Category Archives for Season Two

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.

 

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.

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.

The importance of work-life balance and reading contracts (S2E36)


Jenny Shih of the Success Your Way podcast joins us in this episode to talk about the importance of knowing when it’s time to pivot your business and how crucial work-life balance is to online entrepreneurs.

Listen and learn:

  • When is the perfect time to hire help
  • How to tell if it’s time to shift your business model
  • The pros and cons of a one-on-one vs. group model
  • Why finding balance in life is good for business
  • The importance of understanding any contract you sign

KEY TAKEAWAY: Many people set out to work for themselves so they have more control over their schedule, but much of the time the opposite becomes true. Setting boundaries and being clear on what work-life balance looks like to you will help your business succeed.

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.

Making partnerships and collaborations successful (S2E35)


We’ve all probably heard a partnership or collaboration horror story or two. Join me in this week’s episode to learn ways to protect your partnership or collaboration from the start.

Listen and learn:

  • The four essentials to address before you partner up
  • What type of agreement can help you gain ownership of work created by your independent contractor
  • How even email can save your partnership or collaboration

KEY TAKEAWAY: Get it in writing! No matter how advanced you are or aren’t in your business, spelling out the essentials in clear, plain language from the beginning can save you a lot of headache(and legal fees) down the road.

Visit www.awbfirm.com/podcast to sign up for 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).

Digging deeper into licensing agreements (S2E33)


Giving someone permission to use your process, teaching method, or body of work can feel overwhelming. This week’s episode covers many of the important things to consider when you’re developing a licensing agreement.

Listen and learn:

  • A good litmus test for creating your licensing program rules and regulations
  • The the three elements that every licensing agreement needs
  • How advances and royalties work under a licensing agreement
  • The pros and cons of having a territory clause
  • The most important word to keep an eye out for in a licensing agreement

KEY TAKEAWAY: From payment arrangements to use of social media and termination clauses, there are a lot of things to make sure you get right in your licensing agreement. Working with a trusted legal advisor can make sure that your work or program is experienced the way you designed it to be, whether you’re the one sharing it or not.

Sign up below for a 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.

The ins and outs of a certification program (S2E32)


Join us this week when we talk with Anna Guest Jelley about her experience developing and growing a training and certification business.

Listen and learn:

  • Why working with an attorney from day 1 may not always be the best route for a certification business
  • How thinking ‘big picture’ from the start can help with scaling down the road
  • How a certification program can allow you to focus on the things you love doing most in your business
  • How scaling back (even if it’s every once in a while) can actually help you grow your business

KEY TAKEAWAY: Certification programs can increase your reach in ways you never imagined. Working with a trusted attorney along the way ensures that your business growth is smart and strategic.

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.

The steps to take before you start a licensing program (S2E31)


Have you created phenomenal content or an amazing method, and now you want to give permission to someone else to use it? If you’re considering creating a licensing or certification program this week’s episode will walk you through the top things to think about before you start.

Listen and learn:

  • How a licensing program can help you avoid burnout
  • Why you’ll want to consider trademark registration before creating your licensing program
  • How registering your copyrights is really the only way to fully protect the elements of your licensing program
  • Why you need to understand your rights and ownership over every part of your program before you license

KEY TAKEAWAY: Licensing or certification programs can be beneficial for everyone involved. But in order to make sure that you and your licensees are protected, it’s important to work with a trusted legal advisor on making sure your trademark and copyrights protections are in place.

Visit www.awbfirm.com/podcast to sign up 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.

Your rights when writing a book (S2E29)


If you’ve written a book or are in the process of writing a book, join me for this week’s episode where I discuss protecting the intellectual property in your book. You pour your heart and soul into the body of work you create. Protecting the intellectual property in your book is essential to making sure all of your hard work continues to work for you and not for others.

Listen and learn:

  • Why early copyright registration is essential to protecting yourself and your book
  • What elements of your book are covered by copyright
  • The potential cost of a copyright infringement lawsuit
  • What you should know about co-author agreements
  • How contracts can save you when working with independent contractors
  • Why you might not be able to trademark your book title

KEY TAKEAWAY: There are a lot of moving parts involved in writing a book, and it can be overwhelming to make sure your legal house is in order. A trusted legal advisor can help make sure you and your book are protected before you publish.

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.

The ins and outs of publishing a book (S2E27)


Publishing a book is a tricky process to navigate. Traditional publishing and self-publishing both bring their own set of unique challenges. This week’s episode lays the foundation for understanding the process of publishing a book as well as some of the legal issues you’ll need to keep in mind.

Listen and learn:

  • What the role of an agent is (and where their expertise ends)
  • How a trusted lawyer can bring value whether an agent is involved or not
  • The important questions to ask about royalties and advances
  • Why a multiple book deal isn’t always best
  • The benefits that both traditional publishing and self-publishing can offer

KEY TAKEAWAY: A book deal can be the gateway to growing your business and reaching your big goals (or it may be the goal itself!). Having a trusted legal advisor’s help along the way can ensure your book gets you where you want to go instead.

Visit www.awbfirm.com/podcast for a transcript and show notes, and sign up 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.

What happens after the trademark registration (S2E25)


Filing a trademark registration application is no easy task. In this week’s episode, I’ll talk about what happens after you get your trademark registration, and how taking your trademark seriously can make others take you and your business more seriously.

Listen and learn:

  • Why it’s a good idea to use the ™ and ® symbols
  • Why you should monitor the USPTO for similar filings
  • How a simple Google Alert can save you a lot of trademark headache
  • Why you need to consult with a trusted attorney if you’re going to send a cease and desist letter

KEY TAKEAWAY: Getting your trademark registration signals a huge leveling-up in your business. Having a trusted attorney on your team who already knows your business can help you feel prepared to defend your trademark.

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.

The downsides to registering a TM (and why I think you should do it anyway) LRM (S2E23)


Registering a trademark seems like a business no-brainer, but there are some potentially negative consequences that are important to consider before you take the plunge. Join me in this week’s episode where I discuss the downsides to registering a trademark, and why I think you should do it anyway.

Listen and learn:

  • Why raising your business’s profile through trademark registration isn’t always a good thing
  • How a registered trademark helps prevent consumer confusion
  • Why some trademarks can never be registered
  • Why time really is of the essence in our U.S. trademark registration process
  • How important it really is to work with a trusted legal advisor when registering your business’s trademark

KEY TAKEAWAY: Trademark registration is a complicated process that’s not for the faint of heart. But if it’s a brand that’s important to your business, it’s worth registering your trademark.

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.

The pitfalls of filing a trademark yourself and how a lawyer can help (LRM S2E21)


You can file a trademark yourself, but should you? Online platforms like LegalZoom may lead you to believe filing a trademark application is as easy as filling out a form, but in reality it’s a complicated process can require a lot of guidance.

Listen and learn:

  • The important first step you can take to prevent having your application denied
  • Why working with a trusted lawyer can help you avoid finding out the hard way that your business name is not registerable
  • How a lawyer can help you strategize your trademark application to save money long term
  • Why a USPTO Office Action isn’t always a bad thing

KEY TAKEAWAY: Trademark applications are tricky a process to navigate. In some cases, if your application isn’t done right the first time you might not get another chance to refile it. Working with a lawyer to file your trademark application not only ensures that your brand is fully protected, but it can also save you time and money in the long run.

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.