Discover how much it costs to register a trademark and whether you should do it yourself or hire a lawyer.

Learn about the importance of conducting a thorough search before filing and the potential risks of DIYing the process. Find out about filing fees and how they vary based on different goods and services.
#trademarkregistration

#TrademarkCost #DIYvsLawyer #FilingFees #TrademarkSearch #TrademarkProcess #IntellectualProperty #LawyerAdvice #TrademarkLaw #TrademarkTips

Discover the distinction between copyright and trademark, and how they protect your creative work and brand.

Learn about ownership, automatic rights, and the process of securing legal protection for your creations and business.

#CopyrightVsTrademark #IntellectualPropertyRights #CreativeOwnership #LegalProtection #BrandIdentity #CopyrightLaw #TrademarkLaw #IntellectualPropertyRightsExplained #ProtectYourWork #BusinessLegalTips

Discover the impact of social media on business growth as a content creator.

Learn how Instagram became the ultimate source of clients and the motivation to keep going.

Hear about the virtual shift during the pandemic and why being present on social media is crucial. Plus, gain insights on reaching a nationwide audience and attracting clients based on personal connection.

#SocialMediaForBusiness #BusinessGrowth #InstagramMarketing #VirtualShift #NationwideAudience #ClientAttraction #ContentCreators #SocialMediaImpact #BusinessMotivation #PersonalConnection

In this episode, we are joined by the accomplished attorney Kelli Jones to discuss the vital role a business lawyer plays in protecting and growing your business. Kelli shares her journey from the nonprofit sector to running her own successful law firm, offering invaluable insights into the world of business law.

We dive deep into the importance of having a business attorney on your team, the intricacies of trademarks, and why proactive legal measures are essential for any entrepreneur. Kelli also provides practical advice on the difference between copyrights and trademarks, and how to avoid common legal pitfalls.

Highlights include:

Kelli’s transition from nonprofit work to corporate law
The benefits of flat fee vs. hourly legal services
Key legal steps every business owner should take
The detailed process of securing a trademark
Real-life examples and the consequences of not trademarking your brand
Don’t miss this engaging conversation packed with expert advice to help you safeguard your business. Whether you’re a startup or an established entrepreneur, Kelli’s expertise is a resource you can’t afford to miss.

Connect with Kelli Jones:
Instagram
Website
LinkedIn

Join our Community:
Become part of the No BS Wealth community for more expert insights and resources designed to help you build your wealth and business success. Follow, share, and subscribe to stay updated with our latest episodes.

00:00
Introduction and Background
04:06
The Importance of Having a Business Attorney
12:29
Understanding Copyright and Trademark
22:19
Challenges in Trademarking
29:05
Importance of Timely Trademarking

Looking to sell your business fast? Discover how flexibility and creative financing can help you get your desired price.

Learn tips and tricks to market your business effectively and fix basic issues.

Don’t miss out on this valuable advice! @getexitable #SellYourBusinessFast #CreativeFinancing @Trufinco #MarketYourBusiness #BusinessTips #SellYourBusiness #BusinessMarketing #FinancingStrategies #BusinessSolutions #Entrepreneurship #BusinessAdvice

Discover the crucial steps to make your business exitable and attractive for potential buyers.

Learn how to professionalize your operations and maximize your business’s value, whether you plan to sell or enjoy a hands-off approach. Find out the secrets of business valuation and get ready to embark on a worry-free future.

#BusinessExitPotential #ProfitsandSelling #ValuingYourBusiness #BusinessValuation #PrepareforSale #MaximizeBusinessValue #ExitStrategy #ProfitableExit #BusinessOwnership #FuturePlanning

Explore the power of mindset change and hear a compelling client story that revealed the need for personal transformation.

Discover how to overcome initial defense mechanisms and embrace change.

Get insights on setting clear goals and taking actionable steps towards personal growth. #MindsetShift #PersonalGrowth #OvercomingBarriers #EmbracingChange #TransformationalStory #GoalSetting #TakingAction #SelfDevelopment #PositiveMindset #Motivation

Discover the secrets to determining the true worth of your business and learn how to navigate the selling process effectively.

Join our free workshop to gain valuable insights and raise awareness about the importance of understanding your business’s value. #BusinessValuation #BusinessSelling #EntrepreneurTips #SmallBusinessOwners #KnowYourBusinessWorth #SellingProcess #BusinessInsights #FreeWorkshop #Entrepreneurship #BusinessAwareness

Discover whether business brokers are truly essential for selling your business.

Learn about their role, the reasons behind their listing strategies, and why some owners prefer to cut out the middleman. Make an informed decision about hiring a broker to protect your interests. @getexitable

#BusinessBrokers #SellingYourBusiness #CuttingOutMiddleman #BrokersRole #BusinessSales #OwnerDecisions #ListingStrategies #ProtectingInterests #MakingInformedChoices #BusinessAdvice

In this episode, we dive into one of the most crucial aspects of entrepreneurship that often goes overlooked—exit planning. Join us as we sit down with Tracy Gunn, a seasoned business owner who successfully managed multiple ventures, including candy stores and restaurants, before transitioning into an exit planning expert. Tracy shares her personal journey, valuable insights, and practical advice on how to prepare your business for a successful exit, whether through sale, transition, or professionalization.

We explore the emotional and strategic aspects of exiting a business, the importance of knowing your business’s worth, and the steps you need to take to make your business attractive to potential buyers. Tracy’s story is a cautionary tale and a source of inspiration for all entrepreneurs looking to secure their financial future and achieve their long-term goals.

Stay connected with Tracy and learn more about exit planning through her various platforms:

YouTube
TikTok
LinkedIn
Facebook
Instagram
Tune in to gain essential knowledge and start planning your business exit strategy today!

Discover why millennial investors prefer authentic financial advisors who showcase their personal lives and interests. Learn how this trend is reshaping the industry and why it matters for the future of financial advice. #AuthenticAdvisors #MillennialInvestors #FinancialAdvice #InvestingTrends #IndustryShift #PersonalizedServices #FutureOfFinance #AuthenticityMatters #AdvisorTransparency #InvestingForSuccess

Inspirational message: Don’t ever give up on your dreams. Keep going, even when you’re faced with challenges. The road may be tough, but the rewards will exceed your expectations.

Stay motivated and reach for your goals! #KeepGoing #DontQuit #MotivationMonday #NeverGiveUp #FindYourPromisedLand #StayMotivated #OvercomeChallenges #FollowYourDreams #AchieveSuccess #ReachForYourGoals

Every year, we face crucial decisions that shape our journey. Whether it’s a career change, starting a family or striving for a promotion, we are here to guide you.

As your trusted quarterback, coach, and consultant, we help you invest in yourself and achieve the next level of success. Let us steer you on the right track. #successjourney
#LifeDecisions #CareerPath #SelfInvestment #PersonalGrowth #GuidanceMatters #ProfessionalAdvancement #SuccessCoach #NavigatingLife #GoalAchievement

Discover the true challenges of social media in our industry.

Learn how to prioritize community-building over chasing money and create meaningful connections with your audience.

Let’s change the conversation together. #SocialMediaChallenges #BuildingCommunity #MeaningfulConnections #IndustryInsights #AuthenticityMatters #ContentCreationTips #DigitalMarketingStrategies #EngagingAudience #SocialMediaConversations #ChangingTheNarrative

Discover how the shift towards financial planning is transforming the industry.

Learn why the next generation needs to rely on their own expertise and skills to build a prosperous future.

Join us as we discuss the importance of professional certification and the role of a modern family office in securing a solid financial plan. #FinancialPlanningShift #ModernGeneration #ProfessionalCertification #FamilyOffice #BuildingFinancialFuture #IndustryTransformation #ExpertiseandSkills #SecureFinancialPlan #ProsperousFuture #EmbracingChange

Discover how Jorrell conquered my fear of judgment and embraced social media.

Join me as he shares his personal experiences and tips on making a mark in this digital world! #socialmediasuccess
#OvercomingImposterSyndrome #DigitalInfluencer #EmbracingSocialMedia #BuildingYourBrand #BeYouOnCamera #FindingYourVoice #ConqueringFears #SharingMyJourney #SocialMediaTips

Discover the eye-opening truth about the underrepresentation of black CFPs in the financial planning industry.

Join us as we delve into the astonishing statistics and uncover the urgent need for change.

Let’s shed light on this issue together!

#DiversityInFinance #CFPLackOfRepresentation #FinancialPlanningInequality #InclusiveProfession #EmpowerBlackCFPs #BridgingTheGap #EqualityInFinance #BreakingBarriers #ShineALight #ChangeIsNeeded

Step into the world of Jarell Bland, whose life’s journey has taken him from the challenging streets of Harlem to the strategic boardrooms of financial planning.

In this revealing episode, Jarell recounts his life experiences that shaped his approach to money management and client relationships. Hear about his transformative college years, his eye-opening introduction to financial planning, and his determined climb within a top financial firm.

Jarell not only shares his personal and professional growth but also sheds light on the significance of representation in finance, his drive to mentor others, and the future he envisions in the financial industry.

This story of adversity, growth, and ambition will inspire anyone on their path to personal and professional fulfillment.

In this video, @QueenofAlts discuss the importance of understanding your clients’ preferences and needs when creating investment strategies.

Learn how to tailor your approach and avoid generic solutions for a more successful outcome. #ClientNeeds #InvestmentStrategies #SuccessInFinance #TailoredApproach #ClientCentricInvesting #PersonalizedSolutions #FinancialGrowth #CustomInvestments #WealthManagement #InvestmentAdvice

Unlock a hassle-free investment experience with our comprehensive model marketplace, offering a wide range of liquidity options including ETFs, mutual funds, private equity, and more.

Tailor your portfolio to fit your risk tolerance and liquidity requirements with ease and confidence. #InvestmentSolution #ModelMarketplace #ETF #MutualFunds #PrivateEquity #LiquidityOptions #RiskManagement #WealthManagement #FinancialFreedom #InvestmentAdvice

W/ @QueenofAlts discover how being proactive in wealth management can set advisors apart and drive success in today’s ever-evolving financial landscape.

Explore curated strategies, educational content, and valuable industry insights to stay ahead of the game.

#ProactiveAdvisors #WealthManagement #FinancialSuccess #CuratedStrategies #EducationalContent #IndustryInsights #FinancialLandscape #StayAhead #FinancialIndustry #WealthExperts

With @QueenofAlts discover why investing with passion is crucial, and how it can shift the investment dynamic.

Learn how to meet your clients’ goals and create a positive impact, without sacrificing returns. #PassionateInvesting #MarketPerformance #ClientGoals #InvestmentStrategy #FinancialPlanning #GeneratingReturns #MeaningfulInvestments #InvestmentImpact #InvestingWithPurpose #WealthManagement

Uncover the truth behind portfolio allocation as we delve into the ideal percentage for different investment types. Find out if the standard 20% still holds true or if there have been any changes. Join us as we explore the myth of diversifying alternative investments in our captivating web series, “You’re Doing It All Wrong.” Discover the secrets of equity and credit risks, and why the private side offers the potential for higher returns. #PortfolioAllocation #InvestmentStrategy #DiversifyingAlts #AlternativeInvestments #EquityRisk #CreditRisk #PrivateMarketInvestments #HigherReturns #YoureDoingItAllWrong #InvestmentMyths

With @QueenofAlts discover how you can have a fractional ownership in professional sports teams and become a true fan investor.

Learn why investing in sports is a trillion-dollar industry that excites both fans and advisors.

Start talking about private funds and experience the passion-related path to wealth. #SportsInvesting #FanInvestor #FractionalOwnership #InvestInSports #PassionInvesting #WealthOpportunity #SportsWealth #SportsFans #FanEngagement #SportsTalk

With @QueenofAlts discover the world of wine funds where you can become a vineyard investor. Enjoy the best vintages delivered to your door and proudly claim ownership of your very own vineyard.

Explore the fascinating world of wine and strengthen your connection with your clients. #WineInvestment #VineyardOwnership #UncorkYourPassion #VintageWines #WineLovers #InvestmentOpportunity #ClientConnection #WineEnthusiast #InvestInYourTaste #InvestAndCelebrate

Welcome to the latest episode of the “No BS Wealth Podcast,” where we delve into the world of alternative investments with industry expert @Shana Orczyk Sissel. In this enlightening session, Shana, the CEO of Banrion Capital Management, shares her insights on the expansive universe of alternative investments. From hedge funds to real estate and beyond, learn how alternatives can diversify and strengthen your investment portfolio.

Discover more about Shana and her work at Banrion Capital by visiting Banrion Capital. Shana is also active on LinkedIn; connect with her to follow her latest updates at Shana’s LinkedIn.

In this episode, Shana also discusses the misconceptions and opportunities within the alternative investment space. Whether you’re an investor looking to broaden your horizons or an advisor eager to expand your offerings, this episode is packed with valuable information. Check out Shana’s personal insights and additional resources on her website at Shana Sissel.

For more insightful episodes on alternative investments, don’t forget to subscribe to our podcast on What’s The Alternative? and The Alternative Mason.

Engage with us on social media and share your thoughts on this episode. Follow Shana on Instagram at Finance Queen 2020 and on Twitter at Shana’s Twitter.

Make More with Matt Heslin
Explore strategies to thrive financially, build legacy, and enhance life experiences.
Listen on: Apple Podcasts Spotify