"Great lawyers don't always make the best businessmen."
Philip J. Kavesh, J.D., LL.M. (Tax), CFP®, ChFC,
California State Bar Certified Specialist in
Estate Planning, Trust & Probate Law
Author of "Great Lawyers Don't Always Make the Best Businessmen"
October 2011 WealthCounsel Newsletter
Truer words were never spoken. Most lawyers have gone through years and years of schooling and countless hours of continuing education courses to earn and keep their degrees to practice law and stay on top of the changes in their area of practice. However, no matter how technically sound you may be, none of these things will help prepare you for the task of becoming the best estate planner you can possibly be.
Here is the information of a number of business coaching services you may wish to look into to help you with your practice. Be sure to let them know that you were referred by The Ultimate Estate Planner, Inc.
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Business Coach and Without Boundaries Coaching founder, David Giuliano, has helped not only Phil Kavesh's estate planning practice, Kavesh, Minor & Otis, he has also helped other estate planning attorneys that have requested his expertise and coaching services. Since one of the main things that we try to accomplish here at The Ultimate Estate Planner is to help estate planning attorneys unlock their practice's potential and not only survive the ins and outs of the law business - - but thrive in it! - - we felt that it was important to let others have the opportunity to tap into David's expertise and coaching.
Courtesy of Without Boundaries Coaching, please feel free to download the following complimentary items:
SPECIAL OFFER THROUGH THE ULTIMATE ESTATE PLANNER, INC.
A complimentary 60-minute consultation with David Giuliano, Certified Business Coach, to evaluate the biggest concerns in you have about your practice, particularly the infrastructure of your staff, your productivity, conflict resolution and more. To take advantage of this offer, contact David at david@withoutboundariescoaching.com or by phone at (818) 540-6253.
For more information about Without Boundaries Coaching and its services...
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Atticus works with attorneys who want to proactively learn how to modify their practices to better serve their lives and their clients. For over 20 years we have been helping attorneys resolve issues with their practices and achieve their goals. Are you working too many hours? Do you spend too much time and resources on "C" and "D" clients? Are you stressed over dealing with difficult staff or partners? Is your personal and professional life out of control? Are you making enough money? Do you sometimes question whether you want to continue practicing law? If you relate to these questions then Atticus is the answer.
SPECIAL OFFER THROUGH THE ULTIMATE ESTATE PLANNER, INC.
A complimentary 30-minute consultation with Jan Copley, Estate Planning Attorney and Certified Practice Advisor, to evaluate the biggest concerns in your practice. To take advantage of this offer, contact Jan at jan@copleycoaching.com.
For more information about Atticus and its services...
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Founded by Dan Sullivan and Babs Smith in 1988, Strategic Coach is an organization run by entrepreneurs, for entrepreneurs. Dan had been a one-on-one entrepreneur coach for 15 years before he met Babs, and together they decided to create the company. Partners in life as well as in business, Dan and Babs take over 150 Free Days™ together each year.
With the addition of entrepreneur coaches — long-term participants in the Strategic Coach® Program and experienced, successful business owners themselves — the company is now able to reach a larger audience of entrepreneurs who can use the Program’s concepts and tools to create greater success and freedom for themselves, and more value and satisfaction for their clientele.
The company operates using the same philosophy, tools, and concepts taught in the Program and has grown more than ten times in the past eight years. With over 100 team members, an exceptional team of entrepreneur coaches, and offices in three cities — Toronto, Chicago, and London, U.K. — the company continues to grow, enriching its offerings to an expanding global client base.
Strategic Coach clients have come from over 60 industries and a dozen countries. Participants regularly travel from as far away as South Africa, Australia, New Zealand, and Hong Kong to attend quarterly sessions with an entrepreneur coach.
For more information about Strategic Coach® and its services...
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*NOTE: Your contact information is required to receive these free resources. By supplying The Ultimate Estate Planner, Inc. your e-mail address, you are authorizing us to e-mail you announcements in the future about various products and programs we have available. You will also be added to the author's e-mail list and notified of tax news and information about programs. The Ultimate Estate Planner, Inc. does not rent or sell its list to other third parties. You can unsubscribe from these communications at any time. |