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I'm just like a member of our family. So yeah, it works out

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good. Oh, that's awesome. Okay. And so why Why? Why did you get

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into law originally?

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You know, I have absolutely no professional people in my

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family. To be quite honest, like, my dad was in sales, my mom was

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a stay home mother of five, I'm the youngest of five girls. So

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my sisters became teachers, one became a nurse, one became a

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hairdresser, and I was sort of always academic. And when I

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graduated college, I always kind of had a lot in the back of my

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mind, but I was going to go teach English in South Korea.

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And my mother was like, hell no, you're not. I applied to law

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school the next day. And that's all she wrote. And I did well

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when I got there and started, you know, just exploring

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different practice areas and ended up in IP and business. And

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I've enjoyed it.

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Too fun. Did you know I was raised by my mom and five older

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sisters?

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No, I didn't. Oh my gosh. estrogen fest. There you go.

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That's how I that's how I refer to it all the time.

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Absolutely. And I was a little brother than ever expected to

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have.

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Okay, well, I'm sure you're very good to women.

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Yeah, my two ex-wives may disagree with that. But I they

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are the mothers of my children. And I honor them. And they, you

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know, some people. I like what the Rock said. He said, some

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people don't like me. Some people have bad taste. All

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right. Welcome in to vision pros live with Jackson Calame. I'm

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your show host, we'll be doing interviews with you. And we'll

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be doing interviews for visionary entrepreneurs and

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guest leaders who are building fantastic visions out there.

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Hey there and welcome into vision pros live. I may be in

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hot water after what I said last, but that's okay. We'll have

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some fun with this show. I'm the founder and CEO of first class

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business show host here, of course, as well. And I'm so

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excited to have Melissa Gray on with us. And Melissa Gray is

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the founder of Oh my goodness, the law spot. And what we I'm so

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excited about this episode, because our company is looking

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for that law firm as well that we can partner with to be able

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to provide legal services from within our own brand. And so

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this is kind of like an interview, as much as it is the

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opportunity to hear what her visions about. And that's, I

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mean, that's honestly, it's the big reason why I do these

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episodes is so that I can interview all these different

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really cool visionaries, extract what is there up to and see why

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do they do the things that they do, because I want to work with

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people who have really cool wise and really big ideas. So I'll

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digress out of that for now. We'll bring Melissa on stage in

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just a minute. First off, a few tips for anybody who's listening

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in that's trying to grow their business. We use a system called

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cold click. If you are watching the screen, you'll get to see a

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little bit more about that company. This system is what

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what handles our LinkedIn automation and art Hoffman has

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become a friend of mine, he runs it, we've used you link, we've

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used buzz, we've used all sorts of different systems. And the

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systems are helpful. He combines I think buzz, I'm sorry, you

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link and octopus and something else, and make sure that we're

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playing nicely with the algorithms while our systems are

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out there, contacting people on our behalf. Now we create great

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messaging for that too. But it allows me to have a whole ton of

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people coming through the pipeline, excited about our show

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excited to talk to us. And it's nice to have somebody in charge

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of making sure that as as LinkedIn makes changes and

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adjustments to the algorithms, I don't have to think about it.

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I'm not that first layer of support, nor is my tech team, my

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tech team can go to them and see what's going on and learn about

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those those adjustments, because there are lots of changes

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coming, especially with AI. So that's one of my secret tools.

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Simply fast websites, that's not a tool I use. But if I had to

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start over from scratch, and I didn't know where to go, I would

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absolutely call Shane Michael, because he's offering websites

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starting in 179 bucks. And one thing I've learned about web

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presence and building businesses over the many years, is how many

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people stay busy with their website ended up kind of broke

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because they're not out in the world talking to people about

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their brand, they're obsessing over an asset that has to change

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and evolve with time anyway. So I recommend starting with

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somebody like Shane, and saying, Hey, here's 179 bucks, what do

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you need from me? Get that produced and out there and just

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be excited to go tell people about your vision and what you

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do. Don't get caught up in the mechanics of being a chief

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marketing officer or worse, that's not even what a chief

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marketing officer should do. A chief marketing officer should

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have a web dev web design department in order to make sure

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that those mechanics get put into place. So I know I fire hose

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some of you a little bit. But the goal on that is to help save

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you the years of pain that it took me to launch each of the

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companies that I did. And so if some of you were like, man, I

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needed that right now. We did our job. The water project. The

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water project is near and dear to my heart. I'm so grateful

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that I have access to water wherever I go. I never have to

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think about it. There's millions of people in the world who do

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not. And I feel called and responsible to bring up subjects

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like these. Now, if you have another charity that you'd like

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to see a support or dive into, don't hesitate to drop that in

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the comments, please. I really do like to pay attention like

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what's going on in the world? Where can we help people? You

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never know who's going to see that and who's going to get

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behind it and say, man, I want to do that too. In fact, short

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story, when I introduced Monte Maldi into how we nestle of

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San Antonio, who has this drive called gotcha covered the event

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just passed again this year, they got 60,000 pounds of

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materials off as collection drive and one day 60,000 pounds

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of materials. Well, when I introduced the two of them, and

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we just happened to talk about it, Monte gave how we $1,000 in

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the spot for his other organization, Foundation San

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Antonio on behalf of first class business. And I was like, what

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do I have to do with this? I mean, like I just introduced you

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guys. And so it was cool. It was awesome. You never know what's

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going to happen when you open your big mouth for good. So I

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recommend doing so. With that said, we're gonna bring Melissa

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Gray on stage now put her under under the spotlight a little

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bit and under a little bit of pressure if I can. She's used to

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that as a lawyer. So thank you for being here today. Thank you

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for having me. This is gonna be fun. Alright, so we got kids

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around the same age as two, I've got a 12, nine, eight and three

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year old. You got you got how old again? Seven, five and two.

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Yeah. And you're you got this massive dream of helping

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entrepreneurs and SMBs by simplifying making the making the

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space of law easier. And I've caught no condescension from you.

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I've not I've not been disrespected yet. You made space

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for me as a as a human being. I'm loving this already. How the

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heck did you become you? That's my first question.

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Right. It's a good one. I I think I've had a lot of amazing

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clients and a lot of life experiences, even though I'm

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pretty, pretty young. Although I've been practicing for over a

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decade, which is hard to believe. But I think the practice

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of law is intimidating enough. So what I try and do is just be

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be a more well rounded attorney, if you will, and try and take

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the intimidation factor out of the interactions with my

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clients, most of them are coming to you with problems. So if you

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can make them feel less intimidated by the conversation,

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that's a good place to start to build trust and, and a good

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rapport with the people that you serve. So

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that's awesome. That's Yeah, not not well known in your industry.

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So I applaud you for breaking the mold a little bit. We need

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it. We need a lot of advice and business for for illegal and

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it's very intimidating to know who to go to. So who do you

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feel should be listening? And let's let me refine this a

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little bit more. Who's at the stage where they benefit the

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most from knowing you? For for you know, like, because there's

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a lot of business levels. I'm curious, who's gonna who's gonna

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who's like, not just desperate, but you know, like I was also in

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that position where it makes sense to really have that

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conversation with you.

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Yeah, I think someone who, first of all, anyone in in college,

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that's a business major, otherwise that doesn't have a

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focus on the law, should be thinking about that as part of

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what goes into a business journey. But for me, the

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coolest clients are those that are in transition, and they're

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really thinking about creating something new for themselves,

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but they have no idea like where to start. And people have these

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amazing ideas, and they, they come up with them, but they have

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no idea how to actually like implement them into the world.

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And once they figure out and start trying things, they

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sometimes get bogged down with the details. And then they do it

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wrong. And then they spend a bunch of money and they get a

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cease and desist letter or some something like that. So it's,

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it's just anybody who isn't necessarily in there yet, has

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these aspirations to do something more potentially like

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either either really good foundational things like the

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the things that I talk about on my social media, the things that

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I, I talk about on LinkedIn are just reminders to small

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business owners or people thinking about starting a

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business on the foundational elements that you need in order

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to do it properly and protect yourself and your family and

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your business, and turn that business into something that's

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sustainable and something that can make you money.

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Yes, I love that. I'm gonna be your poster child for a minute.

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I have received a letter of demand. I have been taken to

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small claims court. I have received the cease and desists. I

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have been sued on accident that was helpful because then I just

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got a template for a lawsuit that was pretty well thought

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out. I have been sued on purpose. I have had a company

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that lost a lawsuit on non compete gone wrong with the my

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co founder in a business. Apple has patented one of my

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softwares. And we also had a $20,000 trademark battle at one

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of my found one of my companies, where my goal, where my

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approach would have been just like go to dang name so we

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don't have to lose the 20,000. But I wasn't the senior co

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founder. And so we have learned some heavy lessons with and

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and workers comp, you know, there's all those types of

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things to you just you learn as you go through the experience of

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life that, oh, there's many legal legal side to this

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process. So with that said, tough pointed question, easy to

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answer on the surface, but are you a bulldog as well, Melissa,

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do you have the ability and capacity to do that? Or is that

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not necessary as a as a legal representative for brands? I

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will be whatever my client needs me to be in the moment, but I

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do pride myself on talking through the entire worst case

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scenario. And sometimes the most aggressive approach is not the

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approach that's going to get you what you want. So I do think

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that level of counseling, if you're, if your attorney is not

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going through that with you, that's a miss. Because if you

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can creatively get the resolution that you want without

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going full on nuclear on the other side, then great. But if

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that's the approach that you as the client want to take, then

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I'm in your corner, I will zealously advocate for you as as

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I'm required to do under the law. But I, we always go through

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the exercise of, you know, is that the highest and best use of

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your money? Is that going to be a good ROI for you, depending on

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what the scenario is? And sometimes it's necessary. But

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other times that, you know, do you want to keep that $20,000?

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Or do you want to do something different? Right? Yeah, well

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said. Well, I will say I think I think many entrepreneurs that

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watch my show or follow will resonate with this. I don't have

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the heart to be the bulldog. At the end of the day, I don't. I

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like and when I find myself having to do that, I find myself

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losing my centeredness as a visionary for others. And it's

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so hard. I have to learn, right? We all I get the I have the

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opportunity to learn how to be a little bit more diplomatic on

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one side, but also to be a little bit more dedicated

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towards justice on the other. But I think a lot of

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entrepreneurs, that's one of the reasons why they struggle with

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that attorney relationship is because the dynamic is almost

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like one or the other. And so it's like, Whoa, if I'm a

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nurturer at heart, how can I build a relationship with

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somebody who's only bulldog mode ever? And I love your advice on

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that as we as we go into that advice, also drawing in the next

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question, which is what's your vision for those that you serve?

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Yeah, that's a really great question. And I think it brings

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me back to, you know, in addition to private practice, I

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was in house for almost five years, and I served as general

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counsel to a billion dollar company, but we stood their

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legal department up from scratch. So I was interfacing

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with the executive team and everybody from the warehouse

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workers, all the way to you know, the C suite. And you

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really have to have the vision of the company in mind when

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you're giving that legal advice. So being a strategic partner on

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a general counsel level is you cannot be the Department of No,

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and crush the dreams of the business, you have to find

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creative solutions, you have to know when to play your card,

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that's, you know, nope, this is the legal trump card, you cannot

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do this. But you hold that and you do not, you don't take that

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out unless you absolutely have to, right. And I think what it

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taught me was how to be really collaborative with my clients.

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And that's why forming a relationship with an attorney

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when you're in sort of those preliminary stages of business

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is so important, because you can share in that growth, that

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strategic vision, like, Okay, let's, let's see how this is

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going to impact your long term goal in what we're doing

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legally. And even from, you know, planning for the next

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year, how legal is going to integrate in that into that as

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you scale, how you're going to, you know, successfully iterate

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into more sophisticated types of contracts, relationships, and

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then mature over time, as, as you grow with them, they grow

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with you. So that's, and how that plays into sort of my

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long term vision. I mean, I just want to be available to my

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clients that find value in my advice. And those, those people

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that take that at the beginning have just reaped the benefits of

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it long term. And I can see how, you know, we've navigated

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scenarios that they would have otherwise gotten in trouble for

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and they have those funds to then use to reinvest in their

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business. And it's sort of like marketing in a way like you

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have, you can't view marketing as just an expense, right. And

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it's an investment. And legal is a little bit, it's a lot like

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that, really, it's an investment in you and your business, and

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making sure that you're, you're putting up guardrails for

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yourself, but also complying with, you know, the other

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requirements under the law in other areas, you know, depending

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on where your industry is, and it's, you know, it's on-dairy,

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but that's where I fit in.

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So you have this incredibly big vision for the company side, the

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business side, and all of that. It reminds me, like the only

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now, the best analogy I can think of is like that the giant

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dome thing that Apple, you know, now has, like, that's a big

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one, right. Then, then Tim Cook and the executives, they have

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their own personal visions as well, things that they do

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outside of that. What's your personal vision?

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Gosh, I want the law spot to really serve as a hub for

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resources for small business owners that can give a

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customized legal experience without, you know, the

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intimidation factor of a big firm. I have grand plans, you

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know, I've just opened less than a year ago, myself, I've been

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practicing for 12 years now, but I intend to use the legal

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market, use tech, AI, all the things that are going to really

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streamline legal services and take the crusty old white man

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vision of a law firm and just, you know, turn it on its head.

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That's really my vision. I want, I want it to be a new age

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version. I want it to have value and just, there's so many

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amazing tools that are on the legal market that firms have not

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used. And that that's part of my model. That's part of what

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savings I want to pass on to my clients. And the improvement in

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how we deliver service to clients is all going to be, you

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know, part of that vision.

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Nice. Awesome. All right. Ready for this? Ready for this? Suits.

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I don't know that.

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You don't know the show Suits?

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I've like seen like two episodes. It's hard for lawyers

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to watch lawyer shows because they are not realistic in any

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way.

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Yeah, I would say, well, okay, so if we're going on plot, I would

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say no. If we're going on actors, then like, you know, my

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ability to watch it, I would say,

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Yeah, that's right. Okay. That's fair. All right, moving into a

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very heavy subjects. What's the worst leadership experience

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you've ever had?

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Oh, gosh.

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I would say being given a leadership role and then not

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having any actual control over a situation like a fake leadership

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role, that is a really difficult position to be in. I feel like I

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was, I had a situation where I was a partner in a firm, and I

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had this title and this objective, but then I was kind

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of, it was empty. People were not, it wasn't really my

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vision. So having that title of leadership without having the

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ability to execute is actually one of the reasons I chose to do

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it myself. You know, I wanted the ability to make like

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formative change and be impactful. And when you're not

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empowered to do that, it makes it impossible. So yeah, yeah.

309
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Well said. I agree. I think any small business owner who's

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listening in, take note of this, your employees are likely in

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that scenario. See it all the time, where people are given

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titles that mean very little, or the title itself means

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something, yet the tasks and the responsibilities and the

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accountability is nowhere to be found. And that's often more on

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the entrepreneur than we want to admit. But we have opportunities

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there to avoid that with you also helping us just take a look

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at it. What about the best leadership experience? What does

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that look like? This could be yours, this could be somebody

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you follow as well. It could be a TV show.

320
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Well, I just, I think the opportunity to serve as the

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general counsel was really impactful for me. Like that was

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having, that was a position of authority where people actually

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did take my advice, they respected my opinion. I had

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built relationships over years with the people that I

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eventually led. So the ability to sort of put those

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relationships to the test in a leadership role where I had the

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authority to do something was really meaningful. And I was a

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small team in the legal department, but I felt like I was

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a part of something much bigger. And having others that, you

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know, were all aligned on the vision and really respected your

331
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opinion, and seeing some of those objectives come to

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fruition throughout the year was really cool.

333
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That's awesome. All right. This question, I'll let you think

334
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about it for a minute. If this was your last opportunity to

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share a powerful lesson with other visionaries, what can they

336
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learn from your experience? Oh, my, so the hardest thing about

337
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my journey so far has actually been deciding to take the

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journey. Like to me, it was the safety of corporate, the safety

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of working for a firm, the benefit, like, and then I

340
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struggled so much with, can I do this? Should I do this? Is this

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the right time to do this? I mean, I'm a mother of three, my

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husband's a lawyer, we have a mortgage and, and cars and a dog

343
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and a cat and all these things, right. And it's like, if you

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just make the decision, and you fall through on the decision,

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like you are, you burn the boats, right? Like that, that

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was the lesson I learned, I had to burn the boat, and just bank

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on myself. And then every other decision is much easier at that

348
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point. Hmm. Make the decision and follow through. I think that

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recipe is extremely important to get right. Right, those

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ingredients matter a lot if you're going to burn the boats,

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make sure you make the decision and make sure that you follow

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through. And that's that's good. I like that combination too.

353
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All right. So if we were to talk about more specifically what you

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do, you know, getting qualified, customize legal services, you

355
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know, what, what are some of the what are some of the things we

356
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should be looking for? And the entity we're turning to, I know

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this comes from a bias standpoint, but you know, you're

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here now and other people, by the way, if you're listening,

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feel free to contact myself or contact companies that are not

360
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associated with your brand, right, go get unbiased feedback,

361
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regarding this as well. But Melissa, from your perspective,

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what should we be asking and looking for in a legal team? Or,

363
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you know, for legal advice, if we need a legal team, do we not

364
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those are I'm just gonna let you talk for a little while.

365
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Yeah, I think that that really depends on where you're at in

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your business. If you are extremely fresh, right, you need

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somebody that's gonna, first of all, educate you. And if you

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have the ability to, you know, just pour over some resources

369
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and figure out the basics of business, like my first webinar

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that I gave away was the basics of business blueprint. And it

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was like, okay, this is these are the types of entities that

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exist. These are the foundational contracts that you

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will likely use for your business. And then this is the

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protections that you can, you know, expect with intellectual

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property, because no matter what, you are providing a

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business, you're providing a service or product. webinar

377
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still exists. It does, of course, yes. So something we

378
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can access. Yes. And I think I put on my YouTube channel, but

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I will verify after this. And then I add on the show notes to

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that we have it. That was that was a good one. And then my

381
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second one was diving in deeper to that trademark topic

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specifically, because that's where I've spent a lot of my

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practice. But if you it depends, the level of strategic legal

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advice that you need, and the expertise that you need varies

385
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by your industry. But if you're talking general counsel, right,

386
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you need to know what you have to have the end in mind when

387
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you're talking to your lawyer, what are you looking to build?

388
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What is the end vision that you have? Do you want to take over

389
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the world? Do you want to franchise? Do you want to just

390
00:25:10,200 --> 00:25:15,320
have one store in Dallas, Texas, and that's all you ever want?

391
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Do you want an online retail store? Do you want to ship

392
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internationally? Like you have to have the vision when you talk

393
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to your lawyer, because then they can actually guide you a

394
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lot better. And if you don't have it, it's probably too

395
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early.

396
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And I'll double down on that too. In fact, I'm going to put

397
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the light on the opposite side. If you're talking to a law

398
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entity that does not naturally ask you about your vision, that's

399
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not ask you about the end result. And they're more worried

400
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about the consultation fees being paid. And they're not,

401
00:25:47,400 --> 00:25:50,240
they don't take a sincere interest in what you're doing.

402
00:25:50,680 --> 00:25:55,640
Run, right? Don't try to force that on the entity because

403
00:25:55,640 --> 00:25:58,720
they're not going to get it. They just showed that they don't

404
00:25:58,720 --> 00:26:02,440
get it. You don't learn how to ask great questions overnight.

405
00:26:02,760 --> 00:26:05,560
It takes a sincere process of understanding listening

406
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behaviors. So I would say that that's the other pieces, making

407
00:26:08,560 --> 00:26:12,040
sure that that as you know, you go into that conversation with

408
00:26:12,040 --> 00:26:15,440
a lawyer, ask them what's important to them, you know,

409
00:26:15,440 --> 00:26:17,840
about the situation or how would we work together? What does

410
00:26:17,840 --> 00:26:20,920
that look like? They can't answer that with that type of a

411
00:26:20,920 --> 00:26:23,800
clarity that they care about what you do. I wouldn't I

412
00:26:23,800 --> 00:26:25,720
wouldn't move forward, I would call another lawyer, you got a

413
00:26:25,720 --> 00:26:27,240
thousand that you can call in your city.

414
00:26:27,840 --> 00:26:31,040
Absolutely. And there are, and there's varying approaches. I

415
00:26:31,040 --> 00:26:34,160
like that approach of my client, I like to know where they're at.

416
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From a financial standpoint, I need to know where they're at

417
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from, you know, a maturity standpoint, and then partnering

418
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with them to integrate legal into what they're doing in a way

419
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that meets their needs. And I might not, I might not be the

420
00:26:50,960 --> 00:26:57,800
most, you know, cheapest option. But if you have this as a line

421
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item in your budget, we can work through the highest and best

422
00:27:02,280 --> 00:27:06,680
use of that budget, as you develop, like what you need for

423
00:27:06,680 --> 00:27:09,920
your business, but you're going to need the right legal entity,

424
00:27:09,920 --> 00:27:11,920
you're going to need the right foundational contracts, you're

425
00:27:11,920 --> 00:27:16,360
going to need to consider IP. And those are the building blocks

426
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of a solid foundation, getting those right, making sure that

427
00:27:20,440 --> 00:27:23,280
you're protecting yourself that you're limiting your liability.

428
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And then you can get into the fun stuff and and make sure that

429
00:27:28,640 --> 00:27:33,280
you're you're going on that journey with them as they grow

430
00:27:33,280 --> 00:27:38,360
and take on new projects. Yes, absolutely. One of the one of the

431
00:27:38,360 --> 00:27:40,880
challenges we face as entrepreneurs or business owners

432
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is that those we fit ourselves into those giant boxes. And we

433
00:27:44,680 --> 00:27:46,880
assume that it's kind of the same for everybody. I mean, I

434
00:27:46,880 --> 00:27:51,800
did this years in the business I set out to create the ultimate

435
00:27:51,840 --> 00:27:54,680
org chart, you know, organization board, like I'm

436
00:27:54,680 --> 00:27:58,120
going to create a universal one. Everybody's going to be able to

437
00:27:58,120 --> 00:28:01,440
fit into this because that will simplify the whole business

438
00:28:01,440 --> 00:28:05,520
process for the world. And I was just a concept was an idea that

439
00:28:05,520 --> 00:28:09,240
I had was a really crappy idea. You know, and I didn't realize

440
00:28:09,240 --> 00:28:12,480
it until I started to dive into it. And then I started that was

441
00:28:12,480 --> 00:28:16,120
like, wait a second. A restaurant owner has completely

442
00:28:16,120 --> 00:28:22,000
different titles than a laundromat than a legal crap. This

443
00:28:22,000 --> 00:28:24,480
doesn't wonder why it's so confusing. You know, and you

444
00:28:24,480 --> 00:28:27,000
can't find great templates online. There's there's not,

445
00:28:27,480 --> 00:28:30,760
there's not necessarily a one size fits all template, even

446
00:28:30,760 --> 00:28:34,400
for a niche, you know, of an entity. So those those

447
00:28:34,400 --> 00:28:40,200
realizations to what I'm getting at is when you're hiring a legal

448
00:28:40,200 --> 00:28:45,240
team. That's again why it's so important to, to, to have that

449
00:28:45,240 --> 00:28:48,280
conversation and time to talk with a legal entity so that they

450
00:28:48,280 --> 00:28:52,240
understand how your business is totally different than all the

451
00:28:52,240 --> 00:28:55,400
other business businesses that are even within your own niche.

452
00:28:55,440 --> 00:28:56,600
You want to speak to that a little bit?

453
00:28:56,600 --> 00:29:00,600
I do. That's, that's a really great point. And I am, you know,

454
00:29:00,600 --> 00:29:03,640
I'm a small business owner myself, I understand that you

455
00:29:03,640 --> 00:29:06,080
can find a good jillion different templates on the

456
00:29:06,080 --> 00:29:10,360
internet. And, you know, you might, the problem is, if you

457
00:29:10,360 --> 00:29:13,280
don't know what those provisions mean, or how they are actually

458
00:29:13,280 --> 00:29:16,840
going to interplay in what you're doing, that it could be

459
00:29:16,840 --> 00:29:22,320
really damaging. So you want to make sure that it's whatever

460
00:29:22,320 --> 00:29:26,440
you're using is tailored. And it doesn't mean that you have to

461
00:29:26,440 --> 00:29:29,680
you know, start from scratch necessarily, but you need to

462
00:29:29,680 --> 00:29:32,920
make sure that that certain things are in place that are

463
00:29:32,920 --> 00:29:36,560
going to protect you. So yes, I understand that there's

464
00:29:36,560 --> 00:29:40,440
templates, but that is why even just the consult with an

465
00:29:40,440 --> 00:29:45,200
attorney to go over it, and make sure that they understand your

466
00:29:45,200 --> 00:29:48,800
business as it relates to the contract that you're using is

467
00:29:48,800 --> 00:29:53,280
so important. Those two need to be married, they need to speak

468
00:29:53,280 --> 00:29:57,960
to each other. And you every single word that's in an

469
00:29:57,960 --> 00:30:04,680
agreement is there for a reason. It's there as a tool for you to

470
00:30:04,920 --> 00:30:09,520
protect yourself or to get paid. I mean, and those are things

471
00:30:09,520 --> 00:30:13,120
that you, you really want to be able to fall back on, hopefully

472
00:30:13,120 --> 00:30:16,880
you won't have to. But having the document is much better

473
00:30:16,880 --> 00:30:20,280
than not having it. Because if you don't, the state that you're

474
00:30:20,280 --> 00:30:24,000
in has default rules that are not necessarily going to be in

475
00:30:24,000 --> 00:30:28,560
your favor. So just if you don't have a contract, the state has

476
00:30:28,560 --> 00:30:29,560
written one for you.

477
00:30:30,360 --> 00:30:34,120
All right. And that's, that's another aspect about working

478
00:30:34,120 --> 00:30:37,760
with attorneys versus being trying to self represent, as

479
00:30:37,760 --> 00:30:41,920
I've seen. I've seen companies that have phenomenal legal

480
00:30:41,920 --> 00:30:47,480
paperwork and processes on the surface, lose in court to

481
00:30:47,480 --> 00:30:50,560
somebody who had a template, but then went and hired the right

482
00:30:50,560 --> 00:30:55,920
attorney to save them from this terrible little agreement that

483
00:30:55,920 --> 00:31:00,600
they had. And so the attorney plays in this as well. I found

484
00:31:00,640 --> 00:31:06,760
the paperwork often helps make sure that the expectations are

485
00:31:06,760 --> 00:31:10,720
settled on so that the mediation process is just, you know, you

486
00:31:10,720 --> 00:31:15,480
never have to actually get into the court process. You mentioned,

487
00:31:15,480 --> 00:31:18,520
you mentioned, I think you mentioned physical products.

488
00:31:19,200 --> 00:31:22,880
There was something that triggered my memory of, of, or

489
00:31:22,880 --> 00:31:26,160
maybe it was doing business. You know what, I saw an article

490
00:31:26,160 --> 00:31:28,720
that you have on your page and talks about doing business in

491
00:31:28,760 --> 00:31:32,440
America as a Latin American organization. And so you did

492
00:31:32,440 --> 00:31:34,720
this interview with somebody about that. I'll pull that up in

493
00:31:34,720 --> 00:31:39,960
a minute. But I have a company that we're 44% equity owners in.

494
00:31:39,960 --> 00:31:45,440
They're based in Canada, and they have supplements that will

495
00:31:45,440 --> 00:31:49,680
be shipped to the United States. And we very much have that

496
00:31:49,680 --> 00:31:52,400
relationship on cinch to the hose. Like it's on pause right

497
00:31:52,400 --> 00:31:57,120
now. Because we have international tax challenges, we

498
00:31:57,120 --> 00:32:01,080
have FDA regulation realities that we'll have to face. We need

499
00:32:01,120 --> 00:32:03,600
quite the healthy budget in order to make sure we have the

500
00:32:03,600 --> 00:32:08,080
right accountants and the right legal entities supporting us. So

501
00:32:08,080 --> 00:32:13,480
we don't end up, I don't have a prison for one. And two, I don't

502
00:32:13,480 --> 00:32:17,320
want to cause a bunch of problems that we could avoid if

503
00:32:17,320 --> 00:32:20,520
we just have the right people around us to guide us. Does that

504
00:32:20,520 --> 00:32:21,000
make sense?

505
00:32:21,040 --> 00:32:26,920
Absolutely. Yeah. And that's where, you know, sometimes the

506
00:32:27,440 --> 00:32:31,720
different types of lawyers, like if you, if you go someone that's

507
00:32:31,720 --> 00:32:34,880
specific for two marketing products, international

508
00:32:34,880 --> 00:32:37,680
products, right, they're going to have a lot of different

509
00:32:37,680 --> 00:32:41,520
products. And so we're going to have resources related to

510
00:32:41,560 --> 00:32:47,040
labeling, compliance, custom import, export. And I dealt with

511
00:32:47,080 --> 00:32:50,280
a lot of that on the surface in house, because we imported a lot

512
00:32:50,280 --> 00:32:56,920
from Asia. And we dealt with the Trump had implemented his import

513
00:32:56,920 --> 00:33:01,080
tax on steel, and we imported nails. And so we had all these

514
00:33:01,080 --> 00:33:08,000
different customs issues. So that was, that was a whole mess.

515
00:33:08,040 --> 00:33:13,200
But it's, it's important to pause if you're not sure, and

516
00:33:13,200 --> 00:33:16,920
then, you know, form a plan, okay. And sometimes it's

517
00:33:16,960 --> 00:33:21,240
collaborating with the, the tax professional as well as legal.

518
00:33:21,240 --> 00:33:25,360
Like, not every lawyer is going to have expertise. But that is

519
00:33:25,360 --> 00:33:29,040
where, okay, my general counsel hat comes on. I'm like, okay, I

520
00:33:29,040 --> 00:33:33,520
can advise you on X, but I'm going to get you to Susie Q,

521
00:33:33,960 --> 00:33:37,600
attorney at law who does that. And we're going to vet that

522
00:33:37,600 --> 00:33:41,800
issue out because, you know, there's no, it's very unlikely

523
00:33:41,800 --> 00:33:44,480
to find a lawyer that is going to be an expert in every single

524
00:33:44,480 --> 00:33:46,000
thing, but they should be able to issue.

525
00:33:46,000 --> 00:33:48,320
It's easy to find a lawyer who thinks they are.

526
00:33:48,560 --> 00:33:53,440
Well, an issue spotting, issue spotting is the only thing that

527
00:33:54,080 --> 00:33:57,640
you know, I'm obligated to do if I don't feel comfortable

528
00:33:57,640 --> 00:34:00,480
doing something, I'm going to get you to the expert that can.

529
00:34:00,800 --> 00:34:04,240
But that is a lot of the value that I provide my clients to.

530
00:34:04,240 --> 00:34:07,640
It's not necessarily finding the answer. It's saying, nope, this

531
00:34:07,640 --> 00:34:11,760
is a red flag. We need to vet that. I'm going to get you to my

532
00:34:11,760 --> 00:34:16,560
contact here that can really vet that and make sure that you're

533
00:34:16,560 --> 00:34:18,280
not going to get in trouble in that area.

534
00:34:18,920 --> 00:34:22,120
Awesome. Again, for the visionaries who are more

535
00:34:22,160 --> 00:34:24,680
entrepreneurial than business owner, I think this conversation

536
00:34:24,680 --> 00:34:26,200
is going to be much more helpful. When I say the

537
00:34:26,200 --> 00:34:28,160
difference between the two, for me, one of the big differences

538
00:34:28,160 --> 00:34:31,280
is a business owner usually has a local business or one type of

539
00:34:31,280 --> 00:34:33,680
business. An entrepreneur usually has several businesses

540
00:34:33,680 --> 00:34:37,000
and is a little bit more intricate, dynamic, complex, and

541
00:34:37,000 --> 00:34:43,480
how they do things. So for the entrepreneurs out there, having

542
00:34:43,480 --> 00:34:47,640
somebody like Melissa to kind of bat these questions off of,

543
00:34:47,640 --> 00:34:50,720
you know, even just, you know, kind of you're throwing, I'm

544
00:34:50,720 --> 00:34:53,640
throwing spaghetti against the wall in some respects, but

545
00:34:53,640 --> 00:34:57,800
there's this conference called VidCon. VidCon is one of the

546
00:34:57,800 --> 00:35:02,080
number one, it's probably the number one platform for YouTube

547
00:35:02,080 --> 00:35:06,760
influencers and creators to go to VidCon in California, mix and

548
00:35:06,760 --> 00:35:09,160
mingle. There's thousands and thousands of people go. It's a

549
00:35:09,160 --> 00:35:11,960
really cool event. And I got really lucky one day as I was

550
00:35:11,960 --> 00:35:15,240
studying through the speakers that were there. And there's a

551
00:35:15,240 --> 00:35:21,120
lawyer that helps YouTube influencers with their mergers

552
00:35:21,120 --> 00:35:24,840
and acquisition negotiations. And I was like, Whoa, that's

553
00:35:24,840 --> 00:35:27,240
brilliant. Like you're going on my vendors list immediately. So

554
00:35:27,240 --> 00:35:29,000
I reached out to her, she reached back out to me. It's

555
00:35:29,000 --> 00:35:32,280
okay. I'm not a, I got like three subscribers on YouTube. So

556
00:35:32,280 --> 00:35:36,360
I can understand why she didn't. But that's also one of those

557
00:35:36,400 --> 00:35:39,960
areas where having legal support when you're in your contract

558
00:35:39,960 --> 00:35:43,080
negotiations matters. Do you also assist with that? Or do you

559
00:35:43,080 --> 00:35:43,680
refer that out?

560
00:35:43,920 --> 00:35:48,920
I do. No, I and I support mostly if a deal gets big enough,

561
00:35:48,920 --> 00:35:54,440
obviously, I do not have a huge team at the moment. But I have

562
00:35:54,480 --> 00:35:59,000
resources for that. And that's where actually on the M&A side,

563
00:35:59,000 --> 00:36:05,040
I think AI and tech can really improve those document reviews

564
00:36:05,040 --> 00:36:10,240
and diligence processes long term. But yes, I have done M&A

565
00:36:10,240 --> 00:36:14,240
work, mostly on the IP diligence, but also contract

566
00:36:14,240 --> 00:36:19,000
reviews, and the purchase agreements. But typically, you

567
00:36:19,000 --> 00:36:25,160
know, I would say the deals are below 20 million. So, you know,

568
00:36:25,160 --> 00:36:27,080
above that, you probably need more.

569
00:36:27,880 --> 00:36:30,320
Well, that was interesting that she also proposed just like

570
00:36:30,320 --> 00:36:33,720
she's a negotiator. She's the kind of the sales engine behind

571
00:36:33,720 --> 00:36:37,880
it. And I was like, that's really, really helpful. You

572
00:36:37,880 --> 00:36:40,400
know, to have both of those aspects. Naturally, you still

573
00:36:40,400 --> 00:36:43,520
need everybody in the dialogue. It's a pretty complex sales

574
00:36:43,520 --> 00:36:46,560
process when you're in that environment. That's one of the

575
00:36:46,560 --> 00:36:49,400
things we've dreamed about one of our visions for first class

576
00:36:49,400 --> 00:36:52,640
business is as people come in and work with us on more of a

577
00:36:52,640 --> 00:36:55,560
freemium business model, where they can come in and get

578
00:36:55,560 --> 00:37:00,440
support at like unnaturally amazing levels of support, we

579
00:37:00,440 --> 00:37:05,120
want to create an incubation process to where they get, you

580
00:37:05,120 --> 00:37:07,560
know, they can't afford us, I know they can't afford us for

581
00:37:07,560 --> 00:37:10,880
the things that we do. So how do we orchestrate a rev share

582
00:37:10,880 --> 00:37:15,200
model, an equity model, where we've also got the legal support,

583
00:37:15,400 --> 00:37:18,600
not necessarily in house possibly, and I would hope within

584
00:37:18,600 --> 00:37:21,160
the next four or five, six months, we've got that legal

585
00:37:21,160 --> 00:37:24,320
entity in house or when we're working with so closely that

586
00:37:24,800 --> 00:37:27,960
the K one partnership agreements or any other type of agreement

587
00:37:27,960 --> 00:37:32,000
we come up with, everybody's protected in the process, we're

588
00:37:32,000 --> 00:37:34,280
protected, they're protected, they can still get a third

589
00:37:34,280 --> 00:37:38,640
party to review it. But we have to we have to find the entity

590
00:37:38,640 --> 00:37:42,600
who understands that that type of vision as well. You know, or

591
00:37:43,200 --> 00:37:48,120
like go find some young lawyer who is super malleable, that

592
00:37:48,160 --> 00:37:50,960
wants to prove themselves and come out of the gate, you know,

593
00:37:51,000 --> 00:37:55,400
super well and sees the vision of of doing just that. Is that a

594
00:37:55,440 --> 00:37:57,520
do you feel that's a very dangerous vision? Or do you feel

595
00:37:57,520 --> 00:38:00,760
like that's something that would be helpful to businesses? Feel

596
00:38:00,760 --> 00:38:02,600
free to speculate and shoot that down.

597
00:38:02,880 --> 00:38:08,400
I mean, if you're creating a one stop shop for entrepreneurs,

598
00:38:08,400 --> 00:38:13,160
to have their legal, legal needs and business support needs met.

599
00:38:13,160 --> 00:38:17,160
I mean, I think that that aligns a lot with what I'm trying to

600
00:38:17,160 --> 00:38:22,160
do, in terms of the the foundational elements for

601
00:38:22,160 --> 00:38:29,640
businesses, giving them support, not just not just any support,

602
00:38:29,640 --> 00:38:34,800
though the customized, really valuable partnership type

603
00:38:34,800 --> 00:38:38,640
support that's going to take them to the next level of

604
00:38:38,920 --> 00:38:42,120
whatever their vision is. And it doesn't have to be this grand

605
00:38:42,120 --> 00:38:45,520
vision necessarily, it just has to be theirs. And they have to

606
00:38:45,560 --> 00:38:50,040
know what it is. So that that's, I mean,

607
00:38:50,040 --> 00:38:53,760
for me, sustainability has to be well rounded, right? You know,

608
00:38:53,760 --> 00:38:56,560
and when I say well rounded, people love to oversimplify

609
00:38:56,560 --> 00:39:01,200
business, I always say it's business is a recipe book of 300

610
00:39:01,200 --> 00:39:05,040
simple recipes. The complex nature of that is you have to

611
00:39:05,040 --> 00:39:08,160
cook the right recipes at the right time for the right people

612
00:39:08,160 --> 00:39:10,800
and deliver it the right way. Like the complexities continue

613
00:39:10,800 --> 00:39:14,200
to compound as you combine those realities together and have to

614
00:39:14,200 --> 00:39:17,800
deliver upon it. So if I build a sustainable business model that

615
00:39:17,800 --> 00:39:20,280
had no legal infrastructure, I mean, I might as well put a

616
00:39:20,280 --> 00:39:24,320
house, you know, on top of the earth with no foundation. When

617
00:39:24,320 --> 00:39:27,840
the storm comes, you know, that that house is insusceptible to

618
00:39:27,840 --> 00:39:31,480
not having having all the sustainability built into it

619
00:39:31,480 --> 00:39:35,760
swept away. So yeah, it's there's it's a huge part of what

620
00:39:35,760 --> 00:39:39,480
we want to build. But I am not I am I should not be near the

621
00:39:39,480 --> 00:39:40,440
legal department.

622
00:39:42,200 --> 00:39:47,280
Well, that's okay. As long as you are aware that those things

623
00:39:47,280 --> 00:39:51,240
need to be addressed, and that is in your playbook. And that is

624
00:39:51,240 --> 00:39:54,680
step one, the people that get in the most trouble are the ones

625
00:39:54,680 --> 00:39:58,960
that run without without thinking about this thing. And

626
00:39:59,000 --> 00:40:03,400
they get their, you know, the wind taken out of their sails

627
00:40:03,440 --> 00:40:07,120
when they get that season assist or whatever it is, and they were

628
00:40:07,520 --> 00:40:13,200
you know, so passionate or far along. And I mean, I've had

629
00:40:13,200 --> 00:40:17,120
people that happened to seven years later, and they've when

630
00:40:17,120 --> 00:40:20,960
they've escalated to a point of like, being a player in the

631
00:40:20,960 --> 00:40:24,800
market. And that's when somebody wants to knock you down because

632
00:40:24,800 --> 00:40:28,920
you're actually making waves. Right. But if you haven't done

633
00:40:28,920 --> 00:40:32,720
those things, exactly right. You're not a target when you're

634
00:40:32,720 --> 00:40:36,320
not know. When you're not knowing nobody cares about you

635
00:40:36,320 --> 00:40:40,160
once you're known, then everybody's gonna come after you

636
00:40:40,200 --> 00:40:42,280
and not everybody but the people are going to come after you will

637
00:40:42,280 --> 00:40:45,560
do so. And more importantly, if you think the scams that are

638
00:40:45,560 --> 00:40:49,400
hitting your email box right now are hard to decipher, just wait

639
00:40:49,400 --> 00:40:52,640
till you Tony Robbins level. Right. And when you're Tony

640
00:40:52,640 --> 00:40:56,000
Robbins level, now you got, you know, you don't you have white

641
00:40:56,000 --> 00:40:59,560
collar criminals that are designing systems and things to

642
00:41:00,600 --> 00:41:04,240
take Yeah, no business gets much harder. You get bigger and

643
00:41:04,240 --> 00:41:05,320
start to have success.

644
00:41:05,480 --> 00:41:07,800
Don't threaten that market share. They'll come after you.

645
00:41:08,120 --> 00:41:11,760
Yeah, I'll be a little bit quiet, quieter about the rest of

646
00:41:11,760 --> 00:41:16,000
our discussion these plans. But now yeah, we we it's one thing

647
00:41:16,000 --> 00:41:20,720
to have that lawyer attorney who is there for you, right and is

648
00:41:20,720 --> 00:41:23,560
able to help you on on what you're doing. It's another to

649
00:41:23,560 --> 00:41:26,240
find one that has the type of vision that you have. Which

650
00:41:26,240 --> 00:41:28,520
again, it's so much more in line with what we're building towards

651
00:41:28,520 --> 00:41:32,600
long term. And that's why I'm like, cool. Like, I, I don't

652
00:41:32,600 --> 00:41:34,840
know, I think our automation connected us. I don't even know

653
00:41:34,840 --> 00:41:39,040
how that happened. Did we connect on LinkedIn? Yeah, yeah.

654
00:41:39,080 --> 00:41:42,520
So that was that was that was great. Well served. Thanks,

655
00:41:42,520 --> 00:41:46,320
Art. Art, we're gonna give you a big shout out for that. Good job.

656
00:41:47,000 --> 00:41:51,040
So Melissa, we got a couple minutes left. Is there anything

657
00:41:51,040 --> 00:41:54,400
else you'd like to dive into and share talk about for SMBs or

658
00:41:54,400 --> 00:41:55,200
entrepreneurs?

659
00:41:55,880 --> 00:42:04,000
Gosh, I think I think really just the planning piece cannot be

660
00:42:04,040 --> 00:42:07,680
underrated. You know, as we go into 2024, I'm like having into

661
00:42:07,680 --> 00:42:12,600
I'm having into my my planning stage. So this is the time to

662
00:42:12,600 --> 00:42:15,760
sort of do your audit. Even if you're an existing business

663
00:42:15,760 --> 00:42:18,960
owner, you can still sort of dust off those contracts, dust

664
00:42:18,960 --> 00:42:23,200
off those operating agreements and make sure that things

665
00:42:23,200 --> 00:42:27,920
haven't necessarily changed. And if they have changed, then you

666
00:42:27,920 --> 00:42:30,400
can do something about it. After the fact, you don't have to just

667
00:42:30,400 --> 00:42:35,840
sit on things that are stale. And whatever that looks like for

668
00:42:35,840 --> 00:42:39,080
you in terms of an audit or what you've got going on, your

669
00:42:39,080 --> 00:42:42,680
business might not be the same as it was five years ago. So take

670
00:42:42,720 --> 00:42:47,000
take some time, do the planning, do the work, maybe dust off your

671
00:42:47,000 --> 00:42:50,720
vision, you know, maybe that end looks different than it did when

672
00:42:50,720 --> 00:42:53,680
you started. But that's, that's the beauty of being an

673
00:42:53,680 --> 00:42:56,200
entrepreneur, you get to change it, you get to evolve and you

674
00:42:56,200 --> 00:43:00,080
get to, to make it whatever it is. But if you find yourself in a

675
00:43:00,080 --> 00:43:04,880
position where you need support or resources, you know,

676
00:43:04,880 --> 00:43:08,760
obviously, first class business is there for you. And, and, you

677
00:43:08,760 --> 00:43:12,320
know, that's how I'm looking to plug in with, with people as I

678
00:43:12,320 --> 00:43:12,800
grow mine.

679
00:43:13,680 --> 00:43:17,520
Nice to see the last spot doing the same. So everybody, thank

680
00:43:17,520 --> 00:43:22,000
you for joining us today on Vision Pros Live. Feel free to

681
00:43:22,000 --> 00:43:25,040
go back in this episode, of course, and take notes on what

682
00:43:25,040 --> 00:43:27,400
you've heard. I think it's important to gather what applies

683
00:43:27,400 --> 00:43:30,400
to you specifically. If you know an entrepreneur and you happen to

684
00:43:30,400 --> 00:43:32,880
just dive in and listen to this, just tag them in this episode.

685
00:43:32,880 --> 00:43:37,160
This is universally applicable to entrepreneurs, SMBs, there's a

686
00:43:37,160 --> 00:43:40,080
lot of principles that were shared today. In addition to

687
00:43:40,080 --> 00:43:43,440
that, if you want to be on the show, if you've got a vision,

688
00:43:43,840 --> 00:43:46,360
whether it's one you're dusting off or not, don't hesitate to

689
00:43:46,360 --> 00:43:50,240
apply to be a guest on our show, because we're here to help make

690
00:43:50,240 --> 00:43:53,280
those visions come to come to reality. Like, that's one of the

691
00:43:53,280 --> 00:43:57,040
big parts of why what we do is so important. But also what I've

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often seen is when you ask about their vision, just asking them

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about it propels it forward. And so a lot of the people we talk

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to know they don't become clients, that's fine. They become

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people whose visions we can track long term and see like

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where they're headed. And it's just a really rewarding process.

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So if you have a vision, come and share it with us. We'd love

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to have you. And thanks for joining us on another episode of

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Vision Pros Live. Take care. Thank you for having me. Thank

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you for being here today. I'm really happy that you tuned in

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to Vision Pros Live. I'm looking forward to seeing your reactions

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as these episodes continue to move forward. This is going to

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get more and more fun. We'll have more and more engagement

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as well. We'll invite people to participate in the show. And

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thank you for giving us your time and attention. Have an

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excellent day.

