How the Right Phone Experience Can Help Grow Your Business

By Phoebe Osborn, Content Marketing Specialist When you’re handling people’s money, there’s no doubt trust is essential. As a CPA, financial advisor, or estate planner, your clients depend on your expertise to guide their finances and their futures. It’s a big deal to say the least, and in competitive fields like these, customer service can be the differentiator that sets you apart or the weakness that holds you back. When it comes to building healthy client relationships, every touchpoint matters and every interaction counts—especially the first one. While prospective clients may browse your website or scroll through online reviews before…

Ten Tips for Boosting Office Morale

Download Printable Article By Kristina Schneider, Executive Assistant With all that’s going on right now in the world, office morale may be down.  A lot of people are uneasy with change and the potential changes to come.  A lot of people have differences of opinions and, even if you do whatever you can to keep that from impacting the overall environment in your office, morale in your office may be taking a hit. However, boosting office morale is not always on the top of the priority list for many business owners—and I’m here to tell you that it should be! …

Top 6 Strategies for Managing Interruptions in the Workplace

Download Printable Article By Kristina Schneider, Executive Assistant Check out these startling statistics about interruptions in the workplace! According to a study conducted by University of California, Irvine, people spend an average of 11 minutes on a project before they are interrupted and it takes them on average 25 minutes to get back to the point they were at before a distraction. According to the same study, employees that work in shared workspace (like cubicles) are interrupted 29% more often than people in private offices. According to the Journal of Experimental Psychology, even after just a 2.8-second interruption, studies showed…

6 Ways You’re Holding Yourself (and Your Firm) Back Without Even Knowing It!

Download Printable Article By Kristina Schneider, Executive Assistant If your practice isn’t where you want it to be and you feel “stuck”, do you know why?  There may be plenty of reasons why.  However, more often than not, there are a lot of things that you, the estate planning attorney, are doing (or not doing) that are the reasons why can’t seem to move forward. Having worked with estate planning attorney, Philip Kavesh, for over 12 years, both in his law practice and with our attorney customers of The Ultimate Estate Planner, I’ve seen a commonality in most attorneys and…

Top 10 E-mail Etiquette Rules for Estate Planning Professionals (and Their Assistants and Staff)

Download Printable Article By Kristina Schneider, Executive Assistant Electronic mail (otherwise known as e-mail) plays an important part in any business these days. It’s helped make communicating and doing business far more efficient and simpler. However, as with most things in business, there are certain rules that professionals should follow when it comes to using e-mail. If not done correctly, it can actually create unnecessary confusion, chaos, and an unnecessary amount of miscommunication (and maybe even legal liability!). Below, you will find what I consider to be the ten most important e-mail etiquette rules to live and work by. (NOTE:…

How to Write a Proper Business Letter

Download Printable Article By Kristina Schneider, Executive Assistant Writing a business letter seems somewhat common knowledge or perhaps common sense to most people; however, it’s sometimes shocking to see how many administrative staff members – – even those with a college education – – are completely incapable of writing business letters. In this article, we will walk you through each step on how to properly write a business letter so that you can quickly and easily write correspondence on behalf of or for your boss without too much editing. Company Letterhead The first step to writing business letters is to…

The Success of Your Business Starts with a Happy Work Environment

Download Printable Article By Kristina Schneider, Executive Assistant “Businesses often forget about the culture and ultimately suffer for it because you can’t deliver good service from unhappy employees.”  – Tony Hsieh, CEO of Zappos   An often overlooked aspect of developing a successful business is really taking the time to look at the employees, the work environment and the company culture.  The fact is, if you have a disorderly, stressful, and hostile work environment, chances are that you have unhappy employees who don’t like coming into work every day.  And the bold truth of it is that your business will…

6 Tips for Handling Difficult Clients

Download Printable Article By Kristina Schneider, Executive Assistant Difficult clients are inevitable no matter what business you are in and no matter how great your customer service is.  With the estate and financial planning business, clients can be very emotional.  Clients may be stressed about the kinds of decisions they are required to make while getting their affairs in order, especially if they may be grieving the loss of a loved one. They are investing time, money and their personal feelings into the entire process, so it is no wonder that you will experience a wide range of emotions.  Anything…

The #1 Step Towards a Happier, Healthier YOU!

Download Printable Article By Kristina Schneider, Executive Assistant The office is busy.  Life is busy.  Things get crazy and hectic.  Some days and weeks are worse than others.  You have probably felt at one point or another that there was far too much to do and not enough time to do it.  This can create a great deal of stress and anxiety on anyone, regardless of whether you’re an estate planning professional (such as an estate planning attorney, CPA, financial advisor, life insurance or trust officer) or you’re a part of the ever-important team of support staff. Despite this, it…

Drowning in E-mail? Tips to Save Time and Be More Efficient!

Download Printable Article By Kristina Schneider, Executive Assistant Electronic mail, otherwise known as e-mail, has become a vital and primary form of communication for most businesses.  In fact, it’s the very reason you’re probably reading this newsletter article. While e-mail has become a very efficient way to communicate and handle business, it can also become a source of major inefficiency and time-wasting in the office.  Think about how much time is spent sifting through all of your daily e-mail.  Double or triple that when you come back from the weekend.  And let’s not even talk about how much e-mail we…