Legally Enlightened With Lisa Fraley

If you’re a health coach or a non-licensed practitioner, you might be wondering if HIPAA applies to you. Are you required to follow HIPAA policies about the confidentiality of client information and records? What if clients share lab test results with you? Do you need to use HIPAA-compliant websites and online platforms? Are you legally required to keep client information safe? In this episode, you’ll learn whether HIPAA applies to you as a health coach and 4 ways to protect client information. In this episode, Lisa shares: What HIPAA is and who must follow HIPAA What happens when a client shares medical information with a health coach What exception to the HIPAA law might apply to you Who’s considered a “business associate” according to HIPAA 4 Ways to keep client information confidential as a health coach, including when you can’t disclose names or details about your clients Why you want to make sure your website has a Privacy Policy   Resources:Easy Legal Steps - download the first book chapter free! Epi

Ayurveda is a 5,000 year old scientific approach to health and wellness. It’s a unique approach that takes a hard look at the root cause of our problems instead of prescribing a pill to chase away pain or discomfort.  I’ve invited Dr. Trupti Gokani, a board-certified neurologist who blends Western medicine and Eastern philosophy, to share practical Ayurvedic tips on how to harmonize with your true nature so you can keep your body and brain healthy and energized to do the work you need to do. About Dr. Trupti Gokani: An award-winning, board-certified neurologist, Trupti Gokani, MD has dedicated her life to developing a unique blend of modern medicine and ancient philosophy. By melding these approaches, she’s become a highly sought-after speaker and health coach sharing holistic wellness strategies with larger-than-life media personalities like Dr. Oz, global pharmaceutical giants like Teva, and individuals with a wide range of symptoms, from debilitating migraines to chronic fatigue. She’s best known by those

As the leader of your business, you get to create your own business policies. You decide how you want to handle payments, scheduling, cancellations and more. It’s ideal to have clear policies with strong and loving boundaries that are in alignment with your core values and beliefs. But how do you know if your policies match your values? How do you even know your core values in the first place? In this episode, we explore how to identify your core values and how to check if your business policies and legal documents are aligned with them.  In this episode Lisa shares: Why your business policies should be outlined in your LEGAL contracts and documents Why your business policies and legal documents should reflect your core values What core values are and why Lisa aligns them with the solar plexus chakra  How to identify your Top 10 Core Values Lisa shares her Top 10 Values as an example How to make sure your core values are reflected in your business policies   Resources: Easy Legal Steps - download the first

Becoming an author is a huge undertaking – and huge risk. One of the scariest fears for many authors is that you’ll get sued for saying something wrong, like getting in trouble for giving “medical advice” or mentioning your former bad ex-boyfriend in your book. One of the questions authors ask is: “What type of disclaimer language should I use when writing my book?” In today’s episode, you’ll learn 2 different types of legal disclaimers book authors can use when sharing your professional expertise and when writing about other people in your book. Listen to this episode: In this episode, Lisa shares:   What a “Book Disclaimer” is and how it reduces your risk when writing your book What’s included in a “Media Release” and how it protects you as an author Why it’s important to have real people named in your book sign a Media Release 2 most common ways people come after you for writing about them: (1) for violations of their privacy and (2) for defamation of their character How to avoid lawsuits for violations o

Biz owners often ask: “Can I just buy one legal template and use it for everything in my business? That would be so much easier than getting different legal documents.” It sure would be easier, but each legal document you use in your business has a specific purpose. There’s no one magical legal document that works for every situation. So how do you know which documents you need – and which you don’t? Today’s podcast episode helps you understand why legal documents are not one-size-fits-all and 3 free ways to learn what to do for your business on the legal front. In this episode, Lisa shares: What “bio-individuality” means and how it applies to your business  Why there’s no such thing as a “one-size-fits-all legal document”  3 real-life examples of when to use different legal documents than your biz bestie Why your paperwork isn’t the same as everyone else’s when filing your LLC How using your own legal documents helps protect your income How trademarking your brand gives you advantages over others who don’t

Moving energy through your body to clear trauma is critical for being able to move forward in your business. Sometimes we’re very aware of the past trauma we’ve experienced, but other times we don’t realize that small traumas can have a lasting effect. I invited Freda Salamy, MA, MFT, on the podcast to share her knowledge as a therapist, coach, and business owner to help others heal themselves using simple techniques. In this episode, Freda shares 3 tips on how to bypass the brain to reverse a "shame attack" and other trauma in the body so you can get out of your own way and show up confidently in your business to have the business you truly want. More about Freda: Freda Salamy, MA, MFT is a licensed body-centered trauma therapist and Holistic Health Life Coach. She specializes in guiding clients through both revealing and healing emotional trauma held in the mind, body and soul so they can finally have the life they want. Freda is the creator of Invoke and Release®, a powerful healing modality that allows f

When you’re passionate about a product like essential oils, or a program that you’ve created to help people cope with an autoimmune disease, you want to scream as loudly as you can that your product or program can cure or heal whatever they’re suffering from. Only this can get you into hot water because you don’t want to cross the line into making medical claims or disease claims. How do you know what’s considered a “medical claim”? Or a “disease claim”? And how can you be sure you aren’t making them? This podcast episode helps you know how to stay in the “safe zone” and not be accused of making medical claims or disease claims. In this episode Lisa shares: What’s considered a “medical claim” - and why you don’t want to make one What’s considered a “disease claim” - and why you don’t want to make one 5 things NOT to do or say that will keep you safer! 3 things you CAN do or say because these things aren’t considered to be making “medical” or “disease” claims Why Lisa aligns feeling safe in knowing what to sa

There are so many benefits to having affiliate relationships. You can promote someone’s product or service and get paid for making a referral. It’s a win-win situation. But what do you need to do from a legal standpoint when you’re an affiliate for a biz buddy or for products sold through Amazon, doTerra or Arbonne? Do you have to tell people you’re an affiliate? What should you say? What disclosures and disclaimers do you need? Are you liable for others’ programs or products simply because you recommended them? Today’s podcast episode provides you with answers about affiliates. In this episode, Lisa shares: 2 of the most common ways you can have affiliate relationships When you’re required to tell people you’re an affiliate 2 places where you need to disclose your affiliate relationships What it means to have a “clear and conspicuous” disclosure The risk involved by making yourself an affiliate   What legal terms you need to use if you want to have affiliates Why Lisa aligns Affiliate Terms & Conditions

Getting legal documents in place isn’t most people’s idea of fun. It’s not something you want to spend your time or money on, so sometimes it can be tempting to create your own legal documents, or cut and paste from some random legal document you found on the internet or got from your coach or a friend. But here’s the thing…you don’t want to do that. In this episode, we talk about what can happen when you create your own legal documents - and how it can hurt you when you do it. In this episode, Lisa shares: Different ways you put yourself at risk by creating your own legal documents, including using language that doesn’t actually protect you How you might violate others’ copyright or ownership rights without even knowing it Why creating your own legal documents might be unethical and create energy leaks Why having a strong, well-crafted legal document supports your root chakra   Resources:Easy Legal Steps - download the first book chapter free! Mentions:   Britney Spears Episode 9 – Keep Copycats Away From

In this episode, I’ve invited Karen Kenney to share her wisdom as a spiritual mentor, writer, and storyteller about how to get out of your own way and go from feeling victimized in life to feeling empowered. Having overcome great adversity herself after her mother was murdered, she teaches how to shift the narrative of your life story and let go of self-limiting beliefs you can make room for happiness and peace. Karen draws on guidance from her spiritual team and her knowledge as a long-time student of A Course in Miracles to help people find “Fearless Flow” and transition from their story to their glory! More about Karen: Karen Kenney is a writer, speaker, and the founder of Fearless Flow Mentoring. She’s a certified Spiritual Mentor, has been a student & guide of A Course in Miracles for 26+ years and a longtime student of Passage Meditation. She’s also been a certified yoga teacher since 2001 and is a Gateless Writing Teacher. Karen (also known as “KK”) grew up in Lawrence & Boston, MA and is known

Whether or not to give refunds can feel confusing and stressful. Entrepreneurs and coaches will ask: “Shouldn’t I have a 100% money-back guarantee? If a client doesn’t get results, shouldn’t I give a refund? But if I give a refund to one client, does that mean I ALWAYS have to give refunds to everyone?” This episode debunks the top 3 myths about giving refunds so you can get some clarity and feel more grounded when it comes to the financial part of your business.   In this episode Lisa shares: The difference between choosing to offer refunds vs. being required to give a refund Whether you should offer a 100% money-back guarantee How to learn the 4 key areas to include in your refund policy Whether you need to give a refund if a client doesn’t see results Why it’s okay to make exceptions to your own refund policy without having to change your refund practices Why you need a written refund policy if you sell ANYTHING online Why Lisa believes a well-written refund policy supports the root chakra Freebie: I in

If you have a business website, chances are you’ve wondered what to do if someone copies your content or how to limit your liability to avoid a potential lawsuit. Having legal documents clearly posted on your site will help to protect your website content and help you be clear about where your liability ends and your website visitors’ responsibility begins. This episode covers the 3 legal documents to have on your website and how they protect you.   In this episode Lisa shares: What a Website Disclaimer is and why it’s your base layer of protection How the Website Terms & Conditions lets visitors know what they can and can’t do with your content Why it’s important to protect our website with crystal-clear language that sets your boundaries so there’s no ambiguity about how people can use your content How a Privacy Policy protects the confidentiality of your website visitors When and why you are legally required to include a Privacy Policy Why Lisa aligns the Website Disclaimer with the root chakra and th

Sometimes, when you receive inspiration for a new program name - or something even bigger like an entire brand message - it can feel like too much. Sometimes, it can feel so big you fear you might collapse under the weight of it if you haven’t grown into it yet. You would not believe the number of times that a business owner will tell me that it can feel scary to claim their brand. In today’s episode, we dive into how to give yourself permission to claim your brand and how to honor and protect it in the marketplace. In this episode Lisa shares: Why it’s hard to claim something you’re not aligned with yet Why you may not be able to indulge in the divine download you’ve received…even when you really want it Why you should make sure your new brand hasn’t also “landed” on someone else in a way that’s substantially similar to your idea Why you should get support to help you align yourself energetically with the brand Why you should consider Trademarking your new tagline, logo, business name, program name to prote

Soulful business coach Lloyd Burnett joined me to share tips on how to move away from a “Mother Teresa” mindset of underpricing your services or giving them away for free and towards receiving more income and abundance. Lloyd is known for going deep to interrupt patterns of lack and struggle using a methodology called parts work, so you can get out of your own way and experience more abundance in your life. In this episode, Lloyd shares 3 steps how to heal old beliefs and teach all parts of you a new truth that it is your birthright to be wealthy. Bio:Lloyd Burnett is a life coach, spiritual teacher, and writer. He supports healing professionals in getting their gifts out into the world and accessing their inherent right to abundance. Lloyd offers free trainings, paid coaching programs, and live events on how to harness the power of your fear and limiting beliefs so that you can effortlessly manifest financial security, deep love, and success.  Lloyd is a graduate of Dartmouth College, a former top-ranked per

One of the biggest areas that holds entrepreneurs back is that we’ll do or say something in our business that will make someone not like us. For heart-centered biz owners who come from a place of service and love, it can feel difficult to share a new program or product based on our deepest message. We’re afraid that we’ll be judged all over Instagram - or worse, that no one will buy our program. In this episode, we talk about why we can’t take other people’s reactions personally or we’ll stay small - and how to show up fully, even when we’re afraid. In this episode Lisa shares:  Why someone else’s response has nothing to do with you Why you are never responsible for the thoughts, beliefs, or actions of someone else (no matter what anyone tries to tell you) How letting go of feeling responsible for other people’s reactions can be life-changing Why your tribe can’t find you if you don’t speak up Why you can speak with humility and grace… without making anyone else “wrong” Resources:Easy Legal Steps - download

Emotions can run high when a client wants a refund or tries to back out of a program. What can you do if the client is upset and threatens to sue you or to make nasty comments about you on social media? How can you try to diffuse the tension to avoid a lawsuit or harm to your reputation? This episode explains why deescalating emotion is actually a powerful legal strategy to resolve a conflict with a client. You learn suggestions for how to handle a client’s angry demands so you can keep your reputation intact and even diffuse the threat of legal action.   In this episode Lisa shares: Why it’s important to diffuse the client’s heated emotions as a LEGAL strategy - not just a relationship-building strategy The power of compassion and apology when working with a volatile client (especially when you don’t have a signed contract) Why you should make sure the client feels heard and validated before you offer other solutions Why dropping into your heart and putting your pride aside can be worth your temporary disc

If you’ve never used a DIY Legal Template before, it’s totally understandable to have concerns or wonder if you can really fill them out yourself. Whether you’re a coach, entrepreneur, licensed practitioner, or business owner, you want to protect yourself and your business, and do it right. You want to fill out legal forms correctly and not make mistakes. In this bite-sized episode, I break down what you need to know about DIY Legal Templates and how you can start using them today to protect your income, work and brand. In this episode Lisa shares: How Lisa designs her DIY Legal Templates Reassurance if you’ve never used a DIY legal template before The purpose and benefits of using DIY legal templates Why you should avoid copying legal documents from other people Why you should use a template specifically designed for your business What Lisa’s clients say about her DIY Legal Templates Why you should have an attorney review the DIY legal template you decide to use Why Lisa aligns legal documents with the root

I’ve invited business coach Luisa Zhou  powerhouse business coach (with a surprising background!) to share her best tips on how to maximize your income from your next launch. In this episode, you’ll learn 3 tips how to reverse-engineer your next launch, including why you might want to offer a “first steps” course to your tribe, how to know what to charge, and why you should never charge your “worth”. More about Luisa: Luisa Zhou is the creator of the Employee to Entrepreneur system which teaches people how to leave their day job and start their own six-figure plus business working for themselves. She’s helped hundreds of students, including health and business coaches, designers, copywriters, and consultants, and shown them how to launch businesses that generate anywhere from 30K to 100K in a matter of months. She has appeared in numerous online and print publications including Forbes, Inc, Entrepreneur, Success magazine, and more.A graduate of Princeton University, Luisa majored in electrical engineering and

If you’re an entrepreneur, you likely have a website to market your programs or products. This episode answers the question of whether simply purchasing and owning a domain URL gives you any rights to the name of your program or product. I don’t want you to experience the pain of someone copying the name you created, so listen to this episode to find out what rights you have by owning the URL name and when you might need to trademark it.   In this episode Lisa shares: What it means to own a URL vs. a trademarked brand name Why business owners purchase URLs with multiple endings When you should consider trademarking your brand Why Lisa aligns trademarking with the crown chakra Action steps to consider if you think you need to file for a trademark   Resources:Easy Legal Steps - download the first book chapter free! Episode 7 – What You Should TrademarkEpisode 25 – How to Trademark in 2 Steps: The Search & The Application Episode 33 – Trademarking Gone Wrong – Don’t Do This! Episode 48 – 3 Reasons to Trad

I welcomed copywriter Laura Belgray to the podcast to share 3 practical tips for how to write e-newsletters, sales pages and opt-ins in a way that makes people actually want to take action after reading your work. Laura’s known for teaching you how to write “non-sucky”, swipe-worthy copy using strategies like “the Stephen Spielberg test”. In this episode, Laura explains how to add more visual details to your writing to bring in flair, style and, your unique personality so you can generate sales through the intentional use of words. I have such respect for Laura’s talent. She helped me with my own website copy, and I had the pleasure of eating fuscilli pasta and mint gelato with her at her 3-day writing workshop in an ancient castle overlooking the Italian sea. Laura Belgray, founder of Talking Shrimp and co-creator of The Copy Cure, is a copywriting expert who helps entrepreneurs find the perfect words to express and sell what they do. Through her her work with hundreds of clients (including online biggies li