Valuetising

33: The Art of Reading Between the Lines with High-Stakes Clients | Lisa M. Cukier

What is the secret to client retention and referral-worthy results? In this episode I'm sitting down with Lisa Cukier, Partner at Rubin and Rudman and award-winning attorney who's been named to Best Lawyers in America for 15+ years. Lisa is known as the professional other experts call for their most complex, "unresolvable" cases. We're covering: ✔️ The mindset that separates wealth creators from inheritors (and what this teaches us about sustained success) ✔️ How Lisa solved a major dispute by understanding what really mattered to the client beyond the contract ✔️ Why AI can handle technical work but can't replace the human skills that win over premium clients ✔️ How to build genuine relationships that attract referrals and high-value clients ✔️ The hidden stress of serving high-stakes clients and why having the right support system is crucial Lisa's journey from aspiring social worker to top attorney shows how integrating soft skills with technical expertise creates unstoppable value for clients. Whether you're a lawyer, consultant, or any service professional, this conversation will help you serve and retain clients at the highest level — by mastering the human element of professional services. Connect with Lisa: -LinkedIn: https://www.linkedin.com/in/lisacukier/ -Website: https://www.rubinrudman.com/attorneys/lisa-m-cukier/ --------------------------------------------------------------------- ⚡ At Valuetising we help service businesses simplify their path to predictable 7+ figure growth. Apply to a free strategy call: https://valuetising.com/apply

32: Trademark Basics for Coaches & Entrepreneurs | Zara Watson-Young

What would you do if someone copied your business name, your signature program, or even your entire brand? 😱 In this episode of Valuetising, I’m sitting down with Zara Watson-Young, award-winning trademark attorney and co-founder of Watson & Young Law, to talk about the trademark basics every coach and online entrepreneur needs to know. Zara has helped hundreds of business owners protect their brands. We’re covering: ✔️ Why trademarking isn’t just for “big businesses” and why you should start early. ✔️ How to protect your ideas from copycats and competitors. ✔️ The most common legal mistakes coaches make (and how to avoid them). Zara simplifies legal protections. If you’ve been putting off securing your brand, this episode will give you the clarity to get started! Connect with Zara: -Full-Service Trademark Firm: https://watsonandyoung.com/ -LinkedIn: https://www.linkedin.com/in/zara-watson-young-esq-80106a39/ --------------------------------------------------------------------⚡ At Valuetising we help purpose-driven brands get clients with value-driven marketing. We offer consulting, advertising, and automations. Website: https://www.valuetising.com/ $296K case study: https://myplantoscale.com/ YouTube: https://www.youtube.com/@santiagophoenix Instagram: https://www.instagram.com/santiagodigitale LinkedIn: https://www.linkedin.com/in/santiagophoenix/

31: Stay Fit, Stay Focused: Weight Loss for Go-Getters | Dr. Angela Tran

Building an online business can come with a big cost: our own health and wellbeing. In this episode, I talk with Dr. Angela Tran about how to stay fit & healthy, even if you're busy as an online entrepreneur or professional! Dr. Angela Tran is a double-board-certified physician in Obesity Medicine and Internal Medicine, and the CEO and founder of Med-Fit Medical Weight Loss Clinic. She specializes in helping busy, professional women transform their health and achieve lasting weight loss through medically supervised interventions. With over 5,000 transformations under her care, Dr. Tran is on a mission to help her patients break free from yo-yo dieting and find a sustainable path to health and confidence. Learn more about Dr. Tran: -LinkedIn: https://www.linkedin.com/in/drtrangela/ -Instagram: https://www.instagram.com/drangelatran/ -Website: https://medfitmedicalweightloss.com/ ------------------------------------------------------ ⚡ Valuetising is a movement. We want to scale multi-million dollar brands, impact the world AND live our best lives. If you resonate with this, let's connect on social media! Website: Valuetising.com Scaling case study: https://myplantoscale.com/ YouTube: https://www.youtube.com/@santiagophoenix Instagram: https://www.instagram.com/santiagodigitale LinkedIn: https://www.linkedin.com/in/santiagophoenix/

30: Want More Sales? Start Building Better Relationships | Simona Boldrini

Struggling to consistently close high-ticket deals? Simona has the answer. In this episode, we dive into the X factor that helps coaches and consultants grow without adding more to their plate. From creating better offers to building relationships that lead to repeat clients, we break down simple strategies that make sales easier—and scaling possible. If you’re ready to break through and grow, this one's for you! Simona is a sales leader, coach, and CEO with years of experience closing high-ticket sales. She helps coaches and consultants with "X-factor scaling", and has won several awards for her closing skills and growth strategies. Learn more about Simona here: https://be.linkedin.com/in/simona-boldrini-28594b61 --------------------------------------------------------------------- ⚡ Valuetising is a movement. We want to scale multi-million dollar brands, impact the world AND live our best lives. If you resonate with this, let's connect on social media! Website: Valuetising.com Scaling case study: https://myplantoscale.com/ YouTube: https://www.youtube.com/@santiagophoenix Instagram: https://www.instagram.com/santiagodigitale LinkedIn: https://www.linkedin.com/in/santiagophoenix/

29: Navigating Developmental Challenges in Kids and Entrepreneurs | Dr. Megan Helmen

Could "entrepreneurial ADHD" be a gift? What if understanding neurodiversity could help you become a better parent and business owner? In this episode, we explore these compelling questions with Dr. Megan Helmen, a licensed pediatric neuropsychologist and founder of Developmental Discoveries. With over 20 years of experience, Megan shares her insights on how understanding developmental disabilities like ADHD and autism can lead to better support and thriving environments for children. We also discuss ADHD and entrepreneurship, the importance of tailored support, and running a mission-driven organization. Learn more about Dr. Megan Helmen and her mission: -Website: https://www.developmental-discoveries.com/ -LinkedIn: https://www.linkedin.com/in/megan-helmen-psy-d-l-p-945b2716/ -Instagram: https://www.instagram.com/developmental_discoveries/ -----------------------------------------------------------------⚡ Valuetising is a movement. We want to scale multi-million dollar brands, impact the world AND live our best lives. If you resonate with this, let's connect on social media! Website: Valuetising.com Complimentary Growth Strategy Session: www.valuetising.com/grow YouTube: https://www.youtube.com/@santiagophoenix Instagram: https://www.instagram.com/santiagodigitale LinkedIn: https://www.linkedin.com/in/santiagophoenix/