Protecting Your Livelihood: Risk Management for Coaches & Healers
Help coaches, healers, and transformational leaders understand how to legally, ethically, and energetically protect their practice — so they can serve confidently without fear of legal or energetic backlash.
HALF-DAY VIRTUAL WORKSHOP CONDUCTED LIVE!
Join us for a half day of instruction and workshopping conducted live on Zoom. Get real-time legal instruction on crucial issues, actionable guidance, sample legal language, and plenty of Q&A time!
The workshop is planned for Saturday, Nov 08, 2025, beginning 9am pacific time.
Expect the workshop to run up to 4 hours including breaks. Exact length depends on how much live attendance and questions we have. If we have to change the date, we'll give you advanced notice. You'll also get access to recordings of the complete workshop.
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What You’ll Learn Inside This Workshop:
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Understanding Risk in a Soulful Business
- What “risk” really means for heart-centered businesses — it’s awareness, not fearÂ
- ROI on time & money – making leveraged decisions
- Risk-analysis: thinking in betsÂ
- The top 5 risks for healers & coaches
- Reframing risk management as energetic hygiene — protection that supports service.
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Legal Foundations That Keep You Safe
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- Solid Client Contracts: The 5 essential clauses that prevent misunderstandings and refunds before they happen.
- Disclaimers That Work: How to write clear, compassionate disclaimers that align with your modality.
- Scope of Practice: Staying in your lane while owning your power — how to describe your work clearly without triggering “unauthorized practice” issues.
- Recordkeeping & Privacy: What you need to document (and how to protect sensitive information).
- Back-End-Business: Form and use your business entity properly; set up proper liability insurance
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Boundaries, Ethics, and Energetic Protection
- Recognizing when client dynamics create legal and energetic risk.
- Managing client crises or emotional dependency — when to refer out.
- How to say “no” (or “not now”) with kindness and clarity.
- Setting clear container agreements: time limits, scope, availability, and communication boundaries.
- Practical energetic hygiene techniques to release client energy after sessions.
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Proactive Protection Plan
- A checklist for evaluating your current legal and energetic safety.
- Templates and examples:
- Risk management checklist
- Sample disclaimer language
- Red-flag list for client agreements
- Simple steps to implement next week — so the learning doesn’t just stay theoretical.
- Q&A and real-world examples from participants.
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YOUR INSTRUCTOR
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I'm Ian Foster, attorney specializing in coaches, healers, and transformational leaders. I believe every business owner is entitled to quality legal assistance at an affordable price. I think you deserve to have good contracts with your team and solid team-building policies ... without breaking your budget!
My solution to this problem is a unique half-day workshop where you can learn the necessary information, get your questions answered, and start building your aligned team the right way!
SAVE TIME AND MONEY
Quality Instruction From Your AttorneyÂ
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We understand that quality instruction from an attorney who actually cares is hard to find.
That's why we created this unique opportunity to help you discover how you can build an amazing team that aligns with your values ... and do it safely and legally!
Get a half-day of instruction in a loving community format plus recordings, slides, and a detailed checklist to guide you in your team building ... all for less than the cost of 30 minutes of an attorney's time!
DISCLAIMERS
Nothing on this page is, or is intended to be, legal services or advice. The content of the Protect Your Livelihood Workshop is intended to be educational in nature and should not be construed as legal services or advice. If you require legal services or advice, please contact a licensed attorney who is knowledgeable about your business.
While we are targeting Saturday, Nov 08, 2025, at 9am pacific for this workshop. If due to an unforeseen circumstance, we must delay we'll advanced notice of any date change.
