Legally Enlightened With Lisa Fraley

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 u

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

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

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

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 wit

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

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 ne

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

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

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

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

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

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 Trademark

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

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 inde

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

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 &

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 c

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 coache

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 - downloa