There are a thousand different ways your clients can leave unfinished business, but no single advisor can address every issue. We answer the important questions to help professional advisors focused on individual clients - like attorneys, CPAs, and financial advisors - identify and eliminate those professional blind spots so you can speak competently and confidently to your clients and help them leave No Unfinished Business.
In this episode of the No Unfinished Business Podcast, we delve into the often-overlooked but vital topic of Intellectual Property (IP) for businesses and entrepreneurs. We're joined by Jim Hart, a seasoned trademark attorney, who breaks down the complexities of IP into digestible nuggets of wisdom.
🔑 Key Topics Covered:
The Four Types of Intellectual Property: We kick off by outlining the four main types of intellectual property—patents, trade secrets, trademarks, and copyrights. Perfect for anyone new to the topic or those who need a quick refresher.
Common Missteps in IP: Jim discusses the frequent mistakes that entrepreneurs make, such as the misconceptions around searching for a name in the USPTO database.
The Eight-Step Guide to Trademark Registration: Jim walks us through the steps involved in registering a trademark, including why each step is critical and how to avoid common pitfalls.
Why Advisors Should Care: If you're an advisor, accountant, or another kind of consultant, this segment is for you. Jim outlines why it's crucial to guide your clients through the IP maze to save them (and you) from potential legal problems down the line.
🎧 Why You Should Listen:
Understanding IP is not just for legal experts; it's essential for anyone involved in business. Jim makes this complex topic accessible and actionable, whether you're a seasoned business owner, an aspiring entrepreneur, or an advisor to either.
Tune in to gain a solid understanding of IP and learn how you can better protect your business assets.
Follow Jim here on YouTube at https://www.youtube.com/@jimhart or at https://www.hawthornlaw.net/
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We hope you'll join us each week, so hit that follow button, and if you have any questions, feedback, or ideas for topics, please reach out via social or email. We'd love to hear from you.
Contact John at john@strohmeyerlaw.com or via social. Visit https://www.strohmeyerlaw.com/houston-professional-advisors for more info about how John works with advisors like you.
15 Sept 2023
32. Alternative Real Estate Investments: Mortgage Notes w/ Dan Deppen
John Strohmeyer sits down with mortgage investment expert, Dan Deppen of Fusion Notes, to dive deep into the niche world of mortgage note investing. With rising interests in alternative investments, mortgage note investing offers an avenue that not many have ventured into. In this episode, we uncover the ins and outs of this fascinating domain.
Episode Highlights:
Introduction: Dan Deppen explains the basics of mortgage note investing
Understanding Mortgage Note Investing: From buying someone else’s mortgage to functioning as a bank, Dan explains the dynamics of this alternate real estate investing pathway.
Getting Started in Mortgage Investing: Where to buy these mortgages? From smaller hedge funds to directly from banks, the journey of mortgage notes to an individual.
Seller Finance Notes Explained: How property sellers act as a bank, originate loans, and the prospects in selling those loans.
Risks and Rewards: Dan highlights potential risks like messy foreclosures and legal challenges. On the brighter side, the prospects of high cash flows, yield benefits, and the possible passive nature of this investment.
Navigating the Current Financial Landscape: The effects of current higher interest rates on the mortgage note market.
Tune in to learn how you can navigate this investment landscape, understand the risks, and reap the potential benefits!
Note: This episode offers insights for seasoned investors, financial enthusiasts, and anyone curious about alternative investments. It's a dive into a niche market that holds potential for great returns, if done right. Don't jump in without plenty of formal training and knowledge.
Find Dan at https://www.fusionnotes.com/get-in-touch/ or on LinkedIn at https://www.linkedin.com/in/dandeppen/
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We hope you'll join us each week, so hit that follow button, and if you have any questions, feedback, or ideas for topics, please reach out via social or email. We'd love to hear from you.
Contact John at john@strohmeyerlaw.com or via social. Visit https://www.strohmeyerlaw.com/houston-professional-advisors for more info about how John works with advisors like you.
6 Sept 2023
31. Aging in Place with Companion Care w/ Mikey Newton
In this episode of the No Unfinished Business Podcast, we dive deep into the challenges faced by the Sandwich Generation—individuals caught between caring for their aging parents and their own children. Our guest, Mikey Newton of Maxim at Home, sheds light on the role of non-medical companions in ensuring older adults age gracefully in their own homes. Listen in as we discuss the early warning signs that indicate it's time to consider help for aging parents, how companionship plays a critical role in their quality of life, and how technology is making the process of finding the right companion easier than ever.
Key Sections:
1. The Sandwich Generation Dilemma
The challenges of taking care of both children and aging parents.
2. First Steps with Non-Medical Companionship Services
How Maxim at Home serves as a first-step resource for families looking to support aging parents.
3. The Importance of Aging in Place
The value of allowing older adults to stay in their homes and maintain their lifestyle.
4. The Role of Companions
How companions provide non-medical support, such as light housekeeping, meal prep, and pet care, but most importantly, companionship.
5. Warning Signs and Conversation Starters
Tips on when and how to initiate conversations about seeking help for your aging parents.
6. Questions to Ask for Future Planning
Discussing MIT's Age Lab and the three crucial questions for older adults to consider for independent living.
7. Real-world Scenarios
The balance between caring for parents and maintaining your own life, featuring examples from both John and Mikey.
Find more info at https://www.maximathome.com/ or Mikey on LinkedIn at https://www.linkedin.com/in/michelle-newton
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We hope you'll join us each week, so hit that follow button, and if you have any questions, feedback, or ideas for topics, please reach out via social or email. We'd love to hear from you.
Contact John at john@strohmeyerlaw.com or via social. Visit https://www.strohmeyerlaw.com/houston-professional-advisors for more info about how John works with advisors like you.
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