"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.
So, you've asked and we've responded. Over the past few months, we've received numerous requests for personal consultations to discuss your practice and help you customize a plan that works for you.
FREE INITIAL CONSULTATION WITH OUR EXECUTIVE DIRECTOR
We offer a free initial 30-minute consultation with our Executive Director, Kristina Schneider. Kristina has worked with Mr. Kavesh for over 9 years and has gained a great deal of knowledge about Mr. Kavesh's law practice and, as a result, the products and programs we have available. She can discuss with you what your particular practice needs are and help you identify ways that we can assist you. At the conclusion of your phone call with Kristina, you will walk away with at least one thing that will help you right away.
To schedule your free initial 30-minute consultation with Kristina, call us at 1-866-754-6477 or e-mail Kristina at email@example.com.
BRAND NEW! - SEMINAR MARKETING CONSULTATION
Think seminar marketing is dead? Not finding the same results with seminars as you used to? Your results may be due to some very important details, systems and procedures that you aren't doing correctly (or even at all!). The devil is in the details and not following the tested and proven procedures for successfully implementing seminars may severely impact your seminar results. If you're not regularly getting business from seminars, closing over 75% of your seminar attendees and over 75% of those coming in from your seminars, you might benefit from this brand new expert consultation we are now offering.
During our Seminar Marketing Consultation, you will have the opportunity to speak with our Executive Director, Kristina Schneider. She will be able to discuss with you your current seminar marketing procedures and assist you with advice on the following areas:
- Seminar Marketing Piece Critique
- Direct Mail Seminar Marketing Procedures
- Seminar Reservation Procedures
- Seminar Attendee Confirmations
- Seminar Locations & Setup
- Seminar Facilitation & Appointment Booking
- Tips & Advice on Getting Clients to Actually Book Their Appointment
- Appointment Booking Tips & Tools
- And much, much more!
Would this consultation be helpful to you if you were to walk away from this consultation with even just one idea for improving your seminar results, which would then help you convert one more prospective client to become a client? If so, then book your Seminar Marketing Consultation today!
Our Seminar Marketing Consultation includes:
- Review of Your Current Seminar Marketing Procedures (by completing a questionnaire)
- A Review and Critique of Your Current Seminar Marketing Advertising
- A 30-minute phone consultation with Kristina Schneider
- 25% Discount on Any Seminar Marketing Packages
- 25% Discount on Our A-Z Guide to Seminar Marketing for Estate Planners
- Additional Coaching Time May Be Purchased
One 30-Minute Seminar Marketing Consultation
PERSONAL CONSULTATION WITH OUR PRESIDENT, PHILIP KAVESH
Several of your estate planning colleagues have seen the value in tapping into the vast knowledge Mr. Kavesh has acquired over the past 32 years in the business to go over a variety of different issues these professionals have been facing in their practice. For the first time in years, you now have the opportunity to schedule a personal one-on-one 60-minute phone consultation with our President, renowned estate planning attorney, Philip J. Kavesh. (Read his fill bio)
This phone consultation can cover an array of topics of your choice, including, but not limited to:
- Unique Legal & Technical Planning Strategies
- Seminar Marketing (to Consumers and Professionals)
- Better Servicing Existing Clients
- Developing Successful Referral Relationships
- Closing More Client Meetings and Handling the Toughest Objections
- Integrating Other Estate Planning Services (such as Financial Planning, Advanced Estate Tax Planning) Into Your Practice
- Office Management & Structuring
- Purchase and Merger of Your Practice (or Another Practice)
- Hiring and Training Staff or Associate Attorneys
- Much, much more!
Think about it, if you walk away from this consultation with just one great idea to implement in your practice, one idea to make your firm more efficient, help you close one more case, help you please one more client with your planning, you will more than make up the cost of this consultation. And we trust that you will walk away with more than one great idea!
One 60-Minute Consultation with Phil Kavesh
HOW TO SCHEDULE YOUR 90-MINUTE PHONE CONSULTATION:
Call us at 1-866-754-6477. You will be able to schedule your 60-minute phone consultation with Mr. Kavesh at a time that mutually works for your calendar. You will be required to provide credit card payment at the time of your reservation. Additional coaching options may be offered and the fee for such on-going coaching will be quoted at the time of your consultation.
OTHER COACHING SERVICES
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 firstname.lastname@example.org or by phone at (818) 540-6253.
For more information about Without Boundaries Coaching and its services...
*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.
DISCLAIMER. The Ultimate Estate Planner, Inc. is a separate organization from Without Boundaries Coaching. While we are very interested in hearing feedback about your experiences with these services, The Ultimate Estate Planner, Inc. does not guarantee, warrant or predict your particular results.