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Category Archives for Interviews

Beth McCord on enneagram and business (S4E86)


Your Enneagram Coach, Beth McCord, talks with Autumn about growing your business with online courses, certification programs, and more.

In this episode, you’ll learn:

  • How understanding enneagram types can change the way you work with your team
  • The importance of patience when you’re growing your business
  • Why investing in legal right out of the gate may not be the best move
  • How one-on-one coaching, online courses, certification programs, and books can all live within one business

BONUS: Head over to www.awbfirm.com/course for instant access to our brand new, free masterclass, 3 Legal Protections Your Course Business is Probably Missing, and our legal checklist for course creators (plus you’ll be the first to know when new episodes are live).

Resources:

Your Enneagram Coach – https://www.yourenneagramcoach.com/

Instagram: @yourinneagramcoach

Free Enneagram assessment: https://assessment.yourenneagramcoach.com/

This podcast is information, not legal advice specific to your situation.

Tara Gentile McMullin on the licensing certification program path (S3E79)



Tara (Gentile) McMullin, author and the founder of the What Works Network, formerly CoCommercial, joins us this week to share how she pivoted her business model to help turn small business owners into tomorrow’s economic powerhouses.

Listen and learn:

  • The less common motivation behind registering your trademark
  • Why consulting your ideal customer can help you fine-tune your perfect product
  • How a licensing program can broaden your reach
  • How understanding the difference between an independent contractor and an employee can help make the hiring leap less scary

KEY TAKEAWAY: When you “don’t know what you don’t know”, legal can seem intimidating. But sometimes doing your due diligence and tackling something scary like legal can open doors to help you grow your business more effectively.

Sign up below to get a free 5 Minute Intellectual Property Audit to learn how you can make more money from the copyrights and trademarks in your business (plus be the first to know when new episodes are live).

This podcast is information, not legal advice specific to your situation.

 

Kathleen Shannon & Emily Thompson on Being Boss in business (S3E78)



Being Boss®  founders, Kathleen Shannon and Emily Thompson, share valuable insights about partnering with others in business and the ins and outs of publishing a book.

Listen and learn:

  • How essential a written Partnership or LLC Operating Agreement is when partnering with others
  • Why self-publishing may not be the best route for your book
  • How having a trusted tribe of bosses can be so valuable in navigating business decisions

KEY TAKEAWAY: Legal may not always be necessary early on in business, but it is essential to avoid misunderstandings when you’re partnering with others and start making real money. Working with a lawyer who knows your business can help you and your partner(s) reach your long term vision through short term goals.

Visit www.awbfirm.com/podcast78 for show notes and get a free 5 Minute Intellectual Property Audit to learn how you can make more money from the copyrights and trademarks in your business (plus be the first to know when new episodes are live).

This podcast is information, not legal advice specific to your situation.

 

Boss Mom Dana Malstaff on brand protection as a business strategy (S3E77)


Original Boss Mom®, Dana Malstaff, shares how protecting her brand was not only an early, key business strategy but also now provides her with peace of mind to reach her big goals.

Listen and learn:

  • How a registered trademark protects the meaning behind your business, not just its name
  • How DIY’ing legal isn’t always a good idea
  • The pros and cons of DIY’ing legal for your business, and when it’s time to level up and hire a lawyer
  • Why having the right professionals on your team can make all the difference

KEY TAKEAWAY: Working with a lawyer doesn’t have to be an intimidating one-way street. Having the right legal support on your team can keep you from needlessly spending on non-strategized legal work.

Sign up below to get a free 5 Minute Intellectual Property Audit to learn how you can make more money from the copyrights and trademarks in your business (plus be the first to know when new episodes are live).

This podcast is information, not legal advice specific to your situation.

Kendrick Shope on why you’re working too hard to not have the right legal protections in place (S3E76)

Kendrick Shope, best known for Sales School and Authentic Selling, got really honest with me in this week’s case study interview.  She talks about when she knew it was time to hire a lawyer to create a custom contract for her online sales coaching business, and how her lawyer was able to talk her off a cliff during a difficult customer situation.  

Case Study Highlights:

  • How the universe responds when you take your business seriously and set things up the right way
  • How she knew it was time to work with a lawyer on a contract, but really appreciated Having a lawyer on her side later during a difficult customer situation
  • Why you don’t want to be on the wrong side of not having the right protection for your business — you’re working too hard, spending too much time away from your family to lose it
  • Why it’s been important to work with professionals who understand online business
  • The education process of figuring out the legal protections you need for your business
  • Why she does not DIY legal for her fast-growing business

KEY TAKEAWAY: Having a trusted legal advisor on your team will help you figure out what to do and get through situations that aren’t so fun.  

Kendrick Shope is the creator of Authentic Selling® and expert who empowers women to make millions without sacrificing their integrity. Kendrick also hosts her own radio and podcast show host, is in development with 2 Market Media on her own reality show and is finalizing a deal on her first book, “Sell Like A Woman.” Today, Kendrick runs an online Sales School where she teaches women how to create massive success using Authentic Selling®.

Sign up below to get a free 5 Minute Intellectual Property Audit to learn how you can make more money from the copyrights and trademarks in your business (plus be the first to know when new episodes are live).

This podcast is information, not legal advice specific to your situation.

Selling your business – Whats your business worth – Business valuation with Shannon Farr (S3E60)


If you’re a business owner, it’s easy to get caught up in the month-to-month or year-end numbers. But when it comes to putting a price tag on it, how are you supposed to figure out what your business is worth?

I’m joined by Shannon Farr, CPA of Scenic City Consulting, who’s an expert in all things business valuation.

Shannon and I talked about the three standard business valuation approaches and more:

  • How to figure out your business’s value if it owns a lot of intangible assets (like copyrights, trademarks, and trade secrets)
  • Why you might need to do your own due diligence inside your business before the valuation process
  • Why the Income approach is the most popular way to calculate a business’s value
  • What you need to do now if you may be looking to sell or take an investor in your business in the future
  • Why it’s difficult to compare your small business to other similar businesses in the market
  • Important things to discuss with your CPA if you’re preparing to sell your business
  • How getting an independent valuation is kind of like an appraisal for your business
  • Why you shouldn’t be afraid of business valuation as a small business owner

Key takeaway: Business valuation might seem like an avoidable expense, especially if you’re a small business. But placing the right value on everything you’ve worked to build can help you make sure your exit from the business is a positive one, so you don’t leave money on the table.

Visit www.awbfirm.com/podcast60 for a transcript and show notes, and sign up to get a free 5 Minute Intellectual Property Audit.  You’ll learn how you can make more money from the copyrights and trademarks in your business (you can also sign up there to be the first to know when new episodes are live and receive other legal updates and special offers from the AWB Firm).

Additional resources:

Shannon’s company Scenic City Consulting: www.sceniccityconsulting.com

Heather Pranitis, Number Nerd Bookkeeping Solutions: www.numbernerdbookkeepingsolutions.com

This podcast is information, not legal advice specific to your situation.

Copyright tips and tricks for your business – training with Rachel Brenke (S3E52)


Learn all things copyright for your business in this joint podcast episode + training with lawyer Rachel Brenke.  

Copyright law is designed to protect creative works, but in order to take advantage of those protections, you have to take certain steps first. In this episode I cover:

  • The many benefits of registering your copyrights, especially in licensing
  • The importance of spelling out who retains ownership of creative works in contracts with independent contractors
  • Why it’s even more important to have a contract in place when working with friends and family
  • Who has ownership of a podcast episode with a guest appearance
  • When you can appropriately use the © or ® symbols
  • What constitutes infringement

Key takeaway: Copyright law can be complicated, with a lot of potentially expensive implications for your business. Working with a trusted attorney upfront can save you time, effort and money when it comes to enforcing your copyrights.

Additional Resources: 

www.rachelbrenke.com

Sign up below to get a free 5 Minute Intellectual Property Audit. You’ll learn how you can make more money from the copyrights and trademarks in your business (you can also sign up there to be the first to know when new episodes are live and receive other legal updates and special offers from the AWB Firm).

This podcast is information, not legal advice specific to your situation.

Prof Advisors – Operations project management and business strategy for 7-figure businesses with Emily Allen (S3E44)


Virtual Chief Operating Officer (COO). business strategist, and project manager Emily Allen and I discussed how a virtual COO can help your business.  Learn how you can stop getting distracted by all those shiny objects and actually meet your goals!

We chatted about why PLANNING is so critical to growing your business to seven- or eight-figures, and why it’s so hard for most entrepreneurs to find the time to do it.  Emily explained how a good project manager can help you prioritize which projects are going to help you achieve your big goals, and break them down into pieces so you can actually tackle them, or delegate to team members.

And, we talked about tracking project progress and outcomes to be sure you’re actually achieving what you set out to do.

Emily shared some of the benefits clients gain from working with a virtual COO or project manager, especially making sure you have the right team members in place and are filling their plates with the right tasks.

We talked about when it makes sense to bring in a project manager or virtual COO — this is not something a new business owner needs, but is critical when moving from six to seven figures.

I gave some insight to the changes I’ve seen in my own business after just a few weeks of working with Emily, and a few of my own a-ha moments.  And Emily talked about some mistakes business owners make trying to scale rapidly on their own without bringing in an experienced business strategist.

Emily Allen is a Virtual COO (Chief Operating Officer) for small to medium-sized woman-owned companies that don’t yet require the services of a full-time COO, but have the need for more strategy, more time to work on what they do best, and more structure with systems and processes without giving up more of their time.

Her main focus is on execution. Through working together, she is able to help define/refine the business strategy and provide accountability for execution to the appropriate members of the team.

She ensures that the company’s everyday activities run smoothly and that there is a company-wide strategic plan in place to support the vision of the company. Emily brings her experience in business planning and project management from her previous corporate life.

Emily is a wife, mom of 3 kiddos, certified project management professional living in northeastern Wisconsin and loves all things planning and organizing.

Sign up below to get a free 5 Minute Intellectual Property Audit. You’ll learn how you can make more money from the copyrights and trademarks in your business (you can also sign up there to be the first to know when new episodes are live and receive other legal updates and special offers from the AWB Firm).

This podcast is information, not legal advice specific to your situation.

Bookkeeping and financial help for 7-figure businesses with Heather Pranitis (S3E43)


Bookkeeper and financial advisor Heather Pranitis from Number Nerd Bookkeeping Solutions and I talked about why you need to know the numbers in your business if you want to scale to seven-figures.  

We talked about what numbers you should be keeping your eye on (overhead! profitability!) as you grow.  Heather also explained what a bookkeeper can help with, and why it’s worth talking with one early in your business when you’re still keeping your own books, to make sure you are set up and recording things correctly.  

We also chatted about when is the right time to hire a bookkeeper, and how to find someone who understands YOUR business’s revenue streams and systems.  Heather stressed how your professional advisors (attorney, CPA, bookkeeper) should work together and be able to talk to each other to support your growing business.  

Heather outlined the benefits of working with a bookkeeper, including understanding what your numbers really mean, getting time back by outsourcing bookkeeping, and gaining an outsider’s perspective and analysis of your business’s finances.

Then we went down the rabbit hole of how it might cost you more, in the long run, to keep your own books once your revenues reach a certain point, especially if you are using Paypal or Stripe or running payroll.

You can find more from Heather and Number Nerd at http://numbernerdbookkeepingsolutions.com/ and Heather likes to hang out on Instagram as @numbernerdbookkeeping

Find Heather’s business workflow templates (they’re awesome) here:

http://numbernerdbookkeepingsolutions.com/business-workflow-templates/

Number Nerd Bookkeeping Solutions is a full-service virtual bookkeeping firm that helps individuals and businesses of all sizes get their numbers in order. Number Nerd offers monthly bookkeeping and payroll packages, QuickBooks file reviews, QuickBooks training, accounting software setup, accounting cleanup, and business process consulting services to their clients around the world. Owned and operated by experienced bookkeeper and accounting workflow consultant, Heather Pranitis, Number Nerd excels at delivering customized solutions to bookkeeping challenges, easy-to-read financial reports, and simple answers to tough finance-related questions. The Number Nerd team partners with their clients to improve bookkeeping processes and establish good accounting habits.

Sign up below to get a free 5 Minute Intellectual Property Audit.  You’ll learn how you can make more money from the copyrights and trademarks in your business (you can also sign up there to be the first to know when new episodes are live and receive other legal updates and special offers from the AWB Firm).

This podcast is information, not legal advice specific to your situation.  

Tax Strategy for 7-figure Businesses with Melissa Whaley (S3E42)


Tax advisor and financial strategist Melissa Whaley and I talk about why having a tax pro on your team is essential as you grow your business towards seven- or eight-figures! Learn the benefits of working with a financial advisor, how a pro can save money both short-term and long-term, and some pitfalls of DIY’ing this area of your business.

Melissa also explained the tax advantages to filing taxes as an S corporation, and when a business owner should at least have a consultation with a financial advisor who can help with tax planning.

We even talked about how you can lose the liability protection an LLC or corporation provides for your personal assets if you are commingling personal and business funds (piercing the corporate veil).

You can find more from Melissa at https://melissawhaley.com/

Sign up below to get a free 5 Minute Intellectual Property Audit.  You’ll learn how you can make more money from the copyrights and trademarks in your business (you can also sign up there to be the first to know when new episodes are live and receive other legal updates and special offers from the AWB Firm).


This podcast is information, not legal advice specific to your situation.

All about hiring employees and contractors with AWB Firm’s own Michelle Coakley (S2E37)


We’re talking all about hiring team members this week with our own Michelle Coakley! Join us as we discuss important employment law tips you need to know if you’re looking to add employees or contractors to your team.

Listen and learn:

  • Why ‘control’ is the keyword to think about when determining whether to go, independent contractor or employee,
  • The challenges of working with employees or independent contractors in different states or countries
  • If and when contracts are necessary when you’re hiring an employee
  • How helpful detailed job descriptions can be
  • Which questions you should avoid asking on any job application you create
  • Things to keep in mind when it comes to terminating an employee

KEY TAKEAWAY: Labor and employment issues can seem completely overwhelming to creative entrepreneurs who are looking to grow their team, and this type of issue can be extremely complicated. Working with an attorney is a cost-effective way to avoid expensive issues down the road.

Sign up below to get a free 5 Minute Intellectual Property Audit to learn how you can make more money from the copyrights and trademarks in your business (plus be the first to know when new episodes are live).

This podcast is information, not legal advice specific to your situation.

Community lessons from Phit-n-Phat’s Corinne Crabtree (S2E34)


In this week’s episode, Corinne Crabtree of Phit-N-Phat shares valuable insights from year 10 in business. Join us to hear about her experience in transitioning from a hobby to a thriving and quickly-growing business.

Listen and learn:

  • Why building community is so important and can help extend your business’s reach
  • How to deal with the criticism that comes with growing in your business
  • How contracts can protect your friendship when you’re working with friends
  • How important streamlining your client experience can be
  • A valuable mindset shift to help you transition into the person you want to be

KEY TAKEAWAY: Sometimes our business callings find us. When navigating the unique issues of unexpectedly starting and growing a business – from website privacy policies to employee/contractor contracts – it’s essential to have a trusted lawyer who knows your business inside and out.

Sign up below to get a free 5 Minute Intellectual Property Audit to learn how you can make more money from the copyrights and trademarks in your business (plus be the first to know when new episodes are live).

This podcast is information, not legal advice specific to your situation.

Tara Gentile on the licensing path (S2E30)


Tara Gentile, author and the founder of CoCommercial, joins us this week to share how she pivoted her business model to help turn small business owners into tomorrow’s economic powerhouses.

Listen and learn:

  • The less common motivation behind registering your trademark
  • Why consulting your ideal customer can help you fine-tune your perfect product
  • How a licensing program can broaden your reach
  • How understanding the difference between an independent contractor and an employee can help make the hiring leap less scary

KEY TAKEAWAY: When you “don’t know what you don’t know”, legal can seem intimidating. But sometimes doing your due diligence and tackling something scary like legal can open doors to help you grow your business more effectively.

Sign up below to get a free 5 Minute Intellectual Property Audit to learn how you can make more money from the copyrights and trademarks in your business (plus be the first to know when new episodes are live).

This podcast is information, not legal advice specific to your situation.

Mary Beth Storjohann talks self-publishing (S2E28)


Mary Beth Storjohann, founder of Workable Wealth, shares her experience of doing business in a highly regulated industry and the challenges of self-publishing a book.

Listen and learn:

  • The one thing you should consider hiring out from the start when doing business in a highly regulated industry
  • Which responsibility will fall to you whether you go traditional or self-publish your book
  • How taking a workflow audit can help make sure your client contracts cover everything
  • Why leaning on a group of competitors for advice isn’t always a bad thing

KEY TAKEAWAY: DIY can get you pretty far in business and in publishing. But knowing when to bring in legal help can make the difference between reaching your goal or falling short.

Sign up below to get a free 5 Minute Intellectual Property Audit to learn how you can make more money from the copyrights and trademarks in your business (plus be the first to know when new episodes are live).

This podcast is information, not legal advice specific to your situation.

Kathleen Shannon & Emily Thompson on Being Boss® in business (S2E26)


Being Boss®  founders, Kathleen Shannon and Emily Thompson, share valuable insights about partnering with others in business and the ins and outs of publishing a book.

Listen and learn:

  • Why you should have Terms and Conditions on your website
  • How getting a registered trademark can be motivation to level-up in your business
  • How essential an Operating Agreement is when partnering with others
  • Why self-publishing may not be the best route for your book
  • How having a trusted tribe of bosses can be so valuable in navigating business decisions

KEY TAKEAWAY: Legal may not always be necessary early on in business, but it can be essential when you’re partnering with others. Working with a lawyer who knows your business can help you and your partner(s) reach your long term vision through short term goals.

Sign up below to get a free 5 Minute Intellectual Property Audit to learn how you can make more money from the copyrights and trademarks in your business (plus be the first to know when new episodes are live).

This podcast is information, not legal advice specific to your situation.

Boss Mom Dana Malstaff on brand protection as business strategy (S2E24)


Original Boss Mom®, Dana Malstaff, shares how protecting her brand was not only an early, key business strategy but also now provides her with peace of mind to reach her big goals.

Listen and learn:

  • How a registered trademark protects the meaning behind your business, not just its name
  • How DIY’ing legal isn’t always a good idea
  • The pros and cons of DIY’ing legal for your business, and when it’s time to level up and hire a lawyer
  • Why having the right professionals on your team can make all the difference

KEY TAKEAWAY: Working with a lawyer doesn’t have to be an intimidating one-way street. Having the right legal support on your team can keep you from needlessly spending on non-strategized legal work.

Sign up below to get a free 5 Minute Intellectual Property Audit to learn how you can make more money from the copyrights and trademarks in your business (plus be the first to know when new episodes are live).

This podcast is information, not legal advice specific to your situation.

Abundant Mama Shawn Fink talks fear and creativity (LRM S2E22)


Shawn Fink, accidental entrepreneur and founder of Abundant Mama, talks through the desire to create and the fear of trying something new in this week’s episode.

Listen and learn:

  • The importance of finding your own story
  • Why knowing your ideal customer is so crucial
  • How “owning your name” through a trademark can totally change your business
  • Why working with a lawyer who understands your business can actually prevent you from unnecessary legal spending

KEY TAKEAWAY: Taking the leap to work with a lawyer doesn’t automatically mean that you’ll find you’ve been doing things wrong all along – it can actually affirm that you’re on exactly the right path already.

Sign up below to get a free 5 Minute Intellectual Property Audit to learn how you can make more money from the copyrights and trademarks in your business (plus be the first to know when new episodes are live).

This podcast is information, not legal advice specific to your situation.

Stacy Tuschl on building empires with legal help (LRM S2E20)


Stacy Tuschl of She’s Building Her Empire talks about the benefits of working with a lawyer vs. an online platform when it comes to copyrights and trademarks.

Listen and learn:

  • Why putting things out there before they’re (or you’re) ready can be the best way to go
  • Why not working with a lawyer on your trademark can leave your brand open to copycats
  • The importance of knowing the difference between an independent contractor and an employee, as they relate to your business
  • How the right pricing attracts the kind of clients you want to work with
  • How valuable it is to have a lawyer on your team who knows your business

KEY TAKEAWAY: If you’re ready to reach your big goals or build your empire, the best place to start is on a firm legal foundation.

Sign up below to get a free 5 Minute Intellectual Property Audit to learn how you can make more money from the copyrights and trademarks in your business (plus be the first to know when new episodes are live).

This podcast is information, not legal advice specific to your situation.

Katie Hunt on protecting work product when working with independent contractors (LRM S2E18)


In this week’s episode Katie Hunt of Tradeshow Bootcamp shares how she transitioned from side hustle to flourishing business, and how she knew it was time to level-up and start building a team.

Listen and learn:

  • How keeping your day job can actually help you grow your business
  • Why hiring a team can save you money in the long run
  • Why registering a trademark may not be the best first step for your business
  • Why copycats don’t mean the end of your program or business
  • Why contracts are essential when working with independent contractors

KEY TAKEAWAY:  Working with a trusted legal advisor from the start of your business can save you a lot of headaches down the road.

Sign up below to get a free 5 Minute Intellectual Property Audit to learn how you can make more money from the copyrights and trademarks in your business (plus be the first to know when new episodes are live).

This podcast is information, not legal advice specific to your situation.

Kendrick Shope on why you’re working too hard to not have the right legal protections for your online business (LRM S2E16)


Kendrick Shope, best known for Sales School and Authentic Selling, got really honest with me in this week’s case study interview.  She talks about when she knew it was time to hire a lawyer to create a custom contract for her online sales coaching business, and how her lawyer was able to talk her off a cliff during a difficult customer situation.  

Case Study Highlights:

  • how the universe responds when you take your business seriously and set things up the right way
  • how she knew it was time to work with a lawyer on a contract, but really appreciated having a lawyer on her side later during a difficult customer situation
  • why you don’t want to be on the wrong side of not having the right protection for your business — you’re working too hard, spending too much time away from your family to lose it
  • why it’s been important to work with professionals who understand online business
  • the education process of figuring out the legal protections you need for your business
  • why she does not DIY legal for her fast-growing business

KEY TAKEAWAY: Having a trusted legal advisor on your team will help you figure out what to do and get through situations that aren’t so fun.  

Kendrick Shope is the creator of Authentic Selling® and expert who empowers women to make millions without sacrificing their integrity. Kendrick also hosts her own radio and podcast show host, is in development with 2 Market Media on her own reality show and is finalizing a deal on her first book, “Sell Like A Woman.” Today, Kendrick runs an online Sales School where she teaches women how to create massive success using Authentic Selling®.

Sign up below to get a free 5 Minute Intellectual Property Audit to learn how you can make more money from the copyrights and trademarks in your business (plus be the first to know when new episodes are live).

This podcast is information, not legal advice specific to your situation.