podcast episode 0

episode 0: what is the legally enlightened podcast?

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Not sure what legal steps to take to protect your business?

I created the Legally Enlightened Podcast – your weekly dose of legal tips to learn how to protect your business – in a loving way – in plain English that’s easy to understand.

I share bite-sized legal tips about law, life, and business in 20 minutes or less.

In this first episode, I talk about how I uniquely blend law, love and spirituality and how YOU can bring all parts of yourself together to serve the world in a bigger way.

in this episode I share:

  • Who the Legally Enlightened Podcast is for
  • The format for each episode
  • Why I take a holistic approach to law, life, and business
  • How legal tools and documents help you feel confident and free
  • How legal steps align with the 7 chakras – and why that matters
  • Recognizing the value of the “and”

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podcast episode 1

episode 1: what legal language do I need for social media?

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What legal language do you need for social media?

In this episode, I share a super-easy way to protect yourself on social media with a Mini-Disclaimer to create clarity and feel grounded.

It’s basic legal language for social media so you feel safe and don’t hold back anymore.

in this episode I share:

  • What’s a Mini-Disclaimer?
  • 2 big ways a Mini-Disclaimer protects you
  • The #1 reason that you need a Mini-Disclaimer
  • Why I align a Mini-Disclaimer with the root chakra

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podcast episode 2

episode 2: #1 reason to use client agreements

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If you work with 1-on-1 clients using a Client Agreement is the best way to protect your business and your income.

You’ll learn how it helps you feel safe, secure, and confident and how it creates clarity for both you and your clients.

in this episode I share:

  • What’s a Client Agreement?
  • The #1 reason that you need a Client Agreement
  • 3 ways that a Client Agreement protects you
  • When to use a Client Agreement
  • How Client Agreements are aligned with your sacral chakra

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episode 3: do I need to
register my business?

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If you’re a solo entrepreneur, this episode is for you.

Registering your business can seem like a daunting process, but it doesn’t have to be difficult.

Once you take the right steps, you’ll feel like a legitimate business and your clients will see you that way too.

You’ll discover the pros and cons to being a Sole Proprietor and the first step to getting registered.

And, you’ll learn the 3 things you need to know to officially register your business.

in this episode I share:

  • What it means to be a Sole Proprietor
  • The first legal step as a Sole Proprietor to feel legit
  • How to eliminate the “fraud factor” as a business owner
  • 3 things you need to know to register your business
  • How to get a free checklist hiring an accountant
  • How registering your business aligns with your solar plexus chakra

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episode 4: when to use 
a privacy policy

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Privacy is important.

Not only do you want to keep your own information safe, but you have an obligation to keep others’ info safe shared through your website.

Your website Privacy Policy lets your website visitors know that when they visit your website and sign up for your opt-in gift or to join your list, you’ll do your best to keep their information safe from Copycats and Swipers.

in this episode I share:

  • What does a Privacy Policy do?
  • What’s considered “personal information” to keep private?
  • When do you need to use a Privacy Policy?
  • Where to put your Privacy Policy on your website
  • Why I align Privacy Policies with the heart chakra

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episode 5: how to protect online group programs

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If you run an online group program, you may be asking – “What legal terms do I need if I sell group programs through my website? How do I make sure people pay me?”

You’ll learn how Terms of Use protect your income and your work.

They create clear ownership lines and energetic boundaries with your clients so they know what they can and can’t do with your program content.

in this episode I share:

  • What are Terms of Use?
  • When do you use Terms of Use?
  • 2 reasons you need Terms of Use and how they protect you
  • Where you should put the Terms of Use
  • Why I align Terms of Use with the throat chakra

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episode 6: when do I need
an LLC?

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When do you need an LLC? How an LLC can help you go pro?

In this episode, learn how LLCs protect you financially and raise your professionalism, and why people take you more seriously when you have an LLC.

You’ll learn whether you really need to have an attorney create an LLC and how much it costs.

And, learn a simple way to know whether it’s the right time for you to form an LLC.

in this episode you'll learn:

  • Why having your own business is both an inner and outer game
  • 3 specific tips to be more visible, vulnerable, and courageous
  • How having a strong legal foundation for your business helps you be more visible, vulnerable, and courageous
  • Why I align feeling safe to stop playing small with the root chakra

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episode 7: what should you trademark

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Having an S-Corporation (S-Corp) can sound daunting as an entrepreneur, but corporations are a great option.

Learn what an S-Corp is, the pros and cons, and when the right time is to create an S-Corp because S-Corps offer a lot of benefits – including the potential to save you significant money over time.

in this episode I share:

  • What’s an S-Corp?
  • How an S-Corp can save money on taxes
  • Whether it’s true that S-Corps are more work than LLCs
  • The pros and cons of having an S-Corp
  • Why you should thank the IRS for creating S-Corps (I’m not kidding!)
  • When’s the right time to create an S-Corp
  • Why I align S-Corps with the third eye chakra

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episode 8: cover your buns when you speak on stage

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If you’re speaking to live audiences, this episode will help you feel anxiety-free about the event details and keep your stage fright in check.

You’ll learn what you need to cover yourself speaking on stage at a live event.

You’ll learn how to create clarity with your event host through your Speaker Agreement and how to cover your buns before, during and after you take the stage.

in this episode I share:

  • What is a Speaker Agreement?
  • What should be covered in your Speaker Agreement (and why)
  • 3 ways that a Speaker Agreement supports you
  • Who owns what after the presentation is over?
  • Why I align Speaker Agreements with the sacral chakra

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episode 9: keep copycats
away from your website

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Your website is an important reflection of who you are and what you stand for.

The content on your site is valuable intellectual property that belongs to your business.

Not only are you allowed to protect it, but you should have Website Terms & Conditions on your site to fall back on if others try to benefit from your work without your consent.

in this episode you'll learn:

  • How to protect your website – without turning cold and corporate
  • What are Website Terms & Conditions?
  • How do your Website Terms & Conditions protect you?
  • Why I align Website Terms & Conditions with the heart chakra

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episode 10: do you have to sign & print a contract?

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Is there an easy way to sign a contract electronically? Or do you have to print out a contract and sign it with a pen?

I’ll share what exactly makes a contract legally binding and acceptable ways you can legally sign them.

Using written agreements in your business – and especially with clients – is critical to show that you and the other person are on the same page right from the start and that they agreed to your policies.

in this episode I share:

  • What makes a contract a “contract”?
  • When is a contract enforceable?
  • Why you should put your contract in writing
  • Does a contract have to be signed?
  • How electronic signatures work
  • Top 5 electronic signature programs I recommend

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episode 11: Kate Northrup on having super solid foundations

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I’ve invited Kate Northrup, founder of Origin Collective (now Relaxed Money), to share her business journey and why it was important to make sure that her business had a super solid legal foundation – beginning with a contract with her now husband detailing the specifics of their business relationship.

Kate shares why setting up legal protections for her business are as important as setting up the financials and operations.

more about Kate:

  • At the time of this interview, Kate Northrup is an entrepreneur, bestselling author, mother, and activist. She supports ambitious, motivated and successful women to light up the world without burning themselves out in the process. Committed to empowering women entrepreneurs to create their most successful businesses while navigating motherhood, Kate is the founder and CEO of Origin Collective, a monthly membership site where women all over the world gather to achieve more while doing less.
  • Her first book, Money: A Love Story, has been published in 5 languages. Kate’s work has been featured by The Today Show, Yahoo! Finance, Women’s Health, Glamour, and The Huffington Post, and she’s spoken to audiences of thousands with Hay House, Wanderlust, USANA Health Sciences, and more. Kate lives with her husband and business partner, Mike, and their daughters in Maine.
  • 3 ways that a Speaker Agreement supports you
  • Who owns what after the presentation is over?
  • Why I align Speaker Agreements with the sacral chakra

resources:

 

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episode 12: 3 tips to be
more visible, vulnerable
& courageous

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As a small business owner, half the battle is daring to be seen and heard.

In this episode, learn 3 tips that can help you stop holding yourself back and start sharing more of you – and your expertise – with the world.

You’ll also learn how having a strong legal foundation for your business can be one of the BEST ways to feel safe to be visible, vulnerable and courageous.

in this episode I share:

  • Why having your own business is both an inner and outer game
  • 3 specific tips to be more visible, vulnerable, and courageous
  • How having a strong legal foundation for your business helps you be more visible, vulnerable, and courageous
  • Why I align feeling safe to stop playing small with the root chakra
  • How legal steps align with the 7 chakras – and why that matters
  • Recognizing the value of the “and”

resources:

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episode 13: what's an s-corp and when do you need it?

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Having an S-Corporation (S-Corp) can sound daunting as an entrepreneur, but corporations are a great option.

Learn what an S-Corp is, the pros and cons, and when the right time is to create an S-Corp because S-Corps offer a lot of benefits – including the potential to save you significant money over time.

in this episode I share:

  • What’s a Mini-Disclaimer?
  • 2 big ways a Mini-Disclaimer protects you
  • The #1 reason that you need a Mini-Disclaimer
  • Why I align a Mini-Disclaimer with the root chakra
  • Why I align a Mini-Disclaimer with the root chakra
  • Why I align a Mini-Disclaimer with the root chakra
  • Why I align a Mini-Disclaimer with the root chakra

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episode 14: how to
gather testimonials

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Learn how testimonials help your business in 2 significant ways - and how to collect them legally.

You’ll walk away knowing 3 tips for gathering testimonials safely so you don’t have miscommunication with your clients that can end up costing you – in dollars or in heartache.

in this episode I share:

  • Sample questions to ask your clients when gathering testimonials
  • How testimonials help your business in 2 big ways
  • 3 tips for gathering testimonials safely
  • How to handle testimonials with love and respect
  • Why I align gathering testimonials with the heart chakra and root chakra

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episode 15: Mike Iamele
on sacred branding
& legal freedom

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I invited Mike Iamele, Spiritual Mentor and founder of Sacred Branding™, to discuss the freedom and relief he felt after getting his business legally protected.

As his business grew, Mike realized that as a sole proprietor, he would be on the line legally if any actions were taken against his company.

Mike talks about how forming an LLC gave him peace of mind in ways he never expected as he got married and expanded his business even further.

more about Mike:

  • At the time of this interview, Mike works with spiritual entrepreneurs at every step of the game — from just starting out to six- and seven-figure business owners — to help them build financially and spiritually-nourishing businesses based on their soul purpose, and share their message with millions, without the hustling or striving.
  • Mike is known for his renowned Sacred Circles, which have helped hundreds of spiritual entrepreneurs build successful businesses and brands, and transform their lives aligned with their life purpose, energetics, and their soul’s evolution.
  • He previously co-founded Torch Communications, LLC, a boutique PR firm where he specialized in disruptive technology, philanthropy, and healthcare reform.
  • Why I align feeling safe to stop playing small with the root chakra
  • He uniquely blends high-level and energetically-based perspective on thought leadership and advanced public relations to spiritual entrepreneurs doing world-changing work.
  • Recognizing the value of the “and”

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episode 16: how to legally use images on social media

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I get asked all the time: “I want to post someone else’s quote or image on my social media page. I see other people do it. Are they legally allowed to do that? Can I do that too?”

In this week’s podcast episode you can find out how to (legally) use other people’s images on social media without violating their copyright rights – and how to find the best images for your business.

in this episode you'll learn:

  • What are copyright rights?
  • The 3 areas that cause “copyright snafus” – so you can avoid them
  • The 2 things to do to stay legal when using others’ images
  • The best and safest way to use someone else’s image on social media
  • How to get permission to use an image
  • How to find beautiful stock photos that are perfect for YOUR business
  • How to get my list of the “Top 11 Free and Paid Stock Photo Websites”

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episode 17: 6 key parts to include in website disclaimers

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You likely already have a website or landing page.

Even if your website isn’t fancy or big, having a solid Website Disclaimer gives you basic legal language and creates clarity about what you do in your business.

In this episode, you’ll learn 6 key sections to include in your Website Disclaimer, as well as what, when, where and how to use a Website Disclaimer on your site.

in this episode you'll learn:

  • Sample questions to ask your clients when gathering testimonials
  • How testimonials help your business in 2 big ways
  • 3 tips for gathering testimonials safely
  • How to handle testimonials with love and respect
  • Why I align gathering testimonials with the heart chakra and root chakra
  • Why I align gathering testimonials with the heart chakra and root chakra

resources:

mentions:

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episode 18: 3 reasons why
you shouldn't copy your friend's legal document

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It can be tempting to copy someone else’s legal document.

In this episode, we’re going to cover 3 big reasons why you should stop copying your friend’s legal documents.

Not only might it not cover you but you could be violating copyright rights and hurting yourself both legally and energetically.

We’ll also cover how to choose the right lawyer for your business.

in this episode you’ll learn:

  • Why copying someone’s legal document could get you and your business into trouble
  • 3 big reasons not to copy and paste legal docs
  • How using longer legal documents can help you
  • Why I align feeling safe to stop playing small with the root chakra
  • How to research which lawyer is right for your business
  • 3 tips for choosing legal documents for your business
  • Why I align legal documents with the sacral chakra
  • Recognizing the value of the “and”

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episode 19: Anjanette Fennell on how to write a book

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I invited Anjanette Fennell, Literary Coach and Agent, to be a guest on the podcast to share and discuss her unique knowledge about the book-writing process.

 We discuss the importance of finding your own creative process & creative space, sticking to a flexible writerly schedule, giving yourself permission to write your story your way, and keeping inner doubts at bay.

more about Anjanette:

  • At the time of this interview, Anjanette Fennell is a Literary Coach and Agent who finally found her calling when she combined her passion for writing with her compulsion to help others find and honour their own voice.
  • She believes that the biggest hurdles to living the writerly life of our dreams are simply constructs of our past – once we let go of the Shoulds and Maybes and Can’ts, we allow our true voice to gain strength. She believes in the value of each voice and finding a way to reach the audience who needs to hear it.
  • But most of all, she knows that every.single.person has a beautiful story to share – and no matter the format (fiction or non, novel or screenplay) she can help others harness the creative spark to see it evolve.
  • Anjanette has a Bachelor’s of Science in Psychology from Southern Oregon University and has been writing professionally for more than a decade, including copywriting, technical writing, a non-fiction book and freelance work with magazines, websites and small business.
  • Shifting from creation to support, she found her true passion as a beta-reader, editor and, eventually, as a Literary Agent, assisting both debut and experienced authors in attaining book (or multi-book) deals for their manuscripts.
  • How to find beautiful stock photos that are perfect for YOUR business
  • How to get my list of the “Top 11 Free and Paid Stock Photo Websites”

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episode 20: 6 reasons to go pro with an LLC or S-Corp

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Do you want to feel more “official” or more professional? Have people take you more seriously as a business owner? Feel more credible and believable? Save some money?

If you answered yes to any of those questions, it might be time to “go pro” with an LLC or S-Corp.

In this episode, we’re talking about 6 reasons to create an LLC or S-Corp & how that can make you feel more confident and credible as a business owner.

in this episode you'll learn:

  • What does it mean to “go pro”?
  • Why should you create a corporate entity?
  • When is the right time for you to create an LLC or S-Corp?
  • Why I align business entities with the third eye chakra
  • Why I align gathering testimonials with the heart chakra and root chakra
  • Why I align gathering testimonials with the heart chakra and root chakra

resources:

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episode 21: 4 legal tips for selling essential oils

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When it comes to selling essential oils, they can add value to your business as a naturopath, massage therapist, spiritual healer, health coach – and more.

But, as you share the benefits of essential oils, you want to stay safe and not cross lines into making medical claims.

In this episode, you’ll learn 4 legal tips to reduce your risk and 5 words to avoid as you share and sell essential oils with clients safely.

in this episode you'll learn:

  • 5 words to avoid using when talking about essential oils
  • How to share the benefits of essential oils safely
  • How to share your own story and experience with using essential oils
  • Why I align feeling safe to stop playing small with the root chakra
  • What you can say about essential oils that won’t get you into trouble
  • Why I align talking about essential oils safely with the root chakra
  • Recognizing the value of the “and”

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episode 22: 5 must-have terms when you sell online

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Selling your online programs, products and courses can feel scary if you aren’t legally protected.

You might worry that someone will swipe your course content, ask for a refund or won’t make their payments on time.

Your Terms of Use put your sales policies in writing and give you a strong legal backing to feel safe, secure, and confident.

In this episode, you’ll learn 5 must-have sections that should be included in Terms of Use when you sell programs, products and courses.

in this episode you'll learn:

  • What Terms of Use are
  • When you need to use Terms of Use
  • How exactly Terms of Use protect you and give peace of mind
  • When your purchasers should agree to Terms of Use
  • 5 key sections you should have in your Terms of Use
  • Why I align Terms of Use with the throat chakra
  • How to get my list of the “Top 11 Free and Paid Stock Photo Websites”

resources:

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episode 23: melissa pharr on clients making chargebacks

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Ever had a client issue a chargeback to stop payment on a credit card purchase? Not fun!

I invited Melissa Pharr, Online Marketing Strategist and Business Coach, to share her own story about what happened when she experienced a chargeback in her business.

Listen to how Melissa was able to turn a challenging chargeback situation into a positive one that actually helped her grow her business. Yes, that’s right – GROW her business!

more about Melissa:

  • At the time of this interview, Melissa Pharr is an online marketing strategist for female entrepreneurs looking to create a massive online following and global business that attracts consistent clients and makes an impact.
  • She’s supported hundreds of women to master their sales and launch process and develop a business that generates 6 figures and beyond. Melissa has been featured on numerous podcasts and in magazines including It Girl Radio, Entrepreneur On Fire, Divine Living Magazine, and more.
  • Melissa lives in New York City with her partner and can be found playing tennis when she’s not serving and guiding women online entrepreneurs from all over the world with her products, programs, and coaching services.
  • How to handle testimonials with love and respect
  • Why I align gathering testimonials with the heart chakra and root chakra
  • Why I align gathering testimonials with the heart chakra and root chakra

resources:

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episode 24: what to say when a client asks for a refund

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Ever had a client ask for a refund? It’s stressful and it’s scary.

In this episode you’ll learn the 3 steps you should follow – including what you can SAY and DO – when someone asks you for a refund.

in this episode you'll learn:

  • 3 steps to take when people ask you for a refund
  • The exact words you can say when someone isn’t happy with your program or service
  • Why you should have a written refund policy
  • Why I align feeling safe to stop playing small with the root chakra
  • 3 types of refund policies
  • Why I align plugging money leaks with the sacral chakra
  • Recognizing the value of the “and”

resources:

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episode 25:
how to trademark in 2 steps:
the search & the application

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Want to trademark your business name or logo? NO idea what steps to take?

Trademarking is a complex area of the law. Learning the ins and outs trademarking can take HOURS so this episode hits the high points about the Trademarking process.

In this episode you’ll learn the 2 steps of Trademarking to protect your brand so you can stand tall as the king or queen of your business.

in this episode you'll learn:

  • Why you should file for a registered Trademark.
  • 3 main benefits of Trademarking.
  • Why it can be risky to do a Trademark Search on your own.
  • 4 key components to a Trademark Application
  • Why a Trademark is an asset for your business with financial value.
  • Why Trademarking is a “crown jewel” for a business owner
  • Why I align Trademarking with the crown chakra

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episode 26: why shifts are gifts

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Sometimes we feel ourselves shifting in our perspective, priorities, or desires. When our energy shifts, or “up-levels” to a new frequency, the Universe reflects that same energy frequency back to us through different and new experiences.

In this episode, we talk about when and how shifts happen in business and in life – and how to find the gifts in the shifts – even when shifts are hard sometimes.

in this episode you'll learn:

  • How to sense that shifts are coming
  • Why you can’t un-shift a shift
  • Whether the “Law of Attraction” draw us to certain shifts
  • Why there’s room for logic AND spirituality
  • What is pivoting
  • The 5 things you should say goodbye to
  • How embracing shifts can create clarity and align with the root chakra

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episode 27: legal basics: your first 3 legal steps

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Most coaches and business owners have NO idea where to start and wonder if they’re doing everything legally right.

If you’re starting your biz, you’ll love learning the first 3 legal steps that many entrepreneurs take.

You’ll learn the first 3 legal protections to help you feel safe and not vulnerable or exposed as you work with 1-on-1 clients.

in this episode you'll learn:

  • Why it’s important to take legal steps
  • 3 reasons why legal documents support you in practical ways & energetically too
  • The first 3 legal steps for new business owners
  • What you need as basic protection for your website
  • How to protect your income when working with 1-on-1 clients
  • What you need to do to keep Uncle Sam away
  • Which 3 chakras are supported by each legal step – and why it matters for your business

resources:

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episode 28: Amber Lilyestrom & how she reduced missed payments from clients

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My guest Amber Lilyestrom shares how having her business legally protected allows her to stay in alignment with her beliefs when it comes to missed or default payments from clients.

Amber shares her own story about when a client suddenly stopped paying her and how she approached the situation with her client to reach a positive conclusion that felt good both to her and to her client.

more about Amber:

  • At the time of this interview, Amber Lilyestrom is a transformational branding strategist and business coach, philanthropist and lifestyle entrepreneur.
  • She has been featured in Entrepreneur, Startupcamp.com and Working Mother magazine and is the host of the Amber Lilyestrom Show.
  • She helps women entrepreneurs position themselves as sought after experts and thought leaders through social media, engagement marketing and the creation of a soul-connected online brand presence.
  • She’s helped thousands of women worldwide and built her multiple six-figure business as a full-time mamapreneur.

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episode 29: copyright 101 and when to use the "little C"

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Copyright principles apply to EVERYTHING you do as an online entrepreneur or small business owner, including social media, blog posts, e-books, books, program materials, course handouts, emails, website content, sales pages…you name it!

Copyright law can seem confusing. You may be unsure what Copyright even is or when to use the Copyright symbol.

In this episode, you’ll learn the basics about Copyright 101 – and get clear about when and where you can use the “Little C” Copyright symbol to honor your work.

in this episode you'll learn:

  • What Copyright rights are – and when you can claim them
  • When your Copyright rights REALLY begin
  • When to use the “Little C” Copyright symbol
  • Whether you HAVE to use the “Little C” to protect your work
  • How to handle Copyright infringement
  • What a DMCA Takedown Notice is and how it can help you
  • The benefits of filing a Copyright with the US Copyright Office
  • How to correctly write the Copyright symbol
  • Why I associate Copyright with the throat chakra

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episode 30: 3 reasons not to guarantee results

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There are several reasons why you may WANT results for your clients but you don’t want to GUARANTEE specific results.

In this episode you’ll learn 3 reasons why you should NOT guarantee results – and why you’re not EVER actually responsible for your clients’ results.

You’ll also learn about how to protect yourself by having a “No Guarantees” clause in your Client Agreement.

in this episode you'll learn:

  • Why you shouldn’t guarantee results for your client
  • Why you’re not ever responsible for your clients’ results
  • The difference between providing support and getting results
  • How you can protect yourself with a “No Guarantees” clause in your Client Agreement
  • Why I align boundaries and Client Agreements with the sacral chakra
  • Recognizing the value of the “and”

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episode 31: how to choose the best business name

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The BEST business name is aligned with you, your brand and your messaging from a marketing standpoint AND it’s energetically aligned with you.

Listen in to this episode to learn how to choose the best business name right from the start.

in this episode I share:

  • What to consider when choosing a business name
  • Whether to use your personal name or a more creative name
  • How to name a product-based company
  • Why your website should relate to your business name
  • Whether you own the business name when you own a website URL
  • How to know if the business name you want is available
  • Why I align choosing a business name with the solar plexus chakra

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episode 32: #4 steps that made it feel safe to film videos

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Recording videos can make you feel visible and vulnerable and unsure of yourself – at least that’s how I used to feel.

But not filming videos can hold you back from sharing your message, from reaching more clients and from having the business and life that you want.

In this episode, learn the 4 steps that made me feel courageous and safe to film videos - and how you can work through your fear to step in front of the camera too.

in this episode you'll learn:

  • What it’s like to be successful but still experience fear
  • 4 steps that make it safe to film videos
  • What I did about technology, styling, set design and working through blocks
  • Why you should keep filming videos (even if they’re not perfect!)
  • What to do INSTEAD of trying to remove fear altogether
  • How to drop into your heart and focus on your “come from”

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episode 33: trademarking gone wrong - don't do this!

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One of the most complicated areas of the law that impacts entrepreneurs, coaches and holistic professionals is Trademarking. It’s trickier than it looks.

Your Trademark Application description needs to be spot-on and specific, or it may have holes that leave you vulnerable to others financially benefiting from your hard-earned brand identity and value.

In this episode you’ll learn from one entrepreneur’s mistake and what to do instead to protect your own unique brand.

in this episode you'll learn:

  • What can happen when a federal Trademark Application isn’t done properly
  • Two key elements of the Trademark Application – the description and classes
  • Why you should work with an attorney when Trademarking
  • The value of “owning your power” as an entrepreneur and business owner
  • Why Trademarking is the crown jewel for business owners
  • Why I align Trademarking with the crown chakra

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episode 34: Erin Armstrong on accounting & tax deductions for small business owners

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My guest Erin Armstrong is a Small Business Tax & Money Coach, an Entrepreneur, and a Professional Speaker.

Erin shares her mission of helping small business owners maximize the money in their pockets.

She shares what tax deductions they can legally make to save money and continue to invest in their business.

in this episode Lisa & Erin discuss:

  • The benefit of making the right tax deductions
  • Transitioning to a higher tax bracket and options for investment
  • How what you do now will set you up for next year
  • Helpful tips around the new tax plan
  • What business owners should do with surplus money at year end
  • The importance of making sure your accountant understands how you making money
  • Making money management less scary

more about Erin:

  • At the time of this interview, Erin Armstrong is a Small Business Tax & Money Coach, an Entrepreneur, and a Professional Speaker who has helped hundreds of entrepreneurs understand their business financials through her services and online course called Tax Deduction Clinic.
  • She especially “gets” lifestyle business owners and mompreneurs, and understand there’s a particularly great need for financial information to be presented to small business owners in a digestible, non-fearmongering, and conversational way.
  • Since 2011, Erin has personally worked with hundreds of entrepreneurs and spoken to thousands more in major cities throughout the US. She loves helping business owners develop accounting practices that are clear, accurate, and structured to take advantage of the best tax deductions. And, helping entrepreneurs marry the logistical components to the emotional side of money.
  • Erin lives on the outskirts of Dallas, Texas, with her husband of 10 years and young daughter. You’ll often find her outdoors. Check out her tips, stories, and inspiration on all things business and money related at erinarmstrong.com.

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episode 35: which laws do I follow as a virtual business?

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Do you work with clients in other states or countries? Is your business solely online? Do you have a “virtual office”? Consider yourself a nomad without a “home base”? Whose laws do you follow?

If you’re any kind of business owner, holistic practitioner or entrepreneur with a “laptop lifestyle”, listen to this podcast to find out which laws to follow as a virtual business.

in this episode you'll learn:

  • Which laws you should follow if you have a “virtual office”
  • Two big reasons why you NEED a home base as an online business
  • What should you ask a potential accountant when interviewing them
  • How to know WHERE to make your principal place of business
  • How to register your business
  • 2 reasons why registering your business locally is important
  • Why I align registering your business with the solar plexus chakra

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episode 36: don't miss these 5 sections in your client agreement

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If you work with 1-on-1 clients you want to use a written Client Agreement to protect your income, especially if you have a high-end client program.

But what should that Client Agreement say? Does your current Client Agreement have gaps leaving you open to liability or loss of income?

Listen to this episode so you don’t miss these 5 key sections that should be in ALL of your Client Agreements.

in this episode you'll learn:

  • When to use a Client Agreement
  • #1 reason to use a Client Agreement and how it protects you
  • 5 crucial components of Client Agreements
  • 8 profit-protecting points to not miss!
  • Why I align boundaries and Client Agreements with the sacral chakra
  • Recognizing the value of the “and”

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episode 37: top 10 questions to ask when hiring a lawyer

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As a business owner, you need a lawyer, and you need to work with a lawyer to protect yourself, your business and your brand - and who truly understands your work.

You want to work with an attorney who can help you take the right legal steps for your business at the right time so you feel safe, secure, confident and empowered – and not legally naked.

In this episode, you’ll learn the top 10 questions to ask when hiring a lawyer.

in this episode I share:

  • The biggest fear that most entrepreneurs have
  • When to hire a lawyer
  • What kind of lawyer you need for your business
  • The most important thing to consider when hiring a lawyer
  • Where to find a good lawyer who understands your business
  • The ways a lawyer can help you
  • Why I believe working with a lawyer aligns with the third eye chakra
  • The top 10 questions to ask a lawyer

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episode 38: Keri Nola on giving yourself permission to recieve abundance

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So many heart-centered entrepreneurs and healers have such open and giving hearts, yet tend to get a little stuck when it comes to giving permission to receive.

In this episode, I invited Keri Nola, retired psychologist and spiritual healer, to help you learn how to recognize false illusions that may be blocking your ability to receive so you can shift to saying “Yes! I CAN heal, help and serve AND experience freedom and financial prosperity and abundance at the same time!”

Lisa and Keri discuss:

  • How to share and integrate your whole truth in your business
  • The importance of showing up fully and completely
  • Recognizing false illusions that may block your ability to receive
  • Shadow work and illuminating what’s blocked
  • Making empowered decisions vs. making fear-based decisions
  • How being clear with money creates expansion and liberation
  • How legal protections can help provide clear energetic boundaries
  • Running a business that honors legal documents as living essences
  • Using your intuition to make exceptions as needed around legal documents
  • The importance of working with a lawyer who feels right to you
  • How to benefit from Keri’s free Abundance Activation Challenge

more about Keri:

  • At the time of this interview, Keri Nola is a serial soulful Entrepreneur, expressing her work as a Best-Selling Author, retired Psychotherapist, Awakening Healer, Energetic Visionary, Oracle Card Creator and Founder of the Sacred Soul Circle for Healing Entrepreneurs.
  • She’s also co-host of The Healer’s Code podcast. While building and maintaining an abundant clinical practice for over a decade, Keri’s work has since evolved to support Light Workers in awakening their gifts through mentorship, products, programs and retreats.
  • She is on a mission to ignite a global, heart centered conversation that allows healers to activate their abundant healer archetype and bring their precious light to the planet at this special time of humanity’s evolution.
  • She holds conscious space to gently, yet powerfully witness and support healers in bringing their soul’s work to life with more ease and less struggle – the new path to serving. Feeling most at home by the water, Keri lives in beautiful Southern California.

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episode 39: 3 things all LLCs must do

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An LLC, or Limited Liability Company, is one of the easiest corporate entities to set up for your business.

However, there are several requirements you must follow to keep your status as an LLC.

Many biz owners don’t know – or were never told about – these 3 key actions that all LLC owners must take to protect and honor your status as an LLC.

Otherwise, you can jeopardize the very protection created by your LLC.

in this episode I share:

  • The 3 “Must-Do”s that all LLC owners need to know and do
  • How to make it obvious that you have an LLC
  • Where you need to show your LLC designation
  • Why you need to inform people that you have an LLC
  • Why you need to open a business bank account for your LLC
  • How to pay yourself, your business expenses and personal expenses
  • Why you can’t commingle your funds
  • What you need to know about LLC renewal fees
  • Why I align LLCs with the third eye chakra

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episode 40: 5 money-saving year-end tax tips

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One of the most stressful parts of running a business is preparing for tax season. How can you potentially save money in taxes by making some smart moves before December 31st?

Learn 5 valuable year-end tax tips and steps to take now on the money front. Why right now? Because the way you wrap up your year financially can have a BIG impact on your taxes in the spring.

in this episode I share:

  • 5 tax tips to save money in taxes
  • 3 action steps to take to get organized around your business expenses
  • A short list of legitimate business tax expenses
  • A bonus money-organizing tip that will save you time during next year’s tax prep
  • How long you need to keep your receipts
  • What you need to know about recording your income
  • Why you should hire an accountant (even if you’re just starting out)
  • 5 examples of BIG purchases to make before year-end to save money in taxes
  • How to plan for setting up a retirement account
  • Basics about SEP-IRAs and independent 401ks
  • Why I align getting ready for tax season with the solar plexus chakra
  • Why I align a Mini-Disclaimer with the root chakra

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episode 41: 6 FAQs for book authors & writers

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Are you thinking about writing a book? Worried you might write something that could get you in trouble? Not sure if you can mention your ex-boyfriend/girlfriend or write about your former 9-5 job and horrendous boss? It can be scary to write a book wondering if you’re going to inadvertently offend someone or, worse yet, have someone sue you.

In this episode, you’ll hear 6 FAQs by writers and authors who are sitting down to write a book or an article and the answers that can help keep you legally safe.

in this episode I share:

  • Whether you should Copyright your book
  • How to file for a registered Copyright
  • How to not get in trouble when you write about other people
  • Whether or not you can use the real names of other people
  • How to handle writing about famous people in your book
  • How to safely include well-known products or brand names
  • Why I align copyrighting with the throat chakra

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episode 42: Carolin Soldo
on hiring a team &
hosting live events

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where to listen:

Wondering how to hire a team and host live events?

My guest Carolin Soldo shares how to plan a large event so you feel safe, secure and excited using the power of visualization – and how to be sure you are surrounded by team members who are A-players who share your values.

Tune in to learn how using visualization and values-based planning can support your business growth, your events and your team.

in this episode Carolin
& I share:

  • The impact of visualization and feeling safe, grounded, and excited
  • How understanding what you DON’T want helps you know what you do want
  • How having your business legally protected honors your business and employees
  • Why Carolin believes in hiring “A-players” and has a value-based hiring process
  • The difference in hiring a team of contractors vs. employees
  • Why Carolin uses the DiSC Profile and video submissions in the hiring process
  • The importance of knowing your why for the work you do
  • How Carolin knew it was time to start using legal documents for her business
  • How establishing legal protection helps you to show up more fully
  • Carolin’s “From Passion to Profits Live Event” and free Coaching Business Success Guide

more about Carolin:

  • At the time of this interview, with over 10 years of experience, Carolin Soldo has cracked the code to helping clients go from zero to full-time income in less than 4 months and break through the Million Dollar mark. 
  • Not only that, but Carolin has helped build numerous multi-7 figure businesses, including her own international coaching company. 
  • She’s helped clients leave their jobs, become their own boss, and most importantly do the work they love every day. With her team of over 14 coaches and experts, Carolin works with passionate coaches who are ready to live the abundant and purpose-driven lifestyle they’ve always dreamed of.
  • She’s here to serve and her company is built on a bedrock of love, a passion for what’s possible and a commitment to be an unstoppable force for good. Whether you’re starting a new coaching business or are ready to scale your existing business, she’s here to help you reach the highest levels of your creative potential.

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episode 43: my favorite
ways to get out of my head and into my heart 

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Over the years, I’ve had to learn how to get out of my head and into my heart all by myself – and it doesn’t come naturally to me.
Can you relate?

Do you spend a lot of time in your head thinking and worrying and have trouble feeling your feelings or getting grounded?

In this podcast episode, I share my 3 favorite ways to get grounded in case they are helpful for you too.

in this episode I share:

  • My 3 favorite ways to tune into your heart and emotions and why they’re effective
  • 5 “go-to” essential oils to feel grounded
  • The use of Tapping / EFT (Emotional Freedom Technique)
  • The power of daily meditation
  • Why getting grounded is aligned with the root chakra

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episode 44: how to protect your membership site

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So many entrepreneurs offer subscription-based membership programs to have consistent income on a monthly basis.

What legal documents are needed to protect the content of your program and your membership website?

What do you do if someone cancels their membership halfway through a month or wants a refund?

In this podcast episode, learn why you want to use legal documents so you can stop holding yourself back and feel SAFE to GROW BIGGER through using membership-based programs.

in this episode I share:

  • 3 steps to protect your membership program
  • How to shield your income
  • 2 big reasons to have Terms of Use for your membership
  • Why Terms of Use aligns with the throat chakra
  • How to secure your website
  • How a Website Disclaimer protects you
  • Why Website Terms & Conditions protects your work
  • Why your Privacy Policy respects your members
  • How to limit your liability when it comes to your program materials
  • What a Mini-Disclaimer is
  • How each legal document aligns with either the root or heart chakras

resources:

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episode 45: Sabina Hichen on how to overcome fear of PR & media

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Sabina Hitchen combines her exuberant and gracious personality with her PR “know-how” to help you learn how to seek media exposure – and not be terrified of PR!

Sabina shares mindset tips and what to do to get started when it comes to putting yourself out there with PR and how she makes appearing in the media comfortable and not scary.

more about Sabina:

  • At the time of this interview, Sabina Hitchen is the founder of Press for Success: PR Prep School and also heads up her own website, SabinaKnows.com. It’s on these platforms that she teaches small business owners and entrepreneurs how to get publicity for their businesses effectively, efficiently, and confidently. Sabina also dedicates her time and content to teaching the courage and self-confidence needed to tackle public relations, entrepreneurship –and life – head on!
  • Sabina is a former high school teacher and curriculum designer turned New York City public relations agency owner. Fast forward to today, both of her careers have merged and she finds herself back in the classroom, this time online, with a student body filled with entrepreneurs, small business owners, experts, authors, and coaches.Most recently, Sabina has returned to her favorite publicity platform, television, where she hosts TV segment featuring wow-worthy small business creations from entrepreneurs, innovators and makers around the country.
  • Follow Sabina all over social media via @SabinaKnows and tag along with her on InstaStory where she shares PR tips, courage boosting skills, and plenty of videos of her dogs George Michael and Burt Reynolds.
  • How legal tools and documents help you feel confident and free
  • How legal steps align with the 7 chakras – and why that matters
  • Recognizing the value of the “and”

in this episode you’ll learn:

  • How to get your mind right and put yourself out there for PR
  • Why you need traditional PR, social media, and outside validation
  • Mindset Shift Tip: Why asking “And then what?” can help overcome fear
  • The value of consistency and persistency and learning how to share you message
  • Why you need to dedicate time to do PR research
  • The importance of recognizing opportunities and dreaming big around the media
  • Why you need to set up your business legally when doing PR
  • How finding support can help you with PR
  • Why you need traditional PR, social media, and outside validation
  • Why you need traditional PR, social media, and outside validation

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episode 46: employees and contractors: which are best for you?

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If you’re hiring a team member, should you hire an employee or independent contractor? What’s the difference anyway?

In this episode, we clear up the cloud of confusion around employees and contractors.

You’ll learn foundational knowledge about the difference between employees and contractors so you know who you should hire for your business.

in this episode you'll learn:

  • Frequent questions that come up when you’re hiring a team
  • List of the most common team members to hire as an entrepreneur
  • How to know if you can afford to hire a team member
  • The pros and cons of hiring a Virtual Assistant (VA)
  • The difference between an employee or independent contractor
  • Which is better for your bottom line – employees or independent contractors?
  • What kind of legal documents you need to work with an independent contractor
  • Why team member agreements align energetically with the sacral chakra

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episode 47: Kari Samuels on why energetic protection allows you to be free 

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Getting legally covered can create a protective shield around your business. But did you know that you can energetically protect yourself too?

My guest Kari Samuels shares her insights and her expertise in teaching people how to connect with all things divine, such as angels, spirits, planets, numbers and more.

Kari and I discuss how to legally AND energetically protect yourself and your business to help prevent negative energy and incidents from seeping into your life and work.

in this Lisa & Kari discuss:

  • How legal and energetic boundaries set you free
  • The power in clarifying what you do and do not do for the world
  • Why it’s okay to lose clients if you’re being transparent
  • How legal protection creates clarity and provides a defense when needed
  • How the absence of legal protection uses up energy and adds anxiety
  • The value of vulnerability and knowing what you resist, persists
  • The energetics of protecting yourself legally and spiritually

more about Kari:

  • At the time of this interview, Kari Samuels is an Intuitive Counselor and Happiness Coach. Over the last 20 years, she has helped thousands of people worldwide align with their soul’s purpose, tap into abundance, and reclaim their natural spiritual gifts. Featured on Hay House Radio and reaching nearly 2 million views on YouTube, Kari is taking the world by storm with her groundbreaking techniques and revolutionary approach to Numerology and energy healing. She has become a go-to resource for people around the world seeking to discover practical tools for magical living. It is her joy to use her gifts to help you discover yours.
  • Easy Legal Steps – download the first book chapter free!

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episode 48: 3 reasons to trademark

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Wondering if Trademarking is worth the time and investment?

When you legally protect your brand with a registered Trademark, you increase your professionalism and credibility in the world.

You might be asking: What is Trademarking? Do I really NEED to Trademark? What exactly SHOULD I trademark? WHEN should I trademark? How does the PROCESS work? In this episode you’ll learn 3 reasons to Trademark your brand.

in this episode you'll learn:

  • 3 reasons why Trademarking can protect your brand
  • What Trademarking has to do with the value and the integrity of your brand
  • 3 ways your brand is critical to your business
  • The 2 types of value of your brand (you need both!)
  • How you can use Trademarking to create assets for your business that’s worth money
  • What legal action to take if other people steal your stuff
  • Why I align Trademarks to the crown chakra

resources:

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episode 49: what to do if a client "ghosts" you and doesn't pay

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One of the biggest Legal Pickles™ that can happen to you is when a client “ghosts” you without notice and stops paying.The client flat out disappears.

“Ghosting” can feel scary and frustrating when it happens. What should you do if your client suddenly stops paying you?

In this episode you’ll learn 4 steps to take if a client “ghosts” you so you can try to collect the payments owed to you.

in this episode you'll learn:

  • 4 action steps to take if a client ghosts you
  • Why you should start with kindness
  • When to send your client a detailed email
  • The importance of Client Agreement and Terms of Use documents
  • When you should use a formal collections letter
  • Why you should ALWAYS get your client’s street address and phone number
  • How to work with a collections agency if needed
  • Why I align money, boundaries, and contracts with the sacral chakra

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episode 50: 3 steps to take charge of chargebacks

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A chargeback occurs when a client decides they want to stop working together and they instruct their credit card company or Paypal to reverse the charges on their credit card.

Not only that, but you have no advance notice and now you have no payment for your services.

This episode explains the chargeback process and how you can take charge of chargebacks with 3 simple steps.

in this episode I share:

  • How the chargeback process works
  • How written legal documents help you when a chargeback happens
  • The importance of a clear “no chargebacks” policy in your legal document
  • Why strong energetic boundaries around money help to reduce chargebacks
  • Why I align strong boundaries and written contracts with the sacral chakra

resources:

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episode 51: Linda Whiteman
on how to recycle your money
& uplevel your lifestyle

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where to listen:

Ever wanted to go on a luxurious vacation in Paris, Italy, or Costa Rica using airline upgrades and credit card reward points…and spending just $250 out of pocket?

That’s exactly what Linda Whiteman teaches people how to do by blending her expertise in money, real estate, travel and living debt-free.

Linda shares 3 ways you may not have thought about to “recycle your money” and uplevel your lifestyle while keeping more of your money in your own pocket.

more about Linda:

  • What it means to “recycle your money”
  • How to travel on a budget and maximize reward points
  • Why you need to truly understand your finances and credit card programs
  • The value of smart spending through minimalism
  • How to get great brand name shoes and clothing at a fraction of the cost
  • Ways to invest in yourself to upgrade your lifestyle
  • The power of mindfulness

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episode 52: 101 for fitness instructors & yoga teachers

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I have been asked for YEARS by fitness instructors, personal trainers, health club owners, and yoga teachers what to do on the legal front to protect their businesses.

As an ACE certified fitness instructor AND a lawyer, I understand what you do, how your business works, and what legal protection you need.

In this episode, I address 8 frequently asked questions about how to protect yourself from risk and lawsuits as a personal trainer, fitness instructor or yoga teacher.

in this episode I share:

  • How to protect yourself as a fitness instructor, personal trainer or yoga teacher
  • What you should do when teaching group exercise classes or yoga workshops
  • When clients should sign an Event Waiver
  • Whether an Event Waiver can cover more than just one class
  • What legal document you should use when working with 1-on-1 clients
  • How to know if you’re putting yourself at risk as a health club owner if you don’t have an LLC or S-Corp
  • Whether you really need to have insurance
  • How you protect yourself when teaching online fitness courses

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episode 53: 2 ways to protect your podcast or webinar

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where to listen:

If you’re hosting a podcast or webinar with guest experts, you want something in writing to make sure you’re on the same page for your interview.

You’ll learn two key ways to protect your podcast or webinar, including what legal document to use when interviewing your guest experts, and how to protect your work through Copyright registration.

in this episode you'll learn:

  • Why you should use a written legal document with a guest expert
  • What areas the Guest Expert Consent Form should cover
  • Why you should Copyright your podcast with the US Copyright Office
  • Whether to file individual or collective Copyright Applications
  • How to handle “derivative works” after filing for a registered Copyright
  • Why I align the Guest Expert Consent Form with the sacral chakra
  • Why I align Copyright energetically with the throat chakra

resources:

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episode 54: 5 quetions to ask before working with a business partner

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where to listen:

There are so many reasons to work with a partner. Often a biz relationship is like a dating relationship – or even a marriage.

You need strong and clear communication skills, the ability to have difficult conversations, and the desire to give each other the benefit of the doubt and work together for the good of whatever it is you’re creating.

Here are 5 questions you definitely want to consider before working with a business partner around key areas of your business like finances, operations, and more.

in this episode you'll learn:

  • The 3 P’s of Business Relationships
  • What you need to think about regarding finances
  • What to consider about operations
  • Why you need to talk now about the ownership of your content
  • What type of business structure is best – a Joint Venture or LLC?
  • The pros and cons of a Joint Venture relationship
  • The pros and cons of forming an LLC together
  • What happens if you want to stop working together
  • Why a Joint Venture Agreement supports your sacral chakra
  • Why forming an LLC is aligned with the third eye chakra

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episode 55: Gina Gomez on 3 ways to be more inclusive

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where to listen:

It’s so important for diverse voices to be heard. However, many businesses continue to struggle with issues relating to race, gender, ability, age, marital status, religion and more.

In this episode I speak with Gina Gomez about 3 ways business owners and entrepreneurs can start to address inclusivity and diversity.

in this episode Gina & I discuss:

  • The value of treating everyone like a VIP
  • How to be more aware of the impact your words and marketing have on others
  • Tip #1: Be deliberate and be gentle
  • How to educate yourself and be open to making mistakes
  • Tip #2: Start on the inside
  • How to look at how you’re addressing the problem and the solution
  • Tip #3: Take consistent action
  • How to find ways to genuinely represent and support diverse communities
  • The importance of understanding your intention for supporting inclusivity and diversity

more abour Gina:

  • At the time of this interview, Gina Gomez is the Founder & Owner of Gina Gomez & Associates. With a proven track record and experience, Gina works with clients to create a profitable and sustainable business, where everyone feels welcomed, respected, and included. She’s a music junkie, meditator, motivator, feminist, and world traveler and she enjoys smart, funny people. 
  • Referred to as “the Olivia Pope of the personal development industry”, Gina is a Business Strategist & Advisor working with some of the most well-known and well-respected public figures in the online business world. After building a successful 20+ year career working with key accounts and top talent in Corporate America, Gina took her results-oriented business philosophy, critical thinking approach, and knack for developing relationships and started teaching business owners strategies to improve customer satisfaction while increasing the bottom line.

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episode 56: why you need
a trapper keeper for
your business records

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where to listen:

Whether you’re a small business owner, a coach, a sole proprietor, or if you have an LLC or S-corporation, you want to make sure that you’re organizing your business records.

Getting your records organized helps you to have a clutter-free office AND it can energetically up-level your business, too.

In this episode you’ll learn 6 types of business records that you need to keep, how long you need to keep them, and what can happen if you don’t.

in this episode I share:

  • Why you need a Trapper Keeper® or other binder for your business documents
  • Why you should have both hard copies and online versions of key documents
  • Top 2 tips for business document organization
  • 6 types of biz documents to organize and keep
  • Why I align getting your business documents organized with the root chakra
  • What can happen if you DON’T keep any of these documents

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episode 57: how to protect your mastermind

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where to listen:

Masterminds can be great incubators for business and personal development. They are one of the most popular high-end programs offered by entrepreneurs in recent years.

Whether you’re hosting a Mastermind for a small, close-knit group or for a larger group, you want to create a heart-centered environment of trust amongst your Mastermind members.

You’ll learn the importance of having clear, precise legal language and policies in place to protect yourself, your Mastermind participants, and your work.

in this episode you'll learn:

  • 3 areas to protect yourself when hosting a Mastermind
  • The importance of having clear policies for a high-ticket Mastermind
  • How to protect your work – and your participants’ ideas
  • How to handle confidentiality when people share private information in a group setting
  • Why I affiliate Mastermind programs with the sacral chakra
  • Recognizing the value of the “and”

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episode 58: when to send a cease and desist letter

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where to listen:

When you run a business, you create all kinds of things that run the risk of being copied—everything from website pages, sales pages, program guides, course modules, videos, audio recordings, PDFs, products, ebooks, to your business name or program name, and more!

 If someone swipes or copies your program content, website design or even your trademarked brand, you have options on the legal front to protect your work. In this episode you’ll learn WHEN you should send a Cease and Desist Letter – and what you need to do BEFORE you send it.

in this episode you'll learn:

  • 3 important times to send a Cease and Desist Letter
  • 3 steps to take when you use a Cease and Desist Letter, especially BEFORE you send it
  • How to create strong legal boundaries and policies to honor your work
  • Why I associate Cease and Desist Letters with the crown chakra

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episode 59: enjoy the episode! (no tip sheet)

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where to listen:

My guest Kendrick Shope is an expert on authentic selling. Kendrick set a goal to make $1 million before age 40 – and she did it! She credits using legal documents for helping her.

Kendrick shares how exactly her Client Agreement saved her from throwing in the towel on her business.

Even though everyone’s situation is unique and different, Kendrick is sharing her story as a way to inspire other business owners and entrepreneurs to protect their income if they’re truly serious about their business.

in this episode Kendrick and I discuss:

  • Why Kendrick is focused on speaking
  • The value of authentic selling – and what that even means
  • Kendrick’s legal protection journey and how her Client Agreement saved her
  • How using legal documents for the first time can be scary
  • How contracts can create clarity, confidence and boundaries
  • Why Kendrick says you need to question if you’re truly serious about your business
  • Why I believe legal documents protect you practically and energetically

more about Kendrick:

  • DIY Client Agreement
  • At the time of this interview, Kendrick Shope is the creator of the leading sales training for women entrepreneurs, and the Authentic Selling® process which has created millions of dollars in revenue and new business for her clients. Kendrick’s hosts her own daily talk show The Kendrick Shope Show, and the Sell Like A Woman Podcast, reaching nearly 100 thousand followers in six continents. Kendrick’s work has been featured on the Steve Harvey Show, NBC, Forbes, INC, and more. You can learn more about coaching with Kendrick by visiting kendrickshope.com or contacting 2 Market Media regarding speaking or media appearances.

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episode 60: legal documents for hosting workshops
and retreats

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where to listen:

Hosting a live 1-day workshop or an overnight retreat at a beach resort or swanky hotel is a fun and effective way to build relationships, facilitate deep work, and create community.

In this episode, you’ll learn which legal document you’ll want your event participants to sign for a 1-day event, what you should use for an overnight retreat, and what other legal documents you might find yourself using as the event host.

in this episode I share:

  • What legal document your attendees can sign for a workshop or 1-day event
  • When you need to have your Event Waiver signed
  • How your Event Waiver supports you energetically
  • What legal document should be signed by attendees for an overnight retreat
  • How an Overnight Retreat Agreement protects you (and how it differs from an Event Waiver)
  • 5 other types of legal documents you might find yourself using as the event host
  • Why I relate legal agreements to your sacral chakra

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episode 61: Laura Belgray
on 3 tips for writing
"words that sell"

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where to listen:

Copywriter Laura Belgray is known for teaching you how to write “non-sucky”, swipe-worthy copy by adding visual details to your writing and bringing in flair, style and your unique personality so you can generate sales through the intentional use of words.

In this episode, Laura shares 3 practical tips for how to write e-newsletters, sales pages and opt-ins in a way that makes people buy from you after reading your work.

in this Laura and I discuss:

  • Tip 1: Write with “The Steven Spielberg” Test in mind. Could a movie director bring your words to life?
  • Tip 2: Journal everything you see and hear based on the details, no matter where you are.
  • Tip 3: Write about real people with kindness or change key details.
  • When can you take artistic liberty vs. when are you making a false claim?
  • The important difference between “copywriting” and “copyrighting”
  • Why Laura defines copywriting as all of the words you use for your business
  • The legal side of copyrighting and why Lisa believes it creates an energetic boundary
  • When you should share an idea vs. when you should keep it to yourself before acting on it to protect yourself.

more about Laura:

  • At the time of this interview, Laura Belgray, founder of Talking Shrimp and co-creator of The Copy Cure, is a copywriting expert who helps entrepreneurs find the perfect words to express and sell what they do. Through her her work with hundreds of clients (including online biggies like Marie Forleo, Mastin Kipp, Amy Porterfield and Kate Northrup) she’s seen firsthand that putting “you” into your copy is pure magic for getting people to love you up, share your ideas, and happily click your “buy now” button. 
  • Laura’s list of clients and credits include NBC, Bravo, HBO, TBS, Fandango, and many, many more. So if you watch TV — and don’t skip the commercials — you just might see her words on air.

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episode 62: legal tip:
if I own the URL, do I still
need to trademark?

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where to listen:

You likely have a website to market your programs or products.

This episode answers the question of whether simply purchasing and owning a domain URL gives you any rights to the name of your program or product – or whether you need to Trademark it.

I don’t want you to experience the pain of someone copying the name you created, so listen to this episode to find out what rights you have by owning the URL name and when you might need to Trademark it.

in this episode you'll learn:

  • What it means to own a URL vs. a Trademarked brand name
  • Why business owners purchase URLs with multiple endings
  • When you should consider Trademarking your brand
  • Why I align Trademarking with the crown chakra
  • Action steps to consider if you think you need to file for a Trademark

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episode 63: Luisa Zhou on
3 ways to reverse-engineer your next launch

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where to listen:

I invited business coach Luisa Zhou, powerhouse business coach (with a surprising background!), to share her best tips on how to maximize your income with your next launch.

In this episode, you’ll learn 3 tips on how to reverse-engineer your next launch, including why you might want to offer a “first steps” course to your tribe, how to know what to charge, and why you should never charge your “worth”.

in this episode Luisa and I discuss:

  • Tip 1: Why you should offer a “First Steps” course instead of a signature flagship course
  • How to know what to include in a “First Steps” course
  • Tip 2: Why you want to work with one on one clients first and then create your course
  • Why you want to prime your list
  • How to know what to charge for your course
  • Tip 3: Why you never want to charge what you’re “worth”
  • The best way to make personal connections with your clients (it’s not what you think!)
  • How Luisa knew she needed to get her business legally covered

more abour Luisa:

  • At the time of this interview, Luisa Zhou is the creator of the Employee to Entrepreneur system which teaches people how to leave their day job and start their own six-figure plus business working for themselves. She’s helped hundreds of students, including health and business coaches, designers, copywriters, and consultants, and shown them how to launch businesses that generate anywhere from 30K to 100K in a matter of months. She has appeared in numerous online and print publications including Forbes, Inc, Entrepreneur, Success magazine, and more.
  • A graduate of Princeton University, Luisa majored in electrical engineering and minored in robotics. Before starting her own business, she worked as an International Space Station engineer for Boeing, a mobile payments start-up co-founder, and a digital advertising manager. She lives in New York City with her husband.

resources:

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episode 64: legal tip: why
DIY Legal Templates
don't have to be scary

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where to listen:

If you’ve never used a DIY Legal Template before, it’s totally understandable to wonder if you can really fill them out yourself.

Whether you’re a coach, entrepreneur, licensed practitioner, or business owner, you want to protect yourself and your business, and it’s important to do it right.

In this bite-sized episode, learn what you need to know about DIY Legal Templates and how you can start using them to protect your income, work and brand.

in this episode you'll learn:

  • How I design my DIY Legal Templates
  • Reassurance if you’ve never used a DIY legal template before
  • The purpose and benefits of using DIY legal templates
  • Why you should avoid copying legal documents from other people
  • Why you should use a template specifically designed for your business
  • What my clients say about my DIY Legal Templates
  • Why you should have an attorney review the DIY legal template you decide to use
  • Why I align legal documents with the root chakra

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episode 65: why
deescalating emotion is
a powerful legal strategy

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where to listen:

Emotions can run high when a client wants a refund or tries to back out of a program.

What can you do if the client is upset and threatens to sue you or to make nasty comments about you on social media?

How can you try to diffuse the tension to avoid a lawsuit or harm to your reputation?

This episode explains why deescalating emotion is actually a powerful legal strategy to resolve a conflict with a client.

in this episode I share:

  • Why it’s important to diffuse the client’s heated emotions as a LEGAL strategy – not just a relationship-building strategy
  • The power of compassion and apology when working with a volatile client (especially when you don’t have a signed contract)
  • Why you should make sure the client feels heard and validated before you offer other solutions
  • Why dropping into your heart and putting your pride aside can be worth your temporary discomfort
  • The value of using a Client Agreement with 1-on-1 clients to spell out your client policies in writing

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episode 66: why you can't
take other people's reactions personally (or you'll stay small)

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where to listen:

One of the biggest areas that holds entrepreneurs back is that we’ll do something that will make someone not like us.

For heart-centered biz owners it can feel difficult to share a new program or product based on our deepest message.

We’re afraid that we’ll be judged – or worse, that no one will buy our program.

You’ll learn why we can’t take other people’s reactions personally or we’ll stay small – and how to show up fully, even when we’re afraid.

in this episode you'll learn:

  • Why someone else’s response has nothing to do with you
  • Why you are never responsible for the thoughts, beliefs, or actions of someone else (no matter what anyone tries to tell you)
  • How letting go of feeling responsible for other people’s reactions can be life-changing
  • Why your tribe can’t find you if you don’t speak up
  • Why you can speak with humility and grace… without making anyone else “wrong”
  • Recognizing the value of the “and”

resources:

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episode 67: Lloyd Burnett
on how to interrupt patterns
of lack & struggle

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where to listen:

Soulful business coach Lloyd Burnett shares tips on how to move away from a “Mother Teresa” mindset of underpricing your services or giving them away for free.

Lloyd is known for going deep to interrupt patterns of lack and struggle so you can get out of your own way and experience more abundance in your life.

Lloyd shares 3 steps on how to heal old beliefs and teach all parts of you a new truth that it is your birthright to be wealthy.

in this Lloyd and I discuss:

  • How to use parts work to move from a scarcity mindset to an abundance mindset
  • Step 1: Meet the part of you that learned to receive scarcity instead of abundance
  • Step 2: Hear the part’s story and experience the energy of the story to release it
  • Step 3: Teach the part a new truth by shifting the internal narrative to unconditional love
  • Why Lloyd wants you to see the truth of what you’re experiencing
  • What internal parts work involves and how it allows multiple parts of ourselves to coexist
  • Why our beliefs need to evolve in order to receive abundance
  • Why Lloyd decided he needed to legally protect his business
  • The importance of using legal documents that evolve with your business

more about Lloyd:

  • At the time of this interview, Lloyd Burnett is a life coach, spiritual teacher, and writer. He supports healing professionals in getting their gifts out into the world and accessing their inherent right to abundance. Lloyd offers free trainings, paid coaching programs, and live events on how to harness the power of your fear and limiting beliefs so that you can effortlessly manifest financial security, deep love, and success.
  • Lloyd is a graduate of Dartmouth College, a former top-ranked personal trainer in the city of Atlanta, a world traveler, and a gifted life and business coach with strong footing in the spiritual world. I once described Lloyd as having “the smarts of an Ivy League education, body of a personal trainer and soul of a spiritual healer.” He’s a trifecta!

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episode 68: feeling scared to claim your brand? do this.

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where to listen:

Sometimes, when you receive inspiration for a new program name – or something even bigger like an entire brand message – it can feel like too much.

Sometimes, it can feel so big you fear you might collapse under the weight of it if you haven’t grown into it yet.

You would not believe how many business owners have told me that it can feel scary to claim their brand.

In today’s episode, we dive into how to give yourself permission to claim your brand and how to honor and protect it in the marketplace.

in this episode you'll learn:

  • Why it’s hard to claim a brand you’re not aligned with yet
  • Why you may not be able to indulge in the divine download you’ve received…even when you really want it
  • Why you should make sure your new brand hasn’t also “landed” on someone else in a way that’s substantially similar to your idea
  • Why you should get support to align yourself energetically with the brand
  • Why you should consider Trademarking your new tagline, logo, business name, program name to protect your new brand

resources:

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episode 69: what legal documents do I need
on my website?

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where to listen:

If you have a business website, chances are you’ve wondered what to do if someone copies your content or how to limit your liability for what you say on your website.

Having legal documents on your site will help protect your website content and be clear about where your liability ends and where your website visitors’ responsibility begins.

This episode covers the 3 legal documents to have on your website and how they protect you.

in this episode you'll learn:

  • What a Website Disclaimer is and why it’s your base layer of protection
  • How the Website Terms & Conditions lets visitors know what they can and can’t do with your content
  • Why it’s important to protect your website with crystal-clear language that sets your boundaries
  • How a Privacy Policy protects the confidentiality of your website visitors
  • When and why you are legally required to include a Privacy Policy
  • Why I align the Website Disclaimer with the root chakra and the Website Terms & Conditions and Privacy Policy with the heart chakra

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episode 70: 3 myths
about giving refunds

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where to listen:

Whether to give refunds can feel confusing and stressful.

You might ask: “Shouldn’t I have a 100% money-back guarantee? If a client doesn’t get results, shouldn’t I give a refund? But if I give a refund to one client, does that mean I ALWAYS have to give refunds to everyone?”

This episode debunks the top 3 myths about giving refunds so you can gain clarity and feel more grounded when it comes to refunds.

in this episode you'll learn:

  • The difference between offering refunds vs. being required to give a refund
  • Whether you should offer a 100% money-back guarantee
  • How to learn the 4 key areas to include in your refund policy
  • Whether you need to give a refund if a client doesn’t see results
  • Why it’s okay to make exceptions to your own refund policy without having to change your refund practices
  • Why you need a written refund policy if you sell ANYTHING online
  • Why I believe a well-written refund policy supports the root chakra

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episode 71: Karen Kenney
on transforming your
story to glory

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where to listen:

My guest Karen Kenney is a spiritual mentor, writer, and storyteller who shares about how to get out of your own way and go from feeling victimized in life to feeling empowered.

Having overcome great adversity herself after her mother was murdered, she teaches how to shift the narrative of your life story so you can make room for happiness and peace.

Hear how Karen can help you find “Fearless Flow” and transition from your story to your glory!

in this Karen and I share:

  • Karen’s story of adversity and how it can help others not feel victimized
  • What Karen has learned from A Course in Miracles that she now teaches to others
  • How our beliefs impact our sense of freedom and safety
  • What it means to live your life in “Fearless Flow”
  • How to draw on the power of a spiritual team and build your own
  • How Karen responds to criticism from a place of love (even when it’s hard)
  • The impact that having clear story has on your business and brand
  • How our “individual curriculum” can influence our life’s work
  • Why it’s important to have a dedicated daily spiritual practice

more about Karen:

  • At the time of this interview, Karen Kenney is a writer, speaker, and the founder of Fearless Flow Mentoring. She’s a certified Spiritual Mentor, has been a student & guide of A Course in Miracles for 26+ years and a longtime student of Passage Meditation. She’s also been a certified yoga teacher since 2001 and is a Gateless Writing Teacher.Karen (also known as “KK”) grew up in Lawrence & Boston, MA and is known for her storytelling, her sense of humor and her “down-to-earth” approach to spirituality. Her signature program: “Your Story to Your Glory” helps people let go of their old stories of suffering and victimization – so they can write a new kick-ass story – from an inner place of power, forgiveness, freedom and Spirit.
  • A sought-after expert and Spiritual Thought Leader for Live Events, Podcasts, Coaching Programs and Shows, Karen speaks on stages across the country and leads transformational retreats in the New England area and at the Omega Institute in NY. Karen is the host of podcast & videocast The Karen Kenney Show and is currently at work on her memoir.

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episode 72: what can
happen when you create
your own legal documents

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where to listen:

Sometimes it can be tempting to create your own legal documents, or cut and paste from some random legal document you found on the internet or got from your coach or a friend.

But here’s the thing…you don’t want to do that.

In this episode, we talk about what can happen when you create your own legal documents – and how it can hurt you when you do it.

in this episode you'll learn:

  • Ways you put yourself at risk by creating your own legal documents, including using language that doesn’t actually protect you
  • How you might violate others’ copyright or ownership rightswithout even knowing it
  • Why creating your own legal documents might be unethicaland create energy leaks
  • Why having a strong, well-crafted legal document supports your root chakra
  • How legal steps align with the 7 chakras – and why that matters
  • Recognizing the value of the “and”

resources:

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episode 73: answers
about affiliates

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where to listen:

There are so many benefits to having affiliate relationships. You can promote someone’s product or service and get paid for making a referral. It’s a win-win situation.

But what do you need to do from a legal standpoint when you’re an affiliate for a biz buddy or for products sold through Amazon, doTerra or Arbonne? Do you have to tell people you’re an affiliate? What should you say? What disclosures and disclaimers do you need? Are you liable for others’ programs or products simply because you recommended them?

Learn answers to these questions and more about affiliates.

in this episode you'll learn:

  • 2 common ways you can have affiliate relationships
  • When you’re required to tell people you’re an affiliate
  • 2 places where you need to disclose your affiliate relationships
  • What it means to have a “clear and conspicuous” disclosure
  • The risk involved by making yourself an affiliate
  • What legal terms you need to use if you want to have affiliates
  • Why I align Affiliate Terms & Conditions with the heart chakra

resources:

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episode 74: how not to
make medical claims

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where to listen:

When you’re passionate about a product like essential oils, or a program to help people cope with an autoimmune disease, you want to scream as loudly as you can that your product or program can cure or heal whatever they’re suffering from.

Only this can get you into hot water because you don’t want to cross the line into making medical claims or disease claims.

This podcast episode helps you know how to stay in the “safe zone” and not be accused of making medical claims or disease claims.

in this episode you'll learn:

  • What’s considered a “medical claim” – and why you don’t want to make one
  • What’s considered a “disease claim” – and why you don’t want to make one
  • 5 things NOT to do or say that will keep you safer!
  • When to use a Client Agreement
  • 3 things you CAN do or say because these things aren’t considered to be making “medical” or “disease” claims

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episode 75: Freda Salamy
on how to reverse
a "shame attack"

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where to listen:

Moving energy through your body to clear trauma is critical for being able to move forward in your business.

Sometimes we’re not even aware that small traumas can have a lasting effect.

In this episode, I’ve invited Freda Salamy, MA, MFT to share 3 tips on how to bypass the brain to reverse a “shame attack” and other trauma in the body so you can get out of your own way and show up confidently in your business to have the life and business you truly want.

in this episode Lisa and Freda share:

  • The importance of inner healing work so you can show up for yourself and others
  • A visualization practice to help you feel less intimidated by your emotions
  • Tip #1: Ask yourself “What am I feeling right now?” Name the emotion and number it on a scale of 1-10.
  • Tip #2: Tapping on your thymus to allow your mind to feel what you feel and breathe into it until you feel calm.
  • Tip #3: Think about something that creates peace for you, like a word or an experience that makes you feel good and breathe.
  • What it means to activate your frontal lobe and why it’s important to access this part of your brain
  • What a “shame attack” is – and how to reverse it when it happens
  • Why trauma looks and feels different for everyone
  • Why Freda believes in legal documents and why she trademarked her brand
  • Why you should feel aligned with the coaches, healers, and people you bring into your life

more about Freda:

  • At the time of this interview, Freda Salamy, MA, MFT is a licensed body-centered trauma therapist. She specializes in guiding clients through both revealing and healing emotional trauma held in the mind, body and soul so they can finally have the life they want.
  • Freda is the creator of Invoke and Release®, a powerful healing modality that allows for deep letting go in an accelerated way, and the founder of The Rejuvenated You, an online platform with the signature course, Reveal and Heal Obstacles to Your Success.This deep dive course enables rapid healing, and The Rejuvenated You Healing Circle Membership allows for long-term mastery and support to learn tools, heal and integrate the pain of your past. Years of Freda’s mindfulness and meditation practice, professional trainings and personal transformation shine through with her work with clients. Freda also has a private psychotherapy and international coaching practice on video.

mentions:

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episode 76: can I use one legal document for everything?

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where to listen:

Biz owners often ask: “Can I just buy one legal template and use it for everything in my business?” It sure would be easier, but each legal document you use in your business has a specific purpose.

There’s no one magical legal document that works for every situation.

Learn why legal documents are not one-size-fits-all and 3 free ways to learn what to do for your business on the legal front.

in this episode you'll learn:

  • What “bio-individuality” means and how it applies to your business
  • Why there’s no such thing as a “one-size-fits-all legal document”
  • 3 real-life examples of when to use different legal documents than your biz bestie
  • Why your paperwork isn’t the same as others’ when filing your LLC
  • How using your own legal documents helps protect your income
  • How trademarking your brand gives you advantages over others who don’t protect theirs
  • Why I align trademarking with the crown chakra
  • 3 free ways to learn how to protect your business on the legal front

resources:

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episode 77: what disclaimers do I need for my book?

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where to listen:

Becoming an author is a huge undertaking – and a huge risk. Many authors fear being sued for saying something wrong, like getting in trouble for giving “medical advice” or mentioning your former bad ex-boyfriend in your book.

Authors ask: “What type of disclaimer language should I use when writing my book?” Learn 2 different types of legal disclaimers book authors can use when sharing your professional expertise and when writing about other people in your book.

in this episode you'll learn:

  • What a “Book Disclaimer” is and how it reduces your risk when writing your book
  • What’s included in a “Media Release” and how it protects you
  • Why it’s important to have real people named in your book sign a Media Release
  • 2 most common ways people come after you for writing about them: (1) for violations of their privacy and (2) for defamation of their character
  • How to avoid lawsuits for violations of privacy (“public disclosure of private facts”)
  • How not to “defame” someone’s character so you don’t get in trouble
  • Why I align Book Disclaimers with the root chakra

in this episode I share:

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episode 78: do your
business policies align
with your core values?

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where to listen:

As the leader of your business, you create your own business policies. You decide how you want to handle payments, scheduling, cancellations and more.

It’s ideal to have clear policies with strong and loving boundaries in alignment with your core values and beliefs.

Learn how to identify your Top 10 Core Values and how to check if your business policies and legal documents are aligned with them.

in this episode you'll learn:

  • Why your business policies should be outlined in your LEGAL contracts and documents
  • Why your business policies and legal documents should reflect your core values
  • What core values are and why I align them with the solar plexus chakra
  • How to identify your Top 10 Core Values
  • My Top 10 Core Values (as an example)
  • How to make sure your core values are reflected in your business policies

resources:

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episode 79: Trupti Gokani, MD on how to calm your brain
by eating & sleeping at
the right times

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where to listen:

My guest Dr. Trupti Gokani is a board-certified neurologist who blends Western medicine and Eastern philosophy, to share practical Ayurvedic tips on how to harmonize with your true nature so you can keep your body and brain healthy and energized to do the work you need to do.

about Dr. Trupti Gokani:

  • At the time of this interview, Trupti Gokani, MD is an award-winning, board-certified neurologist who has dedicated her life to developing a unique blend of modern medicine and ancient philosophy. By melding these approaches, she’s become a highly sought-after speaker and health coach sharing holistic wellness strategies with larger-than-life media personalities like Dr. Oz, global pharmaceutical giants like Teva, and individuals with a wide range of symptoms, from debilitating migraines to chronic fatigue.
  • She’s best known by those in Chicago’s North Shore for her revolutionary integrative approach to treating headache pain, and other neuropsychiatric disorders, using a blended East meets West model. The Zira Mind & Body Clinic’s patients, along with her coaching clients, swear by her unique methodology focused on healing the head by identifying the disconnect between the mind and the body. When not in the clinic, Dr. Gokani dedicates her insights to speaking and media engagements aiming to help Americans understand the “purpose” of their pain and how to heal themselves through a deeper appreciation of the mind-body-spirit connection.Dr. Gokani earned her medical degree from the University of Illinois at Chicago, where she also completed her training in neurology, was Chief Resident, and pursued additional post-doctoral training and certification as a Master Clinical Psychopharmacologist. She has continued to educate herself for the benefit of her patients, gaining experience and credentials in Ayurvedic medicine, transcendental meditation, and Functional Medicine.
  • Dr. Gokani is the author of the book, The Mysterious Mind, and creator of the Master Your Migraine Pain® coaching program in addition to her ongoing work at the Zira Mind & Body Clinic and private coaching programs.
  • Why I align a Mini-Disclaimer with the root chakra

in this episode Lisa & Trupti share:

  • The basic framework and elements of Ayurveda: air, space, fire, earth, water
  • How connecting with your authentic state helps your brain function optimally and frees you from fight/flight/freeze responses
  • Ayurvedic Principle 1: What time to go to bed to allow your body to cleanse itself
  • Ayurvedic Principle 2: What time you should eat your biggest meal of the day
  • Ayurvedic Principle 3: What time to wake up each day to increase your energy
  • Tips for how to incorporate Ayurvedic principles in your daily schedule with ease
  • Suggestions of supplements and teas to encourage your body to detoxify
  • Why Dr. Gokani believes legal documents can help decrease your stress

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episode 80: does HIPAA apply to health coaches?

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where to listen:

If you’re a health coach or a non-licensed practitioner, you might be wondering if HIPAA applies to you.

Are you required to follow HIPAA policies about the confidentiality of client information and records? What if clients share lab test results with you? Do you need to use HIPAA-compliant websites and online platforms? Are you legally required to keep client information safe?

In this episode, you’ll learn whether HIPAA applies to you as a health coach and 4 ways to protect client information.

in this episode you'll learn:

  • What HIPAA is and who must follow HIPAA
  • What happens when a client shares medical information with a health coach
  • What exception to the HIPAA law might apply to you
  • Who’s considered a “business associate” according to HIPAA
  • 4 Ways to keep client information confidential as a health coach, including when you can’t disclose names or details about clients
  • Why you want to make sure your website has a Privacy Policy

resources:

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episode 81: why it's so hard
to set boundaries

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where to listen:

For many healers, coaches, therapists, and heart-centered entrepreneurs…it’s hard to set boundaries.

When you’re a “giver” and you just want to help people, it’s not always easy to create boundaries to honor yourself. Stretching your boundary muscle is an act of courage – and it takes patience.

In this podcast episode we discuss boundaries and why it’s so difficult to set them and keep them.

in this episode you'll learn:

  • What boundaries are and why they’re important
  • The true cost of overgiving and having flimsy boundaries
  • How being nice can negatively impact our income
  • The consequences of not having strong boundaries
  • Why it’s hard to say no to others and yes to ourselves
  • How using a “mini-script” can help you set clear boundaries
  • Why having a “boundary practice” is important
  • How having a Client Agreement benefits both you and your clients
  • Why I align boundaries and Client Agreements with the sacral chakra

resources:

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episode 82: when should you use a waiver versus a contract?

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where to listen:

Waivers versus Contracts…. What are they – and what’s the difference between them? How do you know when to use a Waiver? And when to use a Contract instead?

We clear up the confusion between Waivers and Contracts so that you can know when to use Waivers and when to use Contracts to protect yourself.

in this episode you'll learn:

  • What a Waiver is and how it protects you
  • When and why a Waiver will not hold up in court
  • What a Contract is and why you should put it in writing
  • How to know when to use a Waiver and when to use a Contract
  • Different examples of when you’ll use Waivers or Contracts
  • Why I align Waivers with the root chakra and Contracts with the sacral chakra

resources:

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episode 83: Belinda
Ginter on how to create a
millionare mindset

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where to listen:

Ask business owners if they want to earn a million dollars and chances are they’ll say “Yes!” However, as humans, we are hard-wired to let our subconscious minds drive our actions which can prevent us from achieving what we truly want and deserve.

Belinda Ginter, Emotional Kinesiologist and Mindset Expert, shares practical ways to remove emotional blocks so you can be free to embrace a millionaire mindset.

more about Belinda:

  • At the time of this interview, Belinda Ginter is an industry leader in Emotional Kinesiology & Success Mentoring. She’s a trained emotional Kinesiologist certified in BET and Mindset Expert with over 5 years of experience with 6,000 plus clinical coaching hours, working with thousands of clients worldwide.
  • Belinda’s clients describe her as being magical and caring, authentic and a true genius when it comes to slaying subconscious blocks. She is brilliant when it comes to mindset hacks and proven strategies.Clients have said that “she respects and loves you enough to tell you the truth when you need to hear in a truly graceful way”. She works intuitively directly with your soul and is able to point out things you simply cannot see in yourself that can be stopping you from having the success you truly desire. Her background in removing negative past family programming beliefs benefits her clients as they often are unaware of what is keeping them stuck. She’s truly an expert who makes a difference with a unique ability to provide clarity effortlessly and quickly.
  • Belinda is also a loving mother to two wonderful children and wife to Dr. Derek Ginter Chiropractor/Acupuncturist extraordinaire and she has two fur babies, Sir Winston, a Shepherd/Boxer/Terrier mix dog & JuJu, her soul mate siamese/ragdoll cat.
  • When to use a Client Agreement
  • How Client Agreements are aligned with your sacral chakra

in this episode Lisa & Belinda share:

  • What emotional kinesiology is and how it works
  • How becoming aware of subconscious blocks empowers you to remove them
  • Why you should research other millionaires to absorb their mindset
  • Why it’s important to take consistent, actionable steps toward your goals to watch yourself expand
  • How to address “imposter syndrome” on a daily basis
  • The importance of understanding money as an amplifier
  • Why money doesn’t have to change relationships
  • Why Belinda believes legally protecting your business is an absolute necessity

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episode 84: what are assets - and 4 ways to protect them

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where to listen:

You hear accountants, lawyers and financial planners kick around the word “assets.”

But, what exactly ARE assets? How do you know if you have any personal or business assets worth protecting? (You might be surprised to know that you likely do!) What should you do to protect them?

In this podcast episode, we demystify the world of assets and break down the 2 main types of assets and 4 common ways to protect them.

in this episode you'll learn:

  • A general definition of assets
  • What falls into the 2 main categories of assets for small biz owners: personal assets and business assets
  • 4 important ways to protect your assets
  • Why you should use legal documents such as Client Agreements, Terms of Use, and Joint Venture Agreements in your business
  • How a business entity like an S-Corp or LLC protects your business assets
  • How creating a Will and/or Trust can protect your personal assets
  • How Trademarks and Copyrights protect your intellectual property
  • Why I align corporate entities to protect your assets with the third eye chakra

resources:

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episode 85: Paula Rizzo
on listing living for
a less stressed you

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where to listen:

Whether it’s for work or at home, we’re constantly making choices about how we spend our time.

Our society praises busyness and it’s easy to forget that we create our own lives.

We struggle to remember we have the power to design a life that includes more peace and less stress.

I’ve invited Paula Rizzo to share strategies from her new book Listful Living which includes journaling in such a simple, easy way to create a life you truly love.

in this episode Lisa & Paula share:

  • What inspired Paula to reprioritize what’s important in your life
  • The importance of having an abundance mindset
  • Why Paula uses the term “Personal GPS” to help people observe how they’re living right now (without judgment)
  • The power of recognizing what makes you feel fulfilled vs. checking items off a to-do list
  • How Paula helps people determine their “Blue Sky Intentions” and really dream big
  • How to plan what you want your life to look like using the “Passport to Stress-Free Living”
  • Recommendations for how to make time for what brings you joy
  • The importance of tapping into your “Personal Productivity Style”
  • How Paula structures her work week to make time for what’s important to her
  • The benefits of slowing down and having a “Just Enough” List

more about Paula:

  • At the time of this interview, Paula Rizzo is an Emmy-award winning television Producer, best-selling Author, and a Media Trainer and strategist. She’s also the founder of ListProducer.com and author of Listful Thinking: Using Lists to be More Productive, Highly Successful and Less Stressed and Listful Living: A List-Making Journey to a Less Stressed You.
  • As a former senior health producer for Fox News Channel for more than a decade, she produced segments with a range of top experts, including JJ Virgin, Jillian Michaels, and Deepak Chopra. A media veteran for nearly 20 years, she also worked in local news in New York City as a producer for 3 different television stations. Paula has been featured in major media outlets like FoxNews.com, Business Insider and The Daily News and she’s a contributor to MindBodyGreen.com, Entrepreneur.com and Thrive Global.
  • Now she coaches experts and executives to perform better on camera and produce their own videos through the Lights Camera Expert online course geared towards helping entrepreneurs, authors, and experts get media attention and Become A Video Star – a virtual workshop that empowers experts to create their own compelling videos.

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episode 86: how to support your sacral chakra
with a client agreement

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where to listen:

When you use a Client Agreement, you get clear about payment, communication and time boundaries which actually shifts the way you show up in your relationship with your clients.

But, did you know that using a Client Agreement aligns energetically to support the growth of your income and creativity?

Learn how client documents support your sacral chakra and why this is an unexpected “spiritual side effect of the law.”

in this episode you'll learn:

  • How I connect legal documents with energy work and why it helps you grow and support your business
  • 7 energetic shifts which can result from using a Client Agreement
  • Why I align Client Agreements with your sacral chakra to support your income and abundance
  • Examples of Time Leaks and how to plug them
  • Examples of Money Leaks are and how to plug them
  • Examples of Energy Leaks are and how to plug them
  • Why Client Agreements help you set and enforce your boundaries in a loving way

resources:

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episode 87: Kathleen LeGrys on increasing engagement
in Facebook groups

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where to listen:

Facebook Groups can be an easy way to create authentic connections with clients and expand your reach.

In this episode, my long-time friend and business coach Kathleen LeGrys shares how she’s mastered the ability to connect Facebook Groups with emails, Facebook Lives and other tools to increase the energy and interaction of the group.

Kathleen shares 4 usable tips to help you create an effective Facebook Group to showcase your expertise and build a tight-knit community.

in this episode Kathleen & I discuss:

  • The impact of your Facebook Group reach and why it’s important to know your numbers
  • 4 Tips for having an effective Facebook Group
  • Why it’s important to name your Group in a way that makes it easy for clients to find you. (It sounds simple, but Kathleen shares an insightful tip about how exactly to do this.)
  • How targeted screening questions can help you hone in how better to serve clients.
  • What to do to provide real value for your members and keep them interested in your services.
  • Why it’s important to have a Mini-Disclaimer for your Facebook Group.
  • How to re-energize your existing Facebook Group.
  • Why being relatable is key to having actively engaged members.

more about Kathleen:

  • At the time of this interview, Kathleen LeGrys is the founder of Health Coach Solutions, and the co-host of The Wellness Business Podcast. She has helped thousands of health and fitness professionals around the world transform their business and generate more revenue. 
  • Her mission is to provide health coaches with the tools and resources they need to have a thriving business and help their clients get the best results. She created Health Coach Solutions as a way to help health coaches find top-quality programs and resources in one location – so they can feel confident and empowered to be an amazing coach! Her customizable coaching programs are used by health coaches, fitness trainers, naturopathic doctors, and other wellness professionals to empower them to change lives on a global scale.

mentions:

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episode 88: 2 big risks when
you do a trademark search

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where to listen:

The first step to Trademarking your brand is to do a Trademark Search to identify potential conflicts with existing registered Trademarks so you can assess whether it’s wise to move forward with a Trademark Application.

I recommend that you have an attorney help you with the Trademark Search, but clients often ask me, “What are the risks if I do a Trademark Search on my own?”

Learn the 2 biggest risks when doing a Trademark Search on your own.

in this episode you'll learn:

  • What a Trademark is and how it protects you
  • The main benefit of Trademarking
  • 2 big risks of doing a Trademark Search on your own
  • What can happen if you rely solely on an “initial search” in the USPTO database
  • Why what is “confusingly similar” to the USPTO might not be apparent to you
  • Why I recommend having a lawyer experienced in Trademarking help you with a Trademark Search
  • Why I believe having a Trademark is a “crown jewel” for a small business owner

resources:

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episode 89: legal tips for hiring
4 key team members

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where to listen:

What do you need to know when hiring your team? What kinds of contracts should you use? What questions should you ask when interviewing them?

Learn legal tips for hiring 4 key team members (your virtual assistant, website/graphic designer, accountant and lawyer) including how to know who to hire first, what questions to ask when interviewing them, and what sections need to be in your contracts when bringing them on board to support or protect your business.

in this episode you'll learn:

  • Different types of team members and how to know who to hire first
  • The pros and cons of hiring new team members
  • Hiring your team members as Independent Contractors vs. Employees
  • What legal documents you need for working with Independent Contractors
  • Why I align contracts with the sacral chakra
  • What legal documents you need for your team
  • 6 key sections that should be in your Agreement for Hiring a Virtual Assistant
  • 8 key sections that should be in your Agreement for Hiring a Website Designer and/or Graphic Designer
  • When you should hire an accountant and how an accountant can help you
  • Questions you should ask an accountant when hiring them
  • What you should know when hiring a lawyer and how a lawyer can help you
  • Questions you should ask a lawyer when hiring them

resources:

mentions:

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episode 90: legal documents don't attract lunatics or lawsuits

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where to listen:

Clients worry legal documents because will create or attract “negative energy.”

They fear that if they put Website Terms & Conditions in place or use a Client Agreement that they’re acting from a place of fear and drawing unsavory situations towards them.

Learn 5 reasons why using legal documents might feel non-spiritual, and talk about how you can use legal documents and still be deeply spiritual.

in this episode you'll learn:

  • 5 reasons why using legal documents might feel non-spiritual.
  • Why law and spirituality are not mutually exclusive.
  • Why I talk about infusing love into legal documents and aligns legal steps with the chakras.
  • Why you can be BOTH legally protected AND spiritually open.
  • How legal steps align with the 7 chakras – and why that matters
  • Recognizing the value of the “and”

resources:

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episode 91: Heather Alice Shea on finding the courage
to listen to your intuition

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where to listen:

My guest intuitive guide Heather Alice Shea and I talk about how to tap into your intuition, the role intuition can play for you in your work, and how your intuition can positively impact your daily decisions.

Heather took a courageous leap by creating a professional intuitive coaching program based on scientific research.

She’s dedicated to helping others have a deeper understanding of intuition and how to really own their intuitive gifts.

in this episode Lisa & Heather share:

  • How Heather decided to become an intuitive coach
  • How Heather found the courage to dive into her intuitive gifts
  • Why Heather is passionate about providing research-based training for others
  • Suggestions for cultivating awareness of your inner experience
  • Different tools to help tap into your intuition
  • Understanding the difference between irrational and non-rational decisions
  • Why Heather believes entrepreneurs should use intuitive decision-making

more about Heather:

  • At the time of this interview, Heather Alice Shea, M.S., is an Intuitive Life Coach, Life Coach Trainer, and Intuition Educator who helps emerging coaches hone and own their innate intuitive abilities and create one-of-a-kind platforms that book their business solid. She is the founder of Atmana Coaching Academy, the world’s first Intuitive Life Coach Training & Business Development Company that formally integrates intuition into the coaching process. She is the host of The Everyday Intuitive Podcast, and her work has been featured in top publications like Mind Body Green, Elephant Journal, and Best Self Magazine, and her first meditation CD was presented in Spirituality & Health Magazine.
  • Heather holds a Master of Science Degree in Clinical Mental Health Counseling and a Bachelor of Science in Psychology from the University of North Florida. She is a licensed HeartMath® Life Coach and Mentor, a Certified Hypnotherapist, and a past life regression hypnosis expert. She currently works with clients all over the world via Skype in her signature down-to-earth style full of humor, heart, and the occasional swear word.

mentions:

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episode 92: the divine nudge that saved me from the
las vegas shooting 

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where to listen:

​Do you follow divine nudges in your life or your business? Do you tune into your intuition to guide you when you’re making decisions? Do you have powerful intuitive messages that have protected you from harm? That’s exactly what happened to me.

This episode is inspired by Chapter 6 of my book Easy Legal Steps. It also is a very personal story actually being in Las Vegas during the shooting and the divine nudge that saved my husband Scott and me from being harmed.

in this episode I share:

  • Why for most of my life I didn’t think that spirituality and logic could co-exist
  • The “divine nudge” I received and what prompted me to listen to it
  • Where I was just two hours before the Las Vegas Shooting occurred
  • My experience leaving Vegas the morning after the Shooting
  • Why I believe the Universe gave me a “divine nudge” and protected Scott and me from harm
  • My reflection on talking with reporters about the tragic event in Las Vegas

resources:

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episode 93: fear of disappointing others as a leader in your business

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where to listen:

​When you’re a leader of a business, one of the biggest worries is that you’ll disappoint people.

By saying “no” to a request from a client or team member, you worry you’ll hurt your reputation or your relationships.

In this episode, we talk about the critical role you play at the helm of your business and what it means to “wear the crown” as a leader of your company.

I also share a personal story about my own struggle when I made an unpopular decision as a leader and disappointed people – and how I handled it.

in this episode I share:

  • What it means to stand as a leader in your business
  • Why it’s important to learn when to say “yes” and when to say “no” as a leader
  • My first public experience saying “no” and how I handled the negative ramifications
  • Why being a leader involves holding boundaries and making courageous decisions
  • Why I align leadership with the crown chakra
  • Recognizing the value of the “and”

resources:

mentions:

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episode 94: Cheryl Giambattista on detoxifying your beauty products

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where to listen:

“Clean beauty” is gaining popularity but what does it really mean?

I met Cheryl Giambattista at a health coaching event and I’ve asked her to share her incredible knowledge about why she’s such a big believer in making simple swaps in your favorite recipes – and reducing your toxic load by using clean beauty products that love your body from the outside in.

in this episode Lisa and Cheryl share:

  • How Cheryl incorporates the idea of “simple swaps” in all aspects of life
  • How Cheryl’s son’s Leukemia diagnosis led her to health coaching
  • What inspired Cheryl to turn to “clean beauty” and focus on the body from the outside in
  • What many consumers do not know about everyday beauty products
  • Cheryl’s experience searching for clean beauty products and what she discovered
  • How one company is lobbying to get the laws changed in the US and Canada to outlaw some of the 1,400 toxic ingredients used in most beauty products
  • The ingredients used (and not used!) in Beautycounter products

more about Cheryl:

  • At the time of this interview, Cheryl Giambattista is a Certified Holistic Nutrition Health Coach and Clean Beauty Advocate. With more than 10 years experience in health coaching, plus 2 Bachelor’s degrees in Psychology and Education, Cheryl is the Founder of her “Health Coach Cheryl” business and the “Simple Swaps to Slim Down Program” which helps you achieve your healthiest and leanest body you’ve ever had.
  • Cheryl’s journey into holistic health began after her son was diagnosed with Leukemia at age 4. As devastating as that experience was, Cheryl saw first-hand the difference good nutrition and lowering your toxic load makes for good health. As a wife of 30 years to Nick and a mom of 6 children, a coach and business owner, Cheryl knows how important it is to focus on health, fitness, and nutrition—especially when life is busy, and as women’s hormones change. And, Cheryl helps women and families make the swap to clean beauty so they’re using products with no toxic load to help their bodies live cleaner, healthier and happier lives.

mentions:

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episode 95: Ixchel Lara on
how to drown out the noise and hear your true self

click here to listen + get show notes

where to listen:

As an entrepreneur or business owner, it’s so easy to listen to negative noise instead of trusting yourself. I talk with my guest, gifted coach and spiritual healer, Ixchel Lara.

You’ll learn how to dive deep into who you really are and drown out the noise of any fears, blocks and limitations you have. You’ll also learn two key benefits of listening to your true self and daily practices to connect to this part of yourself to guide you forward.

in this episode Lisa & Ixchel share:

  • What your “true self” is versus your “false self”
  • The multiple levels of fears, blocks, and limitations: energetic, emotional, mental, spiritual – and how to move through them
  • Learning to be aware of your body
  • The practice of differentiating between your true self and false self
  • Why you should be gentle with yourself and work with a teacher/mentor/energy worker
  • Two key benefits of listening to your true self to live in better alignment
  • Different daily practices to drown out the noise and connect with your true self to guide you forward

more about Ixchel Lara:

  • At the time of this interview, Ixchel Lara is soul-centric coach, alternative therapist, and midwife to embodiment. She helps spiritual seekers crack open their true selves so that they can live a life of deep meaning, purpose and inspiration. Ixchel is committed to everyone having a bone-knowing of what they’re truly capable of and allowing their divine pulse to emerge into the material world. Hundreds of clients from all over the world have experienced her integrative approach to self mastery and spirituality.
  • Easy Legal Steps – download the first book chapter free!

mentions:

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episode 96: plagiarism, publishing & people who
steal your work

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where to listen:

People often ask where the line is drawn when it comes to quoting someone else’s work in their program, book or on their website.

Can you include a paragraph written by someone you admire? What constitutes copying or “stealing” someone else’s work versus what’s permissible? What can you do if someone copies content from YOUR book or website and puts it up on THEIR website?

Get clear about plagiarism and publishing, and what to do if people steal your work.

in this episode you'll learn:

  • What constitutes plagiarism
  • Whether you can you actually “steal” someone else’s words
  • What’s considered a violation of someone’s Copyright rights
  • What “fair use” means and when it applies
  • The safest thing to do when you want to include someone else’s work
  • Suggestions for posting quotes or images on social media
  • How to handle making recommendations for products
  • What to do if someone’s taken your work and posted it on THEIR website
  • What a “DMCA Takedown Notice” involves
  • Other legal issues to consider when you’re writing a book

resources:

mentions:

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episode 97: 6 simple ways
to feel more confident

click here to listen + get show notes

where to listen:

When you enter a new stage of your business, everything feels terrifying.

“Confident” is the last thing that you feel when you’re setting up your business, stepping out of your comfort zone, or trying new things.

When it comes to confidence, we don’t always feel like we have it, but we all desperately need it and want it.In this episode, you’ll learn 6 simple techniques to help you feel more confident during those times when you’re not feeling so confident.

in this episode you'll learn:

  • What the “fraud factor” is and why we all have sleep-depriving fears and worries
  • What happens when you begin to show up confidently and professionally in your work
  • Why I believe the solar plexus chakra aligns with being confident and empowered
  • 6 Simple Techniques to Feel More Confident Right Now
  • Technique 1: Stop Beating Yourself Up
  • Technique 2: Remember Who You Are
  • Technique 3: Celebrate Your Wins
  • Technique 4: Resource Your Feelings by Borrowing Them from the Past
  • Technique 5: Fake It ’Til You Make It
  • Technique 6: Practice Taking Small Steps Right Out of Your Comfort Zone
  • Why it’s important to remember that “there’s no such thing as failure in business, only feedback”

resources:

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episode 98: 3 types of
client agreements for
1-on-1 clients, masterminds and combo programs

click here to listen + get show notes

where to listen:

“Do I REALLY need to use a Client Agreement? Can’t I just use the same document for every kind of client I have?”

Many entrepreneurs or coaches feel uncomfortable using different written Client Agreements with different types of clients. Yet, by not doing it, they put their income and program content on the line.

Learn about 3 types of clients and why you want to use a different type of Client Agreement when working with each of them to protect your income, your program content and your brand.

in this episode you'll learn:

  • 3 reasons to feel good about using Client Agreements
  • Which kind of Client Agreement to use with 3 different types of clients – including why they differ and how each one protects you
  • When to use a Client Agreement with programs and services for your one-on-one clients
  • When to use a Client Agreement for Small Groups & Masterminds (now called Client Agreement for Hybrid Programs) specifically designed for your Masterminds or small group programs
  • When to use a Client Agreement for a combo program for offering a program that includes group coursework AND 1-on-1 coaching
  • Why I align Client Agreements with the sacral chakra

resources:

mentions:

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episode 99: Jessica Procini
on 3 tips to escape from emotional eating

click here to listen + get show notes

where to listen:

Most wellness and health coaches are aware of what foods are considered healthy and which foods don’t make the cut.

However, when it comes to eating healthy, not everyone understands the important differences between physical hunger and emotional hunger.

My guest Jessica Procini shares 3 tips to help you really dive deep into the “why” of your hunger and learn the importance of eating with integrity so you can escape from emotional eating.

in this episode Lisa and Jessica share:

  • What emotional eating is and how Jessica discovered her passion to help people escape from emotional eating
  • How to recognize if you might be an emotional eater (even if you’re eating “healthy” food)
  • Why Jessica believes being legally covered can help you feel safe
  • The importance of being “emotionally fit”
  • 3 tips to help you start reducing emotional eating
  • Why you shouldn’t be afraid of foods that “trigger” you
  • When to ask yourself “What am I really hungry for?”
  • What it means to “eat for your integrity” and how exactly to do that

more about Jessica:

  • At the time of this interview, Jessica Procini is an Emotional Eating Healer and the founder of Escape From Emotional Eating®. She is on a mission to help others use food as fuel rather than a way to cope, soothe or escape their busy, stressful life. She consciously created and specifically designed Escape From Emotional Eating from her own emotional eating journey because Overeaters Anonymous didn’t resonate and therapy wasn’t enough when it came to getting help to fully end her fight with food. Now being 100% free from her compulsions with food, she helps others do the same through her levels of support, such as her retreats called The ESCAPE, her year-long transformational programs and through her various public talks, events and workshops.
  • Jessica has been awarded the “Top Health Coach Award” by the Institute of Psychology of Eating three years in a row and has been featured on various media outlets such as CBS, Philadelphia Magazine and MindBodyGreen, just to name a few.

mentions:

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episode 100: how do I know if my legal documents cover me?

click here to listen + get show notes

where to listen:

If you aren’t sure if your legal documents are really covering your buns, this episode is for you.

It’s one thing to use a Client Agreement or Website Terms and Conditions, but it’s another thing altogether to know whether or not they’re actually protecting you – or whether they have holes and vulnerabilities that expose you to risk.

Learn 4 easy steps to know whether or not your legal documents have your back.

in this episode you'll learn:

  • 4 steps to find out whether your legal documents cover you
  • Learn which key legal documents are most often needed when working with clients
  • Why it’s beneficial to work with a lawyer who clearly understands your programs and services and the work that you do
  • Why I align legal documents with the sacral chakra

resources:

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