several ups and downs along the way.

Finally, there are no guarantees for success in any business, consulting or otherwise. Change is inevitable, and the key is to be flexible.

© 2015, jumptoconsulting.com. All rights reserved.

Are You an Economic Slave???

Ninety percent of Americans have virtually no savings… so says the latest issue of Money magazine. If you are in the ninety percent, consulting may offer a way out.

The problem with most jobs is that the income is fixed. Unless you are in sales (commissions) or an executive (bonuses), you have little opportunity for upside. But a consulting side-hustle can change that, and may even lead to full financial freedom.

Of course, making more money alone won’t do it. You need to cut your expenses too. Fellow engineer Pete (Mr. Money Mustache) saved his way to freedom in seven years, by cutting his expenses by 75%. Yes, it can be done purely by aggressive savings.

But you’ll get there faster, and with less pain, if you combine frugality with some extra income. I’m a strong advocate of combining both approaches — make more/spend less.

There are lots of ways to make more money. Unfortunately, many are scams or borderline scams. You know what I mean – multilevel marketing, on-line schemes, too many franchises, etc. Most of the money is made by the promoters — not the producers.

But consulting, even part-time, allows you to control your own destiny. The start-up costs are low, and you get to keep the profits of your labor. Other than the IRS, you don’t need to share those profits with those further up the food chain.

This is not meant to disparage other small businesses, such as restaurants, shops, specialty manufacturing, etc. But most of those require capital, commercial space, and employees. Not a problem if that is the way you want to go – or have already gone. 🙂

Since you are reading my blog, however, I assume you have at least a passing interest in consulting –which I define as marketing/selling/delivering professional advice, with the goal of  improving your client’s situation.

No, you are not selling products or get-rich schemes – just your time and advice. You are joining the ranks of other professionals – doctors, lawyers, accountants, engineers, architects, business advisers, and more.

Doing so part time is a good way to start. That is what I did. For several years, my business partner and I moonlighted on engineering projects. Eventually, the itch got so bad we went full time. But is was much easier making the transition from part-time to full-time, than from ground zero.

Two final pieces of advice:

  • First, avoid conflicts of interest. You don’t want to lose you day job, and you don’t want to affect your reputation. Integrity matters.
  • Second, keep a low profile.  You don’t want to inflame petty office jealousies. The voice of experience speaking.

My challenge to you — As the new year begins, give some thought to your own economic freedom. Remember, Uncle Daryl wants YOU — to be FREE. Happy New Year!

P.S. Back in the game… My goal is one post per week each Monday, with additional ones as the mood strikes. So join us Mondays, or sign up for our feed and newsletter.

© 2015, jumptoconsulting.com. All rights reserved.

Happy Halloween…

No moral or message – just an update for the last day of October.

Got back last night from a three week RV trip. MN (where there are grankids) to AZ (where there is no snow) via CT (where there are more grankids.) The trip included drives through the Shenandoah Parkway, the Blue Ridge Parkway, and the Natchez Trace. The fall foliage was beautiful!

A major advantage of independent consulting is that you control your schedule. If you want to take some time off, you don’t need to ask your boss. After all, YOU are the boss.

Of course, the downside is that when you are not working, you are not billing. But there is more to life than merely making money. Real wealth is discretionary time –  and for the past several weeks I spent my discretionary time simply having a lot of fun.

But all play and no work is not good either. So after taking some time off,  it is now back into the saddle with more stuff to follow at JumpToConsulting. Stay tuned…

© 2014, jumptoconsulting.com. All rights reserved.

On Becoming and OLD Warrior…

Not sure when it happened — or when I even first realized it had happened.

But one day I woke up and recognized that I was no longer a young warrior, but rather had become an old warrior.

So what’s the difference? And does it matter?

Well, the old warrior’s main purpose is to now teach the young warriors — sharing the experience and knowledge with those who would receive it. Just as an earlier generation of old warriors graciously shared with him or her.

  • The old warrior no longer runs as fast as the young warriors. But thanks to years of experience, the old warrior often knows how to better sharpen the spears.
  • The old warrior also understands when to move forward, and when to hold back. Better to conserve your strength and energy, and to pick and choose the battles you can win. Or at least have a reasonable chance of winning.
  • The old warrior’s offerings will not always be accepted, but those who do so will likely be enriched. Sadly, the hubris of youth can get in the way of the wisdom of the elders. Often with disastrous results.

So, if you are an old warrior, don’t despair about your age or physical frailties. Rather, relish your  achievements. Now is the time to share your wisdom and knowledge with a new generation of young warriors.

And if you are a young warrior, seek out old warriors who can show you paths to success. And remember, someday you too will become an old warrior. Probably sooner than you think!

P.S. The late Howard Shenson observed that around 35-40 was a good age to start consulting. By that time one had figured out what they liked and what they didn’t like — and what they were good at and what they were not so good at.

The secret, he said, is to focus on the former, and disregard the latter. As a result, many independent consultants are old warriors — or at least middle-aged warriors 🙂     

© 2014, jumptoconsulting.com. All rights reserved.

Seven Steps in Selling…

The lead generation worked… the phone rings… now what?

Let the sales process begin… This is where the rubber meets the road — or where the consultant finally meets the client. Many people see sales as mysterious at best, and manipulative at worst. Neither are true for selling consulting services.

Consulting is a helping profession…

You’re not peddling products, or trying to meet a quota. You’re not manipulating, or being sleazy. Rather, you are simply trying to help your clients.

Like a doctor, you are solving problems. Or like an architect, you are turning dreams into reality. Either way, your helping improve your client’s life!

Looking at it this way makes it worthwhile, right?

Sales is a process…

If you’ve never been in sales, it may seem mysterious – even scary at times. But you can learn to sell– just as you can learn to paint, play a musical instrument, or write software.

Once you understand the process and the underlying principles, it all starts to make sense. It’s simply not a big deal. So don’t let the fear of learning a new skill stop you. And once learned, you may even start to enjoy the process. I certainly do.

But I’m an introvert, you say – not some back slapping extrovert. So what? Most consultants and professionals are at least somewhat introverted. After all, we live in a world of dreaming, pondering, diagnosing, creating, and reflecting. We’re thinkers!

As an aside, some of the most successful sales people I’ve known are introverted – some even highly introverted. They are also highly professional, with a passion for helping their customers. Just like good consultants.

Selling consulting is different…

–First, you’re not selling a tangible product — you’re selling an intangible service. As such, you typically need to develop a higher degree of trust with potential clients.

Your goal is not to sell another car this month and move on — rather, your goal is to be a trusted adviser, and hopefully for the long haul.

–Second, you need to deliver what your client bought. Remember — nobody likes to be sold — but we all like to buy — so make it pleasant!

And unlike product sales, the sales process does not stop when you get the order. You still need to deliver, and your long term business success depends on how well you execute this part of the process.

My seven steps in selling…

Hundreds of books have been written about selling, and most include a simple multi-step process. I’ve read dozens myself, plus I’ve been subjected to numerous sales training classes as a former sales engineer.

Some books and classes were better than others, but all helped form my ideas.

One drawback of many of these books and classes is their focus on products. (An exception is Rainmaking Conversations, reviewed here.) Most have four or five steps, and most assume the sales process is over once the order is received.

So I decided to expand things. I’ve used the popular AIDA model (Attention- Interest – Desire – Action) and added three additional steps – Delivery, Follow-up, & Referrals.

(1) Attention (Establish Rapport) This is the initial contact phase, and the time to build rapport. It is also the time to address any client concerns or fears. These are particularly important if the client has not or does not use consultants on a regular basis.

I usually begin by asking about the problem, followed by asking how they heard about us. The latter gives me some insight into the trust level.

If it is a referral, the trust is already high. If they’ve found us on a web search, it may be lower, so some reassurance may be needed.

(2) Interest (Qualify)The next step is to determine if you can help, and can they buy. In the former, don’t be afraid to turn business away if you don’t feel comfortable with it.

If the fit looks good, ask about schedule. If asked, you can also provide a budgetary estimate (go on the high side), subject to change pending more details.

(3) Desire (Diagnose & Prescribe) – At this stage, you may be able to offer preliminary diagnosis and recommendations. If not, ask more questions.

For example, I may say, “Based on what we’ve discussed, I suspect XXX, which we’ve seen before. We can handle this several ways… ”

(4) Action (Quote/propose) – The next step is to ask for the order! This is where many consultants fall down, due to fear of rejection. This is also known in the sales world as closing.

For simple projects, I usually just ask if they would like a quote or proposal. If they agree, I quickly review the tasks and schedule for consensus, and then provide a one-two page quote. Often, a purchase order will be issued based on the quote.

For more complex projects, we may decide on an additional meeting for further explorations. This may also mean detailed contracts, which we’ll discuss later.

(5) – Deliver – Time to provide what you promised. If working on-site, show up as scheduled and suitably attired. The latter depends on your client, but business casual is usually safe. If unsure, ask ahead of time. Be professional!

Check with client as you progress – don’t wait until the end of the project to find out you were going down the wrong path. Keep the appropriate management in the loop.

An important part of delivery is getting paid. For simple projects, we accept purchase orders, For more complex projects, we may request progress payments or retainers.

(6 )- Follow up – Assuming a successful consultation, ask if there are other things you might help with.  Specific projects? General training? Don’t assume the client is aware of your other services.

As any experienced sales person will tell you, subsequent sales are always easier than the first.  Assuming you’ve done a good job, you’re now a preferred vendor/adviser.

As a minimum, get permission to add you client to your mail list for periodic follow-up. Newsletters work great for keeping in touch.

(7) – Referrals
– Ask for permission to share their name with future prospects. To protect confidentiality, we do not list clients on our brochure, but we do list past projects. If a personal reference is needed, we still call to confirm as a courtesy. (Our business can be sensitive.) Never been turned down.

Depending on your business, written testimonials are great marketing tools — particularly on your web site. And don’t hesitate to ask if there are others who might benefit from your expertise.

So now you have Uncle Daryl’s Seven Steps in Selling. We’ll examine each of these in more depth in future blog posts.

Please comment or write if you have specific questions! Happy selling…

© 2014 – 2016, jumptoconsulting.com. All rights reserved.

Top 5 Reasons to Consult in Retirement…

So you’re approaching retirement, and wondering what to do next. Or maybe you’re already retired, and getting bored out of you mind. After all, you can only do so much golfing or fishing (see Karl the engineer.) What next?

How about consulting? If you enjoyed your career, you just might like this. After a long career (or careers) you have valuable knowledge, experience, and contacts.

The extra money might be nice too. But do you really want to go back into the full time rat race? Consulting may be the answer!

Here are five top reasons to consider consulting in retirement. Full disclosurethis is a homework “challenge” for a the Problogger program I recently joined (write a “Top 5” Post.). After 3+ years and 140+ posts, time to take my blog to the next level.

1. Stay engaged … If you’re reading my blog, you probably are in (or were in) a business or professional career. You may no longer want to work full time, but wouldn’t mind staying involved, minus the politics and responsibilities.

This is exactly what my college roommate Ron is doing. After retiring as the county attorney in a large city, he and his wife spent the next for two years relaxing and traveling. But after a dozen or more cruises (which he highly recommends), he wanted to reconnect with his profession.

So he now consults a couple of days a month for the county tax board. No stress and he stays connected with professional colleagues. As he says, “If I didn’t do this, I’d probably go to seed.”  He doesn’t need the money — he does it solely for satisfaction. And he still takes cruises.

2. Travel… Many retirees (or soon to be retirees) dream about travel but may feel financially constrained. How about letting somebody else pick up your travel expenses?

This is exactly what a recently retired colleague Joe is doing. In fact, he and his wife just got back from several weeks in Europe. He has been providing part-time engineering consulting guidance on a project for a former employer with business partners in France.

Unlike typical engineering projects, he has little stress. As Joe says, “I now just advise. If they don’t follow my advice and fail tests, I don’t catch the heat like in the old days.”  C’est la vie.

3. Do some good… Many retirees decide to volunteer for causes they deem worthy. Often done gratis, and purely for the satisfaction of helping others.

This is exactly what our friend Lynn did. After retiring as a nutritionist, she volunteered at a local reservation in Arizona. She was so well liked and appreciated that the administrators obtained a grant, and asked her to expand her consulting services to other Native American communities throughout the state.

She agreed, and enjoyed making her contributions for several more years. Thanks to the grant, she also enhanced her retirement savings. Lynn has since retired – again.

4. Make some money… Nothing wrong with making money, even if you don’t need it. After all, you can always contribute it to favorite charities.

This is exactly what another retired colleague Don did. Offered an early buyout, Don took it. But he really wasn’t ready to retire, so he hung out his consulting shingle (after some gentle prodding from Uncle Daryl.) Thanks to Don’s credentials and contacts, he had his first project in days.

Don continued on this path for several years. Financially secure and with no kids, some of that extra income will go toward an endowment at his beloved alma mater.

5. Have some fun… If it isn’t interesting or fun, why do it? Particularly when retired.

This is a major factor in all of the above cases. This has always been a major driver for me throughout my engineering career (both corporate and consulting), and it will continue.

So what about Uncle Daryl? Is he retired? Semi-retired? Or what?

  • Not really sure what my status is. Thanks to my consulting career, I’m financially secure and now collecting Social Security. So maybe I’m retired.
  • Or maybe not. I’m still involved with the engineering practice, but not as aggressively as in the past. I still take projects that interest me, and dream up others (like this blog.) So maybe I’m just semi-retired.
  • Or maybe not. Maybe I’m just a freedom loving independent consultant living the good life that began 25+ years ago for me. So maybe I’m still employed – or – maybe I really retired 25+ years ago!

Finally, if you are retired or contemplating retirement, maybe this has sparked thinking about YOUR next chapter in life. Please let me know if it has!

© 2014, jumptoconsulting.com. All rights reserved.

Hi tech shifts to independent workforce…

So says a recent article in Computerworld — Your next job, next year, may be self employment.

According to Emergent Research (a firm focused on small businesses trends) approximately one million IT (Information Technology) workers today are self-employed. This represents about 18% of the IT workforce.

Not only that, the independent IT workforce is growing at about 7% per year (versus 5.5% for all independent workers – which is still not too shabby.)

According to Steve King, a partner at Emergent, this growth is driven by companies that want to stay ahead of the game. “In today’s world, change is happening so quickly that everyone is trying to figure out how to be more flexible and agile, cut fixed costs and move to variable costs,” said King.

These statistics bode well is you have the itch to hang out your shingle – particularly for my fellow high tech colleagues. All this sounds like fertile ground for new consultants!

King goes on, “For people with skills… there is there is a lot more opportunity to find part-time employment and set up your own shop and work as a consultant and contractor than there has been in the past.”

This last comment suggests a side hustle strategy, particularly if you are not ready to go full time.That is how we made our JumpToConsulting. It is also a good insurance policy -and certainly better than depending on luck.

Personally, I’d rather my income and financial well being depend on my own skills/experience/contacts rather than on some impersonal bureaucracy. But being laid off twice in my pre-consulting career has no doubt affected my perspective.

So stick around here and I’ll share my ideas and encouragement -geek or not- on how to make your own JumpToConsulting.

© 2014, jumptoconsulting.com. All rights reserved.

A Success Story – Marty Zwilling…

As promised in a recent post, here is Marty Zwilling’s “success story.” His story should be of special interest to boomers, as he started his consultancy after he retired – the first time. Geeks too – he was part of the team behind the IBM PC.

Marty specializes in helping new entrepreneurs get started. Thus, the name of his firm – StartupProfessionals.com.  Great resources – books, packages, personal mentoring, a daily blog, and more. Good advice for all entrepreneurs – consultants or otherwise.

(1) What prompted you to consider consulting? Was there an event, like a layoff, or was it just a general itch to be on your own?

I chose consulting with startups as a way to scale back from a full-time job, and be in control of my own schedule.

I had spent many years with IBM, then several years in Silicon Valley working for a couple of startups, so I thought it was time for me to share some of that experience helping people struggling to turn their dream idea into a business.

(2) How has it been going? Looks like you started some time ago, so obviously you are established in your business.

It’s working well for me. I learned to use social media through blogging, LinkedIn, and Twitter, as a source of leads, so I’ve been able to build my brand (Startup Professionals) with essentially no money spent on marketing.

I have enough work to keep me as busy as I want – I tell my wife that I only work half-time, only 40 hours per week. 🙂

(3) What do you like MOST about consulting?

I enjoy my total control over the jobs I accept, the rates I charge, and not having to manage other people.

(4) What do you like LEAST about consulting?

As a consultant, you always have to be looking ahead and thinking about getting new work, especially since most of my gigs are short-term. Back in IBM, it was nice getting that salary check without thinking about it every couple of weeks.

(5) How do you get your clients? (BTW, the number one question I get asked when someone finds out I’m a consultant.)

Naturally I have a website listing my services, with contact info, but many clients come from referrals of previous clients and related business professionals, like investors, that I meet through networking.

(6) How do you set your fees? (Second question I get asked.)

Fees are a function of your skills and expertise, and what the market will bear. I recommend that any consultant start low, and raise fees as reputation/demand goes up.

This is the inverse of what I recommend for product businesses, where you might start at the high end and lower prices to be more competitive.  In either case, you need to avoid prices that are so low that they suggest minimal value or quality.

(7) How did you decide what to consult about? (Third question I get asked.)

That’s easy. You should only consult in some functional area you love, and one that you have something of value to offer.

I’ve had a lot of experience starting small businesses, and managing larger ones, so I felt I could help new companies get started, and grow to mature companies.

I also have an degree in accounting, so I can read and build business plans as well. I do it first because I love to see new entrepreneurs succeed, and I’m really in the give-back stage of my life.

(8) Lessons learned since you started consulting?

I’ve learned a lot about dealing with people, and how to read people. Everyone has their own way of thinking and getting things done, so I quickly try to adopt and adapt to their style.

I’ve become more and more convinced that success in being an entrepreneur is mostly about the person, and not about the quality of the idea they are trying to make a business out of. I have found that entrepreneurs with the right attributes can take almost any idea and succeed, while others will run even the best idea into the ground.

(9) What next? Do you plan to do this the rest of your career? Or is this a stepping stone to other things?

I take life a day at a time, so I don’t try to predict what tomorrow will bring. I don’t have any master plan, and I see many different jobs out there that I might enjoy.

I’m one of those lucky ones who have always enjoyed the work I do, and I’ve done many things, but there is much more to learn and try. One of the reasons I like consulting is that I can change my focus in any way that I want without anyone second-guessing me.

(10) Finally, what one piece of advice would you give to those who might be thinking about consulting?

Being a consultant is all about being an entrepreneur. That means the buck stops with you, and you have to make decisions, take risk, and you can’t count on anyone else to solve problems for you.

Everyone should take a hard look in the mirror before they start down this path – if the requirements scare you, then don’t start down this path – you won’t be happy.

If you don’t like dealing with people, then consulting is not for you. There is nothing wrong with working for someone else, doing your job well, and getting that regular paycheck without worry.

Life is too short to go to work unhappy every day. Have fun!

Thank you, Marty, for sharing your story – and your encouragement!

© 2014, jumptoconsulting.com. All rights reserved.

Coffee with Marty@StartupProfessionals.com

Had coffee today with Marty Zwilling, of StartupProfessionals.com. It was a great time meeting with a fellow “boomer-geek-blogger-entrepreneur” from Arizona.

As the name suggests, Marty specializes in helping new entrepreneurs get started. This includes advice on business plans, funding, angel investors, patents, incorporations, and more. He also writes a daily blog, and has written two (about to be three) books.

His primacy focus is on nurturing and building small businesses that want to grow. But his site is a great resource for prospective consultants, too.

The catalyst for today’s meeting was a recent blog post One of These Days You May Not Be An Entrepreneur. Marty listed eight reasons why many never make the jump to starting their own business. The same reasons prevent many from making their own JumpToConsulting.

Incidentally, Marty has impressive credentials. With a background in accounting, he worked in high-tech most of his career. His first taste of entrepreneurial success was at IBM, when he part of the “skunk works” project that spawned the IBM PC.

From then on, he was hooked on small high tech businesses. Even after retiring, he couldn’t give it up. (See Two Cures…). First he volunteered at the Arizona State University business school, and subsequently started his blog and consultancy.

Did I mention he has over 700,000 Twitter followers? A great marketing story by itself. Considered a thought leader for startups, he also writes for Forbes and others.

We spent an hour together as we pondered and commiserated about why so many “wannabees” can’t or don’t make the transition.
Many are refugees from larger businesses, with the requisite  experience and knowledge to succeed.

So what is holding them up? Two major issues seem to be fear and perfection.

–Fear – Some people fear failure, while others actually fear success. Both stem from a fear of the unknown. As for failures, I consider them great learning opportunities. And I never trust anyone who claims that they never failed.  Either they are lying, or they were good at blaming others. (Once had a boss like that – in a startup no less.)

The secret is to face it and even embrace it. Don’t be foolhardy, but don’t let it paralyze you either. Ask “What is the worst possible thing that can happen?” Have a backup plan, but then move ahead.

–Perfection – This is a big problem with my fellow engineers. But a product doesn’t need to be perfect, it just needs to good enough. Same thing with a consulting service – you don’t need to outrun the bear – just the other guy.

In either case, you can always tweak the product/service later. Furthermore, the market will guide you in making those improvements.

Finally, overcoming the two hurdles of fear and perfectionism is not enough. But they are the necessary first steps in making a jump to any small business – consulting or otherwise!

P.S. – In a future post, we’ll cover Marty’s “success story.”

© 2014, jumptoconsulting.com. All rights reserved.

Do you worry what people think of you?

Here is a recent comment I left at the Art of Non-Conformity, a favorite blog by Chris Gullibeau – author, entrepreneur, and world traveler (he visited EVERY country in the world by age 35.)  If you haven’t discovered him, now is a good time to do so!

The topic was The Virtue of Insecurity, where Chris ponders the question, “Do you worry about what people think of you?”

So here is my two cents worth (and worth every penny you paid…)

As an old codger, here is one of my favorite sayings:

–When I was 20, I worried about what others thought…
–When I was 40, I no longer cared…
–When I was 60, I finally realized that nobody else gave a damn in the first place.

So, go live life on your terms. That’s what I’ve done. Mistakes? Yes. Regrets? No.

One of the few advantages of getting older is that you start top put things in perspective. Those perspectives, by the way, can make you valuable as a consultant!

© 2014, jumptoconsulting.com. All rights reserved.

The country doctor approach…

When troubleshooting, common sense and experience go a long way.

Here is a story of my great-uncle, a country doctor in Nebraska.  I often think of him when trying to diagnose and fix a client problem.

This story appeared in my first book, written twenty years ago. While it was aimed at my engineering colleagues, it applies to all types of consulting.

I had a relative who was a country doctor the first half of the 20th century. I once saw the tools of his trade and was touched by their simplicity.

The old black bag didn’t hold a lot (a stethoscope, a thermometer, some simple surgical tools, and a few medicines), but when these tools were combined with  medical knowledge and experience, they saved lives.

It didn’t take CAT scans or MRIs to make a diagnosis and solve a lot of problems. Sure, the latest technology is great, but you don’t need it for every situation.

Remember that old country doctor when troubleshooting problems.  Using a few simple tools, you don’t need a million dollars of test equipment or reams of test data to solve many problems. Like the doctor, you can rely on your own experience, knowledge, and common sense.

Hope you enjoyed the story. Rest in peace, Dr. Metheny.

P.S. Just finished teaching our Troubleshooting Workshop to a group of engineers in San Diego, based on the medical concepts of differential diagnosis (to be covered in a future post.) Always a good time – and the weather was great too!

© 2014, jumptoconsulting.com. All rights reserved.