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 [email protected]. 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 [email protected]. 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 [email protected]. 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 [email protected]. 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 [email protected].

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 [email protected]. 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 NorthrupOrigin 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 [email protected]. 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 [email protected]. 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.