Legally Enlightened with Lisa Fraley: Recent Episodes
Lisa Fraley (Attorney, Legal Coach, Speaker, & Best Selling Author)
The Legally Enlightened podcast helps to make law, life and YOU feel a little bit lighter and brighter. Lisa Fraley, an Attorney, Holistic Health & Life Coach, Speaker & Best-Selling Author shares bite-size legal tips – in 20 minutes or less! - so you can feel safe, secure, confident and empowered as you grow (with grace!) in business and life. From trademarks to LLCs to disclaimers and more, Lisa deconstructs the law into plain English and adds a dash of spirituality, love and heart to share mini-legal tips and actions you can take to protect your business and brand – with a lot of Legal Love. Have a legal topic or question that you’d like Lisa to talk about? Share it at clientlove@lisafraley.com.
If you’ve been using legal documents for a while but you aren’t sure if they’re 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. In this episode, you learn 4 easy steps to know whether or not your legal documents have your back.
In this episode, Lisa shares:
- 4 steps to find out whether your legal documents cover you
- Step 1—Take inventory of your legal documents to see what legal documents you already have in place
- Learn which key legal documents are most often needed when working with clients
- Step 2—For each legal document, ask yourself, “where did I get this document?”
- Step 3—Once you’ve identified the source of the legal document, have it reviewed by a lawyer who understands your work
- Why it’s beneficial to work with a lawyer who clearly understands your programs and services and the work that you do
- Step 4—After you hire a lawyer, your document will be reviewed and possibly edited, or you’ll receive a recommendation for a brand new contract or DIY Legal Template
- Why Lisa aligns legal documents with the sacral chakra
Resources:
Easy Legal Steps - download the first book chapter free!
Episode 27 - “Legal Basics: Your First 3 Legal Steps”
Episode 18 - 3 Reasons Why You Shouldn’t Copy Your Friend’s Legal Document
Episode 98 - 3 Types of Client Agreements for 1-on-1 Clients, Masterminds and Combo Programs
Episode 72 - What Can Happen When You Create Your Own Legal Documents
Episode 37 - Top 10 Questions to Ask When Hiring a Lawyer
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. I’ve invited Jessica Procini to share 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.
More about Jessica Procini:
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. To learn more about her visit EscapeFromEmotionalEating.com
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
Free Gift:
Is using food to cope, soothe or escape holding you back? Take this free quiz and find out what to do about it: EscapeFromEmotionalEating.com
Resources:
Easy Legal Steps - download the first book chapter free!
“Do I REALLY need to use a Client Agreement? Can’t I just pull a few paragraphs together and use the same document for every kind of client I have?” I get asked these questions often because 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. In this episode, you’ll 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, Lisa shares:
- 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
- Use a Client Agreement with programs and services for your one-on-one clients
- Use a Client Agreement for Small Groups & Masterminds specifically designed for your Masterminds or small group programs
- Use a Client Agreement for a Combo Program when offering a program which includes group coursework AND 1-on-1 coaching
- Why Lisa aligns Client Agreements with the sacral chakra
Resources:
Easy Legal Steps - download the first book chapter free!
Episode 2 - #1 Reason to Use Client Agreements
Episode 18 - 3 Reasons Why You Shouldn’t Copy Your Friend’s Legal Document
Episode 72 - What Can Happen When You Create Your Own Legal Documents
Episode 70 —3 Big Myths About Refunds
Episode 57 - How to Protect Your Mastermind
Episode 86 - How to Support Your Sacral Chakra with a Client Agreement
Mentions:
Russ Ruffino
Carolin Soldo
If you’re like a lot of my clients, you doubt yourself all the time. 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, Lisa shares:
- 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 Lisa believes 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:
Easy Legal Steps - download the first book chapter free!
Episode 78 - Do Your Business Policies Reflect Your Values?
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? In this episode, you’ll gain some clarity about plagiarism and publishing, and what to do if people steal your work.
In this episode, Lisa shares:
- What constitutes plagiarism
- Whether you can you actually “steal” someone else’s words
- What is 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:
Easy Legal Steps - download the first book chapter free!
Episode 29 - Copyright 101 & When to Use the ‘Little C’
Episode 16 - How to Legally Use Images on Social Media
Episode 74 - How Not to Make Medical Claims
Episode 41 - 6 FAQs from Book Authors
Mentions:
Nathaniel Hawthorne
The Scarlet Letter
Merriam-Webster Online Dictionary
HauteStock
The Golden Rule
Viome
Naveen Jain
As an entrepreneur or business owner, you’ve most likely dealt with criticism from others and from within. It’s so easy to let that negative noise make you question everything you’re doing instead of trusting yourself.
For this episode, I talk with my gifted coach and spiritual healer Ixchel Lara. Over the past 6 years, Ixchel has watched me grow in my business, move blocks out of my way and really get to know my “true self”. 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.
More about Ixchel Lara:
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. You can find out more at her digital casa, Anima, at xoanima.com.
In this episode, Lisa and 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
Resources:
Easy Legal Steps - download the first book chapter free!
“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!"
More about Cheryl Giambattista:
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.
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
Resources:
Easy Legal Steps - download the first book chapter free!
Mentions:
Beautycounter skin care and makeup products
Health Canada
Food & Drug Administration
Free Gift:
Download Cheryl’s free Beauty Detox Meal Plan to learn how nutritious, whole foods can
help you look your best naturally and see what an entire week’s worth of delicious, filling
meals looks like so you can eat your way to feeling your best ever! Grab it at Meal Plan Detox.
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, Lisa shares:
- 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
- Lisa’s first public experience saying no and how she handled the negative ramifications
- Why Lisa aligns leadership with the crown chakra
- Why being a leader involves holding boundaries and making courageous decisions
Resources:
Easy Legal Steps - download the first book chapter free!
Episode 43 - My Favorite Ways to Get Out of My Head and Into My Heart
Episode 81 - Why It’s So Hard to Set Boundaries
Mentions:
“The Spy”
Elle Woods
Junior League of Portland
Youth in Government
Delta Delta Delta Sorority
Health Matrix: Journal of Law-Medicine
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 ever have powerful intuitive messages that you followed and you later it protected you from harm? That’s exactly what happened to me. This episode is inspired by Chapter 6 of my book Easy Legal Steps and also a very personal story actually being in Las Vegas during the shooting and the Divine Nudge saved my husband Scott and me from being harmed.
In this episode, Lisa shares:
- Why for most of her life Lisa didn’t think that spirituality and logic could co-exist.
- What the “Divine Nudge” was that Lisa received and what prompted her to listen to it.
- Where Lisa was just two hours before the Las Vegas Shooting occurred.
- How Lisa’s family and friends reacted to the news of the Shooting.
- Lisa’s experience leaving Vegas the morning after the Shooting.
- Why Lisa believes the Universe gave her a “Divine Nudge” and protected Scott and her from harm.
- Lisa’s reflection on talking with reporters about the tragic event in Las Vegas.
Resources:
Easy Legal Steps - download the first book chapter free!
Mentions:
Las Vegas
Las Vegas Shooting
Carolin Soldo’s “From Passion to Profits” Live Event
Bellagio Hotel
Grand Canyon
Aria Hotel
Shark Tank
Paris Hotel
Planet Hollywood
Christina Neuner
Heather Jernigan
Crystal Honeycutt
Uber
Mandalay Bay Hotel
JetBlue
Chantelle Adams
Marlo Ellis
Stratosphere
MSNBC
CNN
In this episode, 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 step into really owning their intuitive gifts.
More about Heather:
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.
In this episode, Lisa and 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
Free Gift:
Give yourself the gift of understanding yourself and your intuitive gifts. Take Heather Alice Shea’s Intuitive Coach Archetype Quiz at heatheraliceshea.com/intuitive-coach-archetype-quiz.
Resources:
Easy Legal Steps - download the first book chapter free!
Clients have told me that they’re reticent to use legal documents because they don’t
want to 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. In this episode, we walk through 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, Lisa shares:
- 5 Reasons Why using Legal Documents might feel non-spiritual.
- Reason #1: You’re sending a signal that might attract negative attention.
- Reason #2: You’re giving attention to what you don’t want instead of what you do want.
- Reason #3: You’ll attract lunatics and give people a reason to get angry with you.
- Reason #4: You’ll be restricted and feel bound by the language in legal documents.
- Reason #5: You won’t be perceived as truly spiritual and may be considered a hypocrite.
- 5 Ways to pivot so you don’t have to worry that you’re attracting lawsuits and lunatics.
- Why law and spirituality are not mutually exclusive.
- Why Lisa talks about infusing love into legal documents and aligns legal steps with the chakras.
- Why you can be BOTH legally protected AND spiritually open.
Resources:
Easy Legal Steps - download the first book chapter free!
Episode 2 - #1 Reason to Use Client Agreements
Episode 36 - Don’t Miss these 5 Sections in Your Client Agreement
Episode 81 - Why It’s So Hard to Set Boundaries
Mentions:
The Tale of Two Wolves
Law of Attraction
Abraham Hicks
Mike Dooley of tut.com
Madmen
Sara Ballard
Mike Iamele
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? This episode is packed full of 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, Lisa shares:
- Different types of team members and how to know who you should 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 Lisa aligns 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
Freebie:10 Questions to Ask When Hiring an Accountant - free guide
Resources:
Easy Legal Steps - download the first book chapter free!
Episode 46 - Employees and Contractors: Which are Best for You?
Episode 40 - 5 Money-Saving Year-End Tax Tips
Episode 37 - Top 10 Questions to Ask When Hiring a Lawyer
Mentions:
Amy Kozak
Marie Forleo’s B-School
Zoom
Slack
Asana
Trello
Basecamp
Monday
The first step to Trademarking your brand is to do a Trademark Search. The purpose of a Trademark Search is 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?” In today’s episode, we’ll identify the 2 biggest risks to watch for when doing a Trademark Search on your own.
In this episode, Lisa shares:
- 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:
Easy Legal Steps - download the first book chapter free!
Episode 7—What You Should Trademark
Episode 48 - 3 Reasons to Trademark
Episode 25 - How to Trademark in 2 Steps: The Search and the Application
Mentions:
U.S. Patent and Trademark Office
USPTO Trademark Database (TESS)
Oprah
Maya Angelou
Facebook Groups can be an easy way to create authentic connections with clients and expand your reach. In his episode, I’ve invited my long-time friend and business coach Kathleen LeGrys to share 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.
More about Kathleen:
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.
You can find more about Kathleen and her work at www.healthcoachsolutions.net.
In this episode, Lisa and Kathleen 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.
Free gift:
Download Kathleen LeGrys’s The Ultimate Checklist for Running a Successful FB Group at -healthcoachsolutions.net/fbgroupchecklist/.
Resources:
Easy Legal Steps - download the first book chapter free!
Mentions:
Wellness Business Insiders Membership Club
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 with your sacral chakra to support the growth of your income and creativity? In this episode, we’re talking about how client documents support your sacral chakra and why this is an unexpected “spiritual side effect of the law.”
In this episode, Lisa shares:
- How Lisa connects 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 Lisa believes using a Client Agreement aligns 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
Free Gift:
#1 Way Not to Lose Money in Your Business - including 4 parts that should be in every Refund Policy
Resources:
Easy Legal Steps - download the first book chapter free!
Episode 81 - Why It’s So Hard to Set Boundaries
Episode 70 —3 Big Myths About Refunds
Mentions:
Life is Good
JK Rowling
Stephen King
Ramit Sethi
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!
More about Paula:
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. Visit PaulaRizzo.com for more information.
In this episode, Lisa and Paula share:
- What inspired Paula to reprioritize what you consider to be 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
Free Gift:
Be more productive and save time, download Paula Rizzo’s “List Making Starter Kit” at https://listproducer.com/starterkit.
Resources:
Easy Legal Steps - download the first book chapter free!
Mentioned:
Listful Living book by Paula Rizzo
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 right now? (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, Lisa shares:
- 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 Lisa aligns corporate entities to protect your assets with the third eye chakra
Resources:
Easy Legal Steps - download the first book chapter free!
Episode 6—When Do I Need an LLC?
Episode 39 - 3 Things All LLCs Must Do
Episode 13 - What’s an S-Corp and When Do You Need It?
Episode 20 - 6 Reasons to Go Pro with an LLC or S-Corp
Episode 7—What You Should Trademark
Episode 25 - How to Trademark in 2 Steps: The Search and the Application
Episode 29 - Copyright 101 & When to Use the ‘Little C’
Mentions:
Nicole Jardim
Shark Tank
Kevin O’Leary
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.
In this episode, I talk with Belinda Ginter, Emotional Kinesiologist and Mindset Expert, about common issues surrounding our relationship with money including imposter syndrome and the effect of money on relationships. Belinda shares practical ways to remove emotional blocks so you can be free to embrace a millionaire mindset.
More about Belinda:
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.
She has graced the stages in over 6 different countries and all over Canada and the United States. She prides herself of leaving the crowd better than how she found them, with practical tips they can implement immediately to better their lives and businesses.
Belinda's superpowers are her ability to love hard and soulfully hold space for others.
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.
You can learn more about Belinda and join her tribe at belindaginter.com.
In this episode, Lisa and 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 so you can absorb their mindset
- Why it’s important to take consistent, actionable steps toward your goals so you can 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
Free Gift:
Give yourself a gift of self-love with a FREE “60-Minute Emotional Kinesiology/Success Mentoring Session” with Belinda Ginter. Book a time at belindaginter.com/selflovepromo1.
Resources:
Easy Legal Steps - download the first book chapter free!
Mentioned:
Michelle Obama
Andre Agassi
Muhammad Ali
Oprah Winfrey
Wayne Dyer
Waivers versus Contracts…. What are they – and what’s the difference between them? How do you know when you’re supposed to use a Waiver? When should you use a Contract instead? In this podcast episode, 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, Lisa shares:
- 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 Lisa aligns Waivers with the root chakra and Contracts with the sacral chakra
Resources:
Easy Legal Steps - download the first book chapter free!
Episode 52 - Legal 101 for Fitness Instructors and Yoga Teachers
Episode 60 - Legal Documents for Hosting Workshops and Retreats
Episode 10 – Do You Have to Print and Sign a Contract?
Episode 36—Don’t Miss these 5 Sections in Your Client Agreement
Mentions:
Black’s Law Dictionary
Venice Beach
Tulum, Mexico
Florence, Italy
For healers, coaches, therapists, and heart-centered entrepreneurs, there seems to be one common theme…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 today’s podcast episode, we discuss boundaries and why it’s so difficult to set them and keep them.
In this episode, Lisa shares:
- What boundaries are and why they’re important
- The true cost of overgiving and having flimsy boundaries
- How our mindset to be nice can negatively impact our income
- The consequences of not having strong boundaries
- Why it’s hard for us 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 Lisa aligns boundaries and Client Agreements with the sacral chakra
Resources:
Easy Legal Steps - download the first book chapter free!
Episode 78 - Do Your Business Policies Reflect Your Values?
Episode 2 - #1 Reason to Use Client Agreements
Episode 10 – Do You Have to Print and Sign a Contract?
Episode 36—Don’t Miss these 5 Sections in Your Client Agreement
Mentions:
Terri Cole
Kripalu
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, Lisa shares:
- 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 your clients
- Why you want to make sure your website has a Privacy Policy
Resources:
Easy Legal Steps - download the first book chapter free!
Episode 74 - How Not to Make Medical Claims
Episode 14 - How to Gather Testimonials
Episode 4 - When to Use a Privacy Policy
Mentions:
HIPAA
Institute for Integrative Nutrition
Health Coach Institute
Chris Kresser’s ADAPT Health Coach Training Program
Reed Davis’s Functional Diagnostic Nutrition (FDN) Program
Andrea Nakayama’s Functional Nutrition Lab Program
Functional Medicine Coaching Academy
HIPAA “Business Associate” Definition
Practice Better
Ayurveda is a 5,000 year old scientific approach to health and wellness. It’s a unique approach that takes a hard look at the root cause of our problems instead of prescribing a pill to chase away pain or discomfort.
I’ve invited Dr. Trupti Gokani, 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:
An award-winning, board-certified neurologist, Trupti Gokani, MD 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. For more information, visit Dr. Gokani at truptigokanimd.com.
In this episode Lisa and 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
Free Gift:
Download Dr. Trupti Gokani’s 50-page cookbook which uses all 5 tastes – sweet, sour, bitter, astringent, and pungent -“ Lose Weight and Feel Great: The Ayurvedic Way” at
ziramindandbody.com/delicious.
Resources:
Easy Legal Steps - download the first book chapter free!
Mentions:
Dr. Gokani’s Website to learn more about Ayurvedic teas and supplements to support your brain and body
As the leader of your business, you get to 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 that are in alignment with your core values and beliefs. But how do you know if your policies match your values? How do you even know your core values in the first place? In this episode, we explore how to identify your core values and how to check if your business policies and legal documents are aligned with them.
In this episode Lisa shares:
- 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 Lisa aligns them with the solar plexus chakra
- How to identify your Top 10 Core Values
- Lisa shares her Top 10 Values as an example
- How to make sure your core values are reflected in your business policies
Resources:
Easy Legal Steps - download the first book chapter free!
Episode 70 —3 Big Myths About Refunds
Mentions:
Harvard Business School Online
Article – Core Values Are What You Believe
The Desire Map
The Ultimate List of Core Values
United States Constitution
Maui, Hawaii
Tut’s Transpacific Taonga Trip to New Zealand
Florence, Italy
United Way
Association of Junior Leagues International
Becoming an author is a huge undertaking – and huge risk. One of the scariest fears for many authors is that you’ll get sued for saying something wrong, like getting in trouble for giving “medical advice” or mentioning your former bad ex-boyfriend in your book. One of the questions authors ask is: “What type of disclaimer language should I use when writing my book?” In today’s episode, you’ll 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.
Listen to this episode:
In this episode, Lisa shares:
- 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 as an author
- 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 Lisa aligns Book Disclaimers with the root chakra
Resources:
Easy Legal Steps - download the first book chapter free!
Episode 74 - How Not to Make Medical Claims
Episode 41 - 6 FAQs from Book Authors
Mentions:
Starbucks Matcha Green Tea Latte
doTERRA sandalwood and vetiver oils*
*This is an affiliate link. If you use this link to purchase products, I may receive financial compensation. I only share products and programs in which I believe and trust – this one is one of my faves!
Biz owners often ask: “Can I just buy one legal template and use it for everything in my business? That would be so much easier than getting different legal documents.” 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. So how do you know which documents you need – and which you don’t? Today’s podcast episode helps you understand 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, Lisa shares:
- 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 everyone else’s 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 Lisa aligns trademarking with the crown chakra
- 3 free ways to learn what to do for your business on the legal front
Resources:
Easy Legal Steps - download the first book chapter free!
Episode 6—When Do I Need an LLC?
Episode 36—Don’t Miss these 5 Sections in Your Client Agreement
Episode 22—5 Must-Have Terms When You Sell Online
Episode 7—What You Should Trademark
Episode 37—Top 10 Questions to Ask When Hiring a Lawyer
Episode 27—Your 1st 3 Legal Steps
Mentions:
Bali
Institute for Integrative Nutrition
Joshua Rosenthal—IIN Blog
Rich Roll
Mark Sisson’s Primal Blueprint
Moving energy through your body to clear trauma is critical for being able to move forward in your business. Sometimes we’re very aware of the past trauma we’ve experienced, but other times we don’t realize that small traumas can have a lasting effect. I invited Freda Salamy, MA, MFT, on the podcast to share her knowledge as a therapist, coach, and business owner to help others heal themselves using simple techniques.
In this episode, Freda shares 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 business you truly want.
More about Freda:
Freda Salamy, MA, MFT is a licensed body-centered trauma therapist and Holistic Health Life Coach. 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. You can learn more about her courses at TheRejuvenatedYou.com and her healing circle membership at FredaSalamy.com.
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
Free Gift:
Download Freda’s free gift to sample how to rapidly reveal and heal your obstacles to success at therejuvenatedyou.com.
Resources:
Easy Legal Steps - download the first book chapter free!
When you’re passionate about a product like essential oils, or a program that you’ve created 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. How do you know what’s considered a “medical claim”? Or a “disease claim”? And how can you be sure you aren’t making them? 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 Lisa shares:
- 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!
- 3 things you CAN do or say because these things aren’t considered to be making “medical” or “disease” claims
- Why Lisa aligns feeling safe in knowing what to say and do with the root chakra
Resources:
Easy Legal Steps - download the first book chapter free!
Episode 21 - 4 Legal Tips for Selling Essential Oils
Episode 30 - 3 Reasons Not to Guarantee Results
Mentions:
Low-FODMAP Diet
Intermittent Fasting with Bulletproof Coffee
Chakredy
FDA Small Entity Compliance Guide
Traditional Chinese Medicine
Ayurveda
Seven Herbs and Supplements for Type 2 Diabetes
Institute for Integrative Nutrition
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? Today’s podcast episode provides you with answers about affiliates.
In this episode, Lisa shares:
- 2 of the most 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 Lisa aligns Affiliate Terms & Conditions with the heart chakra
Resources:
Easy Legal Steps - download the first book chapter free!
Mentions:
Amazon Associates legal terms
doTerra Essential Oils*
FTC Big Print. Little Print. What’s the Deal?
FTC Truth in Advertisement Endorsements
Getting legal documents in place isn’t most people’s idea of fun. It’s not something you want to spend your time or money on, so 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, Lisa shares:
- Different 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 rights without even knowing it
- Why creating your own legal documents might be unethical and create energy leaks
- Why having a strong, well-crafted legal document supports your root chakra
Resources:
Easy Legal Steps - download the first book chapter free!
Mentions:
Britney Spears
Episode 9 – Keep Copycats Away From Your Website
Episode 58 – When to Send a Cease and Desist Letter
Episode 69 – What Legal Documents Do I Need on My Website
Leaning Tower of Pisa
In this episode, I’ve invited Karen Kenney to share her wisdom as a spiritual mentor, writer, and storyteller 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 and let go of self-limiting beliefs you can make room for happiness and peace. Karen draws on guidance from her spiritual team and her knowledge as a long-time student of A Course in Miracles to help people find “Fearless Flow” and transition from their story to their glory!
More about Karen:
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. You can learn more and connect with Karen at: www.karenkenney.com.
In this episode, Lisa and Karen share:
- How Karen shares her story of adversity to 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 how to 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
Free Gift:
Download Karen’s free gift called “Guide to Building Your Spiritual Team” - www.karenkenney.com/freebie
Resources:
Easy Legal Steps - download the first book chapter free!
Mentions:
Course in Miracles
Whether or not to give refunds can feel confusing and stressful. Entrepreneurs and coaches will 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 get some clarity and feel more grounded when it comes to the financial part of your business.
In this episode Lisa shares:
- The difference between choosing to offer 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 Lisa believes a well-written refund policy supports the root chakra
Freebie:
I invite you to hop over to my website at lisafraley.com/freegift to receive my BRAND NEW gift for you called “The #1 Way Not to Lose Money If You Sell Anything Online” to learn the 4 key parts that should be in ANY refund policy.
Resources:
Easy Legal Steps - download the first book chapter free!
Episode 30 – 3 Reasons Not to Guarantee Results
Mentions:
Emily Fletcher’s Ziva Meditation
Do you have other questions about refund policies? Please feel free to reach out to at clientlove@lisafraley.com. My team and I are always happy to help you however we can.
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 to avoid a potential lawsuit. Having legal documents clearly posted on your site will help to protect your website content and help you be clear about where your liability ends and 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 Lisa shares:
- 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 our website with crystal-clear language that sets your boundaries so there’s no ambiguity about how people can use your content
- How a Privacy Policy protects the confidentiality of your website visitors
- When and why you are legally required to include a Privacy Policy
- Why Lisa aligns the Website Disclaimer with the root chakra and the Website Terms & Conditions and Privacy Policy with the heart chakra
Resources:
Easy Legal Steps - download the first book chapter free!
Episode 17 —6 Key Parts to Include in Website Disclaimers
Episode 9—Keep Copycats Away From Your Website
Do you have other questions about your website documents? Check out Chapters 1 and 4 of Easy Legal Steps, and the podcast episodes I mentioned for more detailed information about Website Disclaimers, Website Terms and Conditions and Privacy Policies, or feel free to reach out to me at clientlove@lisafraley.com. My team and I are always happy to help you however we can when it comes to protecting your business and honoring your brand.
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 the number of times that a business owner will tell 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 Lisa shares:
- Why it’s hard to claim something 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 help you 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:
Easy Legal Steps - download the first book chapter free!
Episode 71 - Karen Kenney on Transforming Your Story to Your Glory
Episode 25 – How to Trademark in 2 Steps: The Search & The Application
Episode 7 – What You Should Trademark
Episode 48 – 3 Reasons to Trademark
Mentions:
Jennifer Lopez
Kari Samuels
Elizabeth Gilbert: Big Magic
Irish Times article: “When a Magical Idea Comes Knocking, You Have 3 Options”
Tulum
Paris
Santa Monica
Karen Kenney
A Course in Miracles
Soulful business coach Lloyd Burnett joined me to share tips on how to move away from a “Mother Teresa” mindset of underpricing your services or giving them away for free and towards receiving more income and abundance. Lloyd is known for going deep to interrupt patterns of lack and struggle using a methodology called parts work, so you can get out of your own way and experience more abundance in your life. In this episode, Lloyd shares 3 steps how to heal old beliefs and teach all parts of you a new truth that it is your birthright to be wealthy.
Bio:
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!
In this episode Lisa and Lloyd share:
- 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
Free Gift:
Receive Lloyd’s insights into The Perfect Intention Setting Formula: 3 Steps to Harness the Power of Fear & Instantly Manifest More Money, Love & Success at lloydburnett.com/webinar.
Resources:
Easy Legal Steps - download the first book chapter free!
Mentions:
Mother Teresa
Internal Family Systems Therapeutic Modality
Lloyd Burnett
Do you have questions about this episode? Feel free to reach out to us at clientlove@lisafraley.com. We’re always happy to help you however we can and help point you in the right direction, whether we can help you specifically or whether we refer you to another attorney.
One of the biggest areas that holds entrepreneurs back is that we’ll do or say something in our business that will make someone not like us. For heart-centered biz owners who come from a place of service and love, it can feel difficult to share a new program or product based on our deepest message. We’re afraid that we’ll be judged all over Instagram - or worse, that no one will buy our program.
In this episode, we talk about 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 Lisa shares:
- 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”
Resources:
Easy Legal Steps - download the first book chapter free!
Mentions:
Kencko
Anjanette Fennell
Vitamix
Institute for Integrative Nutrition
Amber Lilyestrom’s Ignite Your Soul Summit
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. You learn suggestions for how to handle a client’s angry demands so you can keep your reputation intact and even diffuse the threat of legal action.
In this episode Lisa shares:
- 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
Resources:
Easy Legal Steps - download the first book chapter free!
Episode 43 —My Favorite Ways to Get Out of My Head and Into My Heart
Episode 24 —What to Say When a Client Asks for a Refund
Mentions:
Simplero*
“You Had Me at I’m Sorry” by the National Law Review
*This is an affiliate link. If you sign up for this service through my link, I will receive a financial commission.
If you’ve never used a DIY Legal Template before, it’s totally understandable to have concerns or 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 do it right. You want to fill out legal forms correctly and not make mistakes. In this bite-sized episode, I break down what you need to know about DIY Legal Templates and how you can start using them today to protect your income, work and brand.
In this episode Lisa shares:
- How Lisa designs her 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 Lisa’s clients say about her DIY Legal Templates
- Why you should have an attorney review the DIY legal template you decide to use
- Why Lisa aligns legal documents with the root chakra
Resources:
Easy Legal Steps - download the first book chapter free!
Episode 18 - 3 Reasons Why You Shouldn’t Copy Your Friend’s Legal Document
Episode 27 – Legal Basics: Your First 3 Legal Steps
Mentions:
Institute for Integrative Nutrition IIN
Coach U
Amy Lippmann
Jo Huang
I’ve invited business coach Luisa Zhou powerhouse business coach (with a surprising background!) to share her best tips on how to maximize your income from your next launch. In this episode, you’ll learn 3 tips 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”.
More about Luisa:
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.
In this episode, Lisa and Luisa share:
- 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
Free Gift:
Join Luisa Zhou’s 10-day LIVE Weekend Empire challenge starting May 4, 2019 (with daily livestreams and feedback) at luisazhou.com/weekendempire. Learn the step-by-step process that takes the guesswork out of building your own coaching or consulting empire, even when you don't have a lot of time and don't know what to do
Resources:
Easy Legal Steps - download the first book chapter free!
If you’re an entrepreneur, 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. 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 Lisa shares:
- 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 Lisa aligns trademarking with the crown chakra
- Action steps to consider if you think you need to file for a trademark
Resources:
Easy Legal Steps - download the first book chapter free!
Episode 7 – What You Should Trademark
Episode 25 – How to Trademark in 2 Steps: The Search & The Application
Episode 33 – Trademarking Gone Wrong – Don’t Do This!
Episode 48 – 3 Reasons to Trademark
Mentions:
Dougall Fraser
Trademark Search
DomainName.com
Go Daddy
Blue Host
Host Gator
NameCheap
I welcomed copywriter Laura Belgray to the podcast to share 3 practical tips for how to write e-newsletters, sales pages and opt-ins in a way that makes people actually want to take action after reading your work. Laura’s known for teaching you how to write “non-sucky”, swipe-worthy copy using strategies like “the Stephen Spielberg test”. In this episode, Laura explains how to add more visual details to your writing to bring in flair, style and, your unique personality so you can generate sales through the intentional use of words. I have such respect for Laura’s talent. She helped me with my own website copy, and I had the pleasure of eating fuscilli pasta and mint gelato with her at her 3-day writing workshop in an ancient castle overlooking the Italian sea.
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.
In this episode, Lisa and Laura discuss:
- Tip 1: Write with “The Steven Spielberg” Test in mind. Could a movie director can 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.
Free Gift:
Download Laura Belgray’s free gift – “5 Tips for Non-Sucky Copy” - to learn more about how to write copy that converts to sales at http://talkingshrimp.com/secrets.
Resources:
Easy Legal Steps - download the first book chapter free!
Mentions:
Steven Spielberg
Laura Belgray’s Writing Workshop in Italy
Go Bare Now legal self-study course
The Copy Cure
Do you have questions about copywriting? Feel free to reach out to us at clientlove@lisafraley.com. We’re always happy to help you however we can and help point you in the right direction, whether we can help you specifically or whether we refer you to another attorney.
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. If you hold live events – or you’re planning one soon – you want to legally protect yourself by using written documents so you can feel more confident and empowered as the host. 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 Lisa shares:
- 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 Lisa relates legal agreements to your sacral chakra
Freebie:
Download Episode 60 Tip Sheet
Resources:
Easy Legal Steps - download the first book chapter free!
Mentions:
Costa Rica
British Columbia
New Zealand
Mike Dooley’s Adventure Travel Program
Dr. Keesha Ewers
Today I talk with an expert on authentic selling, Kendrick Shope. Kendrick set a goal to make $1 million before age 40 - and she did it! She credits using legal documents for helping her. In this episode, 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.
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.
In this episode Lisa and Kendrick discuss:
- Why Kendrick is focused on speaking for 2019
- 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 Lisa believes legal documents protect you practically and energetically
Free Gift:
Download Kendrick’s free gift - “10 Keys to Double Your Sales in 6 Months”- at kendrickshope.com
Resources:
Easy Legal Steps - download the first book chapter free!
Mentions:
Kendrick Shope’s Website
Kendrick’s Sales School
Steve Harvey Show
Grant Cardone
Do you have questions about legal documents? Feel free to reach out to us at clientlove@lisafraley.com. We’re always happy to help you however we can and help point you in the right direction, whether we can help you specifically or whether we refer you to another attorney.
One of the biggest worries of business owners that someone will come along and copy or steal your work and try to claim it as their own. 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, it can be disheartening, infuriating, and deflating when this happens. But, you do have options on the legal front to protect your work. It’s important to understand WHEN you should send a Cease and Desist Letter and what you need to do BEFORE you send it.
In this episode Lisa shares:
- 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 Lisa associates Cease and Desist Letters with the crown chakra
Freebie:
Download Episode 58 Tip Sheet
Resources:
Easy Legal Steps - download the first book chapter free!
Episode 2 – The #1 Reason to Use Client Agreements
Episode 9 – Keep Copycats Away from Your Website where I talk about Website Terms & Conditions
Episode 5 – How to Protect Online Group Programs where I talk about Terms of Use
Episode 29 – Copyright 101 and When to Use the “Little C” if you want to learn more about Copyright
Episode 25 – How to Trademark in 2 Steps: The Search & The Application to tell you more about Trademark
Mentions:
doTERRA
Buddha Tea Root Chakra Tea
Masterminds can be great incubators for business and personal development and are one of the most popular high-end programs offered by entrepreneurs in recent years. Whether you are hosting a Mastermind for a small, close-knit group or for a larger number of clients, you want to create a heart-centered environment of trust amongst your Mastermind members.Today I share the importance of having clear, precise legal language and policies in place to protect yourself, your Mastermind participants, and your work.
In this episode Lisa shares:
- 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 Lisa affiliates Mastermind programs with the sacral chakra
Freebie:
Download Episode 57 Tip Sheet
Resources:
Easy Legal Steps - download the first book chapter free!
Mentions:
P.Volve Workout
Zoom
Do you have other questions about your Client Agreement for Masterminds or how to protect yourself, your work and your participants? Feel free to reach out to me at clientlove@lisafraley.com. I’m always happy to help you however I can – or, of course, I can refer you to another attorney who assist you.
Whether you’re a small business owner, a coach, or a practitioner who operates as a sole proprietor, or maybe you have a limited liability company or S corporation, you want to make sure that you’re organizing your business records.
I know business record-keeping isn’t everyone’s favorite thing to talk about - or do. However, getting your records organized not only helps you on the business front to have a clutter-free office, but it can energetically up-level your business, too. For 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 Lisa shares:
- 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
- What can happen if you DON’T keep any of these documents
- Why Lisa aligns getting your business documents organized with the root chakra
Freebie:
Download Episode 56 Tip Sheet
“Top 10 Questions to Ask When Hiring an Accountant”
Resources:
Easy Legal Steps - download the first book chapter free!
Episode 40 —5 Money-Saving, Year-End Tax Tips
Episode 3 —Do I Need to Register My Business?
Episode 6 —When Do I Need an LLC?
Episode 13 —What’s an S-Corp & When Do You Need It?
Mentions:
Trapper Keeper®
Marie Kondo
Macbook Pro
“18% of Small Businesses Don’t Use Accounting Software”Trapper Keeper® is a registered trademark of ACCO Brands Corporation. Mead® is registered trademarks of ACCO Brands Direct.
In this day and age, it is 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. Today, I speak with Gina Gomez about 3 ways business owners and entrepreneurs can start to address inclusivity and diversity.
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.
In this episode Lisa and Gina discuss:
- The value of treating everyone like a VIP.
- How to be more aware of the impact you 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.
Free Gift:
Download Gina’s free gift “7 Ways to Get Your Clients to Say ‘Gimme What You’ve Got!” if you want to work with top A-list clients who value what you have to offer - http://bit.ly/Gimme7Days
There are so many reasons to work with a partner. It can be AMAZING working with your best friend or a colleague who you respect and admire, but it can be a sticky situation if one of you gets an itch to expand and you both aren’t on the same page. I know it’s not enjoyable to think about splitting up when you’re excited to work with someone else but trust me, you want to get clear about this part up front.
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. To make sure you’re forming the right business structure and relationship, there 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 Lisa shares:
- 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
Freebie:
Download Episode 54 Tip Sheet
Resources:
Easy Legal Steps - download the first book chapter free!
Episode 6 – When Do I Need an LLC?
Episode 20 – 6 Reasons to Go Pro with an LLC or S-Corp
Mentions:
Traffic and Conversion Summit
JJ Virgin’s Mindshare Summit
Marie Forleo’s B-School
Simplero
Kajabi
Infusionsoft
Martha’s Vineyard
Zoom
Skype
Amber Lilyestrom
Stripe
PayPal
Do you still have questions about what you need to consider when coming together with your biz bestie or colleague to form a project or business together? Feel free to reach out to me at clientlove@lisafraley.com. I’m always happy to help you however I can – or, of course, I can refer you to another attorney who can better assist you.
There are so many reasons to work with a partner. It can be AMAZING working with your best friend or a colleague who you respect and admire, but it can be a sticky situation if one of you gets an itch to expand and you both aren’t on the same page. I know it’s not enjoyable to think about splitting up when you’re excited to work with someone else but trust me, you want to get clear about this part up front.
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. To make sure you’re forming the right business structure and relationship, there 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 Lisa shares:
- 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
Freebie:
Download Episode 54 Tip Sheet
Resources:
Easy Legal Steps - download the first book chapter free!
Episode 6 – When Do I Need an LLC?
Episode 20 – 6 Reasons to Go Pro with an LLC or S-Corp
Mentions:
Traffic and Conversion Summit
JJ Virgin’s Mindshare Summit
Marie Forleo’s B-School
Simplero
Kajabi
Infusionsoft
Martha’s Vineyard
Zoom
Skype
Amber Lilyestrom
Stripe
PayPal
Do you still have questions about what you need to consider when coming together with your biz bestie or colleague to form a project or business together? Feel free to reach out to me at clientlove@lisafraley.com. I’m always happy to help you however I can – or, of course, I can refer you to another attorney who can better assist you.
One of the most popular formats for podcasts and webinars is to invite guest experts to join for a casual conversation or a more formal Q&A interview. If you’re hosting a podcast or webinar and plan to bring on a guest expert, you want something in writing to make sure you’re both on the same page and to clearly define the “rules of the game” for your interview.
In this episode, 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 Lisa shares:
- 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 or webinar 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 Lisa aligns the Guest Expert Consent Form with the sacral chakra
- Why Lisa aligns Copyright energetically with the throat chakra
Freebie:
Download Episode 53 Tip Sheet
Resources:
Easy Legal Steps - download the first book chapter free!
Mentions:
Audible
Spotify
Episode 29—Copyright 101 & When to Use the Little C
Marie Kondo ‘The Life-Changing Magic of Tidying Up: The Japanese Art of Decluttering and Organizing’
Netflix: “Tidying Up With Marie Kondo”
Do you still have questions about having guest experts on your podcast, protecting your interview or filing a registered Copyright with the US Copyright Office? Feel free to reach out to me at clientlove@lisafraley.com. I’m always happy to help you!
I have been asked for YEARS by fitness instructors, personal trainers, health club owners, and yoga teachers what they need to do on the legal front to protect their businesses. In this episode, I address 8 frequently asked questions as we dive into the “Legal 101” about how to protect yourself from risk and lawsuits as a personal trainer, fitness instructor or yoga teacher.
You may not know it, but I’ve always been an athlete. Exercise is a huge part of my life and always has been. I have run several marathons, I workout with weights and I do yoga. And in 2012, I became certified as a fitness instructor through the American Council on Exercise (ACE). I share all of this because if you’re a fitness instructor or yoga teacher, rest assured, I understand what you do, how your business works, and what legal protection you need.
In this episode Lisa shares:
- 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
Freebie:
Download Episode 52 Tip Sheet
Resources:
Easy Legal Steps - download the first book chapter free!
Episode 6—When Do I Need an LLC
Episode 13—What’s an S-Corp and When Do You Need It?
Episode 5—How to Protect Online Group Programs
Episode 22—5 Must-Have Terms When You Sell Online
Mentions:
Institute for Integrative Nutrition (IIN)
CoachU
American Council on Exercise (ACE)
Miami University Hockey
Scott Hamilton
Michelle Tragesser Shone
Red Cross Lifeguard Certification
Susan G. Komen Race for the Cure
Columbus Marathon
Marine Corps Marathon
Washington, DC
World Gym
American College of Sports Medicine (ACSM)
Yoga Alliance
Yoga Journal
Silver Sneakers
Skype
Zoom
Want to get even more clarity than just the Legal 101? Feel free to reach out to me at clientlove@lisafraley.com. We’d love to hear from you! We’re always happy to help however we can or to refer you to another attorney if needed.
Ever wanted to go on a luxurious vacation in Paris, Italy, or Costa Rica using airline upgrades and credit card reward points… spending just $250 out of pocket? That’s exactly what Linda Whiteman teaches people how to do. She blends her expertise in money, real estate, travel and living debt free. I invited Linda to share 3 ways you may not have thought about to “recycle your money” to uplevel your lifestyle while keeping more of your money in your own pocket.
Linda is a college professor who holds an MBA and frequently consults on how to build wealth while being mindful, developing entrepreneurship, and finding your purpose. She believes the key to wealth is living a minimalist lifestyle, taking vacations, and knowing yourself.
In this episode Lisa and Linda share:
- 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
Free Gift:
Schedule a free 30-minute Recycle Your Money Session with Linda Whiteman and receive her free “30 Money Magnet Tips” resource guide by emailing mywealthysisters@gmail.com.
Resources:
Easy Legal Steps - download the first book chapter free!
Mentions:
Project 333
Carolin Soldo
Minimalism
Do you have questions about hiring a team or hosting live events? Feel free to reach out to us at clientlove@lisafraley.com. We’re always happy to help you however we can and help point you in the right direction, whether we can help you specifically or whether we refer you to another attorney.
You’re working with a client who seems happy with your services until one day, out of the blue, they issue a chargeback. A chargeback occurs when a client decides they want to stop working together and they contact their credit card company or Paypal and tell them to reverse the charges on their credit card and refund the amount of money they paid to you. Not only that, but you have no advance notice and now you have no payment for your services.
It is stressful and disconcerting when a chargeback happens, especially if you’ve already spent that money. So what should you do? How do chargebacks work? Is there anything you can do to stop them from happening? This episode explains the chargeback process and how you can take charge of chargebacks with 3 simple steps.
In this episode Lisa shares:
- 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 Lisa aligns strong boundaries and written contracts with the sacral chakra
Freebie:
Download Episode 50 Tip Sheet
Resources:
Easy Legal Steps - download the first book chapter free!
Mentions:
Ohio State University
Episode 49 — What to Do When a Client ‘Ghosts’ You and Doesn’t Pay
Legally Enlightened Podcast
Episode 10 – Do You Have to Print & Sign a Contract?
Still have questions about clients making chargebacks? Feel free to reach out to me at clientlove@lisafraley.com. I’m always happy to help you however I can or refer you to another attorney who can assist you.
Are you scared of “ghosts”? Well, you should be! One of the biggest Legal Pickles™ coaches and entrepreneurs find themselves in is when a client “ghosts” them without notice and stops paying them. The client flat out disappears.
“Ghosting” can leave you feeling confused, sad, and betrayed–and in a business context, also in debt or looking blankly and despondently at the client’s unpaid invoice. It can feel scary and frustrating when this happens–and it can leave you wondering, what should you do if your client suddenly stops paying you?
In this episode, you’ll learn what steps to take if a client “ghosts” you so you can try to collect the outstanding payments that are owed to you.
In this episode Lisa shares:
- 4 action steps to take when 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 Lisa aligns money, boundaries, and contracts with the sacral chakra
Freebie:
Download Episode 49 Tip Sheet
Resources:
Easy Legal Steps - download the first book chapter free!
Mentions:
Sex & The City
doTerra Essential Oils
Episode 2 – The #1 Reason to Use Client Agreements
Episode 10 – Do You Have to Print & Sign a Contract?
Episode 18 – 3 Reasons Why You Shouldn’t Copy Your Friend’s Legal Document
Episode 5 – How to Protect Online or Group Programs
Episode 22 – 5 Must-Have Terms When You Sell Online
Do you still have questions about “ghosting”? Feel free to reach out to me at clientlove@lisafraley.com. I’m always happy to help you however I can or refer you to another attorney who can assist you.
Ah, to Trademark or not to Trademark – that is the question. 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? Do I really need to have a lawyer do a Trademark Search before filing an Application? If you’re wondering if Trademarking is worth the time and investment, or you’re on the fence about Trademarking, today you’ll learn 3 reasons to Trademark your brand.
In this episode Lisa shares:
- 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 asset for your business that’s worth money
- What legal action to take if other people steal your stuff
- Why Lisa aligns Trademarks to the crown chakra
Freebie:
Download Episode 48 Tip Sheet
Resources:
Easy Legal Steps - download the first book chapter free!
Mentions:
David’s Tea
Republic of Tea
Daily Harvest Superfood Smoothies
JJ Virgin Protein Powder
Shakeology Café Latte Superfood Shake
Episode 7 – What You Should Trademark
Episode 25 – How to Trademark in 2 Steps: the Search & the Application
Episode 33 – Trademarking Gone Wrong – Don’t Do This!
Oprah
Shark Tank
BMW
Audi
Mercedes
Do you have other questions about Trademarking or you’re wondering if you should trademark your own business name, program name, tagline, logo, etc.? Feel free to reach out to me at clientlove@lisafraley.com. I’m always happy to help you get clarity with your next steps.
Getting legally covered can create a protective shield around your business. But did you know that you can energetically protect yourself too? How so? I welcomed Kari Samuels to the podcast to share her insights as an Intuitive Counselor and Happiness Coach 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.
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 1 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.
In this episode Lisa and Kari share:
- 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
Free Gift:
Download your free Numerology Guide at karisamuels.com/numerologygift to discover what your birth date reveals about your life purpose, relationships, happiness and success - and to understand the meaning behind those repeating numbers you always see.
Resources:
Easy Legal Steps - download the first book chapter free!
Mentions:
Kari Samuels
Do you have questions about energetic or legal protection? Feel free to reach out to us at clientlove@lisafraley.com. We’re always happy to help you however we can and help point you in the right direction, whether we can help you specifically or whether we refer you to another attorney.
If you’re hiring a team member, you might be wondering whether to add someone as an employee or an independent contractor. What’s the difference between an employee and a contractor, anyway? Is it better to bring someone on as an employee or be in a contractor relationship? What’s best for your bottom line?
In this episode, we clear up the cloud of confusion around employees and contractors. You’ll learn some foundational knowledge about the difference between these two types of team members so you can gain some insight into who you should hire for your business.
In this episode Lisa shares:
- 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
Freebie:
Download Episode 46 Tip Sheet
Resources:
Easy Legal Steps - download the first book chapter free!
Mentions:
CNN Money: When an independent contractor is really an employee
Do you still have questions about hiring employees versus independent contractors for your business? Feel free to reach out to me at clientlove@lisafraley.com.
When I met Sabina at a Tracy Matthews’ live event, her enthusiasm and energy exploded from the stage. Sabina’s combined 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! I invited Sabina to share some mindset tips and what to do to get started when it comes to putting yourself out there with PR. Tune in to listen to how Sabina makes appearing in the media comfortable and not scary.
More about Sabina Hitchen:
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.
In this episode Lisa and Sabina share:
- 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
Freebies:Access Sabina’s “PR Jumpstart” bundle which includes a 7 Day PR Shift Video Challenge,
35 Irresistible Story Ideas e-book, and How to Find Media Contact for Free resource and more at sabinaknows.com/prjumpstart/
Resources:Easy Legal Steps - download the first book chapter free!
Mentions:
Dr. Oz
Oprah
Forbes Women
CNN
Today Show
Inc. magazine
Entrepreneur magazine
US Patent and Trademark Office
Woman’s Day
New York Times
Sabina Hitchen’s website
Do you have questions about PR or media? Feel free to reach out to us at clientlove@lisafraley.com. We’re always happy to help you however we can and help point you in the right direction, whether we can help you specifically or whether we refer you to another attorney.
So many entrepreneurs are now offering subscription-based membership program 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, you’ll learn how to protect your income and limit your liability. You’ll also learn legal steps to protect your website and your work, and how each legal step aligns with a chakra (and why that’s even important). You’ll understand why you want to get legal documents in place so you can stop holding yourself back and feel SAFE to GROW BIGGER through using membership-based programs.
In this episode Lisa shares:
- 3 steps to protect your membership program
- How to shield your income
- 2 big reasons to have Terms of Use for your membership program
- 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
Freebie:
Download Episode 44 Tip Sheet
Resources:
Easy Legal Steps - download the first book chapter free!
Mentions:
Kate Northrup
Origin Collective
Stu McLaren
The Health Coach Mastery Summit
Episode 5: How to Protect Online Group Programs
Episode 22: 5 Must-Have Terms When You Sell Online
Episode 43: My Favorite Ways to Get Out of My Head and Into My Heart
As I record this podcast episode, it’s been one month to the day that my father passed away. Over the past few weeks, I’ve given myself space to unplug and to feel sad, angry, and scared. I’ve given myself space to lean in and really FEEL my emotions, to cry the “ugly cry” on my husband’s shoulder with mascary-tears running down my cheeks and watery nose dripping down onto my upper lip. It hasn’t been pretty…but it’s been necessary. It’s healthy to grieve.
But,I didn’t always let myself cry so easily. It wasn’t always this way. I’ve had to learn how to sink into my emotions on my own time. Outside of the law firm. Outside of health care law and hospitals and hourly billing. 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 Lisa shares:
- Her 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
Freebie:
Download Episode 43 Tip Sheet
Resources:
Easy Legal Steps - download the first book chapter free!
Mentions:
doTerra Essential Oils
Young Living Oils
Rocky Mountain Oils
Annmarie Skin Care
Episode 21: 4 Legal Tips for Selling Essential Oils
Jana Matthews of Manifesting Essentials
doTerra’s In Tune Blend
Erin Condren sherpa throw blanket
Carolin Soldo and I recorded this interview prior to her large live event in September called “From Passion to Profits”. I was honored to speak on her stage for the second year in a row and be part of helping entrepreneurs learn 4 key pillars for their business. I shared 7 legal steps to get legally covered that are also good for your soul. Carolin plans to have her event again NEXT year so this episode gives you an idea of the thought and care she puts into hiring a team and planning a large-scale event.
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.
In this episode Lisa and Carolin 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
- When and 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
Free Gift:
Download Carolin Soldo’s Coaching Business Success Guide at http://www.carolinsoldo.com/success-guide
Resources:
Easy Legal Steps - download the first book chapter free!
Mentions:
DiSC Communication Style Test
”From Passion to Profits” Live Event
Lewis Howes
Sunny Lenarduzzi
Chris Winfield
Colin Sprake
Do you have questions about hiring a team or hosting live events? Feel free to reach out to us at clientlove@lisafraley.com. We’re always happy to help you however we can and help point you in the right direction, whether we can help you specifically or whether we refer you to another attorney.
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 your 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 frequently asked questions 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 Lisa shares:
- Whether or not you should Copyright your book
- How to file for a registered Copyright
- How to not get in trouble when you write about other people in your book
- 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 Lisa aligns Copyrighting with the throat chakra
Freebie:
Download Episode 41 Tip Sheet
Resources:
Easy Legal Steps - download the first book chapter free!
Mentions:
Episode 19: Literary Coach & Agent Anjanette Fennell
Anjanette Fennell
Episode 29: Copyright 101 & When to Use the Little C
US Copyright Office
Saturday Night Live
Do you have questions about the legalities of book writing or need help with filing a Copyright Application? Feel free to reach out to us at clientlove@lisafraley.com. We’re always happy to help you however we can and help point you in the right direction, whether we can help you specifically or whether we refer you to another attorney.
One of the most stressful parts of running a business is preparing for tax season. What do you need to know as you approach year-end? How can you potentially save money in taxes by making some smart moves before December 31st? In this episode, you’ll learn 5 valuable year-end tax tips and steps to take now on the money front. Why right now? Because what many business owners don’t know is that the way you wrap up your year financially can have a BIG impact on your taxes in the spring.
In this episode Lisa shares:
- 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 Lisa aligns getting ready for tax season with the solar plexus chakra
Freebie:
Download Episode 40 Tip Sheet
Resources:
Easy Legal Steps - download the first book chapter free
Top 10 Questions to Ask When Hiring an Accountant - download the free checklist
Mentions:
Episode 3: Do I Need to Register My Business?
Episode 39: 3 Things ALL LLCs Must DO
Nordstrom
Macy’s
QuickBooks
FreshBooks
Mint
Stripe
PayPal
doTerra
Usana
Money: A Love Story by Kate Northrup
St. Lucia
Costa Rica
Do you have questions about these 5 money-saving year-end tax tips? Please reach out to me at clientlove@lisafraley.com. We’re always happy to help you however we can!
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 for you by your LLC.
I always say that “you always know when it’s time to go pro” when it comes to creating an LLC but be sure to also talk with an attorney and your accountant to make sure it’s the right time for you to create and maintain an LLC.
In this episode Lisa shares:
- 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 Lisa aligns LLCs with the third eye chakra
Freebie:
Download Episode 39 Tip Sheet
Resources:
Easy Legal Steps - download the first book chapter free
Top 10 Questions to Ask When Hiring an Accountant - download free checklist
Episode 34: Erin Armstrong on Accounting & Tax Deductions for Business Owners - download the “73 Top Business Deductions for Small Business Owners That Are Often Overlooked” Resource Guide
Mentions:
Capomo Coffee
Dr. Keesha Ewers
High Impact Health Coach Summit
Mark Sisson
Primal Kitchen Vanilla Coconut Collagen Fuel
So Delicious French Vanilla Coconut Creamer
Episode 6: When Do I Need an LLC?
Episode 20: 6 Reasons to Go Pro with an LLC or S-Corp
Episode 31: How to Choose the Best Business Name
Staples
Whole Foods
Target
Have questions about LLCs or want to create an LLC? Feel free to reach out to us at clientlove@lisafraley.com. We’re happy to help you however we can and I always love hearing from you.
I’ve invited Keri Nolan to be a guest on the podcast because I have respected her work for so long. She is multi-talented and looks at the world from a beautifully grounded, energetic place, and she has hosted podcasts and retreats as well.
Keri shares that she is working with healing entrepreneurs around the topic of abundance and prosperity. She finds that healers have such open and giving hearts and tend to get a little stuck when it comes to giving permission to receive. What does it say about us if we’re willing to experience expansive abundance and resources and freedom and liberation in our business as a result of sharing our service with the world? Keri has created a free experience called the Abundance Activation Challenge which invites people into a 6 day journey of visiting some wounds they might have around money. She is excited to invite more people to join the journey of saying “Yes, I CAN heal and help and serve AND experience freedom and financial prosperity and abundance at the same time!”
Lisa and Keri discuss:
- Shadow work and illuminating what is hidden
- How to share and integrate your whole truth in your business
- The importance of showing up fully and completely
- Expanding your capacity to receive abundance
- Recognizing false illusions that may block your ability to receive
- How legal protections can help provide clear energetic boundaries
- How clarity translates into more connection and clients
- The importance of giving clients space to make decisions on their own time
- Making empowered decisions vs. making fear-based decisions
- How being clear with what we need money for creates expanse and liberation
- Mirror work and understanding what’s clear and what’s blocked
- Running a business that honors legal documents as living essences
- Using your intuition to make exceptions as needed around legal documents
- How clear legal documents can make you and your clients feel safe and free
- The importance of working with a lawyer that feels right to you
- Benefits of the Abundance Activation Challenge
More About Keri:
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.
To learn more and join Keri’s community, visit her website at www.kerinola.com
Freebie:
Take Keri’s free “Abundance Activation Challenge” at bit.ly/keri-nola-abundance
Resources:
Easy Legal Steps - download the first book chapter free!
Let’s face it. Lawyers have a bad rap. A lot of people have had bad experiences with lawyers or sometimes associate lawyers with bad or sad events in their life – whether they’ve gone through a painful divorce, or they’ve had to handle a will or estate after losing a loved one, or maybe they bought or sold or foreclosed on a house, or created or ended a business and not always on such good terms. But lawyers aren’t all bad, and lawyers and entrepreneurs aren’t all that different. We’re both are tough on ourselves. We both feel we need to “do it right” and “not mess up”, and we ALL want to serve our clients well and care for them the best that we can.
As a business owner, you need a lawyer, and you need to work with a lawyer to protect yourself, your business and your brand. You want to find a lawyer 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. But who do you hire? Where do you find a lawyer you can trust? And what questions should you ask when hiring them to see if you’re a match? In this episode, you’ll learn the Top 10 Questions to Ask When Hiring a Lawyer.
In this episode Lisa shares:
- The biggest fear of most entrepreneurs
- 2 key times 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
- What a lawyer can help you do as a business owner
- Why Lisa believes working with a lawyer aligns with the third eye chakra
- Top 10 Questions to Ask an Attorney
Freebie:
Download Episode 37 Tip Sheet
Resources:
Easy Legal Steps - download the first book chapter free!
Mentions:
“The 8 Biggest Fears of Entrepreneurship and How to Face Them”
JJ Virgin Vanilla Vegan Protein Powder
Easy Legal Steps That Are Also Good for Your Soul
Do you have other questions about what to ask a lawyer when you reach out to them? Please feel free to reach out to us at clientlove@lisafraley.com. I read every e-mail that comes in and my team and I would love to help you however we can.
You may already know that 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 does that Client Agreement need to say? Does your current Client Agreement have huge gaps leaving you open to liability or loss of income? It’s crucial that you include these 5 key components in EVERY Client Agreement.
This podcast episode is devoted to helping you NOT miss these 5 key sections that should be in ALL of your Client Agreements.
In this episode Lisa shares:
- 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 Lisa aligns boundaries and Client Agreements with the sacral chakra
Freebie:
Episode 36 Tip Sheet: lisafraley.com/episode36
Resources:
Easy Legal Steps - download the first book chapter free!
Mentions:
Dr. Andrew Weil’s 4-7-8 Breathing Technique
doTerra Lemon, Grapefruit and Wild Orange essential oils
Episode 5 – “How to Protect Online Group Programs”
Episode 22 – “5 Must-Have Terms When You Sell Online”
Episode 2 - “The Reason to Use Client Agreements”
Mike Koenigs
The Crown on Netflix
Arnold Schwarzenegger in The Terminator
Do you have a business where you work with clients in other states or countries? Is your business solely online? Do you have a “virtual office” or consider yourself a nomad without a “home base”? If you answered yes to any of these questions, you might be wondering what laws you should follow as a virtual business.
Whose laws do you follow? Whether you’re a jewelry designer, health coach, biz coach, life coach, spiritual healer, or any other type of holistic practitioner or entrepreneur with a “laptop lifestyle”, do you have to follow the law of the state where you are located - or where your client is located? And what if your clients are EVERYWHERE all over the world? How do you know which laws to follow then? Tune into this podcast episode to find out.
In this episode Lisa shares:
- Which laws you should follow as a business owner with a “virtual office”
- Two big reasons why you WANT to have a home base as an online business
- What should you ask a potential accountant when you’re 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 Lisa aligns registering your business with the solar plexus chakra
Freebies:
Download Episode 35 Tip Sheet
Top 10 Questions to Ask When Hiring an Accountant
Resources:
Easy Legal Steps - download the first book chapter free!
Mentions:
Carolin Soldo
Loews Hollywood Hotel
Hollywood Walk of Fame
Matt Damon
Jimmy Kimmel Live
Zoom
Facebook Messenger
London, UK
Stockholm, Sweden
Miami, Florida
Do you have questions about business registration as a virtual business? Feel free to reach out to us at clientlove@lisafraley.com. My team and I would love to hear about your situation and help you get the resources you need.
In this episode, I interview Erin Armstrong, Small Business Tax & Money Coach, Entrepreneur, and 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.
Erin wants small business owners to feel like they can understand and make solid financial decisions in all aspects of their business. Erin’s goal is to maximize the money small business owners can keep in their pocket, and know what tax deductions they can legally take that will save them money and that will help them to have more money to continue to invest in their business.
In this episode Lisa and Erin discuss:
- The benefit of making the right tax deductions
- Transitioning to a higher tax bracket and options for investment
- Realizing that 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 the end of the year
- Importance of making sure your accountant understands how you’re making money
Free gift:
Download Erin’s free guide “73 Top Business Tax Deductions for Small Business Owners That Are Often Overlooked” at erinarmstrong.com/lisa.
Resources:
Easy Legal Steps - download the first book chapter free!
Mentions:
Erinarmstrong.com.
Tax Deduction Clinic
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 really specific, or it may have holes that leave you vulnerable to others financially benefiting from your hard-earned brand identity and value. Listen in to this episode to learn from one entrepreneur’s mistake and use the lesson to protect your own unique brand.
In this episode Lisa shares:
- 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 and entrepreneurs
- Why Lisa aligns Trademarking with the crown chakra
Resources:
Easy Legal Steps - download the first book chapter free!
Trademark Search
Trademark Application
Mentions:
Episode 7 – What You Should Trademark
Episode 25 – How to Trademark in 2 Steps: The Search & The Application
Own Your Power Communications
Oprah Winfrey
O Magazine
Court Case - The original case was tried in federal district court in the state of New York as Kelly-Brown et al. v. Winfrey et al., US District Court (S.D. New York,), No. 1:11-cv-07875. After a long legal process, in September 2016, the decision was upheld on appeal in favor of Oprah by the Second Circuit Court in Kelly-Brown et al. v. Winfrey et al., 2nd US Circuit Court of Appeals, No. 15-697.
Own Your Power® is a registered trademark of Simone Kelly-Brown.
Getting on camera can feel terrifying. 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, I share 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 Lisa shares:
- What it’s like to be successful but still experience Fear
- 4 steps that make it safe to film videos
- What Lisa 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”
Resources:
Easy Legal Steps - download the first book chapter free!
Mentions:
Episode 12 – 3 Tips to be More Visible, Vulnerable and Courageous
Episode 4 – When to Use a Privacy Policy
Episode 9 – Keep Copycats Away from Your Website
Jonathan Fields’ Camp GLP
Carolin Soldo
Chantelle Adams
Dr. Keesha Ewers
Mike Koenigs
Tracy Matthews
The Health Coach Group
Health Coach Institute
What name should I choose for my business? Should it be my personal name? Something else? How do I know if the name I want is even available? How do I register my business name? There are several things to think about when it comes to selecting the right name for your business. The BEST business name is aligned with you, your brand and your messaging from a marketing standpoint AND it’s energetically aligned with you. How so? Listen in to this episode to learn how to choose the best business name right from the start.
In this episode Lisa shares:
- 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 purchase the website URL
- How to know if the business name you want is available
- Why Lisa aligns choosing a business name with the solar plexus chakra
Resources: Easy Legal Steps - download the first book chapter free!
Mentions:
Banff & Lake Louise
Alberta, Canada
Town of Canmore
Rocky Mountain Soap Company
GoDaddy
iPage
NameCheap
BlueHost
1and1
HostGator
DreamHost
Episode 3 – “Do I Need to Register My Business?”
Episode 6 – “When Do I Need an LLC?”
Episode 13 – “What’s an S-Corp and When Do You Need It?”
Episode 7 – “What You Should Trademark”
Episode 25 – “How to Trademark in 2 Steps: The Search and the Application”
You want ALL of your clients or customers to get the results that they seek, feel happy and inspired, give you raving testimonials, and recommend you to their family and friends, right? However, there are several reasons why you may WANT results for your clients but you don’t want to GUARANTEE specific results. 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 Lisa shares:
- Why shouldn’t you 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 Lisa aligns boundaries and Client Agreements with the sacral chakra
Freebie:
Download Episode 30 Tip Sheet
Resources:
Easy Legal Steps - download the first book chapter free!
Mentions:
Easy Legal Steps on Amazon - order the full book here
Manduka yoga mat*
Boston.com article about LLBean’s new customer service policy
LLBean boots
Smartwool socks
Keri Nola
Episode 2 - “#1 Reason to Use a Client Agreement”
Episode 10 - “Do You Have to Print and Sign a Contract”
Episode 18– “3 Reasons Why You Shouldn’t Copy Your Friend’s Legal Document”
Episode 5 – “How to Protect Online Group Programs”
Episode 22 - “5 Must-Have Terms When You Sell Online”
*This product may result in affiliate compensation should you purchase through this link.
You may not know it, but 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 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 you’ll get clear about when and where you can use the “Little C” Copyright symbol to honor your work. In this episode Lisa shares:
- 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 Lisa associates Copyright with the throat chakra
Freebie:
Download Episode 29 Tip Sheet
Resources:
Easy Legal Steps - download the first book chapter free!
Mentions:
Easy Legal Steps on Amazon - order the full book here
Episode 16 on “How to Legally Use Images on Social Media”
Big Magic by Elizabeth Gilbert
I’ve invited Amber Lilyestrom, to be a guest on the podcast to share 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. She explains how she worked with the client to reach a solution by using her skills as a coach. She talks about 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:
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..
Freebie:
Amber’s Free Quiz - “Find Out Your Core Purpose”
Amber’s Free Video Series - “How to Call in Your Tribe & Create Content That Converts”
Resources:
Amber's Website & Facebook
Easy Legal Steps - download the first book chapter free!
Most coaches and business owners have NO idea where to start and wonder if they’re doing everything legally right. Do you feel that way too? If so, then you’ll love learning the first 3 legal steps that many entrepreneurs take when just starting out. You get the basics about 3 legal protections to help you feel safe that you’re not leaving yourself vulnerable or exposed as you work with 1-on-1 clients. Knowing the legal steps to take can eliminate worry, stress and lying in bed at night wondering if someone is going to come after you for doing something wrong.
In this episode Lisa shares:
- Why it’s important to take legal steps
- 3 reasons why legal documents support you in practical ways & energetically
- The first 3 legal steps for new business owners
- What you need as basic protection for your website
- What you need to protect your income when you work with 1-on-1 clients
- What you need to do when you’re making money to keep Uncle Sam away
- Which 3 chakras are supported by each legal step - and why it matters for your business
Freebie:
Download Episode 27 Tip Sheet
Resources:
Easy Legal Steps - download the first book chapter free!
Episode 17 - “6 Key Parts to Include in Website Disclaimers”
DIY Website Disclaimer
Episode 2 - “#1 Reason to Use a Client Agreement”
DIY Client Agreement
10 Questions to Ask When Hiring an Accountant - free checklist
Episode 3 - "Do I Need to Register My Business?"
Mentions:
Monat Hair Care
Tracy Matthews
Christina Kober Designs
Sometimes we feel ourselves shifting. Shifting in our perspective, our priorities, or our desires. Shifts can sneak up on us when we least expect it, out of the blue, completely and unpredictably. 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 podcast episode, we’re talking 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. Sit back, tune in to your own energy, maybe grab your journal and jot down a few thoughts, and enjoy the show!
In this episode Lisa shares:
- 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 the concept of pivoting is
- The 5 things you should say goodbye to
- How embracing shifts can create clarity and align with the root chakra
Resources:
Easy Legal Steps - download the first book chapter free!
Episode 15 - Mike Iamele on Sacred Branding and Legal Freedom.
Mentions:
Mind Body Green
Jason Wachob
The Alchemist by Paulo Coelho
The Big Leap by Gay and Marcia Hendricks
Bali
Tulum
Luluemon Yoga Pants
Ugg Slippers
Want to trademark your business name or logo but have NO idea what steps to take? Maybe you’re not sure if you really need to do a full Trademark Search or what’s involved with filing a Trademark Application. 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, You’ll learn the 2 steps of Trademarking to protect your brand and keep it safe so you can stand tall as the king or queen of your business.
In this episode Lisa shares:
- Why you should file for a registered Trademark.
- The 3 main benefits of Trademarking.
- Why it can be risky to do a Trademark Search on your own.
- The 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 Lisa aligns Trademarking with the crown chakra.
Freebie:
Download Episode 25 Tip Sheet
Resources:
Easy Legal Steps - download the first book chapter free!
Podcast Episode 7 - “What You Should Trademark”
Trademark Search & Trademark Application
Mentions:
Dateline on NBC
Shark Tank
One of the most stressful parts of running a business where you sell products or services is when a client asks you for a refund – and you aren’t expecting it. If it’s ever happened to you, you know how helpless and angry you can feel when a client demands a refund and you don’t want to give one. After all, your business – and your livelihood – depends on getting paid, so it can be stressful and scary when you are expecting income to come in and all of a sudden someone demands their money back. It’s every entrepreneur’s worst nightmare. That’s why 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 Lisa shares:
- The 3 steps you should 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
- The 3 types of refund policies
- Why Lisa aligns plugging money leaks with the sacral chakra
Freebie:
Download Episode 24 Tip Sheet
Resources:
Easy Legal Steps - download the first book chapter free!
DIY Refund Policy
Podcast Episode 5 - “How to Protect Online Group Programs”
DIY Terms of Use
DIY Client Agreement
Podcast Episode 2 - “The #1 Reason to Use Client Agreements”
Podcast Episode 18 - “Why You Shouldn’t Copy Your Friend’s Legal Document”
Mentions:
Ramit Sethi
Beautiful You Coaching Academy
Elena Lipson
Kendra Scott
Ever had a client issue a chargeback to stop payment on a credit card purchase? As a business owner, it’s not much fun when this happens. I’ve invited Melissa Pharr, Online Marketing Strategist and Business Coach, to be a guest on the podcast to share her own story about what happened when she experienced a chargeback in her business.
With a positive outlook during this unfortunate situation, Melissa was able to take the necessary steps to protect her income - allowing her to create clarity for her customers and peace of mind for herself. By changing her mindset, energy and legal approach, she was able to see the lesson and turn a challenging situation into a positive one that actually helped her grow her business.
More About Melissa Pharr: Online Marketing Strategist & Business Coach
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 generate 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 or doing SNL style interpretive dance (usually at parties with friends once things have gone a little wrong) when she's not serving and guiding women online entrepreneurs from all over the world with her products, programs, and coaching services.
Freebie:
Melissa’s Free Gift - Book Your First Paying Clients 5-Part Video Series
Resources:
Melissa Pharr's Website & Facebook
Easy Legal Steps - download the first book chapter free!
Selling your programs, products and courses online 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. One of the most important steps you can take as an entrepreneur is to protect your programs, products and courses that you offer through your website. In this episode, you’ll learn 5 must-have sections to include in your Terms of Use to protect yourself.
Your Terms of Use put your sales policies in writing and give you a strong legal backing to protect your income and products, which helps you feel safe, secure, and confident. Learn 5 key sections to create clarity for you and for your purchasers so you have fewer misunderstandings, fewer headaches and fewer Legal Pickles™ later on!
In this episode Lisa shares:
- What Terms of Use are
- What types of programs, products and services you should have Terms of Use for
- How exactly Terms of Use protect you and give peace of mind
- When your purchasers should agree to your Terms of Use
- 5 key sections you should have in your Terms of Use
- Why Lisa aligns Terms of Use with the throat chakra
Freebie:
Download Episode 22 Tip Sheet
Resources:
Easy Legal Steps - download the first book chapter free!
Legally Enlightened Podcast Episode #2
Mentions:
Simplero
Kajabi
Zippy Courses
Ontraport
Infusionsoft
PayPal
Stripe
Do you sell essential oils to clients or friends - or use them as part of your practice? Essential oils can be powerful and magical tools for healing. 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 today’s episode, you’ll learn 4 legal tips to reduce your risk as you share and sell essential oils with clients.
When you sell essential oils, you can get yourself into hot water. As you probably know, oil and water don’t mix! So today we’re going to talk about the words to avoid when using essential oils and how you can talk about essential oils so you won’t get into trouble.
In this episode Lisa shares:
- 5 words to avoid using when talking about essential oils.
- How to share the benefits of essential oils safely.
- If you can share your own story and experience with using essential oils.
- What you can tell people about essential oils that won’t get you into trouble.
- Why Lisa aligns talking about essential oils safely with the Root Chakra.
Freebie:
Download Episode 21 Tip Sheet
Resources:
Easy Legal Steps - download the first book chapter free!
Mentions:
doTerra essential oils*
Annmarie Skin Care
Rocky Mountain Soap Company
Banff & Lake Louise, Alberta, Canada
Thrive Market*
Dr. Axe’s Ancient Apothecary Line
Nisha Moodley
*These are affiliate links. If you use these links to purchase products, I may receive financial compensation. I only share products and programs in which I believe and trust -and these are some of my faves!
Do you want to feel more “official” or more professional? Have people take you more seriously as a business owner? Make you feel more credible and believable? Even save some money? If you answered yes to any of those questions, then this is the episode for you! Because in this episode, we’re talking about 6 reasons to “go pro” by creating an LLC or S-Corp & how that can make you feel more confident and give you more credibility as a business owner.
There are multiple reasons why businesses create corporate entities, but we’re going to tackle my top 6 that I outline in Chapter 6 of my book “Easy Legal Steps… That Are Also Good for Your Soul”. Your business entity holds the expansion of your business, dreams, income and lifestyle. It creates a loving legal container to support your business as you take small steps and big leaps toward your future. Is it time for YOU to “go pro” with an LLC or S-Corp too?
In this episode Lisa shares:
- What does it mean to “go pro” ?
- Why should you create a corporate entity?
- When is the right time for you to “go pro” with an LLC or S-Corp?
- Why she aligns business entities with the third eye chakra.
Freebie:
Download Episode 20 Tip Sheet
Resources:
Easy Legal Steps - download the first book chapter free!
Legally Enlightened Podcast Episode 3 "Do I Need To Register My Business?"
Legally Enlightened Podcast Episode 15 "Guest Expert Interview: Mike Iamele"
Legally Enlightened Podcast Episode 6 "When Do I Need an LLC?"
Legally Enlightened Podcast Episode 13 "What's an S-Corp and When Do You Need It?"
Mentions:
Boston Red Sox
New York Yankees
Bulletproof Coffe
Essie Nail Polish
Walgreens
Saks Fifth Avenue
Deborah Lippmann
I’ve invited Anjanette Fennell, Literary Coach & Agent, to be a guest on the podcast to share her unique knowledge about the book-writing process. We talk about how you can give yourself permission to write your book and share your message while keeping those inner doubts at bay.
Anjanette dives in and explains how to give yourself the creative space you need, how to find a creative schedule to stick to, and how to use your own personal voice when writing without letting your internal editor completely take over in the process.
More About Anjanette: Anjanette Fennell, Literary Coach & Agent
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.
Freebie:
Anjanette’s Free Gift - Video Masterclass 'How To Break Through Writer's Block'
Resources:
Anjanette's Website & Facebook
Easy Legal Steps - download the first book chapter free!
Truth be told, it can be tempting to copy someone else’s legal document. You want to save money and get it done quickly. But, in this episode, we’re going to cover 3 big reasons why you should stop yourself before you copy your friend’s legal doc. It might not cover you the way you think it will – and you’re going to learn exactly why. Not only that, but you could be violating copyright rights and hurting yourself both legally and energetically. Plus, we’ll cover how to choose the right lawyer for your business. You won’t want to miss this episode!
In this episode Lisa shares:
- 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
- How to research which lawyer is right for your business
- 3 tips for choosing legal documents for your business
- Why Lisa aligns legal documents with the Sacral Chakra
Freebie:
Download Episode 18 Tip Sheet
Download the free checklist - Top 10 Questions To Ask When Hiring an Accountant
Resources:
Easy Legal Steps - download the first book chapter free!
Podcast Episode 7 “What You Should Trademark”
Mentions:
David’s Tea organic ginger pear tea
Ontraport
If you operate your business in the online world, 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 walk away knowing 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 Lisa shares:
- What’s a Website Disclaimer?
- 2 main reasons to have a Website Disclaimer
- How your Website Disclaimer protects you (even if people don’t read it)
- 6 key sections your Website Disclaimer should have
- Where to put your Website Disclaimer on your website (bonus!)
- Why Lisa aligns Website Disclaimer Website Disclaimers with the Root Chakra
Freebie:
Download Episode 17 Tip Sheet with Bonus info about where to put your Website Disclaimer on your site
Resources:
Easy Legal Steps - download the first book chapter for free!
Podcast Episode 9 “How to Keep Copycats Away from Your Website”
Mentions:
Nutiva virgin coconut oil
Amazing Grass Green Superfood
Primal Blueprint diet and lifestyle
Federal Trade Commission (FTC) advertising disclosure requirements
doTerra essential oils
USANA vitamins and minerals
Danielle LaPorte candles
Whether you use Facebook, Instagram, Pinterest, Twitter or Snapchat, 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 all the time. Are they legally allowed to do that? Can I do that too?” Tune into this week’s podcast episode to find out how you can (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 Lisa shares:
- What are copyright rights?
- The 3 areas that cause “copyright snafus” - so you can avoid them
- The 2 things you need 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 a list of Lisa’s “Top 11 Free and Paid Stock Photo Websites”
Freebie:
Download Episode 16 Tip Sheet with Lisa’s list of the “Top 11 Free and Paid Stock Photo Websites”
Resources:
Easy Legal Steps - download the first book chapter free!
Episode 9 “How to Keep Copycats Away from Your Website"
Mentions:
Facebook, Instagram, Pinterest, Twitter, Snapchat
Erin Condren sherpa fleece throw
Heather Jernigan
Big Magic by Elizabeth Gilbert
Pinterest’s Copyright Policy
Beyonce
Website Terms & Conditions
Fair Use Doctrine
Saturday Night Live
The Golden Rule
Lady Gaga
Creative Commons
Getty Images
In Episode 15, Lisa welcomes 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 LLC gave him peace of mind in ways he never expected as he got married and expanded his business even further.
More About Mike: Mike Iamele is a mentor for spiritual entrepreneurs, an author, a coach, and founder of the Sacred Circle. He 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 a 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. He uniquely blends high-level and energetically-based perspective on thought leadership and advanced public relations to spiritual entrepreneurs doing world-changing work.
Freebie:
Mike Iamele’s Free Gift - What's the Biggest Block In Your Business?
Resources:
Mike Iamele’s Website
Easy Legal Steps - download the first book chapter for free!
As a small business owner, gathering testimonials from past clients can be magic for your business! Inviting your past clients to share their experience working with you is a beautiful way for them to praise your work in their own words.
In this episode, you’ll learn how testimonials help your business in 2 significant ways. You’ll also 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 Lisa shares:
- Sample questions to ask your clients when gathering testimonials
- How testimonials help your business in 2 big ways
- 3 tips for gathering testimonial safely
- How to handle testimonials with love and respect
- Why she aligns gathering testimonials with the heart chakra and root chakra
Freebie:
Download Episode 14 Tip Sheet
Resources:
Easy Legal Steps - download the first book chapter free!
Mentions:
Selena Soo
Melissa Pharr
Wendy Yalom
Florence, Italy
Tracy Matthews
Amber Lilyestrom
Carey Peters and Stacy Morgenstern of Health Coach Institute
Google Forms
Jotform
Having a corporation can sound daunting, particularly if you’re a one-woman or one-
man show, but corporations are a great option. Especially S-Corporations (also known as an S-Corp.) In this episode you’ll get a quick overview about what an S-Corp is and when the right time is to create an S-Corp.
S-Corps offer a lot of benefits - including the potential to save you a significant money over time. That’s one of the main reasons a lot of business owners elect S-Corp status. Listen in to find out the pros and cons of having an S-Corp and the basics of S-Corps in easy-to-understand language.
In this episode Lisa shares:
- What’s an S-Corp exactly?
- How an S-Corp could save you money on taxes
- Whether it’s true that S-Corps are more work than LLCs
- The pros and cons of having an S-Corp
- 2 ways to have a S-Corp status
- Why you should thank the IRS (not kidding!)
- When’s the right time to create an S-Corp
- Why she aligns S-Corps with the third eye chakra
Freebie:
Download Episode 13 Tip Sheet - includes your S-Corp Pros & Cons chart
“Top 10 Questions to Ask When Hiring an Accountant”
Resources:
Easy Legal Steps - download the first book chapter free!
Legally Enlightened Podcast - Episode 6
Mentions:
Peace candle by Danielle LaPorte
doTerra Peppermint oil and Breathe essential oil
Starbucks
Apple
Nike
Subchapter S of the Internal Revenue Code
As a small business owner, half the battle is daring to be seen and heard. Seriously. So many entrepreneurs are afraid of being visible online. It can feel vulnerable and it’s hard to find the courage to put yourself out there in a bigger way. In this episode, you’ll 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. You’ll learn how it can help you relax so you stop holding yourself back or feeling small. If you’re feeling stuck or scared, you’ll love this episode.
In this episode Lisa shares:
- Why having your own business 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 can help you be more visible, vulnerable, and courageous
- Why she aligns feeling safe to step up and stop playing small with the root chakra
Freebie:
Download Episode 12 Tip Sheet
Resources:
Easy Legal Steps - download the first book chapter free!
Lisa Fraley Facebook
Lisa Fraley Instagram
Mentions:
John Lee Dumas’ Entrepreneur on Fire podcast
Amber Lilyestrom’s podcast
Lululemon yoga pants
Ugg slippers
Ziva Online Meditation Training by Emily Fletcher
Laura Thompson-Brady, Ph.D. of The Nourished Home
Ashley Burnett of Strong Body Love
MLB World Series
Cleveland Indians
Boston Red Sox
Welcome to Episode 11 of Legally Enlightened! Today I’ve invited Kate Northrup, founder of Origin Collective, to be a guest on the podcast to share her business journey and why she felt it was so important to make sure that her business was covered, right from the start - beginning with a business contract between herself and her now husband, detailing the specifics of their business relationship down to a tee.
Too many times, business owners and entrepreneurs seek legal help after it is too late, causing unnecessary stress and hardship. Kate shares why setting up the legal protections for her business can be just as important as setting up the financials and operation side of biz.
More About Kate:
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.
Freebie:
Kate Northrup’s Free Gift - “Have More By Doing Less – A Free Guide with 3 Steps to Create Space for What Matters Most
Resources:
Easy Legal Steps - download the first book chapter free!
Money: A Love Story by Kate Northrup
In this episode, we’re going to talk about a common question in this online day and age: “Do you have to print out a contract and sign it with a pen? Is there a way to sign a contract online?” I’ll share what exactly makes a contract legally binding and 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.
Having a signed written contract can prevent and resolve conflicts – like over what’s included in your program. Or what happens if the client misses a call or a payment. Or what happens if you decide they aren’t the client for you and you want to stop your work together. Or whether you give refunds. It’s the best way to show that the other person agreed to your policies if they sign a contract. You’ll learn whether contracts have to be printed and signed with a pen or whether you can use an electronic signature.
In this episode Lisa shares:
- What makes a contract a “contract”?
- When is a contract enforceable?
- Why you should put your contract in writing
- When you should use a contract in your business
- Does a contract have to be signed?
- How electronic signatures work
- Top 5 electronic signature programs Lisa recommends
Freebie:
Download Episode 10 Tip Sheet
Resources:
Easy Legal Steps - download the first book chapter free!
Legally Enlightened - Episode 2 - #1 Reason to Use a Client Agreement
Mentions:
Black's Law Dictionary
Venice Beach
Tulum, Mexico
Florence, Italy
Wendy Yalom Photographer
Federal ESIGN Act
Does your business have a website? Entrepreneurs come to me in tears and fury saying that someone has copied their content word for word from their home page, or ripped off several sections of their sales pages or blog posts. They worry that Copycats and Swipers who can’t seem to create their own unique copy or find their own voice will profit from their hard work. In this episode, we discuss how to decrease that from happening - practically and energetically.
It’s likely that your website is the lifeblood of your business.Your website reveals your logo, your branding, your fonts, colors, and graphics. It’s an important reflection of who you are and what you stand for. It’s a critical asset, and the content on your site is valuable intellectual property that belongs to you. Not only are you allowed to protect it, but you should have Website Terms & Conditions on your site to fall back on if others treading on your creativity and benefit from your work without your consent.
In this episode Lisa shares:
- How to protect your website - without turning cold and corporate
- What are Website Terms and Conditions?
- How do your Website Terms and Conditions protect you?
- Where to place the Website Terms and Conditions on your own site
- Why she aligns Website Terms and Conditions with the heart chakra
Freebie:
Download Episode 9 Tip Sheet
Resources:
Easy Legal Steps - download the first book chapter free!
Mentions:
Bulletproof Hot Chocolate
Canva
Anahana in Sanskrit
lisafraley.com
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. We’re going to talk about what you need to cover yourself - legally speaking - when you’re asked to speak on stage at a live event.
When you’re a speaker, all of the event logistics and details can make your palms sweat and cause stress and worry. In this episode, 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 Lisa shares:
- What is a Speaker Agreement?
- What should be covered in your Speaker Agreement (and why)
- 3 ways that a Speaker Agreement supports you
- How to protect YOUR original content during a speech
- Who owns what after the presentation is over?
- Why Lisa aligns speaking agreements with the sacral chakra
Freebie:
Download Episode 8 Tip Sheet
Resources:
Easy Legal Steps - download the first book chapter free!
Mentions:
The Washington Post - article
The Post - movie starring Meryl Streep and Tom Hanks
Carolin Soldo - From Passions to Profits Live Event
Gabrielle Bernstein
Kris Carr
Cathy Sykora - The Health Coach Group
Club Med
Jonathan Fields - Camp GLP
Chantelle Adams - Shine Live
Carey Peters & Stacey Morgenstern - Health Coach Institute
Fairmont Dallas
Junior League of Portland
Canva
Haute Stock
Bigstock
Shutterstock
Have you been thinking about trademarking your business name or your logo? Not sure what trademarking really is - or if you even HAVE something to trademark? Branding is powerful – and lucrative. That’s why trademarking is so important. In this episode, you’ll learn what you should trademark for your business to keep Copycats and Swipers away from trying to steal your brand power or financially benefit from it.
Trademarking is a complex area of the law and there’s a LOT to talk about so this episode covers the basics of Trademarking: what is trademarking, why you need it, when to do it, and WHAT you can and should trademark.
In this episode Lisa shares:
- What is a trademark?
- What should you trademark?
- Why trademark?
- How trademarks protect your brand identity
- If you own a domain name, do you still have to trademark it?
- Why Lisa aligns trademarks with the crown chakra
Freebie:
Download Episode 7 Tip Sheet
Resources:
Easy Legal Steps - download the first book chapter free!
Mentions:
Apple
Starbucks
Lululemon
US Patent and Trademark Office
Ralph Lauren
Tommy Hilfiger
The Crown on Netflix
Easy Legal Steps on Amazon - order the full book here
Not sure when the right time is to create an LLC? Not even sure what an LLC is? You may even have an LLC and STILL not be sure what it is. If you want some easy-to-understand info about going pro with an LLC, this episode is perfect for you.
You’ll learn why so many business owners create LLCs. We’ll cover 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 help you create an LLC and how much it costs. And, you’ll learn a simple way to know whether it’s the right time for you to form an LLC.
In this episode Lisa shares:
- What’s an LLC exactly?
- Why do so many biz owners set up LLCs?
- When’s the right time to form an LLC?
- How much does it cost to create an LLC?
- Why Lisa aligns LLCs with the third eye chakra
Freebie:
Download Episode 6 Tip Sheet
Resources:
Easy Legal Steps - download the first book chapter free!
Mentions:
Miami University (Ohio)
Case Western Reserve University Law School
Easy Legal Steps on Amazon - order the full book here
Jackson Hole, Wyoming
doTerra Essential Oils
This episode is for you if you sell group programs as a business owner and you’re worried about how to protect your income - AND your content. If you run an online group program, we’re going to answer a question I get asked a lot – “What legal terms do I need if I sell group programs through my website? How do I make sure people pay me and how can I keep people from swiping my stuff?”
You’ll learn how to use your sales policies - Terms of Use - to protect your income and your work. You’ll discover how creating clear ownership lines and energetic boundaries with your clients helps them to know that your group program is of value and what they can and can’t do with your program content. Everyone gets on the same page. Win-Win!
In this episode Lisa shares:
- What are Terms of Use?
- When do you use Terms of Use?
- 2 HUGE Reasons You Need Terms of Use and how they protect you
- WHERE do you put the Terms of Use?
- Why Lisa aligns Terms of Use with the throat chakra
Freebie:
Download Episode 5 Tip Sheet
Resources:
Easy Legal Steps - download the first book chapter free!
Mentions:
Zoom
Daily Harvest - Cacao & Avocado Smoothie
Easy Legal Steps on Amazon - order the full book here
Privacy is important. In the entrepreneurial world, not only do you want to keep your own information as safe as possible, but did you know that you also have an obligation to keep others’ info safe that they share with you through your website?
As a business owner, you want your website visitors to know that when they visit your website and sign up for your opt-in gift or to join your tribe, you will do your best to keep their name, e-mail address and other personal information safe from Copycats and Swipers. How do you do that exactly? You post a thorough Privacy Policy on your website. Not only does it show your professionalism, but it builds trust with your website visitors too.
In this episode Lisa shares:
- What does a Privacy Policy do?
- What’s considered “personal information” that you need to keep private?
- When do you need to use a Privacy Policy?
- Where to put your Privacy Policy on your website
- Why she aligns Privacy Policies with the heart chakra
Freebie:
Download Episode 4 Tip Sheet
Resources:
Easy Legal Steps - download the first book chapter free!
Mentions:
Easy Legal Steps on Amazon - order the full book here
If you’re a solo entrepreneur, mamapreneur, one-woman (or one-man!) show, this episode is for you. We’re answering the question: Do I need to register my business? Registering your business can seem like a daunting process, but it doesn’t have to be difficult. Once you take the right steps, not only will you feel like a legitimate business, but your clients will see you that way too.
In this episode, you’ll learn why business registration varies based upon your location, type of business, and even where your work space is located. You’ll also discover what being a Sole Proprietor really means - the pros and the cons - and the first step to getting registered as a solopreneur. And, you’ll learn the 3 things you need to know to officially register your business.
In this episode Lisa shares:
- What it means to be a Sole Proprietor
- The first legal step to take as a Sole Proprietor to feel legit
- How to eliminate the “fraud factor” as a business owner
- The 3 things you need to know to register your business
- How to get a free checklist to use when hiring an accountant
- How registering your business aligns with your solar plexus chakra
Freebies:
Download Episode 3 Tip Sheet
Download the free checklist - Top 10 Questions To Ask When Hiring an Accountant
Resources:
Easy Legal Steps - download the first book chapter free!
Mentions:
Easy Legal Steps on Amazon - order the full book here
Podcast Episode 6 - LLCs
If you work with one-on-one clients for any type of program or service, this episode will tell you why using a Client Agreement is the best way you can protect your business and your income when working privately with clients.
You’ll learn how using a Client Agreement helps you feel safe, secure, and confident as a business owner—and how it creates clarity for you and your clients. You’ll learn how having a strong Client Agreement can set expectations and boundaries, limit liability, and energetically plug money leaks.
In this episode Lisa shares:
- 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
Freebie:
Download Episode 2 Tip Sheet
Resources:
Easy Legal Steps - download the first book chapter free!
Mentions:
Easy Legal Steps on Amazon - order the full book here
Podcast Episode 5 - Terms of Use