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Refunds + Lawsuits
+ IP Protection

I got pulled into a conversation on Facebook today between several long-time online coaches/business owners … about refunds. And it inspired me to write some of my thoughts about how to structure your refund policy, how to handle refund requests, and how to turn your next refund request into your greatest life and business growth opportunity ever.

You can read what I wrote about refunds and how to handle them here.

On another note, I’m in the midst of a lawsuit around my IP that has me feeling more powerful in my business than I’ve ever felt before because I have the right protections in place to stand for what I created.

I used to shy away from protecting my IP. I felt conflicted between my values of “share the wealth” and “protect my IP” — through an evolutionary spiral dynamics lens, this is an “orange” and “green” conflict that I didn’t know how to resolve. Turns out that integral leadership development (my lifelong growth path), I’ve been able to learn to hold the paradox and find the higher purpose of IP protection, and now I’m finally standing for my IP in a way that feels 100% values-aligned.

I can’t say for sure that I’m going to win this litigation, but I’m committed to standing for what I created. My former client signed an agreement not to sell what we taught her to other lawyers, and once she began to do so, I created a possibility of collaboration, which she declined without even talking to me and instead having her lawyer file a lawsuit against me.

The part that sucks the most is that I believe she’s being led astray by her lawyer and getting very expensive, and ultimately bad advice. I can’t say for sure as I have not gotten to talk with my former client directly, and I’m not sure I will ever get to do so outside of a deposition context … but what I can say is I have been involved with enough lawyers throughout my life (both as a lawyer, a user of legal services, and a trainer and coach to thousands of lawyers) to know that many lawyers are motivated to increase conflict because that’s how they get paid. And, very few lawyers have actual conflict resolution skills.

It’s the reason I’ve doubled, tripled and quadrupled down on serving the legal community. I truly believe that with the right business models in place, lawyers can shift culture simply by how they help their clients to deal with life’s most important matters — death, conflict, and money.

And what I can best advise you on here regarding your own intellectual property is that Trademarks are not enough. You must have contracts that protect your IP. If I win this case, it’ll be because of my contract, not just my Trademark. 

If you want support on any of this, the best way I can support you with all of this is through my LIFT Foundation program, which is on sale for a few more days this week before it’s taken off the market for a big brand renovation materials — and likely big price increases when we come back out. Use code alijunespecial to get a $3,333 discount on the whole program + my support in your business for the rest of the year. You can even make 3 payments, if that’s helpful. 

If you want to join, and need a more stretched payment plan to be able to do it, hit reply and let us know so we can figure out how to make it work for you.

If the LIFT program and getting my direct support isn’t right for you right now, there’s lots of free places you can learn from me: listed below.

I’m here in service to your eyes wide open growth and evolution.

To your Guided path ahead, with eyes (and heart) wide open.  

Ali Katz

Lawyers, you’re invited!

Every week you have the opportunity to tune in to a free workshop hosted by myself, Kim Rockwood, and Allison Osborn. Here we give you the tools to begin growing a 6-7 figure law business. Over 522 lawyers have learned how to use Estate Planning as the way to work with clients they love, without working 60+ hours a week or getting stuck in the billable hours trap. And you can create that reality for yourself too!

Start by simply adding this recurring event to your calendar, so you never miss out on any episode.

Wondering what the workshops are about? In the past few weeks we’ve trained on these value-packed topics:

  • From Curiosity to Conversion: How to Leverage Setting Context and Powerful Questions for Law Practice Growth
  • The Debt Dilemma: Is it Worth the Risk for Law Practice Success?
  • 3 Abilities You Must Develop for Life and Business Success
  • How Kim went from $500 per month to $40,000 per month in less than 1 year in her lawyer business (and why she wishes she invested in her law practice earlier)

Tune in on Thursday June 29 at 12pm ET to learn from Lead Coach Allison Osborn on How to Get Clarity On What You Want for Your Life and Your Law Practice. You don’t have to figure it out on your own. When you work with our NLBM coaches to get clear on your goals, you’ll be able to go from scattered and reactive to inspired and entrepreneurial. 

Join the Lifestyle Lawyer’s Club Facebook Group where we will also be streaming.

For Those of You Ready For the Ultimate Growth Hack …

Join the Eyes Wide Open (R)Evolution group to access the exclusive video recording of Ali’s live event, “Alignment: the Ultimate Growth Hack.” Discover how Ali regained alignment and activated her next level, accompanied by her secret weapons, Jana and Molly. Watch and learn the ultimate growth hack. 

Join the group here and if you aren’t on FB, you’ll also find the recording available privately on YouTube here.

Presenting “We Create the Economy,” a 7-day intensive course on how to create the future you desire with crystal clear clarity and consciousness. Discover how to leverage your possessions and embrace your true role as a creator of the economy.

In this FREE Intensive, you will gain a deep understanding of your pivotal role in shaping the economy.

Get the whole series here.

Ali’s Reading Corner

Introducing a New Section: Ali’s Reading Corner!

Title: "SCRUM: The Art of Doing Twice the Work in Half the Time" by Jeff Sutherland

We are happy to announce a brand-new section in our newsletter called Ali’s Reading Corner, where Ali will share her latest book recommendations and insights. To kick off this exciting addition, Ali is currently reading “SCRUM: The Art of Doing Twice the Work in Half the Time” by Jeff Sutherland and recommends to all of you that want to enhance productivity, time management and teamwork.

This is what my business team is implementing now to move from our prior methodology of getting it all done, and into a new more agile methodology.

Podcasts, Radio Shows, and Interviews You’ll Enjoy

Tune in to our latest episode, Episode 9: “Trusting Your Desires – Uncovering Your Truth,” where we explore the importance of understanding your desires and following your instincts.

Click on the photo below to gain access to the entire episode.

Follow us for more: 

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Apple Podcasts: Link
YouTube: Link
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Want to know more about legal planning for your family and why a Personal Family Lawyer could make a BIG difference for you and the people you love? I’ve been speaking on radio shows and podcasts across the country sharing how our 500+ PFL Firms serve their communities, and how a lawyer can help you use facing death to make great legal and financial decisions during your life.

Visit this link where the most recent interviews are saved for you to view:

Too Much to Read? Here’s Your TLDR summary! 

Podcasts, live events, trainings and more:

Social Media:



    • Ali’s latest Facebook video offers insights on effectively handling refund requests and encourages viewers to learn the “eyes wide open” approach for dealing with such situations.
    • Check out this FB post about the importance of recognizing and addressing misalignment before it catches you off guard and shares insights on how it has affected her own life.
    • Episode 8 of Guided Podcast uncovers Ali’s surprising advice: listen to the haters, as their valuable insights can lead to unexpected growth in a world filled with insecurities.
    • Ali shared important insights about the 2023 Scribe layoffs. Learn more about how the outcome could have been different.
    •  Discover valuable #moneytalk tips for healing and better communication within your family. Follow Ali for insights and guidance. Watch the video here: Link 
    • Unlock the key to staying irreplaceable by AI in your work. Stay ahead of the AI revolution. Watch the video here: Link
    • Join Ali on Facebook to learn how to choose a community in Costa Rica by commenting with “#community” to receive an invitation.