Essential Legal Tips for Therapists Planning Wellness Retreats with Lisa Fraley [Ep 68]

The Bad Therapist Show

Are you a therapist planning wellness retreats and wondering how to protect yourself legally while creating an unforgettable experience for your participants? Dive into today's episode where I chat with legal coach, Lisa Fraley, who's got the inside scoop on making your wellness retreat both safe and sensational.

We'll talk about why therapists are uniquely equipped to lead transformative retreats and how to avoid common pitfalls that could turn your dream event into a logistical nightmare. Lisa shares her personal journey from healthcare attorney to health coach and now, a legal guru for heart-centered service providers like you. You'll learn about the importance of details, managing expectations, and the must-haves of written contracts. Plus, we'll discuss the flexibility needed when unexpected changes arise (and they will).

This episode is packed with legal gems that will help you ensure your retreat is not just fun but legally sound. Are you ready to find out how to make your next wellness retreat a resounding success? Tune in!

More about Lisa Fraley:

Lisa Fraley, JD is an Attorney, Legal Coach®, Speaker,#1 Best-Selling Author of Easy Legal Steps and the host of the “Legally Enlightened” podcast on iTunes. As a Holistic Lawyer®, Lisa blends her legal expertise as a former healthcare attorney in a large corporate law firm and the care of a Health & Life Coach through IIN & Coach U to help thousands of heart-centered holistic health coaches, licensed practitioners, and online business owners protect their businesses and brands with contracts, disclaimers, trademarks and more.

Lisa shares her “Legal Love” through DIY legal templates, online courses, 1:1 services and on stages from British Columbia to the Bellagio - and she’s uniquely known for aligning legal steps with the chakras. Lisa’s mission is to help small business owners understand that the law can be accessible, empowering, loving, and even spiritual. Lisa graduated from Case Western Reserve School of Law with a concentration in health law and she holds a Certificate in Sustainable Business Strategy from Harvard Business School Online.

Topics covered in this episode:

• Lisa's journey from healthcare attorney to health coach and back to law, and how her experiences can help therapists protect themselves legally when planning a wellness retreat.
• The reasons why therapists have the perfect skill set to be exceptional retreat leaders and what qualities make them stand out in this role.
• The critical details that therapists often overlook when planning wellness retreats.
• The importance of clarity in retreat agreements.
• The best timing for signing retreat agreements and why you should have these legal documents in place early in the process.
• The benefits of using a comprehensive retreat agreement template to simplify the legal side of your wellness retreat planning.

Connect with Felicia:

• Get my freebie & join the email list: The Magic Sheets
• Instagram: @the_bad_therapist
• Website: www.thebadtherapist.coach
• Facebook group: Healing Money

Connect with Lisa Fraley:

• Website: www.lisafraley.com
• Instagram: @lisa_fraley
• Facebook: Lisa Hanger Fraley

Resources from this episode:

• DIY Overnight Retreat Agreement
• Liberated Business
• Join the interest list for my next retreat: www.thebadtherapist.coach/retreats

Related episodes:

• What Is the Perfect Retreat Launch Timeline [Ep 67]
• Profitable Retreat: Building Around Your Passion & Purpose [Ep 66]
• Building Blocks of a Profitable Retreat: How to Design the Perfect Experience [Ep 65]
• Replace One Month of Private Practice Income by Leading One High-Ticket Retreat Per Year [Ep 64]

Quote:

“The key to legal protection, reducing your risk, and helping to manage a retreat, is clarity in expectation.” - Lisa Fraley