POPULARITY
Are invisible threats putting your business at risk? In this eye-opening episode, cybersecurity expert Evgeniy Kharam shares critical strategies for protecting your business in our increasingly remote work environment. With over 20 years of experience consulting for major corporations across North America and Europe, Evgeniy reveals the common security blind spots entrepreneurs face when employees work from home. He offers practical, easy-to-implement approaches to securing sensitive data, implementing proper network protection, and creating baseline security protocols that grow with your business, empowering you to take control of your business's security. Beyond cybersecurity, Evgeniy shares personal insights from his book "Architect Success," explaining how he transformed from someone terrified of speaking in public to a confident communicator. His journey is sure to inspire you, showing that with the right techniques, anyone can overcome their fears and become a successful communicator. He also shares how proper note-taking serves as your "personal CRM" for effective networking. Whether you're managing remote teams or looking to strengthen your business's digital defenses, these actionable security measures and communication techniques are crucial. They will help you play big faster while keeping your business protected, ensuring you can focus on growth with the peace of mind that your business is secure.
Ever felt like you're playing a game of hide and seek—online and in life? This week on The Conscious Collaboration Podcast, Lisa and Emily dive into:
Send us a textLiability issues can be a huge risk for pool service pros, and avoiding them is all about being proactive. In this episode, I discuss some of the most common liability pitfalls in pool maintenance—like chemical mishaps, equipment failures, and even customer disputes—and how to protect yourself and your business. Whether you're new to the industry or a seasoned pro, these tips will help you operate safely and avoid costly mistakes. Support the Pool Guy Podcast Show Sponsors! HASA delivers clean, healthy water solutions. https://bit.ly/HASAhttps://www.orendatech.com/The Bottom Feeder Professional Battery Powered Vacuum System. Save $100 with discount Code: DVB100https://bit.ly/THEBOTTOMFEEDERAnd Skimmer, America's #1 pool service software! Try Skimmer FREE for 30 days at:https://getskimmer.com/poolguy
Send us a textRunning a pool service business comes with risks, and having the right insurance is essential. In this episode, I sit down with Steve Homer from UPA to talk about liability coverage, how UPA protects pool professionals, and why affordable, reliable insurance can make all the difference. Whether you're just starting out or looking to improve your coverage, this conversation will give you the insights you need to keep your business protected.https://unitedpoolassociation.org/Support the Pool Guy Podcast Show Sponsors! HASA delivers clean, healthy water solutions. https://bit.ly/HASAhttps://www.orendatech.com/The Bottom Feeder Professional Battery Powered Vacuum System. Save $100 with discount Code: DVB100https://bit.ly/THEBOTTOMFEEDERAnd Skimmer, America's #1 pool service software! Try Skimmer FREE for 30 days at:https://getskimmer.com/poolguy
Is your business truly protected from cyber threats? Join host NaRon Tillman on Walk in Victory for a critical conversation with cybersecurity expert Dylan. This episode goes beyond generic advice and dives deep into the real challenges businesses face in today's digital landscape. Dylan exposes the shortcomings of traditional security practices, emphasizing the importance of understanding specific threats and tailoring solutions to your business needs. Discover why one-size-fits-all approaches often fail and learn about modern security measures like YubiKeys and Passkeys. Dylan also shares his journey from corporate disillusionment to founding a company dedicated to helping small and medium-sized businesses stay secure.Plus, just as Dylan highlights the importance of investing in robust cybersecurity, we believe in investing in quality comfort. That's why we're proud to partner with Cozy Earth, offering premium bedding and loungewear designed for ultimate relaxation. Visit cozyearth.com and use our exclusive code VICTORY1 to enjoy an incredible 40% off.Key Takeaways:The evolving landscape of cyber threats and the importance of staying informed.Why traditional security practices often fail small and medium-sized businesses.The importance of understanding specific threats and tailoring solutions.Modern security measures like YubiKeys and Passkeys as alternatives to traditional methods.Practical steps businesses can take to improve their cybersecurity posture.Timestamps:00:00 Introduction and Greetings00:09 Podcast Purpose and Warning00:49 Fear and Cybersecurity Threats02:29 The Impact of Cyber Attacks03:48 Technological Advancements and Cybersecurity04:36 Interview with Dylan: Cybersecurity Insights07:35 Common Cybersecurity Solutions11:03 The Reality of Cybersecurity Consulting16:30 Modern Cybersecurity Measures20:18 The Growing Cybersecurity Problem24:38 Bank Safety and FDIC Assurance25:04 CFPB and Fraud Protection25:35 Challenges in Monitoring Bank Accounts25:58 Business Fraud and Reporting Issues26:11 Personal Experience with Fraud28:06 Credit Card vs. Debit Card Security29:23 Cybersecurity Misconceptions30:53 Tailored Security Solutions for Businesses35:49 Entrepreneurial Journey in Cybersecurity38:46 Consumer vs. Business Protections44:34 Final Thoughts and Recommendations48:40 Closing Remarks and Call to ActionCall to Action:Want to be a guest on Walk In Victory? Send NaRon Tillman a message on PodMatch, here:https://www.joinpodmatch.com/walkinvictoryBecome a supporter of this podcast: https://www.spreaker.com/podcast/walk-in-victory--4078479/support.
The Moneywise Radio Show and Podcast Monday, October 21st BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Guys" podcast call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management instagram: MoneywiseWealthManagement Guest: Kyle W. Jones, Attorney at Law website: www.kwjoneslaw.com/ phone: 661-833-1090
I've got three quick things to improve your Instagram profile as well as some reflections on the importance of lovingly protecting your micro business. Enjoy!EARLY BIRD ENDS TODAY. Check out the Abundant Yoga Teacher Retreat happening in January here: https://www.amymcdonald.com.au/retreatsBook a time to ask me your retreat questions: https://scheduler.zoom.us/amymcdonald/coaching
Graham Bloem, Owner and CEO of Specialty Dog Training, talks about the superior level of personalized customer care his company provides to those seeking training for their pets and those looking for family and business protection dogs.
In today's episode, we'll hear from Craig Jeffery about payment security assessments—what they are, who conducts them, and why they are crucial for your business. Listen in to learn more.
In this episode of Underdawg Talk, host Eric Jones Jr. engages in a thought-provoking conversation with Anthony Murdock II, a visionary founder and lecturer. They delve into topics such as the importance of storytelling in entrepreneurship, the connection between black history and business, and the lessons learned from historical events like Black Wall Street. Anthony shares valuable insights on the power of protecting your business and the significance of documenting moments in life. Tune in to gain wisdom on strategic leverage, the art of living life, and the importance of self-protection in business. Don't miss out on this enlightening and empowering discussion with two successful underdawgs. Time Stamps: [00:03:46] Basketball player injury anecdote. [00:06:21] Powerpreneurship and storytelling mission. [00:10:35] Entrepreneurship beyond money. [00:14:35] Importance of learning multiple languages. [00:18:38] The importance of rest. [00:20:02] Value of leveraging power. [00:24:18] Living for a reason. [00:27:43] Self-love and empowerment. [00:34:09] Sacrifice on the road to success. [00:37:57] Taking notes effectively. [00:41:10] Capturing life's precious moments. [00:45:16] Business Protection and Value. [00:49:54] Stop making excuses. [00:52:33] Black powerpreneurship and wealth building. [00:55:18] Trusting God and putting in work. [00:59:02] Rest is essential to success. Murdock's Website: https://www.murdockllc.org/ Underdawg's IG: https://www.instagram.com/underdawgtalk/ Christian's book Youth Cheat Code: https://www.instagram.com/underdawgtalk/ From Underdawg to Top Dawg: 7 Steps to Academic Success: https://a.co/d/7hhRbyZ
In today's episode of the IC-DISC show, I sit down with Andy Hein of Patent Veritas. Andy shares his impressive journey from chemical engineering and law firms to establishing his firm. He reveals how Patent Veritas helps businesses secure their intellectual property through strategic patent licensing. I learn how industries like restaurants and stock trading benefit from robust patent protection. Andy demystifies securing patent licenses through the secondary market, allowing businesses access to a vast portfolio. Tailored solutions are key to understanding clients' needs. For business owners, Andy discusses using patent licensing for long-term investment and coupling it with Private Placement Life Insurance. Andy offers valuable insights as we discuss real cases that illustrate high stakes, even in seemingly simple industries. We also touch on ethical considerations in competitive landscapes and ensure personalized services.     SHOW HIGHLIGHTS Andy Hein shares his background in chemical engineering and patent law, discussing his experience at Skadden Arps and Sidley Austin before founding Patent Veritas. We discuss the role of Patent Veritas in helping businesses secure their intellectual property through strategic patent licensing, particularly focusing on mitigating litigation risks from patent trolls. Andy explains how Patent Veritas acquires patents from the secondary market and licenses them to clients, allowing companies to preempt costly legal battles and enhance their IP portfolios. We delve into the benefits of understanding clients' revenue streams and technological processes to offer tailored patent protection solutions, applicable to various industries, including non-high-tech sectors like restaurant chains and stock trading operations. Andy elaborates on the concept of Private Placement Life Insurance (PPLI) for accredited investors, highlighting its dual benefits for business owners in protecting both their business and personal interests. We explore real-world cases, such as a litigation involving used car sales companies, to illustrate the high stakes of patent protection and the strategic moves companies can make to safeguard their operations. Andy discusses the ethical considerations and strategic advantages of having a robust patent portfolio to counteract competitor lawsuits, emphasizing the value of being proactive rather than reactive. We reflect on the rewarding aspects of offering personalized legal services and the importance of ensuring a good fit between clients and Patent Veritas' offerings, with a unique fee structure based on patent licenses rather than hourly rates. Andy provides insights into the competitive dynamics of the patent marketplace, explaining how companies can leverage patent licensing as a long-term investment to enhance their business value. We conclude with advice for entrepreneurs and business owners, stressing the importance of being hardworking, available, and respectful in building successful client relationships, and offering complimentary initial consultations to make the first step towards collaboration accessible.   Contact Details Email Andy (mailto:ahein@patentveritas.com) LinkedIn (https://www.linkedin.com/in/andyhein1) LINKSShow Notes Be a Guest About IC-DISC Alliance About Patent Veritas GUEST Andy HeinAbout Andy TRANSCRIPT (AI transcript provided as supporting material and may contain errors) Dave: Hi, this is David Spray and welcome to another episode of the IC-DISC Show. My guest today is Andy Hein, a founder of a company called Cotton. Andy has a legal background. He's an attorney and worked at some of the top law firms in the world out of law school and then he saw an opportunity and started this business and it's really fascinating. And started this business and it's really fascinating. Apparently, almost every company, every privately held company, has exposure to being sued by patent trolls or competitors that use patents as a tool to extract money out of a company, and virtually every privately held, closely held company is at risk for this. And they have a solution that addresses this, by which the company can license or have a subscription that allows them to have access to tens of thousands of patents in the company's portfolio. So you don't need to own the patents, you can just license the necessary ones to protect you and your company. Andy: Anyway. Dave: Andy's a really dynamic guy, interesting guy, interesting service, and they can also wrap it in an estate planning wrapper to make it even more appealing. I hope you enjoy this episode as much as I did. Good afternoon Andy. Welcome to the podcast. Hey, good afternoon Dave. Andy: How are you doing? Dave: I'm doing great, thank you. So where are you calling in from today? Andy: You know I'm in the great town of Carmel, Indiana, so just right outside Indianapolis. Dave: I think you have more roundabouts than any city in the country, if my knowledge is correct on that. Andy: We do. I think we still have one or two stop signs and stoplights to take out, but they're getting thinner by the day. So, yeah, we have a lot of them Now are you a native of Indiana? Dave: I am, yeah, I'm originally from Crown Point, which is in Northwest corner of Indiana, and then eventually migrated our way down to central Indiana here, okay, well, my my all-time favorite basketball player is from Southern Indiana. Andy: Oh, who's that? Dave: That would be Larry. Andy: Legend, of course, yeah, no, obviously a great player, pretty famous around these parts too. Dave: Now you, you're an attorney. Where did you go to law school? Andy: So I went over to Georgetown Law Center over in DC and studied there, focusing mostly on patent law, but a bit on finance as well. Dave: And your undergraduate degree, I believe, is in engineering. Is that right? Andy: It is. Yeah, it's in chemical engineering from Trine University, which is a school just in northeast Indiana. Dave: Okay, yeah, it seems like most IP attorneys I know have a technical undergraduate degree. It seems to kind of go together. Yeah, it's like peas and carrots. Andy: You know, especially when you go to law school, they ask well, what do you study? A lot of folks study history or philosophy, and when you say engineering, they say you know you should think about being a patent attorney. And so you go into that and you think that's kind of interesting. Actually it's a lot of fun. So yeah, we all kind of end up there for the most part. Dave: Now, right after law school. Did you launch your own firm then, or did you take a different path? Andy: Yeah, no, I took a kind of a traditional path. So I started my career at a firm called Skadden Arps and I was in the Chicago office. There I worked on actually finance work, doing supporting M&A and chapter 11 bankruptcy, and then also did litigation there as well. So spent a few years there and then went over to another firm called Sidley Austin and there I concentrated just on patent litigation. Doing deals and litigation work is a lot of fun on paper but eventually you have to pick a horse to ride on. So I picked the litigation one, so just stuck with patent litigation and worked there for a number of years before setting out on my own. Dave: Yeah, and those are I mean arguably two of the top 10 law firms in the country, right by many metrics or top 20, you know very kind of traditional white shoe law firms right by many metrics or top 20, you know very kind of traditional white shoe law firms right. Andy: Yeah, they're up there for sure. So yeah, great place, great experience at both firms. It was a wonderful time there. Dave: So let's come up to the current time. So tell me about and off the top of my head, I don't even remember the name of the company. Tell me the name of the company and why you started it and what you guys do. Andy: Yeah, so our company is Patent Veritas. What we do is we help, for the most part, privately held businesses of all sizes with their IP litigation risk as well as enhancing their IP functionality within their business. It's kind of the culmination of what I've been doing over a number of years. We're very client focused and this is one where it kind of pulls together a lot of the past experience and work that I've done and my colleague Nick Stabinski and partner Nick Stabinski has done. So we formed that and the neat part about that is it addresses a real concern that some companies know about. Just actually had a conversation this morning where someone was very aware of what we're trying to do and trying to help the company with and others haven't heard of it. But it's a risk that's out there and a very real one that we're trying to help companies with. Dave: So I know what patent means. Veritas, I think is Latin, but I don't recall off the top of my head what does Veritas mean? Andy: So it's just patent truth. It just sounded pretty good Good Latin word in there, so we have to. We put it in there. Dave: That is great and it sounds like that you saw some opportunity in this space based on your prior experience or clients. Like was there a specific situation that made you say, hey, you know there needs, there's a hole in the market here and I think I'm the guy that needs to fill it. Was there anything in particular? Andy: Yeah, no, that's a great question and there was, it's. Mostly clients were coming to us. Two things we noticed over the years, and then also, more directly, folks were asking us On the patent side. Two things would happen, because what we do is the particular IP risk is against patent trolls. These are folks that buy patents. They don't make a product or otherwise, they just buy buckets of patents and they sue operating companies for licensing revenue. So we saw a number of clients getting sued that way, and patent lawsuits are expensive. I mean a cheap one. According to the AIPLA, which is an association of IP attorneys, a relatively lower cost one, or average one, is about $6 million if you're going to trial, which is, yes, it's a lot of money. We've had clients upwards of 50, spend 50 million plus on legal fees. So patent litigation is not cheap, and so a lot of the folks that are the patent trolls are also called non-practicing entities. These folks, they know that arbitrage costs right and so they'll come in, they'll buy the patents. A lot of times then they go to these companies and they ask for a license that's below the cost of the litigation and so that's their business model. So we saw that happening to a number of our clients and these are especially targeted now are oftentimes small and medium enterprises right, privately held businesses, because that's their money right, and so they're going to make a decision, perhaps different than a bigger company like a Samsung will make or otherwise, to say hey we have the money. Dave: Yeah, they may just make a more pragmatic decision, right, because they may not have $6 million to spend. Andy: Exactly so. The decision process by an Apple or Samsung, which has a much larger litigation budget, is a lot different than when you're targeting, say, privately held manufacturer or maybe a restaurant chain or something like that Very successful businesses and oftentimes making many millions of dollars, but their decision with that money is a lot different than an Apple. As to saying I'm just going to fight all this, we're just going to fight everything that comes our way which isn't really possible for these companies because they don't have that deep of pockets, and so we thought of a solution for that, which I'm sure we'll talk about soon. But it came from that. And then also in our work, we buy and sell patents. That's how we kind of got into forming Patent Veritas, and that comes into play here as well, where we see this secondary market of patent purchases and sales going through and oftentimes those patents ending up in the hands of these non-practicing entities or patent trolls, and then they go off and license that. So we see that market as well, and I think we're able to. We formed a company here to kind of make a difference for that and help folks out. Additionally, what we also saw a lot of times were our privately held clients again, successful businesses, all ranges of things but they didn't necessarily devote the resources or have the capability really in the IP space and so we also address that with Patent Veritas, which is helping companies have almost an instant patent portfolio when they work with us. That's also expensive to develop. You know it can cost several millions of dollars to develop your own patents organically and grow it, which is a great thing to do, but it takes money and time. It often takes several years as well. So our company kind of marries all that together, the experiences we've had with our privately held business clients, and put this together in a really neat service that we can provide to people. Dave: Okay, so I think, if my recollection is correct, I think it was in 1899 that the head of the patent office announced everything that could be invented had already been invented. Is this true? I think it was a moratorium on new patents for some period of time. Andy: Well, I think he wanted to. I don't know if he did, he might have, but that was definitely said and everyone always points to that as oh geez, you know, when everything is done, everything all the inventions are made, they point to this, you know. Some other interesting things were the patent office had kind of a list I think they still do of potential inventions or products that are impossible. One was heavier than air flight impossible right Until the Wright brothers came up with it. That didn't happen, so that was on the list. Another one that was on the list was I think this is funny hair growth for men. Almost impossible, right Until someone created it. So yeah, I think since 1899, we've had one or two inventions that have really helped us out, so I'm glad. Dave: Oh, that's funny. So you're saying so to kind of simplify things. The patent examiners just kind of had a cheat sheet of the 50 kinds of impossible things that some scam artist is going to try to patent and you can just automatically reject those when you just look at the impossible. Andy: That's right yeah. Dave: Well, talk to me about the patent, the secondary patent market. Andy: How large? Dave: like how many patents change hands a year, or what's the? How do you measure the size of that market? Andy: You know, honestly I'm not sure it's a private market. It's one where it's not there's metrics. But you know, this is one where companies buy and sell patents for strategic reasons. So it's not like the NYSE where you can go in and see how many million shares were traded. So it's one where it really is kind of a bespoke market. There's, I would say, several hundred thousand patents change hands maybe, or tens of thousands of patents maybe each year. It's quite a few, yeah. But it's a mixture between strategic players your Samsungs, your Apples, your Googles of the world maybe filling holes and doing deals with each other or other companies. And then it's also a combination of, say, these non-patent, non-practicing entities or patent trolls purchasing patents and that kind of makes this whole marketplace go. And it's a global market. People are buying and selling, especially you know some of the changes in Europe where they have a new patent court for the entire European Union, you know. So that made all these European patents change hands more often. So it really is one where there's no marketplace, single marketplace you go to and say I want to buy a patent. It's more of just folks brokering patents and just being part of the marketplace more of just folks brokering patents and just being part of the marketplace Gotcha. Dave: And then, in addition to the actual tens or hundreds of thousands of patents that are changing hands, you then have licensing deals, which are probably of a similar magnitude, I'm guessing. Andy: Yeah, oh, definitely. So there's a lot of licenses, yeah, and those now the patents, don't necessarily change hands, but certainly value does, right. So you'll see a lot of companies cross-license patents where they can have access to each other's portfolio, and then there's different degrees of licensing where, for example, at a university, you can license patents out on an exclusive basis. So you have every right as the licensee, almost every right except ownership of the patent itself, and so that too, even though that's a license, that's really closer to being a sale because of how many rights transfer over to the person. So, yeah, the patents are it's a little bit of a complicated business. Just because it's property, but it's intangible properties, you can do a lot of different things without actually changing hands, or you can change, actually have the property change hands. Dave: Fascinating. I wanted I'm really anxious to dive into this. I know you speak on the subject a lot. How do you want to kind of lay this out for the listeners? Andy: What kind of? Dave: sequence of events. Andy: You kind of want to go through to explain in more detail your services, your product and such yeah, we can just take it from the top of how we normally or folks will approach us because there's some, as you know, there's some interesting estate planning opportunities as well that we can put together with this. So, on the front end, with the businesses, a lot of times we'll be approached or we'll approach clients, or what have you usually referred over to? They're referred over to us and the ideal client is someone who's a privately held business, successful privately held business and it can be of a variety of. You know, a lot of times people think that the folks who need patents or use them are high tech, and that's not necessarily the case, especially in the fact of the non-patent. You know, the patent trolling side right, the patent trolls really like to have kind of simpler businesses to target, because even those simpler businesses use a lot of technology today. So our clients come to us all the way from their restaurant owners, successful restaurant chains, all the way to maybe trading operations where they're doing stock trading and they have their own software or sell software in that To, of course, you know your traditional high tech companies that are privately held, of which there's many, and then some people in between, so the metal benders of the world that you know are very. We have in the Midwest right A lot of manufacturing companies, so all those are great clients because they all use technology. Even real estate developers nowadays are using some really high-tech stuff and they're not just digging dirt and building houses. So really any of those clients are interesting folks to talk to and could use our services. So what we do is we'll sit down with them, talk about what we do, like we're doing, and then also just understand some of the risks they face, namely like what do you do to make money? How do you earn income? So we figure that out, because that's where the patent trolls are going to target. Then what we'll be able to do is match up. We have patents and then we can also purchase patents in the secondary market if we don't have the right ones for them. And then for the most part we'll figure that out and then we'll right size the license amount to see, okay, how many services of ours can we really help? What can we do? And then we'll get a patent license over to them, or the license or the patents from us. Because what we do is I didn't even mention this, I skipped ahead but we go in the marketplace, our marketplace that we're in every day, and we see these patents that are there that might be good patent, troll patents or targets, and we'll buy them before the trolls do. And then we own those patents, we put them essentially can think of in a bucket and then we license those out to our clients. So we have access whether we own them or have access to many tens of thousands of patents that can work for the client's purposes. So we do that client gets a license to this, and the longer they subscribe with us, the better. The value is because we'll charge a flat fee and we're going out there and buying patents all over the place for them. Also, what we'll do is kind of understand, okay, what are the risks that you face from competitors and what are some of your goals in the IP space. Like, do you have a patent portfolio? Do you want one? Should we have one? And then we can also use our own patents to provide that kind of starting point for them if they want to build their own portfolio or if they're sued by a competitor, which happens a lot, which is one of the reasons why we formed Patent Veritas, because we can instantly help them out and say hey, we have the following three or four patents you should probably use. You can sue the competitor, because the worst thing you can have is to be sued for patent litigation and not have a patent to sue back to somebody. They have a gun, you don't? That's a pretty bad fight and we get called a lot of times Again. One of the impetus, one of the reasons we started Patent Veritas we were getting calls from people to say hey, we have a patent lawsuit against us. I don't have any patents. Usually the lawyers would call us and say can you get us patents quickly? How fast do you need them, like in a day or two? Well, that's not going to happen. It takes a while to get these patents, to purchase the right ones. So now we can have these patents available in case they're sued by a competitor, and that really helps out a case. Dave: So that's on the front end. I was going to ask you, so your clients, are they licensing, like your whole portfolio of patents or just certain patents? How do you typically do that? Andy: Yeah, just the ones that are going to be of value to them. So we'll have groups of patents that are of value to almost any companies. I call them process workflow patents. So almost every business has some sort of process workflow that they go through, and it usually involves software. These are the most typical ones, but that's almost every company everything from a restaurant where you're purchasing you know you don't think about it, but if you order from a restaurant online on your phone, there's a process workflow that goes from start to finish, or even when you sit down. A lot of times restaurants are automated, especially some of the bigger, not necessarily publicly changed, but some of the better, even kind of privately held chained restaurants. They're going to have a process workflow from when you sit down, you order, you do this and there's going to be software and automation involved in that. So those sorts of patents, generally everybody should probably have a license to, and we're on the lookout for those all the time, because those are prime patent troll patents. So we want to buy those and at the same time then there's going to be some that are a little more bespoke to their industry, right. So if you're in the manufacturing business, you're going to have a certain need of different patents versus if you do, say, crypto trading, right, you're going to have a different set of patents that are more crypto specific. The metal benders of the world, the manufacturers of the world, are going to be over here. They're going to have a different group of patents, so we'll include those as appropriate. Or, if you're a restaurant, you're going to have different online ordering patents that are probably very relevant to your business, not so much to the crypto guys. So that's how we usually do that and kind of right size, which ones are going to work best for who? Dave: And you mentioned the scenario that an attorney representing a defendant will call you saying, hey, my client needs some patents. Can you help us out? It seems like, from what I know about litigation, it seems like it's almost too late by then. Is that true? Is it better, even if it was the day before they were sued, if they had the license in place? Yeah, oh yeah. Andy: Whenever, if you're the defendant and you're calling us looking for patents, it's on the late side and that's tough to get in place. We can do it, but it's going to take a while and that's not the position you want to be in, because the case isn't going to be stayed just because you don't have any defenses. It's going to keep moving. In fact, the plaintiff is going to be really happy. The adversary is happy that you don't have patents and to move that case along quickly because it's going to force you into a settlement. That's not very favorable. So yeah, so that's why we always try and get the word out, try and talk with people, like we're doing here, like, hey, guys, we can offer this, let's talk now, as opposed to when you're sued by a patent troll or you're sued by a competitor. Let's talk now and get this in place and let's get that access to the IP in place now. Dave: Okay, so let me just recap to make sure I have it. So you're having proactive conversations with these privately held companies and you're kind of assessing their current IP portfolio and then you're deciding if it should be supplemented with some patents licenses to patents that you own and then you kind of get them set up as a client to patents that you own. And then you kind of get them set up as a client and then over time you'll acquire more patents that they may just automatically benefit from. And then if they then do get sued, they have a really strong defense because they have access to all of the licenses or all the patents that they've licensed from you. So now, all of a sudden, instead of coming back saying, hey, you've infringed on the plaintiff's patent, they can say no, we haven't, and in fact we actually have intellectual property that protects what we're doing. Is that kind of the idea? Andy: Yeah. Well, it's even more than that they can use the patents to sue the other party. It's not so much it protects what they're doing, it's more of hey. They're going to say. The plaintiff is going to say, hey, you're using my patent. Look at this, You're manufacturing tires a certain way. That's fine. What they're going to say is now our client is going to be able to say fine, but we have five other patents that you're using right now, so we're going to sue you back, so we can either go through with this. We can either go through with this whole lawsuit and I'm probably going to make more money off this than you are or we can resolve this suit, Because the goal is to actually bring the suit to a close as quickly as possible for our client. And by doing that by having your own weapons, you can do that. Dave: Now with a patent troll, you won't have as much of an offensive approach. Right, that's really more if it's a competitor suing you. Andy: That's correct. Yeah, if it's a competitor, you have that. If it's a patent troll, the goal here is to try and starve the trolls of as many patents as possible and minimize that risk. So it's a double part that we're able to provide for that. Dave: Okay, okay, all right. Well, let's move on to kind of the next part of the process or the business. Andy: Yeah, no, I mentioned some really neat tax and estate planning opportunities here as well. So the way the business is structured is that, if we're able to allow our clients, this is kind of a longer term solution for them with their IP side, and that allows us to do some really neat things as well, because the most common, most popular thing is for us to actually then look at insurance and insuring our deal, if you will, and that is. There's a couple of different ways to do it and it really depends on the client's own estate planning. A lot of the folks that we work with are pretty well-off folks, pretty affluent folks from their businesses, but the simplest thing would be that we could take out a life insurance policy on the business owner who's of the company, and the reason we want to do that is because we want to make sure our deal goes through. So a lot of clients are going to sign a multi-year deal, three five-year deals, ideally even longer. We'll have you as a client as long as you want, but something in that order and then we're able to take out a policy and purchase a policy where we pay the premiums, and this is a whole life policy, and so the cash value is going to accumulate in that as we pay those premiums, and then if at a certain time the client decides to end the relationship with us, we're able to transfer that policy over to them in an efficient way however that works for them. Again, that's kind of bespoke to the particular client, but we can move that policy over to them. So the advantage is twofold. Now is that by working with us, their business is getting access to all these different patents, access to our portfolio able to counterclaim against adversaries if they're threatened or sued threatened or sued and at the same time now we can help them out with a life insurance policy where they name the beneficiaries, they do those sorts of things and then ultimately that policy will be sent over to them when our relationship with us ends. And so now they have a hopefully fully paid up whole life policy with cash value that they can use for whatever purpose they want. So it's a really neat way that it's structured. There's some other types of insurance as well. If folks qualify for that, it's called private placement life insurance, and with private placement life insurance that's for accredited investors. But that's another possibility where we can work with them via PPLI, or some of our clients have PPLI it's private placement life insurance is called PPLI. They have that in place already and so we can do something similar with that slightly different structure for our backend. But again, if it's already set up or if they want to set that up, that's a different form of life insurance and it really depends on what the client. What's best for the client as to their particular situation. But the neat part about that is is that they get a double. You know, they get both benefits, not just the. Their business gets the benefit and then they get the benefit as well. Personally for some of these in life insurance. So it's a neat system. We're able to work with that and to offer our clients. Dave: Okay. So let me just let me check for understanding there. So the client signs some, some contract with you, you know you, for some period of time three, five more years to basically have a subscription to the various bespoke combination of patents that they are licensing Because of that contractual relationship and the receivable that your company has, that gives you an insurable interest, because if the owner of that business were to die suddenly, that might jeopardize the ongoing nature of the business, which might jeopardize your ability to collect on this long-term contract, right? So that's what creates the insurable interest. And then, in theory, every client wants your product. They just maybe don't want to pay for it. Well, and it's not just your product, it's a lot of things, right? Most people want lots of stuff, they just don't want to pay for it. And so by using this structure, by adding the additional layer of the life insurance, it makes it a more attractive value proposition for them, and not only in the short run, but even in the long run. Andy: That does no well, said Absolutely, because, yeah, this is an extra benefit from working with us. It's not just, you know, especially privately held businesses, right, it's again, this is those owners money, right, and they're working hard for that. So they may want this service, but they say, like you said, geez, this is kind of expensive, because patent licenses are not cheap. There's several hundreds of thousands of dollars often. So this is a way, though, to provide an additional incentive for working with us over the long haul. Right, making a commitment with us will help make a commitment with you as well and provide a real benefit to you and your family from working with us, in addition to a client for the long term. And that's where the value can really accumulate for the business as well, because each year, we're going out, we're buying, we're bird dogging more patents, we're buying more patents, so that bucket, so to speak, just keeps getting bigger for that price. So it's a great thing for their business too, because the longer you work with us, the more patents you're going to have a license to, and the more value you're going to realize for your license, the more patents you're going to have a license to and the more value you're going to realize for your license. Dave: How do you decide, like, let's look at a hypothetical industry that has 10 players in it? Let's say it's some niche industry and there's 10 companies that all manufacture something similar? Well, obviously you can't go sell your solution to all 10 of the companies. I mean, I guess you could. It would at least protect all of them from the patent trolls, right? Give them any protection from one another. How do you? What's your strategy there? Is it kind of a once you know? In a situation like this, once you have one client in this space, do you not take on any more? Or by yeah, and I guess it depends on which risks they're trying to ensure. If it's the patent troll risk, in theory the 10 of them are all better off teaming up, if you will, to combine their resources, and it would be more cost-effective for you to license the same group of patents 10 times or sell 10 subscriptions instead of just one. Tell me about how you strategically look at that situation. Andy: Yeah, situations like that I mean you have to be careful on because you don't want to have where you know you start having kind of clients suing each other and both of them coming to you for patents to use against each other. So it's a great point made and we assess that on kind of a case by case basis. But it really is looking out for kind of a conflict of interest. We haven't had that happen, but if it is, we would look at that and say, okay, we'd be careful about what rights each party would have. Like you said, if they all want patent troll protection, that's not as big of a deal. But if folks want to have that access as well to the patent portfolio, now we really need to look at it and say, okay, what could happen if these guys sue each other and what should we do? And the right answer there is to not take conflicting positions. That's a pretty straightforward thing. Dave: Well, that's another reason. When you're talking to a potential client in this hypothetical scenario of 10 players in this industry, the fact that you're talking to one of them implies you don't have the other nine as a client. And if they say no to you in the back of their mind they have to be thinking well, you know who are they going to call next. Right, yeah no, that's. Andy: Yeah, we've had something not exactly similar but like that happened in other, and that's right. You know it's a Coke or Pepsi thing, so if Coke says no, we go to Pepsi, then Coke knows that. Well geez, that wasn't maybe the best thing. So yeah, that's absolutely right. It's a little incentive, I guess, for the client who we're talking to to sign up for us, in addition to all the benefits we just talked about. Maybe they don't want to see we'll be behind the scenes and all of a sudden get whacked over the head with some patents. That's never a fun day, sure. Dave: So can you for the listeners. I find that, like case studies, examples are really helpful to help learn. Do you have like an example or two you could give us and I'm sure you'll? You know they'll be anonymous, but maybe just an example of you know of maybe somebody who was a client who got sued and the outcome because of this? Or could you give us some kind of examples or a blended example of several things, a hypothetical, whatever you're most comfortable with? Andy: Yeah, we can do a couple different ones. I mean, we haven't had yet where a client was sued and had to access the portfolio. We haven't had that yet, but we have had in the past where we will get. As I mentioned, folks are sued, they don't have patents, their adversary does, and this was in an area where you wouldn't even think of as being like there's patents on this. Car sales, okay, used car sales, oh wow. No one thinks of this like that. But there is actually. There are patents out there. I know for a fact there are patents out there in the used car sales market at reaching pricing and reaching distribution and how to optimize inventory, all that. Those are real patents and they were issued by the United States government. And we were in the middle of that case won't name parties but where two competitors used car salespeople, big ones, very large companies, both privately held one sued the other. Not surprisingly, we got a phone call from their attorney and they said listen, we have a bit of a situation on our hands. These two companies are suing each other. Their competitor just sued them. They have a patent that pretty much covers 100% of their revenue, which is never a good position to be in, because that means that all of your businesses is at risk. We need patents. We need them now. We were able to help them and we were able to locate and find used car patents which was a great win. And they were very happy and were able to do that in a way that, in a timely fashion. However, that was a fire drill that I don't ever want to go through again and really did set this whole business of patent veritas in motion. One of the reasons because Nick and I Nick Stabinski and I looked at each other and thought there has to be a better way than this and so we formed this. So that's a great case study. Because, again, if I were to tell you before Dave, hey, a great case study. Because, again, if I were to tell you before Dave, hey, there's patents on used car sales, you'd think I'm crazy. But there is, and there's a lot of them out there. So that's a great example of that. And then, in terms of other folks just clients of signing up, how that works, sure, there's one. I'll give a more traditional role. They do they sell software, partially as a reseller of software and partially their own, and they have different process workflows that they have. They realize the value. I talked with these folks. They realize the value of our services and, fairly straightforward, just what I mentioned, which is you look, we sit down and say how do you earn your revenue, how do you make your money, what does your workflow look like? And you get a license in place relatively quickly. That only takes a license after we understand how the business works. It really only takes if the client's ready a day. It's very simple to have that we have, you know, our licenses we like to use. It's very simple to put one of these up and running, and so that was great. And then they also realized the value of the life insurance. And now that of course takes a little longer but the two can be done separately. We can get the license in place first and then let the process play out for the life insurance piece, because of course there's some underwriting for our client there personally to do and I should mention, there's at the same time depending on the carrier and provider. You know cause. Sometimes the question is well, what if I can't get insurance? Excuse me, there's actually ways, there's actually carriers that you can insure different groups and the like and still receive the benefit of some of those insurance things like cash value and the like that they might care about. You don't get all the benefits, but you can get some of the value still out of it. So you know, that wasn't this instance, the folks are going through the underwriting, no problem, but that's out there. So that's a fairly straightforward situation. Dave: Now, you're probably not going to like this question, but I'm going to ask it anyway, In this hypothetical example of the 10 companies in this one niche, and you're talking to one of them and they think might this be a strategy for me to weaken my other nine competitors? Might I be a little patent trollish, like, but this is at least a legitimate operating company and the patents that we would be seeking to enforce, I mean, actually revolve around our business. They're not the non. What did you call the patent trolls? Non-operating entities. Andy: Yeah, non-practicing entities Sure. Dave: So if somebody did that and let's just say they didn't even have the conversation, or a year into it, this idea suddenly strikes them and they get an aggressive attorney and they start suing these other folks. Is that a problem on your end, or whether they use their service offensively or defensively? Are you neutral to? Andy: that. So if they're a client and they come to us and say, hey, we want to use the patents offensively, we'd have to look at it and really think it might be best to even just sell them the patents at that point. So there's different ways. Yeah, we would talk with the client and understand their goals as to why they need it or otherwise, because, again, that's a competitive position. You know, it's obviously like in the example I gave with used car sales. The one company felt strong enough that they wanted to sue another used car sales company because maybe, it's you know, they're gaining market share or a whole bunch of reasons why companies might use patents, right. So you know, that's really a conversation we'd have to have with the client to understand is this the best way? Is this what you need for your goals? And then we'll kind of help them out as best as possible. Dave: Yeah, and especially with the Department of Labor. I think it was the Department of Labor that basically invalidated non-competes. So it could be, if this competitor is very good at stealing their top car sales people and they can't really use a non-compete to stop that any longer, maybe this would be another way to shut that off. Andy: Yeah, it could. I mean, these are kind of case-by-case examples that you want to really talk with the client. But yeah, that's correct. Especially it would be one where maybe they've stolen the IP that you have, they're implementing it in their system or whatever. Then you know, you really that's something that you, that's what patents are for, right, that's what we're here for. So we want to have that conversation, we want to talk with them and work with them to help our clients. Dave: What do you enjoy most about what you're doing now with Patent Veritas and your role within the company? What do you enjoy most? Andy: and a lot of money. And it's neat to see a lot of these folks grew the business from the ground up. Most of our clients are so. They started their businesses and have grown it the entire time, and in a whole bunch, like I said, everything from restaurants all the way to really complicated software that just boggles the mind when you look at it. But every single person is interesting because they all have some insight into their work that really has allowed them to be successful. And it's neat working with people like that. It's really a privilege. It's really fun because you learn something and you say why didn't I think of that? But then we're able to help them out and really help their business, protect their business with this and then help them personally as well, right With some of their estate planning, their tax and estate planning, with some of these insurance needs. So it's pretty cool to combine all that together. And it's never a dull day On the patent side, even you know, when we're out there in the market bird dogging and trying to buy patents, it's always interesting because you know you're always learning something off the patents themselves too. You get to read through those and kind of see is this something that's going to work for us, is it not? And you know, have the team kind of weigh in on all that, and that's a lot of fun too. So it's a really neat. It's a really neat business. It's every day is a little different. Every company definitely is a little different and every client's a little different, so it's always kind of cool. There's no, it's not a cookie cutter business where every day we're just like, okay, I mean, we have a nice workflow to get folks signed up, but it's always interesting to meet them and to learn more about what they do, like everything from the used car sales guys to, you know, the more traditional software folks and guys that manufacture, you know, boats. Dave: So it's kind of cool to just see like I can appreciate it, because that's really what I love about my role. You know, with my companies I'm working with the same type of clients. You are Mine just are in a niche where they export at least a portion of their product, and I love working with those folks because you know they're the lifeblood of our economy. You know there's just a, they're dynamic, you know ambitious, they're visionaries, they're successful. I mean just. You know there's a saying that you're the average of the five people you spend the most time with, and I can think of no better group of five people to spend the most time with than successful entrepreneurs. So I love that as well. Andy: It really is the best. I mean people I tell other, my friends or whatever, and I'm like it's pretty, it's just pretty cool, it's inspiring, like you said, just to be around these folks and to and then be able to help them. It's kind of neat Like hey, we're able to help your business just a little bit be more successful. That's pretty cool, it's a real privilege. Dave: Sure, Okay. So then that's the one side, that's the part you like some of the things your clients tell you. You know, like, once they become a client, you know they've started working with you. What are the things they tell you that they say that they really like working with your firm? What do they tell you makes your firm special and unique? Andy: You know, I we've been told a couple of different things. One is we're very, we're very hardworking. We're always working on their behalf, always going hard for them. That's always good, available. You know, we're very available to call folks like that and punctual, and also just actually had a nice award and they said you know, we treat people with respect and so it's. I think that's a big deal nowadays especially, so that's a wonderful thing. So folks like that as well, just I guess it's just we're hardworking, put our nose down for them and treat the folks with respect and be there for them. I think that's what I've heard. Dave: So that's great. That is great. Well, as we wrap up, I have three more questions. One is if somebody wants to reach out to you to explore the services, what's the best way for them to reach you? Linkedin, call you, email you. Andy: You know, email is always good, or a phone call, or LinkedIn, any of those. Dave: So I'll give you all three, yeah, the LinkedIn we'll put in the show notes so they'll have access to that. So what's the email? Andy: Sure, it's ahin ahein@patentveritas.com P-A-T-E-N-T-V-E-R-I-T-A-S.com, and then you can also phone. If you're so inclined to give a call, you can do so. It's oh geez, I just blanked that number because I don't call my own number. Dave: I know. Andy: But I'll give you another one 312-371-6578 is a direct number for me, so you can call that as well. Dave: It's kind of funny. I don't call myself, so I hear you Okay. Well, that's one of the three questions. The second one is there anything I didn't ask you that you wish I had? Andy: No, I think we covered a lot of information, so this is great. I'm sure I'll think about that an hour from now, but no. I think it's good Okay. Dave: Well, the last one. It's kind of a fun one and it's a question you may be don't get asked every day. So if you could go back in time and give advice to your 25-year-old self, when you were graduating from law school, what advice might you give to yourself? Andy: Wow, those are always that's tough to look back. I'd say you know it's going to. It all works out It'll work out Some things that happen to you. You don't realize why they do, but then later on, looking back, you understand that needed to happen. So some really good things happen later. Dave: So it works out and just keep moving forward, I and Well, that sounds like great advice for anybody, not just your 25 year old self. So that is great. Well, andy, I and Well, that sounds like great advice for anybody, not just your 25 year old self. So that is great. Well, andy I, this has really been fun and I've learned a lot and I think our listeners and my clients could really benefit from from knowing your company. Oh, I guess. The one other question so if somebody is interested in your service, you know you can take the law you're out of the law firm, but can you take the law firm out of the attorney? Does the clock start ticking, you know, the moment they call you, or how does your process work there? Do you have an introductory conversation? That's complimentary, or what's your? Andy: We don't. I mean we don't charge by the hour or anything like that. So all of this is the upfront work is done, just upfront work, just to see. Is this a good client? Is this a the person we're talking with? Would this be a good client, right? Would we be a good fit for them? Are we going to be able to provide the value that I just talked about and we just talked about? Are we going to be able to provide that value for you? Occasionally, the answer is no, because the business might not support it, and so that's simple. But no, our fees come from the patent license. That's how we make our money, and so we want to make sure that this is the right person that we're working with, because the right person. We can provide value to that person, we can actually add to their business. So there's no hourly rate, there's no anything that you know just to understand their business and otherwise have plenty of conversations, and if we're not the good fit, we'll tell you it's not going to be good for anybody. So we let folks know. Dave: That is great. Well, andy, again, thank you so much for your time. This has really been fun and you know, being from the Midwest myself, I'm from another one of those. I states Iowa. I always joke that, even though I've been in Texas for 40 years, I always joke. People in the West or the South, they all think Iowa, idaho, ohio and Indiana are the same place. All those states that start with a vowel end with a vowel somewhere up in the Midwest. They think they're all like the same place. Andy: Yeah, I've been asked if I like to ski in Colorado before, even though it's about a 12-hour drive, which the answer is yes, but I don't get there too often Understood. Dave: Well, hey, thanks again, Andy, and I hope you have a great afternoon. Andy: Cool Thanks, Dave. Thanks for having me, really appreciate it. Special Guest: Andy Hein.
Martin Lightbowne, Managing Director and Business Protection Specialist of OnPoint Financial joins Alex on the podcast once again, this time to chat about his monthly protection masterclasses and more!Visit OnPoint Financial here.Follow Martin on LinkedIn.Sign up / find out more about the protection sales skills masterclasses here.
Don't get to the end of this year wishing you had taken action to change your business and your life.Click here to schedule a free discovery call for your business: https://geni.us/IFORABEShop-Ware gives you the tools to provide your customer with a unique and immersive buying experience.Click here to schedule a free demo: https://geni.us/Shop-WareUtilize the fastest and easiest way to look up and order parts and tires with PartsTech absolutely free.Click here to get started: https://geni.us/PartsTechTransform your shop's marketing with the best in the automotive industry, Shop Marketing Pros! Get a free audit of your shop's current marketing by clicking here: https://geni.us/ShopMarketingPros Lucas and David sit down with Maylan Newton at the TOOLS Conference 2023. In their conversation, they examine the necessity of firm yet compassionate leadership to offset negative impacts that can arise from problematic employees. They explore the misconceptions around business ownership and wealth while speaking about the importance of financial literacy within their teams.|The episode also critiques current industry standards of professionalism and underscores the primacy of business insight over technical expertise.00:00 Improved social sharing revealed unawareness of local events.04:08 Lack of time to promote upcoming events.08:51 Developing classes based on industry feedback and professionalism.09:45 Trade show budget is $70-80,000 yearly. Uniform importance.15:25 Shop owners often misidentify core business issues.17:35 Understanding numbers, planning ahead, asking long-term goals.22:09 Set clear expectations, align with spouse, and incentivize.25:12 Helping George set realistic expectations for buying.26:39 Encourage ownership, creativity, and financial guidance.29:47 Choose a used Toyota and save for retirement.35:15 Leaders prioritize profits, demanding sacrifices from employees.37:42 Guidance for helping those stuck in negativity.40:25 Business owners need ruthlessness, balance, and empathy.43:15 Employees' mindset must align with owners'.46:17 No problem with a guy and his toys.
As the world of remote work continues to explode, so does the need for robust cybersecurity solutions. In our latest episode, we're joined by Chris Zepeda, an Associate Broker with CRC Group's Boca Raton, FL office, and Alexandra Kish, an Associate Broker with our Dallas, TX office. They are going to enlighten us on the often misunderstood, yet increasingly critical, world of end point detection and response (EDR). We're going to delve into how EDR works, the key benefits of utilizing this technology, and why every business, regardless of size, should be taking note.We're not just talking tech here; we're unraveling the future of business protection. Chris and Alexandra help us understand the interplay between EDR, machine learning and artificial intelligence in detecting suspicious behaviors and threats. They also share insights on how insurers perceive EDR – is it an optional add-on or a necessity? You might be surprised at the answer. This conversation is a deep dive into the heart of cybersecurity that you won't want to miss. So, buckle up and join us! Visit REDYIndex.com for critical pricing analysis and a snapshot of the marketplace. Do you want to take your career to the next level? Join #TeamCRC to get access to best-in-class tools, data, exclusive programs, and more! Send your resume to resumes@crcgroup.com today!
In this episode we are joined by guest Naomi Smith from Saltire Financial. With years of expertise in business protection, Naomi sheds light on the crucial steps women in business need to take to ensure their financial well-being. Here's what you can expect from this informative and empowering episode:Importance of business protection in safeguarding family members and employees during challenging timesUnderstanding private medical insurance and executive income protection for limited companiesExploring group private medical insurance options for directors and employeesOverview of relevant life insurance and executive income protectionSole traders vs. limited companies Exploring shareholder and loan protection for seamless business continuity in case of illness or death Key person cover and its role in mitigating financial impact caused by the absence of a key person in the businessUnderstanding director's loans and their implications in case of a deceased directorGUEST EXPERT: NAOMI SMITH has always felt a strong passion for business protection. Understanding the significance and potential benefits it provides, she became determined to spread awareness about its importance. Naomi observed that many people lacked knowledge about the meaning, purpose, and offerings of business protection. Instagram | LinkedIn | FacebookYOUR HOSTJulie Flynn is an experienced independent financial adviser and financial coach. Justice and equality drive Julie. Which is why she's spent years studying and researching how stress affects our financial decision making. Julie is best known for her work with women who have lost their partner and coaching financial services business who want to implement fair and transparent charges.Ebb & Flow Financial Coaching | Bree Wealth & Tax | InstagramCO-HOSTSEmily Pool is a Financial Planner and Will Writer. She is passionate about empowering people to invest their wealth (pensions and savings) sustainably and in line with their personal values. Michelle Lambell started her career in financial services as a Stockbroker in 1999 undertaking both advisory and discretionary investment management. Today she is a Chartered Financial Planner, specialising in retirement planning advice, pensions and investments and a Certified Financial Coach. Sara Walker is a financial planner and financial coach with 33 years' experience in financial services. She wants all women to feel financially confident and uses her professional and life experiences to support and educate women over 40 so they in turn feel able to support and be role models for the younger women in their lives. Support the show✅ And if you enjoyed the show, please leave us a review.We genuinely love hearing your questions and feedback. So, email us a voice note womenandmoneycafe@gmail.com or via instagram with your thoughts and suggestions.
Join host Kimberley Dondo and experts Yusuf Ali, Karen Leys, and Gregor Sked from Royal London as they tackle the challenges advisers face discussing business protection with clients. Discover solutions to grow your business and provide value in today's demanding market. If you'd like any further information or resources from Royal London, visit: adviser.royallondon.com/PeoplePowered.
Welcome to another Inbetweenisode where my guest is a senior member of the team at LifeSearch - Alan Richardson. This will be super-useful episode for anyone who has a business of any kind. Shownotes: https://meaningfulmoney.tv/session509
Jeffrey Seelman was born with psychic ability. After serving in the United States Air Force, he studied different kinds of philosophies relating to spirit communication, protection and a host of other things relating to those subjects. What started out as a quest for knowledge and self-help quickly turned into something much more. Seelman studied those concepts for almost 10 years from 1982 until about 1992. During that time, a lot of unusual things started happening to him on a metaphysical level. His first book, which was created in Chicago in 2013, really goes into a lot more of the detail of his childhood, teenage years as well as those years of such serious studying. Website starclear.com Books Life of an Exorcist Power Protection: Learn Psychic Protection, Home, Business Protection and Clearing Moving Energy
Legal Business Protection and Legacy with Melanie Cunningham, MC Law Office 1 Why does IP matter? 2 What legal protections are available to entrepreneurs? 3 How else do you collaborate with the entrepreneurs that you work with? 4 How does a business create legacy through IP? 5 What can we expect from you at the BizGrow Virtual Summit - Protecting your Intellect session? Learn More: mcunninghamlaw.com empowerbusinessclub.com **Secure your place(s) at BizGrowVirtualSummit.eventbrite.com prices increase on 14 September** --- Send in a voice message: https://podcasters.spotify.com/pod/show/empower-business/message
With 60% of businesses stating they'd cease trading within 12 months of losing a key person and 75% of businesses having some form of borrowing*, there is a clear need in the market for business protection advice. This is where Nathan Ansell comes in, owner of Hend Consulting Ltd. Nathan set up Hend Consulting Ltd just under 5 years ago to specialise in business protection.In this episode Wayne and Hazel explore Nathan's journey into the business protection market and what he has learned along the way from the challenges he has faced. If you are looking to expand your business protection sales or generate leads within this market, Nathan expertly shares how he does this and why he feels giving this advice is imperative to achieving good client outcomes. We cover:Nathan's journey in to specialising in Business Protection and how he has grown his business in this area The different Business Protection client types and how to approach themHow Nathan generates leads and demonstrates the need for multiple products to his clientsWhat to look out for within a fact find to support Business Protection recommendationsDuring the episode we refer to Legal & General's State of the Nation, SME Report 2021. To review this research and download the report follow this link: State of the Nation | Legal & General (legalandgeneral.com)If you are experienced in financial planning, mortgage or protection advice and would like to feature on future episodes, please reach out to hazel.johnston@landg.com. Please also get in touch with any topics you would like us to cover on this podcast. *taken from Legal and General State of the Nation research 2021
Are you an adviser wanting to start recommending Business Protection? If so, this episode is for you… In this episode Hazel and Wayne welcome back Adrian Benjamin a Wealth Protection Adviser with Precise Protect. Back when we first filmed with Adrian, he mentioned his goal of entering the Business Protection market and we wanted to invite him in to hear how his first 6 months is going… Within Legal and General's State of the Nation business research we discover how many businesses have debt and how many would be forced to cease trading within 12 months if they lost a key person. Advisers are ideally placed to help businesses understand the uncertainty of risks, and to make the right decisions in protecting themselves against certain unexpected and in many cases unforeseen events. The report helps advisers protect the nation's SME's, build long-term relationships, and ensure they are protected for their futures. Therefore, it is no surprise that Adrian has seen an opportunity here to adapt his approach and focus on helping business owners with their protection needs. In this episode we cover:Why Adrian feels business protection is a useful product to have in your toolkitThe transferable skills Adrian feels set him up for success in this areaAn outline of the peaks and troughs within the first six months of Adrian starting business protectionHow Adrian developed his learning and CPD to be best placed to give this advice. As Adrian references within our chat, here at Legal and General we provide a whole host of Business Protection webinars, workshops and support materials. If we can help you with this, then please do not hesitate to reach out to us. Please also find some of the support materials mentioned in this episode in the attachments section. If you are experienced in financial planning, mortgage or protection advice and would like to feature on future episodes, please reach out to hazel.johnston@landg.com. Please also get in touch with any topics you would like us to cover on this podcast.
Are business owners fully prepared to safeguard their business as 99% are missing out on crucial protection coverage? In our latest podcast episode, we go behind the scenes with wealth protection advisor, Adrian Benjamin. Providing an in-depth look into the world of business protection, Adrian highlights the importance of this often overlooked aspect and how it serves as the backbone of a secure financial future. As a specialist in this field, his insights are not to be missed.Journeying with us from Manchester, to New York, and finally to London, Adrian shares his career story and passion for educating both brokers and clients about protection policies. His hands-on approach to unraveling the complexities of policy terminologies and criteria for different financial products, including mortgages and protection, is nothing short of empowering. Whether you are a broker looking to sharpen your skills or a client seeking the right protection plan, Adrian's guidance provides the tools needed to navigate the financial landscape with confidence.Wrapping up with Adrian's thoughts on client education, we delve into how to communicate effectively without overwhelming with jargon or a flood of documents. Stressing the importance of understanding clients' needs, Adrian drives home the point that the cheapest isn't always the best when it comes to protection policies. This episode will leave you educated, prepared, and primed to take control of your financial protection. Rest assured, with Adrian's insights, you'll walk away with a newfound understanding of the crucial role business protection plays in securing your future prosperity.Listen To The Mortgage Broker Broadcast Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722 Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8 ---------------------------------------------------Work With Me I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.1-1 Coaching https://craigskelton.co.uk/coaching/
Today Ellie is talking with Roland Cloutier, Principal at The Business Protection Group. Join us as Roland discusses his previous experience as Global Chief Security Officer at TikTok & ByteDance, the importance of protecting consumer data, accountable AI practices, and his current role at the Business Protection Group where he helps businesses protect themselves with transparency and compliance.
Steve Schabacker is a seasoned entrepreneur and master strategist with experience spanning over a dozen startups across various industries. His road-tested knowledge and experience have kept his doors open and businesses in the black, even when the world delivered what could have been a crushing blow. Steve is committed to constantly growing, shifting, and learning to answer the question that propels him forward: What kind of success would I find if I never quit?With expertise in cyber, electronic, and physical security, as well as security planning, Steve is an expert in many areas of security. He has authored a best-selling book for entrepreneurs and co-authored two best-selling books on cybersecurity. Steve is also the host of the top-rated Tactical Entrepreneur Podcast, where he shares insights and strategies to help entrepreneurs grow their businesses.Steve is now focused on giving back by helping others succeed in business through his coaching programs at the Tactical Entrepreneur Academy. His online courses, group, and individual coaching provide entrepreneurs the help they need to excel in any industry.Steve's current business holdings include Sheepdog Firearms Inc., a multi-location brick-and-mortar and online firearms retailer and training center, Valhalla Research, a custom firearms manufacturer specializing in built-to-order modern sporting rifles for all applications, We Secure Cybersecurity Inc., an MSP/MSSP focused on helping Physicians, Dentists, Lawyers, and Accountants secure and grow their business by leveraging technology, Naturalis Holdings, a supplement company in the human performance and pet spaces, and Far Behind Ventures, an investment firm focusing on the real estate and cryptocurrency spaces.Steve's mission is to help entrepreneurs grow and protect their business without sacrificing their family, time, and marriage. To connect with Steve or learn more about his work, listeners can visit his podcast website at https://www.tacticalentrepreneurpodcast.com.
Seelman was born with psychic ability. He was very sensitive to emotional energy around him as a child. After serving in the United States Air Website starclear.comForce, he studied different kinds of philosophies relating to spirit communication, protection and a host of other things relating to these subjects. What started out as a quest for knowledge and self-help quickly turned into something much more. He studied those concepts for almost 10 years from 1982 until about 1992. During this time, a lot of unusual things started happening to him on a metaphysical level. Seelman has the ability to clear negative emotional energy and negative spirits from individuals, living property, living environments and businesses. In addition, he teaches people how to protect themselves from the effects of negative energy and demonic spirits.Website starclear.comBooks Life of an Exorcist Power Protection: Learn Psychic Protection, Home, Business Protection and Clearing Moving Energy
In this episode, I talk to Dara Rosenbaum on:✨ How she started her entrepreneurial journey✨ Why is it important to protect your business with contracts✨ How to choose the right lawyer for your businessDon't forget to subscribe to my podcast and leave a review if you liked this episode! ✨Buy my book, Zero to Four Figures, here: https://www.themarketingnomad.co/books/zerotofourfiguresA bit about me:My name: Prithvi MadhukarPseudonym: The Marketing NomadI'm a marketer, business owner, entrepreneur, author of Zero to Four Figures: Lessons Learned by a Broke CEO, podcaster, youtuber, Etsy Shop Owner, Skillshare Teacher, and influencer with a zest for life, passion for marketing and an aim to travel the world while building my business empire ❤️Say Hi! to me:Instagram - https://www.instagram.com/themarketingnomadLinkedin - https://www.linkedin.com/in/prithvimadhukar/Skillshare - https://www.skillshare.com/r/user/themarketingnomad?gr_tch_ref=on&gr_trp=onPodcast - https://podcasts.apple.com/us/podcast/the-marketing-nomad-show/id1531854014YouTube - https://www.youtube.com/channel/themarketingnomadMy Etsy Shop: https://www.etsy.com/shop/TheMarketingNomadCoConsulting Services I offer:Social Media Marketing | Website Marketing | Content Marketing | Email Marketing: https://www.themarketingnomad.co/packages☕ Buy me a coffee if you'd like! ☕https://www.buymeacoffee.com/marketingnomadDISCLAIMER: You are absolutely not required, ever! However, if you liked this episode and you want to say thank you, then this is just me keeping that option open :) I am grateful for anything but please never feel like you have to! :)About our Guest:I am an attorney, business advisor, business owner and podcast host. I have a passion for creating, helping, protecting and growing companies. I am a litigator and transactional lawyer who became an attorney to help people. My love of helping business owners drew me to business law.https://www.linkedin.com/in/dararosenbaum/Support the show
Is your online business protected from legal pitfalls? Jay Razzouk, founder of ProSCALE Legal, shares his expertise on little-known legal strategies and paperwork that can help your business scale to 7 figures and beyond. Learn how to simplify legal compliance with his SecureScale™ method and ProAct™ framework. Join us to ensure your business is set up for long-term success. #legalcompliance #onlinescaling #ProSCALElegal
In this episode of the podcast, Nikisha Green Ware, Ph.D. discusses the importance of transferring risk by using insurance strategies. Connect with Nikisha: Facebook: https://www.facebook.com/nikishasware LinkedIn: https://www.linkedin.com/in/nikishaware Connect with Scherrie: Coaching: https://www.playbigfasterchallenge.com Instagram: https://www.instagram.com/scherriespeaks Facebook: https://www.facebook.com/scherriespeaks LinkedIn: https://www.linkedin.com/in/scherriespeaks Twitter: https://www.twitter.com/scherriespeaks TikTok: https://www.tiktok.com/@scherriespeaks #PlayBigFaster #scherrieprince
Key points of this episode: - If you don't trademark, someone will for you! - Your followers can help you that the content was originally yours. - Getting legally protected is a spiritual act as well. - The universe rewards people who take high risks ;) - You want to make sure that you're saying the right things to yourself. - Trust the process! - Crystals can provide real healing energy for our mind-body. -------------------- If you loved this episode, please share it
This week's Episode 6 of The Savvy Property Investors Show focuses “LEGACY & BUSINESS PROTECTION PLANNING” with special guest: Jason Hayles DO YOU KNOW: If insurance help with a potential inheritance tax bill? If anyone create a legacy plan for their kids and family? If insurance help with a potential inheritance tax bill? This week's podcast episode covers all this and more. Jason Hayles Personal Insurance, Inheritance Tax and Estate Planning Adviser. Is the director of Intelligent Protection Solutions which provides intelligent insurance solutions life cover, income protection, critical illness cover and private medical insurance for individuals, business owners and property investors with the aim of making sure that what you have worked hard for is protected in the event of an accident, sickness, or death. He also does Estate Planning and inheritance Tax. Jason help's people especially property investors to minimise inheritance tax and plan for legacy planning, to make sure that what you have worked hard for goes to the people you want GUEST CONTACT DETAILS: Email: Jasonhayles@me.com Tel no: 07968 259336 Facebook: Intelligent Protection Solutions LinkedIn: https://www.linkedin.com/in/jasonhayleslifelineconsultant Remember to subscribe and join our podcast community on Facebook using the following links: Connect with Sapphire on: WEBSITE https://www.savvywomen.co.uk/podcast https://www.sapphiregray.co.uk/podcast https://www.swiacademy.com/podcast EMAIL podcast@savvywomen.co.uk SOCIALS https://www.facebook.com/50savvywomen https://www.instagram.com/50savvywomen Clubhouse @SapphireGray
It is normal business practice for a company to mitigate the risks they may face but so often they overlook the impact of the loss of a co-owner. Indeed, 41% of surveyed business owners say they have never considered the risk, yet the impact of not having the rules and a framework in place can be the same as an individual dying intestate. We discuss the importance of shareholder protection and take you through, step by step, the most common solutions used when creating shareholder protection arrangements. We will also delve a bit deeper, looking at areas which can differentiate you from the pack, including how you can tailor solutions to be IHT efficient and creating bespoke agreements for when a husband or wife hold a position as a minority/non-working shareholder.
The moment you step on stage virtually or in person, you and your business are potentially liable. As speakers, we negotiate, read, send and receive countless contracts throughout our careers. We must protect our business and assets by leveraging the right legal tools. Liku T Amadi Esq is a California based attorney who shares her profound expertise within the legal system on safeguarding your business, intellectual property, and personal assets. In the current atmosphere of instant everything, Liku shifts our attention back to the importance of thoroughly understanding our contracts and the legal environment as it affects our unique business. Focus Points: Why legal services are worth your investment The essential legal protections you need as a speaker Common myths about contracts and legal services Contracts & Templates Insurance & Disclaimers Liku T. Amadi, Esq. is the founder of Anasa Law Firm and a CA business attorney who specializes in helping service-based coaches, biz owners, and consultants establish a solid legal foundation through custom contracts. Her focus is educating clients on the what & why behind legal services, so they are empowered to make legally informed business decisions and control the dynamics of their business relationships. Liku is a Bay Area native, a proud boy mom, and a powerful champion of Black women. Resources: Follow Liku on Instagram here: https://www.instagram.com/LAWYERLIKU Find out more about Liku's work here: www.anasalawfirm.com Follow Jasmin Haley on Instagram here: https://www.instagram.com/itsjasminhaley Follow Jasmin Haley on LinkedIn here: https://www.linkedin.com/in/jasminhaley/ Ready to create your signature speaking program and build recurring income through speaking? Find out about our services here: https://www.jasminhaley.com/work-with-us Disclaimer: The opinions expressed in our episodes are not the opinions of our podcast or event sponsors. Episode Sponsor: Jasmin Haley DBA Beyond the Prophy LLC, www.jasminhaley.com
Today is a very fun episode, as we are going to be talking to a client of mine, Joey Vitale. He is an international speaker and business consultant, and he's constantly showing up in an inspiring way. In this episode, we will be discussing business protection and referral success. Resources and links mentioned in this episode can be found on the show notes page at www.staceybrownrandall.com/194
In this episode, Lucas and David sit down with Mike Willever, a retired special agent with the United States federal government with 25 years of experience conducting investigations into a broad variety of criminal activity. He is now the host of the Active Self Protection Podcast (https://activeselfprotection.com/podcast/) where you can hear true stories of life or death self-defense encounters from the men and women that lived them.You can learn more about Active Self Protection here:Website: https://activeselfprotection.comYouTube Channel: https://www.youtube.com/c/activeselfprotectionGet registered for Vision 2022 before the good classes fill up!Click here to register: https://bit.ly/VisionKC2022Support the show (https://www.patreon.com/AutoShopOwnersGroup)
Brittany Sanders, aka Ms Life Insurance is a 2018 career success award winner, 2020 Centurion, 2021 ‘Lift as You Climb' award recipient, and a 3 time Executive Council Premier agent. She's also an active member of both the Latino & African-American Unit markets within her company, New York Life.Brittany specializes in Individual & Family Life insurance, Business Protection, Retirement planning, Tax diversification, Asset preservation, Legacy & Estate planning, and rolls 401Ks over into pensions.She's also Licensed in 12 states.Her goal is to bring hidden gems and financial resources to light. She stated “most of my clients express being worried about either (1) what their family or children would do if they weren't here (2) getting their children started on the right foot financially entering adulthood , (3) paying less taxes OR (4) out living their income throughout retirement. I'm here to provide solutions and guide you every step of the way.”Connect with her with Facebook & LinkedIn as Brittany Sanders, New York Life Agent.Follow her on Instagram @MsLifeInsurance for valuable information and book a free consultation with her today.Email: Basanders@ft.NewYorkLife.comConnect with her on Clubhouse and Pinterest as MsLife Insurance.Rich State of Mind Links:Website: www.richstateofmind.comMake cash on the side: https://send.cloutzap.com/richstateofmindIf You Would Like to Donate: https://www.patreon.com/richstateofmind Instagram : @rich_statebrand and @rich_invests_Podcast links: https://linktr.ee/anthanerichiePlease like and subscribe to our channel.See our cool wealth building and real estate T-shirt designs in the links below :Rich State of Mind Store : https://bit.ly/RichStateSupport the show
Brittany Sanders, aka Ms Life Insurance is a 2018 career success award winner, 2020 Centurion, 2021 ‘Lift as You Climb' award recipient, and a 3 time Executive Council Premier agent. She's also an active member of both the Latino & African-American Unit markets within her company, New York Life.Brittany specializes in Individual & Family Life insurance, Business Protection, Retirement planning, Tax diversification, Asset preservation, Legacy & Estate planning, and rolls 401Ks over into pensions.She's also Licensed in 12 states.Her goal is to bring hidden gems and financial resources to light. She stated “most of my clients express being worried about either (1) what their family or children would do if they weren't here (2) getting their children started on the right foot financially entering adulthood , (3) paying less taxes OR (4) out living their income throughout retirement. I'm here to provide solutions and guide you every step of the way.”Connect with her with Facebook & LinkedIn as Brittany Sanders, New York Life Agent.Follow her on Instagram @MsLifeInsurance for valuable information and book a free consultation with her today.Email: Basanders@ft.NewYorkLife.comConnect with her on Clubhouse and Pinterest as MsLife Insurance.Rich State of Mind Links: Website: www.richstateofmind.comInstagram : @rich_statebrand and @rich_invests_Podcast links: https://linktr.ee/anthanerichiePlease like and subscribe to our channel.See our cool wealth building and real estate T-shirt designs in the links below :Rich State of Mind Store : https://bit.ly/RichState
Filing for intellectual property rights is unfamiliar terrain for some founders and CEOs. Beyond developing an IP strategy, most aren't aware of its value and what it entails for their businesses. However, taking this precaution to safeguard your business is critical. It can not only save you money in the long run, but it can also provide you with many growth opportunities.Isi Caulder, a patent lawyer with experience planning IP rights for businesses, joins us in today's episode. She describes how she went from being an engineer to becoming a patent lawyer and why she chose to specialize in intellectual property. Isi also goes over the types of intellectual property, their value, and how we can apply for them. Later on, we learn what it takes to develop a sound IP strategy and how this can be attractive to investors. Finally, we understand the importance of working with a patent lawyer and how their expertise can help you ensure your company's growth. Tune in to the episode if you want to learn about intellectual property and how to use it to your advantage.Here are three reasons why you should listen to the full episode:Learn about the types of intellectual property and their differences.Discover the importance of IP and employing the help of IP lawyers in empowering your company.Understand how IP can be used as an asset that can open up more opportunities for financing your business.Episode Highlights[05:58] How Isi Became a Patent Lawyer[07:07] What is Intellectual Property?[08:23] Other Types of IP[10:48] How to Identify Your IP[12:12] Advice Around IP[13:24] Crafting an IP Strategy[15:15] Next Steps to Filing IP[19:30] Why IP is Crucial for Your Business[21:35] Funding Opportunities[23:55] How to Use IP for Financing[26:56] Why Employment Agreements Matter[29:03] Cost-Benefit Analysis for IP [33:17] Financing Using Trade Secrets[34:24] Parting AdviceEnjoyed This Podcast?Write a review and share this with your friends.Connect With MeReady to transform your purpose into an impactful business financial story, profit, and joy? Schedule a chat with me at any time.Resources:Visit Christina Sjahli's website! Learn more about innovating and scaling your business through the Her CEO Journey™ podcast series.Download the Forecasting Guide so you can create a better and improved financial forecast for your business!CanExportThe Government of Canada's Concierge program: CENGN Connect with Isi: LinkedIn | Email | Twitter
Lee Boss and Ross Karp joined me in studio for the final episode of our 3 part series focused on Strategies for Business Continuation. In this episode, we talk about ways to avoid disruption in your business should an event happen to your key personnel. Enjoy and if you have questions for either Ross or Lee, please feel free to e-mail them at ross@3p-insurance.com or lboss@mercadien.com
According to the latest research from Barclays Bank, there has been a notable increase in the number of business scams. Opening the latest Business Finance Bulletin, we highlight five scams to watch out for. Alongside the extension of other support measures, we look at the government announcement extending the period of a range of measures designed to protect those businesses in precarious financial position. To close, a new report from Experian reveals that many people are not checking their credit files. We look at why this is important if you are thinking of applying for business finance.
In this episode, Tony interviews Jason Marcus. Jason is an experienced Attorney at Bracker & Marcus LLC, in Atlanta Georgia. Jason practices consumer law, as well as labor and employment law. Jason has a major desire for assisting businesses going through the bankruptcy process, as well as fraudulent activity. Jason has spent a lot of his time assisting smaller business, bringing them fair and successful case decisions.Tony and Jason discuss the importance of finding a lawyer when going through the process of bankruptcy. Bankruptcy to many is the last life of their businesses, and if not analyzed fairly, can lead to the debt of a large amount of money. The duo also explain the effect of fraud in business law cases. Fraud is an illegal act that involves deceptive actions from a person to experience illegal gains. The two also discuss how the False Claims Act effects other aspects of businesses, and employment law.
What you’ll learn in this episode;2:15 How Joey utilizes his law firm to “legitimize brands”.10:33 Why Trademarking your business is necessary. 24:00 What can and cannot be Trademarked. Quote -“ A great leader anticipates challenges.” -Anonymous So whatever business you are in, let’s dive deep on the importance of hiring help to protect our brand and business.How you get involved:Be sure to support the podcast by sharing with your friends and family.Or support the podcast by donating at www. letstalkbusinesswithstephanie.comFollow Stephanie on FB/IG/TWITTER/LinkedIn: Stephanie A. WynnTo learn more about Stephanie A. Wynn visit stephanieawynn.comIf you recently started your business please be sure to grab the Step-by-Step Guide on How To Start Your Business in 2021 https://stephanieawynn.com/how-to-start-a-business-in-2021/.Enjoyed the Podcast? Be sure to subscribe on iTunes and leave a review. We would love to hear your feedback and we’d love for you to help us spread the word!
We are those boring insurance people that no one wants to talk to until a winter freeze causes the pipes to burst. Down here in Texas that was our experience the other week. We are an independent insurance company that focuses on business insurance, we are licensed and serve customers in all 50 states. We help match customers up with the right insurance options for their business. The primary insurance options we see small businesses in need of are; property insurance, business interruption insurance, liability insurance, workers compensation, and auto insurance. The biggest mistake we see small businesses make when it comes to their insurance coverage is a bulletproof mindset. We go to work every day thinking everything will happen as it should and while most days that is true, I think it is prudent to trade a few dollars to cover you when those bad do things happen. When it comes to insurance costs, one to two percent of sales will typically provide adequate coverage for your business. Insurance at its core is taking a little money from each to pay for the claims of a few. However, when something like a pandemic happens to everyone it is generally not going to be covered by insurance. As it relates to COVID there is ongoing litigation if business losses should be covered. The coverage we sell to franchises is the same as we would sell to any other small business. The difference is a franchisee will typically receive a lower rate due to being pooled together with the other franchise units under that brand. We primarily partner with franchisors as a preferred vendor to offer our insurance products to their franchisees. Resources Shared: Program Insurance GroupKilling Sacred Cows
Linsey Levine is the founder and CEO of Lindsey Shae Consulting, a legal consultant for small business owners. She knows that as a small business, conventional legal services can be expensive and aren't necessarily crafted to our needs. With this, she has created services that are made to protect small businesses and allow them to continue to grow their businesses. In today's episode, I interview Linsey asking her all of the absolute must-knows that small businesses need to know when it comes to anything legal. We cover: Why you needed to implement a contract, like yesterday + what should be on there. The first steps to take to protect your small business legally + avoid big conflict. Whether or not to trademark your business. The biggest mistakes small business owners are making with their legals + how to avoid them.
From motivation to mindset, personal branding to perseverance, you will learn tried and tested ways to generate leads, increase your sales and build a strong lifestyle business. Gary Das takes you on an entrepreneurial journey of education, inspiration, and motivation to help you become a Pro of your industry! Martin Lightbowne is on this week's podcast, he’s the Founder of OnPoint Financial which specialises in Life Insurance, Business Protection, Private Medical Insurance, Critical Illness Cover and Business Insurance. They say that you should never let a crisis go to waste and Martin has expanded massively in 2020 despite COVID. Take a listen to find out how he’s done it. We all need some inspiration and good news this year! What Is Covered In Today’s Episode Of The Financial Pro Podcast: Working in the financial protection industry How mistakes can help you scale your business Building your teams up to hit your goals Partnering with people who add skills to your team Understanding your duty of care as a protection specialist Channels: Join the Financial Pro Community https://bit.ly/2zQ3MaS Buy Gary’s book The Self-Employed Mortgage Guide https://www.amazon.co.uk/dp/178133403X/ Follow Gary on Instagram http://bit.ly/2UrBYlJ Visit Gary on Facebook http://bit.ly/2DefkSS
John Reed helps advisors and strategic partners implement and maintain advanced wealth/business protection and transfer strategies for their most valued customers. He has helped insurance advisors with over 190 Premium Finance cases resulting in +$1.9B of coverage, +$350M of financed premiums, and +$53M FYC. He currently serves on the Finance Commirree for the city of Newport Beach, CA, is the immediate past-president of The Elite OC: Young Professionals Giving Back, and is a graduate of University of Cincinnati where he studied for his BS/MS in Aerospace Engineering and MBA. He is an avid reader, competitive sailor, and international traveler. Visit Annieca's website: https://www.annieca.com/Follow Annieca on socials!Facebook: https://www.facebook.com/AnniecaInsuranceLinkedIn: https://www.linkedin.com/company/anniecaInstagram: https://www.instagram.com/annieca_com/YouTube: https://www.youtube.com/channel/UCYCyARfbz1NIPvjT8hIVZrw?fbclid=IwAR0jhtipM_DXOPafp-IZdDr8qLSX9-eApgDlLyI9m-WJfF9OAJ9Zo5oMp0wTwitter: https://twitter.com/AnniecaMergers
In this episode, London-based employment partner Kate Brearley and employment partner Kiersten Lucas, who leads our Middle East employment team, discuss the impact of the Covid pandemic on an employer's ability to protect their business from unlawful competition focussing on the challenges presented by remote working and the potential impact on interpreting and enforcing restrictive covenants.
You are contractually obligated to... Wait, do we have a contract? Now, in the list of all of the business items you are checking off as you build and grow your business... I KNOW this to be a fact... Contracts and legalities are one of the most overlooked, half-assed, and left un-done portions of most service based businesses. Why? Because we love what we do, we are passion about who we serve and we aren't lawyers. So, as you are taking a look at your business in whatever stage its in... I also KNOW that this episode is going to help remind you about the amazing benefits of having your paperwork in order before it's too late and you wish you had. So, let's dive in with our guest today, Nuzayra Haque-Shah who is a virtual attorney and here to help us safe guard our businesses and make sure that we have one that runs smoothly even in rough waters. >>tune in and connect after: To connect with our guest Nuzayra Haque-Shah: InstagramLinkedInThe @IPlawboutique Plan is a legal subscription plan for all small businesses and startups. This plan is meant to provide access to an attorney each month at a low cost. Your membership gives you all-access to an attorney, which includes unlimited emails, phone calls, document review, and a discount on additional services.Also, as a bonus to signing up now, I will provide a free postponement/cancellation contract to address contract cancellations due to Covid-19 To connect with your host, Alicia Leigh: InstagramFacebook To connect with the podcast and never miss an episode: Instagram >>>LET US KNOW you're listening by taking a picture of your listening screen and tagging us on your favorite platform. We will give you a shout out right back!
The latest episode of The Raw Verdict is now live for your listening pleasure! Your host and humble guide Keila Cash recaps the highs and lows from WWE's flagship show, Monday Night Raw! The Rundown Includes: The Retribution puzzle pieces are coming together, Ricochet is the best sell artist in WWE today, Asuka & Mickie James' Raw Women's Championship Match ends on a wonky note, Dominik Mysterio continues to impress, Seth Rollins forsakes Murphy, and Keith Lee & Drew McIntyre underwhelm in the main event spot. Press play and SUBSCRIBE today! Follow me on Instagram: https://www.instagram.com/wrestlesoaptopia/Follow me on Twitter: https://twitter.com/ladywrestlingx
Today’s episode is Part 3 of the Kick Your “Buts” in Business Series and we are going to discuss my favorite of the top “buts” that pop up for Creatives - Protection of/from Ego. If you’re a perfectionist, you don’t want to miss this because this will give you such insight into how you tick.Remember: You have to be your own safe place in order to really step into the person you want to be. Failing does not mean you’re a failure. So give yourself permission to fail just as much as you give yourself permission to win. Research: Where does this “but” come up for you? What do you say to yourself if you fail? What are you stopping yourself from doing in order to avoid this pain?Challenge: Think of what “buts" come up for you and write them all down, then over the next few weeks, begin categorizing them based on the top 5 Ill be revealing to you, first with overwhelm, then fear of judgement, and now protection of/from ego.
Listen, I know we all want to make things as convenient as possible for new clients (hello, online business!) ... but at what cost? This episode will cover how to balance client convenience w/ business protection - from the start of the onboarding process (applications) to the end (enrollment). Did you hear?! I'm giving you a FREE contract template to celebrate the start of CEO SKILLS RADIO! All you have to do is: 1) Leave a review of CEO SKILLS RADIO on iTunes 2) Take a screenshot 3) Email screenshot to nina@thecontractguru.com 4) Use the discount code provided to land your free template! MORE TIPS ON IG >> @ninathelawyer CONTRACT SHOP >> www.ninamarinaro.com/templates
OmniKey Realty cohosts a live webinar with NREIG to share about property and business protection options. Attendees learn from Leah Slaughter and Shawn Woedl as they discuss the Tenant Protector Plan and cheaper insurance options with more coverages for landlords.
Mark welcomes Jeffrey Seelman to the show. Jeffrey Seelman is a professional clearing expert, teacher, author, psychic and exorcist. After serving in United States Air Force, he studied metaphysical-thought and philosophy during the 1980s. In 1992, Jeffrey brought his services to the public. Jeffrey clears negative emotional energy as well as negative spirits from individuals, living environments, property and businesses. He also teaches individuals how to protect themselves from the effects of negative emotional energy generated by living people, negative and demonic spirits, and methods to keep ourselves, families, homes, and businesses free and clear of accumulated negative emotional energy from the past and present. Jeffrey's website can be found here: starclear.com You can find Jeffrey's amazing books here: Power Protection: Learn Psychic Protection, Home, Business Protection and Clearing Please Support On the Odd on Paypal!
Mark welcomes Jeffrey Seelman to the show. Jeffrey Seelman is a professional clearing expert, teacher, author, psychic and exorcist. After serving in United States Air Force, he studied metaphysical-thought and philosophy during the 1980s. In 1992, Jeffrey brought his services to the public. Jeffrey clears negative emotional energy as well as negative spirits from individuals, living environments, property and businesses. He also teaches individuals how to protect themselves from the effects of negative emotional energy generated by living people, negative and demonic spirits, and methods to keep ourselves, families, homes, and businesses free and clear of accumulated negative emotional energy from the past and present. Jeffrey's website can be found here: starclear.com You can find Jeffrey's amazing books here: Power Protection: Learn Psychic Protection, Home, Business Protection and Clearing Please Support On the Odd on Paypal!
047: BUSINESS PROTECTION IS NECESSARY WITH ANGIE AVARD TURNER, ESQ. On the podcast today is Angie Avard Turner, an attorney who loves pattern and color. After over 20 years in retail, 14 years in wholesale, and 8 years in licensing, Angie decided to meet a glaring need of creatives—an attorney who was familiar with the needs of creative entrepreneurs and an understanding of the law. Angie believes that her entrepreneurial experience coupled with her legal education uniquely situate her to give an interesting twist on how the law can affect one's creative endeavors. She is a presenter, mentor and speaker all over the country helping creatives take care of their businesses from a legal perspective. In 2018 she launched her latest endeavor, Prep’d for Success – a one stop on-line shop for creative business resources. TOPICS MENTIONED: Privacy Intellectual property Contracts Protection THOUGHTS FROM ANGIE: I saw others experience the same issues that I already experienced. Creatives are impacted by not protecting their creative works. You want to protect the “things” you create. You can protect a pattern, but you cannot protect the “useful” thing. The law has not caught up with certain “protections”. A photograph can be protected by a copyright. A tradedress protects the look and feel of a product or a service. The internet is a tool and a weapon at the same time. You are one click away from finding out that someone is copying you. There are different contracts to be aware of and what they are used for. Be proactive and protecting rather than reactive and having to defend. SOCIALS: Website: http://www.angieavardturnerlaw.com Website: https://www.prepdforsuccess.com REFERENCES AND RESOURCES: PIAC EP. 029 - Nicole Heymer - Listen Today Start with Why by Simon Sinek The Designers' Inner Circle - Become a Member Today!
Cannabis business protection through branding and compliance is the title of the Brand Messaging Podcast Wait What Really OK. S5.E7 #97 is hosted by Brand Messaging Strategist Loren Weisman.By securing the brand, business, messaging, finances and operations while helping each venture stay up to date on all federal, state and county regulations, the reduction of risk drops and the increase in profit grows exponentially. Safely estimated to be a 22 billion dollar industry by 2022, the correct brand discovery, development, compliance and organization... now, will allow for a venture to drive, thrive and survive in a marketplace has many supporters but also has a lot of people looking for those making mistakes in order to taken them down. As more and more states are legalizing medical marijuana as well as CBD products, while others are looking to legalize the use of recreational marijuana products, organizations need to get all ducks in a row and prepare for everything from the IRS coming to audit all the way to others trying to steal the thunder or popularity of a product or marketing campaign. When you educate, build and protect your business the right way, with the right steps, correct organization and compliant operations in place, the chances of success, profit and sustainability move up in your favor.We achieve this by looking at each service, brand, and product to see if it is tried, tested and true with the four major components. 1. Brand Correction or Creation and Security2. Business Structure and Systems3. Financial Compliance and Tracking4. Legal Protection and Organization Wa also use the acronyms for CBD, THC and Hemp to be spelled out in the following way.CreativeBrandDevelopmentTactical HabitualCompliance HonorableEngagementMessagePresentations Cannabis business protection through branding and compliance.*******The Brand Messaging Podcast Wait What Really OK is a methodical, comical and informational podcast sharing authentic brand messaging, optics approaches & strategies for honorable authority driven businesses. *******Host, Loren Weisman is a Brand Messaging Strategist and Contributor for FSG Messaging and Optics. Loren focuses on the authenticity, authority, optics, psychology and perceptions of a brand, persona or product. *******Fish Stewarding Group & FSG Messaging and Opticswb: https://fishstewarding.com/*******Loren Weisman LinksWeb: https://lorenweisman.com/*******The Brand Messaging Podcast Wait What Really OK is available on Pandora, iHeart, Apple Podcasts, Spotify, and other locations. ******* Brand Messaging Podcast WWROK LinksPodcast Info Page: http://brandmessagingpodcast.com/*******Brand Messaging Podcast Music Credits 1:Opening Theme Song“Fully Licensed Wait What Really Ok Theme Song" by RKVC.Copyright 2016 eMbloh Music (ASCAP)/ Cienzo Music (BMI).Administered by Ass Backwards Music (ASCAP)/Bass Ackwards Music (BMI)http://rkvc.net/*******Brand Messaging Podcast Music Credits 2:Closing Theme Song“News and Information Podcast Percussion Outro” by Doug Hinrichs.Copyright 2016 Dig And Be Dug Music (BMI).Administered by Bass Ackwards Music (BMI). http://doughinrichs.com/******* Cannabis Business protection through branding and compliance
Cannabis business protection through branding and compliance is the title of the Brand Messaging Podcast Wait What Really OK. Episode 97 is hosted by Brand Messaging Strategist Loren Weisman.By securing the brand, business, messaging, finances and operations while helping each venture stay up to date on all federal, state and county regulations, the reduction of risk drops and the increase in profit grows exponentially. Safely estimated to be a 22 billion dollar industry by 2022, the correct brand discovery, development, compliance and organization... now, will allow for a venture to drive, thrive and survive in a marketplace has many supporters but also has a lot of people looking for those making mistakes in order to taken them down. As more and more states are legalizing medical marijuana as well as CBD products, while others are looking to legalize the use of recreational marijuana products, organizations need to get all ducks in a row and prepare for everything from the IRS coming to audit all the way to others trying to steal the thunder or popularity of a product or marketing campaign. When you educate, build and protect your business the right way, with the right steps, correct organization and compliant operations in place, the chances of success, profit and sustainability move up in your favor.We achieve this by looking at each service, brand, and product to see if it is Tried, Tested and True with the four major components. 1. Brand Correction or Creation and Security2. Business Structure and Systems3. Financial Compliance and Tracking4. Legal Protection and Organization I will be talking more on this at the USA CBD Expo in Miami, Florida on August 2nd, 3rd, and 4th. More at https://usacbdexpo.comEpisode 97 of the brand strategy podcast Wait What Really OK is called Cannabis Business protection through branding and compliance. This Brand Messaging Podcast is available on iHeartRadio, Spreaker, Spotify, Google Podcasts, Apple Podcasts, Castbox, Podbean, Podcast Addict, Podchaser, Stitcher, TuneIn, Chartable, Hubhopper and other Podcast Distributors.************************************************The Brand Messaging Podcast Wait What Really OK is Part Radio Show, Part Podcast, Part Strategy & Part Comic Relief that takes apart the misconceptions, misunderstandings and mistakes of online branding, messaging and optics by delivering up to date, easy to understand information that can be applied to your messaging and brand messaging strategy, regardless of your business. ************************************************Host, Loren Weisman is a Brand Messaging Strategist and Contributor for the Fish Stewarding Group which is Stewarding Strategic Solutions. Loren focuses on the authenticity, authority, optics, psychology and perceptions of a brand, persona or product. *****************************************************Fish Stewarding Group (Orlando Division) 207 West Plant StreetWinter Garden, Florida, 34777-0991*************************************************LinksFSG URL: https://fishstewarding.com/LW URL: https://lorenweisman.com/Podcast Info: https://lorenweisman.com/brand-messaging-podcast/Videos: https://youtube.com/lorenweisman/Pictures: https://instagram.com/lorenweisman/Amazon Author Page: https://amazon.com/author/lorenweisman********************************************** Music Credits: Opening Theme Song“Fully Licensed Wait What Really Ok Theme Song" by RKVC. Copyright 2016 eMbloh Music (ASCAP)/ Cienzo Music (BMI). Administered by Ass Backwards Music (ASCAP)/Bass Ackwards Music (BMI) ********************************************** Music Credits: Closing Theme Song“News and Information Podcast Percussion Outro” by Doug Hinrichs. Copyright 2016 Dig And Be Dug Music (BMI).Administered by Bass Ackwards Music (BMI)********************************************** Cannabis Business protection through branding and compliance
Focusing on Business Protection Planning www.alerus.com The post Focusing on Business Protection Planning appeared first on Today's Business Radio.
In this podcast Kate Brearley, partner Kiersten Lucas and associate Natalie Edwards, look at what employers can and should do if they suspect an employee or former employee is, or is planning to engage in, competitive activity.
This month's podcast is the third in a mini-series on employee competition which coincides with the new edition of 'Employment Covenants and Confidential Information: Law, Practice and Technique' (Bloomsbury), co-written and co-edited by Stephenson Harwood employment partner Kate Brearley and Selwyn Bloch QC of Littleton Chambers. In this podcast Kate Brearley, employment partner Kiersten Lucas, who leads our Middle East employment team, and senior associate Richard Freedman, discuss some of the key issues employers should consider when introducing or varying restrictive covenants.
This month's podcast is the second in a mini-series on employee competition which coincides with the new edition of 'Employment Covenants and Confidential Information: Law, Practice and Technique' (Bloomsbury), co-written and co-edited by Stephenson Harwood employment partner Kate Brearley and Selwyn Bloch QC of Littleton Chambers. In this podcast we will discuss the drafting of restrictive covenants and key points employers should consider at the start of an employment relationship.
Download free guidance checklist – Cover your protection bases: https://www.yiotanicolaidou.com/protectionbases/ On Today’s Episode: Business protection blocking rats you live with Episode Main messages: The psychology of feeling safe is your greatest blind spot in security. The more careful you are in avoiding leaving digital fingerprints, the higher your protection levels are. Check Out These Highlights: Working […]
Damien Fahy of moneytothemasses.com talks to Andy Leeks about money. This week, Damien ponders the question "What would happen if I were to be hit by a bus?" If you have a small business, how would the people you leave behind cope and what should you do to protect you and your business? Damien also looks at Pensions and Pension costs. 80-20 Investor - Click here to find out more about Damien's 80 20 Investor service. The One Giant Leap Podcast - Click to check it out MTTM Investment Calculator - The best investment calculator on the web
Tom and Jim discuss carrying at work, solar eclipses, training, being an ambassador to the shooting sports.
Bobby is located in Washington, DC and is an intellectual property attorney who, through his company Klinck LLC, helps entrepreneurs, startups, and innovators harness the power of their intellectual property rights and reduce exposure to lawsuits or brand challenges in the marketplace. Bobby prides himself on making the complex issues related to intellectual property understandable for non-lawyers. He has published two books about intellectual property law, "The Entrepreneur's IP Planning Playbook and Patent Litigation Primer. He is currently working on a more ambitious project - a book to provide entrepreneurs with an overview of how to craft an intellectual property strategy from start to finish. --- Support this podcast: https://anchor.fm/the4pos/support
Gutted my Wallet & Small Business Protection by Dale Cardwell
There are three main components that impact business during the process of divorce. The emotional impact can distract a business owner to the detriment of his or her business. There are significant legal issues regarding the impact of equal distribution because a business owned by one or both of the spouses is considered an asset during equal distribution. And finally, there are significant financial issues that can impact the running of a business, such as full disclosure of the finances and operations of a business, when one business partner is going through divorce. Tanya Helfand, a resident of Livingston, New Jersey, is Principal at Helfand & Associates, a New Jersey based law firm specializing in matrimonial law and bankruptcy. Ms. Helfand’s firm currently employs the services of three attorneys and two paralegals. She is also of counsel at the New York firm of Borstein & Sheinbaum in New York City, NY. Tanya Helfand is a Certified Matrimonial Attorney for the State of New Jersey. She is on the Superior Court’s Early Settlement Panel in Essex and Morris Counties and list of financial mediators. Approximately 75% of the practice is family law. Ms. Helfand has an extensive track record as a highly effective litigator, working with complex financial settlement issues, custody, and domestic violence. In this capacity, Ms. Helfand protects the emotional aspects of her clients without deviating from excellent legal support. She consistently approaches her cases with a frugal position, always trying to ensure that her clients are minimizing the expense of the process. She is a seasoned litigator and qualified mediator and collaborative lawyer pursuant to the Rules. She has an impressive track record, succeeding effectively and gaining respect from her professional colleagues.
Normal 0 false false false EN-GB X-NONE X-NONE /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-parent:""; mso-padding-alt:0cm 5.4pt 0cm 5.4pt; mso-para-margin-top:0cm; mso-para-margin-right:0cm; mso-para-margin-bottom:10.0pt; mso-para-margin-left:0cm; line-height:115%; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri",sans-serif; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin; mso-fareast-language:EN-US;} MPAF21 – Caroline Hawkins on Critical Illness Cover and Business Protection This is the Podcast for providers and advisers looking to share business ideas and inspiration in the world of protection and finance. If you’d spent seven years fighting an insurance company for a critical illness claim payment would you have become a passionate advocate for the product? My guest today is a financial adviser who dealt with just such a prolonged claim. Rather than put her off protection insurance, Caroline says the experience created a passion for protection. Now she focusses on protection advice. Particularly critical illness cover and business protection. Caroline uses compelling stories to convince her clients of the need for protection insurance. Listen to Caroline’s stories about critical illness cover and business protection. Hear her opinions on whether protection is too complex and where the products should go in future. Who is Caroline Hawkins? Caroline works for Direct Finance Solutions Ltd She’s an experienced, fully qualified, independent adviser specialising in Business Protection including Tax Efficient Life Cover, Key Person cover and Shareholder protection; Personal Protection including Life Cover, Critical Illness Cover and Income protection; Large Loan Mortgages including International Mortgages and Buy-to-Let portfolios. Her aim is to help individuals and corporate clients take control of their finances in a friendly and professional manner whilst bringing financial peace of mind. Like many financial advisers Caroline concentrates on building long term relationships with her clients. For links to the books and apps mentioned by Caroline please visit http://rogeredwards.co.uk/mpaf (http://rogeredwards.co.uk/mpaf%20) for the show notes. What is the Marketing Finance and Protection (MPAF) Podcast? The MPAF Podcast is a 30 minute audio show you download from http://rogeredwards.co.uk/mpaf (http://rogeredwards.co.uk/mpaf) , iTunes or Stitcher Radio. Each week I’ll be interviewing financial services providers, advisers, experts and journalists. Interviews to listen to in the car, on the train or on the treadmill. I’ll be asking what we can do to make protection and finance more accessible to the consumer. We’ll talk about: • Marketing, communications and propositions. • Financial and protection products • Interesting business models and campaigns as well discussing how advisers can promote their own businesses using modern content and social media methods. My aim is to make sure that you will get one or two big business ideas that you can apply to you own business, whether it is a sales idea, advice idea, product tweak or simply an app that is worth looking at. I’m your host, Roger Edwards. A Marketer for 25 years, ex-MD of Bright Grey and Scottish Provident, content and social media champion, I’m now in business to help your business. Please subscribe to the Podcast on iTunes and I’d be grateful if you would leave a review. http://rogeredwards.co.uk/itunes (http://rogeredwards.co.uk/itunes) Would you be interested in appearing on...