What is the secret to client retention and referral-worthy results?

In this episode I'm sitting down with Lisa Cukier, Partner at Rubin and Rudman and award-winning attorney who's been named to Best Lawyers in America for 15+ years. Lisa is known as the professional other experts call for their most complex, "unresolvable" cases.

We're covering:

✔️ The mindset that separates wealth creators from inheritors (and what this teaches us about sustained success)

✔️ How Lisa solved a major dispute by understanding what really mattered to the client beyond the contract

✔️ Why AI can handle technical work but can't replace the human skills that win over premium clients

✔️ How to build genuine relationships that attract referrals and high-value clients

✔️ The hidden stress of serving high-stakes clients and why having the right support system is crucial

Lisa's journey from aspiring social worker to top attorney shows how integrating soft skills with technical expertise creates unstoppable value for clients.

Whether you're a lawyer, consultant, or any service professional, this conversation will help you serve and retain clients at the highest level — by mastering the human element of professional services.

Connect with Lisa:

-LinkedIn: https://www.linkedin.com/in/lisacukier/

-Website: https://www.rubinrudman.com/attorneys/lisa-m-cukier/

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⚡ At Valuetising we help service businesses simplify their path to predictable 7+ figure growth.

Apply to a free strategy call: https://valuetising.com/apply

What would you do if someone copied your business name, your signature program, or even your entire brand? 😱​

In this episode of Valuetising, I’m sitting down with Zara Watson-Young, award-winning trademark attorney and co-founder of Watson & Young Law, to talk about the trademark basics every coach and online entrepreneur needs to know. Zara has helped hundreds of business owners protect their brands.

We’re covering:

✔️ Why trademarking isn’t just for “big businesses” and why you should start early.

✔️ How to protect your ideas from copycats and competitors.

✔️ The most common legal mistakes coaches make (and how to avoid them).

Zara simplifies legal protections. If you’ve been putting off securing your brand, this episode will give you the clarity to get started!

Connect with Zara:

-Full-Service Trademark Firm: https://watsonandyoung.com/

-LinkedIn: https://www.linkedin.com/in/zara-watson-young-esq-80106a39/

--------------------------------------------------------------------⚡ At Valuetising we help purpose-driven brands get clients with value-driven marketing. We offer consulting, advertising, and automations.

Website: https://www.valuetising.com/

$296K case study: https://myplantoscale.com/

YouTube: https://www.youtube.com/@santiagophoenix

Instagram: https://www.instagram.com/santiagodigitale

LinkedIn: https://www.linkedin.com/in/santiagophoenix/

Building an online business can come with a big cost: our own health and wellbeing.

In this episode, I talk with Dr. Angela Tran about how to stay fit & healthy, even if you're busy as an online entrepreneur or professional!

Dr. Angela Tran is a double-board-certified physician in Obesity Medicine and Internal Medicine, and the CEO and founder of Med-Fit Medical Weight Loss Clinic. She specializes in helping busy, professional women transform their health and achieve lasting weight loss through medically supervised interventions. With over 5,000 transformations under her care, Dr. Tran is on a mission to help her patients break free from yo-yo dieting and find a sustainable path to health and confidence.

Learn more about Dr. Tran:

-LinkedIn: https://www.linkedin.com/in/drtrangela/

-Instagram: https://www.instagram.com/drangelatran/

-Website: https://medfitmedicalweightloss.com/

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⚡ Valuetising is a movement. We want to scale multi-million dollar brands, impact the world AND live our best lives.

If you resonate with this, let's connect on social media!

Website: Valuetising.com

Scaling case study: https://myplantoscale.com/

YouTube: https://www.youtube.com/@santiagophoenix

Instagram: https://www.instagram.com/santiagodigitale

LinkedIn: https://www.linkedin.com/in/santiagophoenix/

Struggling to consistently close high-ticket deals?

Could "entrepreneurial ADHD" be a gift? What if understanding neurodiversity could help you become a better parent and business owner?

In this episode, we explore these compelling questions with Dr. Megan Helmen, a licensed pediatric neuropsychologist and founder of Developmental Discoveries.

With over 20 years of experience, Megan shares her insights on how understanding developmental disabilities like ADHD and autism can lead to better support and thriving environments for children. We also discuss ADHD and entrepreneurship, the importance of tailored support, and running a mission-driven organization.

Learn more about Dr. Megan Helmen and her mission:

-Website: https://www.developmental-discoveries.com/

-LinkedIn: https://www.linkedin.com/in/megan-helmen-psy-d-l-p-945b2716/

-Instagram: https://www.instagram.com/developmental_discoveries/

-----------------------------------------------------------------⚡ Valuetising is a movement. We want to scale multi-million dollar brands, impact the world AND live our best lives.

If you resonate with this, let's connect on social media!

Website: Valuetising.com

Complimentary Growth Strategy Session: www.valuetising.com/grow

YouTube: https://www.youtube.com/@santiagophoenix

Instagram: https://www.instagram.com/santiagodigitale

LinkedIn: https://www.linkedin.com/in/santiagophoenix/

Is your consulting business scalable? Or is it capped by your ability to avoid burnout?

If you're exhausted from constant outreach, personalized proposals, and scope creep, this episode is for you.

Learn how to productize from a pioneering educator in the online consulting space!

Alzay Calhoun is a business coach for B2B professionals who specializes in helping consultants start, grow, and

Learn more about Alzay:

-Website: https://covetedconsultant.com/

-LinkedIn: https://www.linkedin.com/in/alzaycalhoun/

-YouTube: https://www.youtube.com/@CovetedConsultant

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Do you find yourself working too hard in your business for not enough money? If you're trapped in a constant need for growth, but never seeing the profits from your efforts, it might be time to call a CFO.

Luckily, there are FRACTIONAL CFOs who can provide the support you need without the out-of-reach price tag. Greg Powell is one of them.

Greg has almost 20 years of experience helping businesses grow strategically, understand their financial statements, and keep more of the money they make. In this episode, we talked about:

✔️ Why businesses struggle to stay consistently profitable

✔️ How to avoid "surprises" that can put you in a bad financial spot

✔️ The simple weekly habit Greg recommends to stay on top of your numbers

Whether you're a solopreneur or a big company CEO, this episode is for you. After all, cash flow is king!

Connect with Greg: https://www.linkedin.com/in/greg-powell1/

Greg's Fractional CFO website: https://fifthridgeventures.com/

If you resonate with this, let's connect on social media!

Website: Valuetising.com

Complimentary Growth Strategy Session: www.valuetising.com/grow

YouTube: https://www.youtube.com/@santiagophoenix

Instagram: https://www.instagram.com/santiagodigitale

LinkedIn: https://www.linkedin.com/in/santiagophoenix/

Jeremy Kanne is a Fractional Chief Marketing Officer specializing in +$1M B2B businesses. He's the CEO of Smart Yeti, an engineer turned marketer, and a generous expert.

In this episode with Cynthia Sandoval, we talk about what it takes to create profitable ad campaigns in 2023.  And it's waaay more than pushing some buttons.  

If you're looking to add transformative value to your clients as a media buyer, or you want to set up your own ad campaigns for success, tune in to this podcast!  

Cynthia is a renowned media buyer, paid media consultant, and growth strategist, generating over 20 million in revenue for the fastest-growing DTC brands. She also coaches digital marketers to thrive in a freelance consulting career that fulfills their ideal lifestyle while generating profitable results.

Check her out at:

-https://www.youtube.com/@CynthiaSandoval

-https://www.linkedin.com/in/cynthiansandoval/

-Website: cynthiaismarketing.com

Valuetising is a movement. We want to scale multi-million dollar brands, impact the world AND live our best lives.

If you resonate with this, let's connect on social media! 

-Free Business Audit (only 3 per month): https://phoenixgrowth.org/iio

-YouTube: https://www.youtube.com/@santiagophoenix/?sub_confirmation=1

-Instagram: https://www.instagram.com/santiagodigitale

-LinkedIn: https://www.linkedin.com/in/santiagophoenix/

In this podcast I go over 5 steps to simplify your business and be able to scale again.