Labs, Supplements, and Legal Liability: Where Coaching Ends and Practicing Medicine Begins

What exactly does a health coaching certification legally allow you to do if you don’t hold a medical license?

On Tuesday, October 6th, FMCA hosted a special objective, no-nonsense Ask the Expert Q&A featuring Lisa Fraley, JD, Legal Coach®, and former health coach. As technology and access expands around lab testing and supplementation, the legal lines for current and potential coaches have never felt blurrier. In this straightforward, 60-minute session hosted by Dr. Sandra Scheinbaum, Lisa cuts through the industry noise to demystify the legal landscape of functional health coaching.

Rather than a formal presentation, this session dives directly into answering the most critical legal and liability questions from the health coaching community. Lisa provides clear, neutral reality checks on lab interpretation, supplements, and scope of practice. Watch the replay to learn how to protect your clients, protect your livelihood, and build a legally robust practice.

In this webinar replay, you will learn:

• How state medical and dietetics laws interact with private health coaching certifications.
• The legal mechanics and boundaries around direct-to-consumer lab ordering and interpretation.
• How to safely educate clients on functional knowledge and supplements without “prescribing.”
• The limits of client disclaimers and what actually triggers a State Medical Board investigation.
• How to legally and safely navigate holding multiple credentials (e.g., NBHWC and functional practitioner courses).

Watch the Replay

Labs, Supplements, and Legal Liability: Where Coaching Ends and Practicing Medicine Begins, With Lisa Fraley, JD:

Transcript

Dr. Sandi: We are so thrilled. I appreciate this woman so much. From the first time I met her years ago, I knew that she would play an important role as our faculty member, as somebody who has been, through the years, a real trusted authority for this area, which can create so much confusion. And I’m talking about the one and only Lisa Fraley, who is joining us today. She is a friend, a colleague. And welcome. Welcome, Lisa. It’s so great to have you.

Lisa: Thanks for having me back, Sandi. I so appreciate you, and thank you so much for inviting me to come back.

Dr. Sandi: Well, this is an area that is evolving. It’s always something where there’s a lot of confusion. And even if you are international, I think I would look at the…what pertains to you might not fit exactly, but take away what will apply and how you can use it to be a responsible coach. So, Lisa, you are not only an attorney, but you are a health coach as well.

Lisa: Yes. That’s right. Yes. Back in 2012, I went to the Institute for Integrative Nutrition, and became a health coach. And prior to that, years ago in the Stone Ages of the year 2000, I became a life coach back through Coach U. So, I’ve been a coach for a very long time and also an attorney for a very long time. I graduated law school in 1995, in healthcare law, and…yes, and found a way to bring it all together.

Dr. Sandi: And I love that you do this and provide so much guidance, so many resources to our community. Well, let’s jump right in. So, there are a number of programs out there, and they are using titles like become a health coach, become a certified practitioner. And there’s just so much confusion. People think that if they have a different name, if they call themselves a certified practitioner, they’re going to be able to do more with clients. But legally speaking, what really determines your scope of practice, and can any program out there just override these state medical board laws?

Lisa: Great questions. So, just for all of you listening, Sandi and I always want you to know that we’re sharing legal information today. We are answering questions, but please know that none of this is personalized legal advice for you, of course. I’m always happy to help. Other lawyers out there who understand health coaching are also happy to help you. But we just want you to understand some of these rules and laws and issues that come up so often for people. And one that you’re talking about, Sandi, is around titles and then also, like you said, what determines the scope of practice.

So, it’s not the title that determines what you’re allowed to do or not do. It’s actually state laws and the interpretation of state laws by the state boards, medical boards, nursing boards, whatever boards, dietetics boards in the state. So, the ultimate arbiter of what we’re allowed to do or not do depends on each state legislature’s decisions in the laws that they make. I don’t want to take you to government class here, but that’s just how it works.

So, when you hear people saying, well, I can do this in my state, and you hear someone else saying, well, I can’t do that in my state, they’re probably correct because each state law is different. And there’s still many states where you have to be careful about what you can and can’t do when it comes to health coaching.

Dr. Sandi: That is so good to know. So, let’s say, you are a coach out there and coaches are not…they’re unlicensed. But you learn out-of-scope techniques. You’re in some program, you learn these techniques, and you use that knowledge to cross into…well, some people will say you’re practicing medicine or nutrition. How is that legal liability evaluated? So, for example, would the responsibility rest with that individual versus their training school? And how can coaches separate what they are taught from what they can legally practice? There’s a lot of confusion about that.

Lisa: Yeah. It’s so confusing. It can be so confusing. So, what Sandi’s talking about is what we call scope creep. And it sounds like a funny word, but it’s when people actually sort of creep into professions that require a license, like the practice of dietetics or the practice of medicine or nursing or chiropractic medicine or massage therapy or any type…mental health counseling, whatever.

So, what happens is, as people learn new techniques, which is so exciting and so fantastic and so great, sometimes the techniques can kind of…people don’t realize, they get so excited that they forget that that actually might be considered the practice of medicine or considered the practice of dietetics in a state where they’re not licensed. So, a lot of coaches, for example, want to be a cancer coach or a Hashimoto’s coach or a diabetes coach, but those are medical diagnoses. And so, coaches can’t really coach to a medical diagnosis around nutrition or supplements because that would be considered medical nutrition therapy, which is considered the practice of dietetics needing a dietetics license and/or a medical practitioner license with nutrition in the scope of practice to be able to do that work.

So, that’s why, in coaching, we’re always talking about trying to coach towards someone’s optimal health, not to coach around a specific disease or disorder or condition because coaches cannot do that legally. And that would be one example of scope creep into the practice of medicine that you really want to stay away from.

So, the second half of Sandi’s question really relates to who’s liable. So, your coaching schools, just like this incredible school, FMCA — I’m going to speak so Sandi doesn’t have to — they are not responsible for teaching you the law. They can’t because they have students, like all of you who’ve shared where you’re from, everywhere around the country and around the world. And if each state laws are different or each country’s laws are different, then there’s no way that a school can be responsible for telling you what you’re allowed to do in your state or country.

And by the way, you all, this is true for every profession, believe it or not. Laws are different for medicine or how they define what chiropractic medicine can do or pharmacy. Every type of profession, it’s not the same in every state. They have to know what they’re allowed to do and not do. So, this isn’t about health coaching. No one’s trying to keep health coaches from expanding what they do. It’s just the same is true for everyone. You have to know what you’re allowed to do in the state where you’re located. And that’s what helps keep you safe is being able to stay within the scope of what you’re allowed to do and not scope creeping into other professions that require a license.

Dr. Sandi: That’s such a good point. Now, what about if you…let’s say, I’m in Illinois and I’m coaching somebody in Florida. Which state laws apply? Do both of them?

Lisa: Yeah. That’s a question I get all the time from my clients. I’ve been doing this work online for almost 14 years now, and this question comes up over and over again because it’s very confusing. So, the way that it works typically is that it’s the law of your state where your based that you need to follow first. Okay? Why? Because there’s still 13 states in the country that are very restrictive around one-on-one health coaching. And so, what they care about is, are you doing something in the state where your business is based that violates a law in that state? A dietetics law, law of medicine, like we were just talking about. So, it’s mostly about where you’re located or where your business, your…where you’re registered as a sole proprietor or an LLC or an S corp, where you’re located.

But the same thing also applies that you can’t do things to violate laws of other states. So, if you’re in Illinois, you’re following Illinois’ law as a health coach. But your client is in Florida. Well, Florida has sort of a weird law that says…that you need to know, that says that if your health coaching client is based in Florida, regardless of whether you’re based in Florida, and they’re already working with a doctor around nutrition therapy for a diagnosis, a medical diagnosis, you cannot approach them around nutrition.

Because years ago, as Sandi knows, Florida law was really restrictive and didn’t even let anyone do any one-on-one health coaching. But when the law changed, I think, the medical lobby said, hey, wait a minute, we’re cool with health coaches, but we don’t want you coming in and mucking up what we’re already doing with our patients around medical nutrition therapy.

So, you have to know…if you have a client in Florida, you have to ask, are you working with a doctor currently around anything related to nutrition? And if they say yes, then you can help them with all the other parts of functional health, like sleep and stress and all the other aspects, but just not nutrition and supplements.

So, you do have to know some of the laws of the other states. But you are allowed to coach them, you just can’t cross over and violate any of their laws. And of course, none of the states can health coaches I mentioned earlier do any type of medical nutrition therapy. And that’s how you keep yourself safe.

Dr. Sandi: Makes sense. So, let’s talk about labs. So much confusion around labs. So, lab testing is accessible to people today as consumers, direct-to-consumer testing. What should a health coach understand about ordering, facilitating lab tests for clients directly? And if a coach uses like a physician authorization network like Rupa Health, is that legally safe? Is that okay? And how about…does involvement of that third-party provider change what the coach can legally do with the information?

Lisa: Yeah. So, lab testing is fantastic, as you all know. You’re learning how to use it. Sandi does a beautiful job in her team of teaching how to do it safely. And that’s important because health coaches are allowed to help people with lab testing. So, let’s talk about the different aspects that Sandi just mentioned. First is ordering, then we’ll talk about educating people about labs, not interpreting. We’ll talk about that. And what you’re allowed to say and not say.

So, first, with ordering. Okay. As a health coach, certainly, you can recommend to your clients to do direct access testing and tell them what lab tests you think would be helpful for them to go off on their own and order. That’s completely fine. You are also allowed to use lab testing companies like Rupa Health Physician Services, now owned by Fullscript, or Evexia, or other testing companies out there where they have ordering physicians order the lab tests, and they have the doctors do that.

If you’re a health coach who used to be or also is a nurse practitioner or a doctor or a PA, you know that in a medical practice, you’re allowed to order labs. But as a health coach, you can’t do that. You can’t use your medical NPI to order labs for health coaching clients. So, you would need to sign up with those lab testing companies using your health coach training you’re receiving here to be able to order those labs.

So, we don’t ever want a health coach to be the ordering physician for the labs because that’s not legally allowed, and that’s not our role. But you can recommend to clients what lab tests you think that they should take. You also can be an affiliate for companies like Evexia and Rupa Health Physician Services. That’s completely fine, too. These are lab tests, and their physicians are the one that order them.

Okay. So, let’s talk about the next part, which is what…I want you to use the word educating your clients about their lab test results, not interpreting. Okay? Interpret or interpreting is a word that’s used by the medical profession. And so, it gets very confusing and can put you at risk if you’re using the word, I help you interpret your lab test. You’re not interpreting anything. You’re helping to educate them about what the lab test results show.

So, you’re helping to educate them about patterns that show up in the test or about values and how they relate to the recommended range so that you’re talking about whether someone has the presence of aspergillus or whether they have enough vitamin D as it relates to the recommended range. But you’re not making any interpretation of that. You’re not interpreting it to draw any diagnoses about what’s happening. You’re just saying, your vitamin D level should be in this range, yours is here. So, we’re going to use nutrition lifestyle supplements to see if we can move that, retest in four, six, whatever months you’d like to use, and then see if that factor has changed, that value has changed, and moved toward the recommended range.

So, it’s like you’re educating them about what the lab test says, but you’re not interpreting it in a way that draws any diagnoses medically. So, no medical diagnoses should come out of your mouth. And I say that with love. I know you’re just trying to help. But sometimes my clients will say, well, Lisa, I want to say this is consistent with Hashimoto’s, but I’m not giving a medical diagnosis. And I’m like, no, no, no, no, the word Hashimoto’s should not come out of your mouth ever because that is a medical diagnosis. And your clients are probably going to get confused and think you just told them that they have Hashimoto’s. They don’t always understand the nuances of this might be consistent with or you might have this. They just hear Hashimoto’s, and then they could report that, and you could be reported. So, just stay away from diagnoses, and you’re talking to people about educating them about what their lab result says.

And then the last piece is when you’re talking about this kind of…it’s a segue into what we were just talking about. But when you’re talking about the labs, again, remember, your job is to help them understand and be able to see where those values are in relation to what they’re supposed to be or what ideally we’d like them to be so that they are moving towards greater health, they’re improving their health, they’re moving towards optimal health and wellness. It’s not about diagnosing disease. It’s not about talking about medical conditions. It’s about just showing them what their body is revealing to them today.

So, that’s how you keep yourself safe, is you stay out of that interpreting lane. You stay out of that ordering lane. And you sign up for lab testing companies using your health coach training, especially if you have medical background, which allowed you to order tests in your own practice.

Dr. Sandi: This is really great. And again, there are programs that people think, just because they’re being…they’re graduating certified practitioners and saying that they have…we interpret, not you. And then there are also…there’s programs that lead to, okay, here’s a supplement plan. Well, let’s talk about supplements because that’s an area also where there’s not clear boundaries. So, what should a coach understand about talking about supplements? And where does that general education cross the line into prescribing? And I know that the National Board for Health & Wellness Coaching has very strong feelings about this topic and coaches discussing supplements.

Lisa: That’s a great point. So, you all… The NBHWC is, as you know, an accrediting board for health coaches. It’s very important to the industry. And at the same… And, I like to always talk about the and. And at the same time, it does not set the law. It is not the law. It is not…it may be telling you to follow the law or it may be more conservative than the law allows to protect you. But what the NBHWC says is not the law, and that’s really important for people to know because I think that they come to me saying that it is. And it’s not. The law is what the state legislature has defined in your state and the interpretation of that with regulations by the state boards.

So, in the case of supplements, my understanding of the law is, provided you’re not in those 13 states — which we don’t have time to go into one-on-one at this point, but if you have questions about your state, feel free to reach out anytime — you are allowed to recommend supplements to your clients. But here’s the kicker. You cannot recommend them for medical diagnoses conditions or issues. So, let me give you an example.

If someone is diabetic, you can recommend berberine to them to support healthy blood sugar because you can recommend berberine to anyone, whether they’re diabetic or not, to support healthy blood sugar regulation. But you’re not going to tell them to take berberine for diabetes. So, this is not about…you can talk about supplements, and you can recommend supplements in most states as long as you’re doing it to promote health and wellness.

And so, the way that I like to differentiate it is to say that you’re allowed to recommend supplements to support a system of the body or an organ of the body. So, think in your head, is this supporting a system or an organ? So, when I say system, I mean digestive system, respiratory system, nervous system. We don’t usually talk like that in health coaching world. We talk about brain health, gut health, heart health, hormone health. All that is fine to say. You can say, this supplement will support your hormone health, this supplement will support your gut health, this will help support your microbiome. You can talk about organs. This will support your liver in this detoxification process. This will support your heart in heart health. But it’s about the organ and the system functioning optimally. It’s not about recommending a supplement for a diagnosis.

So, again, I know all the marketing coaches out there — I’ve been doing this for 14 years — love to help you niche to a certain medical condition. That’s because they want to do this for marketing purposes, but you have to be really careful because you can’t coach to a specific medical condition, and you can’t recommend supplements for a specific medical condition.

So, coaches are allowed to recommend them, but you are not allowed to prescribe them. You’re not going to use the word prescribe. And same thing if you’re a medical practitioner who’s now also a coach, you’re not going to use the word prescribe as a coach either. Okay? So, we have to keep medicine and coaching entirely separate, but you are allowed to talk about supplements, to recommend supplements. It’s totally fine in most states, except for those 13, to do that. You just cannot do it for a specific medical diagnosis because that is medical nutrition therapy. That’s what gets you in trouble.

And sometimes, organizations like the NBHWC or even other coaching schools or…try to just keep you safe by saying, don’t do that at all or just be really cautious how you do it. They’re just letting you up and trying to keep you safe so you don’t cross over a boundary. But legally, you are allowed to do it. Just stay in your lane as a health coach and you’ll be okay.

Dr. Sandi: This is very, very, very helpful. And I think document. Document the conversation. It sounds a lot like what supplement manufacturer companies do because you read their label, they don’t say this is for type 2 diabetes, they say…or irritable bowel. They say this is for digestive…gut health.

Lisa: You got it. That’s right. And that’s why… For example, you can say, lavender or lavender oil helps promote relaxation, but you’re not going to say, take lavender oil for anxiety, or you can say magnesium promotes digestive support or muscle relaxation or sleep. But you’re not going to say, use magnesium for x medical condition. So, once you get that in your head and you just know that you’re focusing on the benefits of the supplement, what is the benefit of the supplement? It promotes relaxation. It supports your microbiome. It supports your heart. It supports your blood vessels, whatever. It’s just you’re not…nowhere…did you hear me say medical diagnosis in there anywhere? No. So, use that when you’re talking and writing your e-newsletters, and writing your website content and your offers. Just make sure you’re not talking about medical diagnoses, and that’s how you stay in the safe lane.

Dr. Sandi: So helpful. So, we’ve heard before some coaches say, well, I’ll just have a waiver, I’m not a doctor, this is not medical advice, and that that would provide enough legal protection. But talk about those…a well-written disclaimer, what can it actually accomplish? And does it really protect a coach if they end up giving diagnostic or treatment advice that’s regulated by state law?

Lisa: Yep. Sandi’s not asking this exact question, but one question I get a lot, which will help illustrate this, is the difference between a contract and a waiver. Okay? A waiver is usually something that has a big disclaimer in it, saying, you’re waiving liability. I am not responsible for x, y, z. You have a disclaimer saying, I’m not viable if this happens, I’m not liable if that happens, I’m not liable if this happens. I’m disclaiming. I’m saying that I’m not giving you medical advice. I’m not giving you psychological advice. I’m not prescribing supplements to you.

A waiver or a disclaimer in and of itself as a health coach is not enough at all. Okay? You want to have disclaimer language in your coaching client agreement that you use with your one-on-one clients. You want to have disclaimer language in your website documents that go on your website or in the terms of use that you use for group programs. But a disclaimer language in and of itself is not enough. It’s important, you need to have it, it’s actually quite critical. And a lot of contracts that AI creates or that you get from friends doesn’t have the right disclaimers in it for supporting and disclaiming your medical advice.

So, you all, please do not use AI to create legal documents. I declare this from the mountaintop all the time right now because they will give you four sentences that are completely incomplete. I write AI all the time and tell it, this is not correct, why are you telling people this? And they’ll say, you’re right, you’re right, we shouldn’t be doing…and I’m like… But we’re just not there yet. So, please don’t ask it to do that. But know that you do need to have disclaimer language in a variety of places. So, one is in your client agreement, one is in your website documents, one is in your terms of use that you might use for group program. You do want to have what I call a mini-disclaimer on the bottom of your handouts or that you say in your videos or your audios or you use on social media or YouTube or your podcast episodes.

So, there are lots of places where you need disclaimers, but you just don’t want to use only a disclaimer. It’s just not enough. The contract, for example, tells people what’s in the program, how much it costs, what happens if they have to cancel, what your refund policy is, here’s where you’re not liable, and here’s what happens if you have disputes. So, you need all that language. Also protecting your IP. There’s so much you need in the client agreement. A disclaimer just isn’t enough.

Dr. Sandi: That’s great. And we have templates in our resource library. And then to make sure you’re compliant with your state, you can go to someone like Lisa, who also has handouts and tools that can help you with that. In fact, in just…in office hours just today, I was talking with somebody. She wanted to do some workshops and educational programming. And I talked about the importance of having that statement that this is for educational purposes only. Like when you read a book, when Dr. Mark Hyman writes a book, he’s gonna have that disclaimer.

Lisa: [crosstalk 00:22:52] disclaimer.

Dr. Sandi: And I did it in my book as well.

Lisa: Because it’s yours. [crosstalk 00:22:57].

Dr. Sandi: Yes. I personally have talked to so many doctors and that are…they’ve come up to me and said, I would never hire a health coach because they are out there interpreting labs, they are taking things I went to medical school years to learn how to do and they are out there advertising, and I just have a bad feeling about coaches in general. And then they learn about what we do, and they say, oh, Sandi, I was wrong. Okay. I will now only hire your graduates. But can you talk about this, that these doctors, clinics, that in terms of scope of practice, why that connects, not just keeping you legally safe, but also growing a business, getting referrals from clinicians, from getting hired, what are some of the risks that these organizations or medical practices are trying to manage? And what are the things that would make a coach easiest to integrate into a medical care team or get referrals if you’re running your own coaching business?

Lisa: Yeah. So, one of the things I want to say is I always completely honor medical practitioners, especially for all the education and training they’ve had and the work that they’ve done, and also because of the fact they have scopes of practice that allow them to diagnose or treat, prevent, cure, heal, and manage diseases, conditions, and issues, and health coaches cannot do that. So, I have the utmost respect for medical practitioners. And I don’t ever want any medical practitioner to think that a health coach should walk around thinking they know as much as a medical practitioner because we did not go to medical school for years and do our training, etc.

At the same time, health coaches do have a lot of information about health and wellness, and about helping people move towards optimal health, or in the case of functional work, as you all know, getting to the underlying cause of whatever the medical conditions are, getting to the root cause and looking at all the pillars of functional medicine to figure out where issues are, or can help to improve someone’s health, whether they’re dealing with a medical situation presently or not.

So, there is a place for health coaches in a medical practice. Okay? Now, if you’re a health coach wanting to work with a medical practice, please talk to me or another lawyer who understands health coaching and they’re not all…not all healthcare lawyers understand health coaching, with all full respect to healthcare lawyers because I used to be one in a big law firm, and they did not know anything about health coaching.

There is a place for health coaches, but when you’re working in or with a medical practice as a health coach, you have…we need to know what state you’re in to know whether you need to be an employee or a contractor. After that, we also…the purpose of a health coach is to help implement what I’m going to call the treatment plan of the practitioner, the medical practitioner. The health coach is there to help implement the treatment plan. Because in a medical practice, you’re working with patients of the doctor or nurse practitioner or PA, and you are assisting them with the treatment plan, which might include, of course, nutrition, supplements. There’s lab testing going on. You’re having appointments with their patients, and helping to support the work that the doctor is doing.

But one thing that’s important to note — because I’ve had a couple clients come to me with this recently — is that some health coaches have wanted to work with medical practices, and the medical practice wants the patient to bypass the doctor and just start working with the functional health coach, and having the functional health coach do the labs and the appointments and run the whole thing, which we know you’re trained to do. But in a medical practice, we can’t do it that way. You have to come see the doctor first and then work with you as the health coach. Just like today, patients cannot come to a medical practice and bypass a doctor and work with the nurse or a medical assistant, who are important members of the team. But they can’t have an appointment…people can’t come and directly have an appointment with them.

So, the same is true for you as a health coach. But health coaches can help so much to alleviate some of the work of the doctor to help implement and make sure the patient is complying with the treatment plan that you put together and working with nutrition and supplements and being an emotional support for them and listening and you know all the things that you do as a coach. But at the same time, know that any medical question that comes into you as a coach has to be answered by the doctor and cannot be answered by you.

So, there’s a lot of elements at play when you work with or for a medical practice. But I’m happy to help you set that up properly and in the state where you’re located and make sure you’re doing it correctly.

Dr. Sandi: And that’s, I’d say, a growing specialization for health coaches, especially if Medicare reimbursement, which has been recommended by CMS. There will be demand for health coaches on medical care teams, and it is…you’re really…and correct me if I’m wrong, but you’re really helping so the doctor has interpreted, developed the treatment plan, and you’re not interpreting, you are educating about what the doctor interpreted or recommends.

A while back, somebody came to us — actually, it was more recently — with a job description she’d found. They were advertising for…they were only looking for a coach who could interpret labs. And I did some digging, and it turned out, well, that person was not really a doctor. They were actually another health coach, but they were calling themselves a practitioner because they had been educated in a program allowing them to then…says you should do that to grow your business. And so, we thought that was really not the best situation for that coach.

Lisa: Real quick. Could I just add one other thing, Sandi? The other question I get a lot is that health coaches want to have a program where they hire a dietitian or a doctor to review the labs or to answer questions. And here’s the thing. You, the health coach, can hire a doctor or a dietitian to look at your recommendations or look at lab test results, but that person cannot work directly with your health coaching clients. You can hire them as an external expert to help you, and then you deliver the information to your client.

Health coaches cannot hire medical practitioners on their team. It’s not legal to do it that way. You can’t say, well, I’m gonna have a combo program where I’m gonna do six calls with my client, and I’m gonna also have them meet with a dietitian for one call and meet with a… You cannot do that. It does not work that way.

So, this is really important because I tell coaches all the time, you can hire experts to help you to make sure you’re correct, but they cannot work directly with…those clients have to go enroll at the medical practice and dietetics practice of those licensed medical practitioners and become a patient of those practitioners’ practices, signing their informed consent form, signing their HIPAA form, signing their telehealth consent form, becoming a full-fledged patient of that practice. And then they meet with the doctor directly, and pay the doctor or dietitian directly.

You can have a referral basis, but you cannot exchange money or gifts. You can just refer people to doctor so and so or dietitian so and so. And they can refer people to you, but you cannot exchange money or gifts for that. That’s also not legal because doctors cannot fee split or receive gifts or payments that might imply that their medical judgment is impaired in some way because there’s a financial incentive.

So, there’s a lot to know when you’re working with doctors. It’s not as simple as you might think. So, please, please, please talk to me or another lawyer who understands exactly what you do to set that up correctly. It’s very exciting. And as Sandi said, if the Medicare does get passed to be able to reimburse health coaches, it’s going to…the health coach’s role in a medical practice will be different than health coach’s role in your own practice, generally speaking, because of things being medically reasonable and necessary, and you being able to reimburse almost like you’re a…sort of like you’re a medical practitioner, but that’s not truly your own practice. So, there’s going to be a lot to know as things change and evolve.

Dr. Sandi: And it’s so much cleaner and ultimately more lucrative. Just get together with some doctor or dietitian. Do a workshop, do programs together, and cross-refer to each other. And stay in your lane, and you’ll be getting referrals left and right. I did that for so many years.

Lisa: It is the best example of how to do things correctly. I’m glad you’re all learning from her.

Dr. Sandi: Thank you. All right. Well, we have a number of questions that came in, and I want to make sure that we get to them. So, I’m going to pull up the Q&A. And Lisa, if you might as well so that you can see what I’m seeing. The first question comes from April. Is anyone policing social media? I’m concerned about…I’m a concerned retired licensed pharmacist.

Lisa: Yes. They do police social media if you make medical claims that are unfounded, or if you’re using language to promise results for people or guarantee results for people, or address…talking about a supplement that actually…like we talked about, like a supplement for diabetes, if you’re a health coach, which you’re not going to do that. They are watching. A lot of it is FTC claims around truth in marketing…truth in advertising and making sure that people aren’t making claims that you can cure someone or heal someone or that a supplement can cure or heal something. So, yes, they are.

Now, every single social media post, I don’t know. But I certainly have had health coaches come to me saying their social media…they were in social media jail, their account was shut down, they didn’t understand why. And when we looked at it, we saw it’s because they were making a medical claim that they didn’t know that they were making. So, part of what I teach and educate about is how not to make medical claims and how to state things correctly in your social media.

Dr. Sandi: All right. Also from April. Can a licensed pharmacist or nurse advise around a specific condition?

Lisa: Okay. So, April, you sound like an example of someone who might be a licensed pharmacist in your prior job, your current job, your day job, but you’re also here in Sandi’s health coach training program to become a health coach.

So, the answer for you is that, April, you cannot… Okay. So, a licensed pharmacist can only advise around the pharmaceuticals that your…the doctor of the patient has recommended unless you’re in a state that gives you a little bit more authority, which there are some states that do that. But generally speaking, a licensed pharmacist cannot call themselves a pharmacist and then offer a health coaching program around a specific condition or not.

Pharmacists can’t create programs for people. And the reason where it gets confusing for pharmacists is because they say, well, Lisa, I talk to people all day long about what supplements to take or what might be contraindicating a medication. I can tell them the benefit of the supplement. And so, why can’t I just tell them what supplements to take? But that’s not how it works. In most states, most pharmacists cannot do that. You can only implement the plan that was decided by the doctor or maybe you co-created it, depending on if you have…you’re in a state where you’re allowed to co-create a plan for a patient.

A nurse, it’s the same thing. Nurses, you would be needing…just like the pharmacist, you need to be in a patient relationship, working under your license in the states where you’re licensed. That’s true for pharmacists and nurses. And in nursing, you do have a nurse scope of practice. Each state’s nurse scope of practice is different. You have nurse practice acts in your states. They’re very different in each state. So, you need to be able to follow that nurse practice act. And there are situations where you can educate about supplements, but you can’t…as a nurse, you have to…you can talk about specific medical conditions. You can educate about specific medical conditions. You can tell people how to eat healthy for a healthy lifestyle, but you can’t diagnose or treat a specific condition unless you’re allowed to create a treatment plan as a part of the nurse practice act.

So, if you’re one of those two types of practitioners, thank you for the work that you do, you want to stay in the licensed space. And if you have questions about what you can and can’t do, please reach out anytime. But that will be totally different than what you can do as a health coach.

Dr. Sandi: All right. Jackie says, I understand you cannot connect a diagnosis with coaching, the medical… She asked me…she went about a mold coach. It’s not a medical diagnosis. It’s an environmental state that impacts quality of life. So, in that case, can you call yourself a mold coach?

Lisa: Jackie, you hit the nail on the head. Thank you for that question. That spells it out completely. As you’ve stated, mold is an underlying cause or potential cause of a diagnosis, like a respiratory diagnosis, let’s say. It’s not the diagnosis itself. It’s the underlying cause. You can be a mold coach, an environmental coach, a toxins coach, and a liver coach, and whatever. Because you’re allowed to teach people about toxicity and about mold, but you can’t be like the respiratory diagnosis coach. I’m drawing a blank right now. It’s a respiratory diagnosis specifically coming from mold.

Dr. Sandi: COPD maybe.

Lisa: There you go, COPD. Perfect. So, you can’t be a COPD coach, but you can be a mold coach. So, absolutely, yes. Just make sure you’re not going to cross over into any diagnoses, and that’s how you stay safe. Educating people about mold in their home, mold in the environment, that is mold remediation. Yes, please. We need more people educating about that, but not about the diagnoses directly that come from [inaudible 00:36:26].

Dr. Sandi: It’s one of those same lines, you can be maybe a gut health coach, but you can’t be an irritable bowel coach. You can be a blood sugar regulation coach, but you can’t be a diabetes coach.

Lisa: Yep. You can be a thyroid coach or thyroid health coach, but not a Hashimoto’s coach. Exactly. That’s right. You guys are getting it. This is great.

Dr. Sandi: A couple questions have come in about those various states. Is there a list somewhere in those 13 states?

Lisa: Yes. I don’t share the list as often as I used to because the state laws change all the time. [crosstalk 00:37:01] people keep these videos in their libraries for their students for years and years, which is fantastic, but the laws change. There are places where you can find those laws. One place is the…gosh, the…I only know it as holisticadvocacy.com, or just reach out and I’m happy to help you specifically

Dr. Sandi: Yeah. As we speak, something could change.

Lisa: Yes.

Dr. Sandi: Yeah. Okay. We have a licensed dietitian. How can I use both credentials?

Lisa: Okay. This question, I get all the time. And I don’t want to break your hearts, but please know that, actually, we have to keep everything separate. So, if you’re a licensed dietitian, you will have a dietetics practice where you are registered, you are…sometimes in certain states, as you know, you have to become certified or register with that specific state as a dietitian. And you’re considered a medical practitioner because you can do medical nutrition therapy. So, you are a medical practitioner as a dietitian because of MNT.

If you wish to be a health coach, you’re going to have a separate LLC. This is true for any medical practitioner, by the way. If you are a licensed medical practitioner, like a doctor, a nurse, a chiropractor, a pharmacist, a massage therapist, whatever, you’re going to have a separate health coaching LLC, a separate practice where you are not calling yourself a doctor, a dietitian, a pharmacist, none of it. Because we have to keep it entirely separate because one is…requires a license and registration, and one does not. One can work with medical conditions, one cannot. The documents that you use are totally separate. You don’t use informed consent forms in coaching, just like you don’t use a client agreement in medicine. The professions are entirely different. I like to say they’re sisters, but they’re not twins.

And the perfect example of this is… We all pretty much know the difference between a physical therapist, who helped me rehabilitate my knee after my ACL surgery to restore the full flexion and extension of my knee, return it to its current operating state, its most optimal operating state. That’s different than a personal trainer, who also works with knees and needs to know that you had knee surgery. But the personal trainer is not there to rehabilitate your knee, just like the physical therapist is not there to teach you how to run a marathon.

So, we’re pretty clear that these are two different professions, both working with the knee. One’s licensed, one’s medical, one’s not. So, the same is true with health coaching and any medical practice. It’s completely separate. So, you’re not going to be using your dietetics credentials in your health coaching business.

What you are allowed to do…because I know I probably just broke some of your hearts. But what you are allowed to do in your health coaching practice is, first, you state on your about page, your education and training. This course, FMCA, is your first credential because you’re going to be calling yourself a functional medicine health coach. That’s your title in this health coaching business, or a similar title. But you are going to list that you were trained through FMCA.

Underneath that, you can state your educational degrees and where you got them from, your bachelor’s degree in whatever from x, y, z university, your master’s degree in whatever from x, y, z university, your doctorate in x, y, z from any university. Because your education goes with you no matter what your profession is, but you’re not representing yourself as being a dietitian and a health coach business. You’re not saying, I am a dietitian, I was a dietitian. You’re not saying that in your story, your about me story. You are talking about your educational credentials. That’s it. Why? People are like, but Lisa, this is what sets me apart from all these other health coaches like me who didn’t get a medical degree or didn’t get a nursing degree or didn’t get whatever. I know. And I know it’s so frustrating.

But here’s the thing. The way you stay safe in a health coaching business is that you do mostly two things. One, you’re not holding yourself out, which we say in law. That’s a legal phrase, holding yourself out. It means you’re not representing yourself as a licensed medical practitioner with your title, your credentials, no credentials after your name, no degrees after your name, none of that. Your just name is Lisa Fraley, health coach. Mine was called Maine Healthy Life Coach because I was in the State of Maine at the time.

And the second thing is you don’t do things that require a degree or say that you do things that require a license, like you don’t diagnose, you don’t treat, you don’t prevent, you don’t cure, you don’t heal, or you don’t manage any medical diagnosis, disease, condition, or issue. So, you don’t represent yourself as a licensed practitioner, and you don’t do the things that licensed practitioners can do. Those are the main ways to keep yourself safe.

So, that means you can’t use both titles in…and you can’t combine them either into one business or one website. They have to be entirely separate. That’s how you keep yourself safe. But the good news is that at least we’re allowed to do this. The bad news is, yes, you have to have two businesses, but the good news is you’re allowed to do this. And by the way, I had to do this myself as a lawyer and health coach. I had two businesses, too. So, I’ve done this myself. If you can do it, I promise you, and certainly I can help you, and others can help you as well.

Dr. Sandi: This is fabulous. And I want people to think of this as a growth mindset, not like as a restrictive mindset. I would say health coach and then I would list PhD in clinical psychology and list the year.

Lisa: That’s right.

Dr. Sandi: And would it be accurate just say as a follow-up that I could still…if I’m a nurse, if I’m a medical doctor, if I’m a psychologist, on Monday, I can go into that office and I can be doctor so and so, and work, no mention of health coaching. On Tuesday, I can switch offices. And now, I’m Sandi health coach. I’m not a doctor, I’m not…completely separate, but I can still [crosstalk 00:42:58].

Lisa: That’s right. That’s why it’s an and. That’s why it’s an and, you all. This is a gift that we get to do both. We get to have… Like Sandi was talking about, this is a growth mindset, and you get to have a medical practice, and you get to have a health coaching practice. You just can’t do it in the same practice, and you can’t use the same title. You can’t use both titles in both practice. It’s like wearing different hats. Your red hat over here, you take off your red hat when you’re done with your medical work, and you come over here and put on your blue hat, and you do your health coach work.

But that’s why learning about how to stay in the health coaching scope of practice, which really means staying out of any scope of practice that requires a license. That’s how you keep yourself safe. The title, the words you say, the work that you do, how you describe what you’re doing and what you’re doing matter tremendously to keep yourself in a safe space as a health coach. And that’s what we’re here to teach. That’s what I do all day long every single day is help people know how to stay safe, how to promote yourselves, how to share your expertise, how to share the work that you do, but in a way that doesn’t put you in a position of being investigated or having your license harmed in any way. That’s the goal.

And the more that we all follow these roles and laws, the better it’s going to be for our coaching profession. Because the more people that start violating them, my crystal ball tells me that then coaching will become regulated. I mean regulation isn’t always all bad. I am a lawyer after all. However, if coaching becomes regulated, then it becomes like medicine, which means then we can only practice in states where we’re licensed or registered. We can only work with people in those states. We can’t work from our office everywhere with people from our office in our fuzzy slippers and yoga pants, which is what we all want to do. That’s partly why we became health coaches. Certainly to help people, but also because it’s so convenient just to work from home. But if you’re a regulated profession, you can’t do that. You have more rules to follow, you have to comply, and it’s more restricted. So, we’re trying to help the whole profession to stay safe and you personally stay safe in your business.

Dr. Sandi: Wonderful. Okay. Coaches can recommend supplement dosages or assist clients in dosage changes. What about that?

Lisa: So, we don’t want to use the word dose as a health coach. That’s another word I’d like to stay away from because that’s a medical word. It’s oriented with medical language just like interpreting lab tests is sort of a medical word. Meal plans is a word you want to stay away from. That’s associated with dietitians. So, you don’t talk about doses.

What I like to say is, you can talk about the recommended amount to take. And by the way, if you’re recommending an amount of a supplement, that’s more than what’s on the bottle, for example. Then I would love for you to please, please have research at hand, clinical research, studies, data that shows why the amount you’re recommending is safe, shows that that’s actually appropriate for whatever system or organ of the body that you’re trying to support. Because some people…

For example, if you’re recommending a super high dose of vitamin C, which we know is a water soluble vitamin, but for some people, that still could…which means it gets excreted from the body if it’s not used, but also it could be problematic for people. So, if you’re doing something different than what the bottle would recommend, I want you to have literature and support to support you in case you’re ever questioned about that. So, that’s not just coming from you, it’s coming from another well-respected medical source.

So, just please wipe the word dosage out of your vocabulary, just like meal plan out of your vocabulary, just like interpret out of your vocabulary, and just stick to saying, the amount of the supplement I recommend is x.

Dr. Sandi: Great. Okay. So, NBHWC specifically states that coaches do not recommend supplements even if we’re not suggesting using language. How can we stay safe and keep our clients safe when many of them are actually navigating these complex health issues?

Lisa: Yeah. So, here’s the thing. If you are accredited by the NBHWC, you do want to follow their guidelines because otherwise they will unaccredit you from their accreditation process. So, if they’re telling you not to recommend supplements and you would like to stay accredited with NBHWC, then do exactly what they tell you.

But from a legal standpoint, it’s important for you to know that what they’re saying is not the law. What they’re saying are the rules that they have created for their own organization that they want you to follow. And that’s totally cool. That’s great. That’s fantastic. Their heart is in the right place. It’s just that that’s not what the law allows. The law gives you greater leeway. I think they’re coming from a place of wanting to protect you to make sure you don’t sort of scope creep into recommending supplements for diagnoses.

So, when your clients have complex health issues, remember, your job is to help support their systems and their organs. Your job is not to support their chronic health issue. Your job is to help get to the underlying and root cause of their chronic health issue, but not the issue itself. You need to still tell them, and in writing, to go talk to their doctors about their chronic health issues because we cannot practice medicine as health coaches. They still need to work with their medical team around their diagnoses. That’s why their medical team is highly trained in all these different areas.

We know that there are gaps in the medical system, and that’s why we come in helping with nutrition, and helping with lifestyle, and helping with underlying causes and mold and all the things that the medical system doesn’t always focus on as overtly. We know there’s a place for health coaches to do that. So, you just…if you want to be accredited by the NBHWC, you do need to follow their guidelines. I just think it’s important for you to know that’s not what the…that’s not the law. It’s just their laws, for lack of a better way of saying it.

Dr. Sandi: Okay. So, we’ve got…I think we’ve already answered about the different states. Megan has been working as an employee for a naturopathic doctor for medical assistance health coaching. She’s wanting to change to me…as a contractor for health coaching with me hiring her as a medic. And I think you’ve already addressed that that’s a bad idea. Would that be…

Lisa: Yeah. You can’t really hire any medical practitioners to be a health director. There are states where you’re allowed to open med spas or health and wellness centers, and there are some laws. But some states, you have to hire medical directors, some states you don’t. It’s very specific to the state and the corporate practice of medicine. So, please, if you’re thinking of wanting to hire any type of medical practitioner if you’re doing a health and wellness center, talk to me or a lawyer in your state. But in general, as a solo health coach, please do not hire doctors or dietitians. They’re wonderful, but this is not the way to do that. It doesn’t work that way. You’re not a medical practice. So, you cannot be hiring them to be…

Dr. Sandi: Yes. Okay. I think we know the answer for Macy . She started as a health coach. She wants to use her pharmacist license to order GI-MAPs. Is that okay? She wants to use her license in my practice for the lab ordering. And so, it’s her health coaching practice and supplement recommendations.

Lisa: Macy, it depends on the law of your state of what you’re allowed to do as a pharmacist. So, please contact me. We’ll share my information at the end of this session, how you can do that. It depends on the state where you’re located. Some pharmacists have a broader scope of practice. Most do not, but there are some that do. So, we can round about that and look at your state specifically.

Dr. Sandi: Okay. So, we have a physician, how functional medicine health coaching helps me to give more care to my patients after diagnosis and prescribe medication. So, just to be clear, you can be a doctor and use the coach approach, not identifying I’m a health coach. Would that be correct? Like you’re using the orientation, the principles of coaching, but you’re still practicing medicine.

Lisa: Yes. And you’re still calling yourself a physician. So, I’d like to say you can bring coaching, like Sandi is saying, coaching approach, into medicine. But you’re still a doctor. What I see also doctors make the mistake of saying, join my coaching program. No, no, no, no. Doctors don’t have coaching programs. You might have a health coach who assists you, but you yourself as a doctor do not run coaching programs. You are a doctor. You have medical appointments. Can you bring coaching techniques into those medical appointments? Absolutely, you can, but you are not a doctor and a coach. And you’re also a doctor not running group coaching, coaching calls. That is not what you do. You are a medical practitioner, and you are practicing medicine even if you’re using coaching techniques. That’s right.

Dr. Sandi: Got it. Okay. How about a menopause coach?.

Lisa: It makes me crazy. You’re saying, he’s probably thinking the same thing, and it makes me sad that this is the case. But menopause is actually a diagnosis. It’s a medical diagnosis. And if you’re wondering what is a diagnosis, you all, do you know that you can just go to Google, our friend Google or wherever, but not…don’t go to AI. Go to Google, and say, hey, what is the diagnostic code for menopause? And it will pull up the diagnostic code so you can see if it’s a diagnostic code.

So, I do not like the concept of menopause coaches. I love coaches who help women in menopause. So, what I would love for you…I prefer you to be is a functional medicine health coach who helps women in midlife and who helps women who are experiencing menopause, too. And then what you’re going to help them is all the positive things, to help improve your sleep, to help improve your brain…remove your brain fog, to help you have more energy, to help you lose weight. But you’re not there to address menopause specifically as a diagnosis.

And by the way, it’s the same, too…this is true with pregnancy, with postpartum, with…you can help people with their fertility journey, but not their infertility journey. You can help people experiencing menopause, but not with their menopause. Okay? So, the menopause people are your target market, they’re midlife women, but that’s…you don’t help them with menopause because menopause is a medical diagnosis. And now, we’re crossing over to the practice of medicine.

Dr. Sandi: So, you can be a midlife women’s health coach.

Lisa: That’s right.

Dr. Sandi: We’ve got bone density coach versus osteoporosis coach would be another example.

Lisa: Yes. Right. Bone density coach. Perfect.

Dr. Sandi: Yeah, there are medical fitness personal trainers built around rehab.

Lisa: No. Not legally. Not legally. There are physical therapists who do rehab. So, medical fitness personal trainers, I don’t know if they’re just trying to give themselves a catchy title. But I would argue that personal trainers are not able to do rehabilitation of the body after injury. They can do work to help prevent injury by building strength and building conditioning and so on, but I don’t believe…just like you all, another one that’s come up a lot that also makes me crazy, and I’m so sorry if this is what you call yourself, please do not call yourself a trauma-informed health coach or a trauma-informed yoga teacher or trauma-informed anything because the only people who can legally address trauma are licensed mental health practitioners, not coaches.

We do not help people with trauma. Trauma may come up when you’re working with them, and then you need to refer them to a therapist to address the trauma. You do not address the trauma. You need to make sure they’re safe and they’re not going to harm themselves or anyone else. You need to make sure they’re sort of stabilized, but then you refer them to a mental health practitioner. Please do not call yourself that. I think it’s just inviting a scope of practice investigation.

Dr. Sandi: Absolutely. And there are better way…a resilience coach. Positive psychology works. I think we answered in the terms of the menopause expert.

Lisa: Yeah.

Dr. Sandi: Come to my office hours. We talked about this today actually. can you explain a little more about medical nutrition therapy and what’s allowed by a health coach. He’s in Ohio. That’s a more restrictive state.

Lisa: Oh, gosh. Okay. So, real quick, I’m from Ohio. It’s my beloved home state. I lived there for 34 years. And Ohio is very, very strict. And you actually…I don’t want to break your heart, but you really can’t do functional medicine in Ohio as a functional medicine health coach. So, please talk with me, and we’ll talk about what you can do and can’t do. But Ohio is one of those 13 states that does not let you work with dietetics unless you’re licensed. You can help people… Well, I’ll just leave it there. Ohio is just super strict. It’s the most strict in the country.

Dr. Sandi: So, you can help with general wellness. You can be a health and wellness coach, general health and wellness?

Lisa: Not always in Ohio. Because sometimes you can’t educate people about nutrition for pay, which means you can’t be paid to educate people about it.

Dr. Sandi: So, maybe more details. I’m sure there’s a way that Lisa will help you do that. So, it’s not doom and gloom. Okay.

Lisa: people in Ohio. And there are ways to set up your business so that you can do what you want to do. You just have to follow several different things.

Dr. Sandi: We want you to stay safe. Okay. Sylvia . And we’re just on the last few questions. Can you work with the same client at different appointments at each practice? You’re wearing the proper hat. I did not think so. Okay.

Lisa: You can’t have an appointment where, points coaching and they just come at 2:00 on Wednesday and 2 to 2:30. No. And also, the reason for that is because they have to pay each business separately. They have to sign their documents separately. They have to pay separately. And you want them to mentally think of these as two different things that you’re doing. You can’t just jump from one to the other or they’re not going to make the distinction this is different.

So, typically, in medicine, you might see them in person or maybe by telehealth, and I want you to set up entirely separate appointment by Zoom or phone or however you do your coaching, and meet with them as a coach. Do not put them back to back, please. It’s too confusing for them, and it’s just risky.

Dr. Sandi: Okay. We have one final question, and that is…she’s joining the March cohort. Are we able to be on a medical team as well as working privately, or do we have to choose one or the other?

Lisa: Yeah. No. You can do both, just not in the same business. So, you can work for a medical team as a coach and be… Again, we need to talk about which state you’re in to find out if you need to be an employee or you’re allowed to be a contractor. Meaning, contractors like a 1099 where you’re not an official part-time or full-time employee, just to make that distinction. But make sure you’re set up properly.

But you can you can have your own practice and work for the other medical practice as long as they allow it, number one, they don’t think that it’s a conflict of interest. Because I know a lot of hospitals… I’ve worked with nurses who want to leave and become a health coach and start building their health coaching practice while they’re still working as a nurse in their day job or a doctor in their day job or whatever. And there are hospital rules. You want to check with your HR department because some say that you’re not allowed to open a competing business with the work of the hospital. And a health coaching business would be considered…generally speaking, everything is a competing business. So, you have to make sure it works for your employer, and then you have to set it up properly.

Dr. Sandi: Okay. Final quick question from Pamela, retired dentist. I think there are many retired providers here. Do you have to leave off doctor from your name when advertising as a health coach? But you’re not…you’re retired completely. Let’s say you’ve given up your license.

Lisa: You still are not going to be calling yourself doctor, whether you’re licensed now or whether you’re retired. The way that you get in trouble… In fact, there’s a case in in Illinois…no, not Illinois. Pardon me. Colorado, where there’s a health coach…I’m just going to change the facts real quick here. She came to me after this happened. Calls herself, let’s say, Dr. Suzanne. And let’s say she’s licensed in Kansas as a medical doctor. She is a health coach. She has her health coaching website, but it says Dr. Suzanne, health coach. She has a health coaching client in Colorado.

She’s under investigation for the unlicensed practice of medicine in Colorado. And she called me and said, Lisa, I don’t get it. I’m doing everything properly. I’m using the right legal documents. I’m using your forms. I’m telling everyone I don’t practice medicine. I’m not giving them medical advice. I’m not crossing over and doing that even though I’m saying that. I’m really following everything correctly. And I said, the one thing you’re doing is calling yourself Dr. Suzanne. You can’t represent yourself as a doctor.

Remember we talked about this? A doctor, a pharmacist, or dietitian, anything with a license in a health coaching practice. Because the title can get you into trouble as well as what you do and what you say. So, please remember, you’re just Suzanne health coach or functional medicine health coach in your health coaching practice. You are not representing yourself as a doctor in any way.

The other question I get Sandi, real quick, is people with PhDs are like, well, can I call myself Dr. Sandi? And I say, no, you can say your name Sandi and have PhD after your name. But only PhDs because that’s an academic credential. It is not a medical credential. Okay? It’s an academic clinical credential, not a medical licensure credential. So, no medical licensure credentials after your name, and really, ideally, no degrees after your name except PhD or…

Dr. Sandi: Yes, absolutely. Yeah. So, if I were to be a health coach, I would not be Dr. Sandi. I would be Sandi.

Lisa: No. Definitely not. Definitely not.

Dr. Sandi: All right. It’s a good thing I have not been coaching, I’ve been a psychologist for many years. But all right. Well, this is fabulous. I think we got to most of these questions. Learn so much every time you are here. We all just learn a lot. This is an area constantly evolving. Six months from now, things might have changed. But Lisa is a repeat performer. She has come back many times, and it’s always jam-packed with information. So, I want to thank you, Lisa, thank everybody who is here. And at the end of the day, I want to leave you with the feeling like this is a profession where we approach it with abundance as opposed to fear. So, the intent here is not to scare you or to think how restrictive you need to be, but think about growing opportunities. And we will help you set up your business so that you are safe. So, check out…

Lisa: That’s what I love about Sandi and her team is the way that they teach. They’re very aware. So, they’re trying to keep you safe at all times. Please listen to what they’re saying. And if you have any questions, you’re always free to set up a free 20-minute legal chat with our team, lisafraley.com/legalchat. And we are more than happy to help you answer your questions and point you in the right direction. Because we want all of you to stay safe. Because we need you in the world doing this work for people. And once you’re clear about your lane, then you don’t have to worry. You don’t have to stress. You don’t have to think you’re doing something wrong because you know how to keep yourself safe. So, thank you for the work that you do. Thank you, Sandi, for having me. Thank you, Natalie, for your help. And I’m just…I’m always happy to answer questions anytime.

Dr. Sandi: Thank you all. Thank you. Bye now.