Business Coaching

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“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 “The 10 Biggest Mistakes Estate Planning Attorneys Make—Running Their Business!”
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 law and planning 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 planning business person you can possibly be.

Our President, Philip Kavesh, learned over the years the hard way.  He’s hired numerous coaches and mentors and it wasn’t until he found David Giuliano, founder of Without Boundaries Coaching, that he was able to really bridge the gap between the practice Phil had and the practice that Phil wanted.

Business Coach David Giuliano has helped not only Phil Kavesh’s estate planning practice, he has also helped other estate planning professionals that have requested his expertise and coaching services.  Unlike some of the coaches out there for estate planning professionals, David’s expertise and experience is not limited to the estate planning industry.  He specializes in the area of conflict resolution and developing small businesses, while also assisting executives in achieving the results they have so desperately desired but could not seem to reach.

Whether you’re an attorney, CPA, financial advisor or life insurance agent, if you currently own and operate your own practice, then you are indeed a business owner and business coaching may be just what you need!

Reviews

  1. David Harowitz, JD, Tempe, AZ

    During a period of transition in my law practice I found myself ‘stuck’, making little progress. I was dwelling on outside forces and letting them define me and my practice. Believing I needed to do something, I engaged David’s services as a practice coach. As David guided me through an evaluation of my practice and helped me to discover ways in which my own thoughts and attitudes were hindering me in attaining my goals, I came to appreciate more and more David’s knowledge, experience, and wisdom. He showed me that I have the freedom to choose how my practice will run.

    Thanks to David, I am happier in my practice than I have been in years and I am making great strides in creating the practice I have always wanted. If you believe you should have the practice you desire I cannot think of a better step for you to take to achieve it than to engage David as your coach to guide you through the process.

  2. Cristy Tackett-Hunt, JD

    Through the coaching process, David provided the support and insight I needed to focus my professional vision. My ability to distinguish between factors relevant to achieving my goals and those that are useless was enhanced. I gained a better understanding of how to build a practice that is not only more successful, but more satisfying as well.

    With David’s guidance, I was able to identify and rethink conclusions that I had consistently reached in error. As a result, I changed my approach to solve old problems and am now realizing different and more desirable outcomes.

    David’s assistance was invaluable. I am confident that he can help you to progress to your next level, too.

  3. Christy Barton, Esq.

    I have been doing weekly coaching sessions with David Giuliano and it has been outstanding! I am so thankful to have this opportunity to have David as a coach. He has really helped me work through some lifelong issues that have been limitations for me in the past. Now, thanks to David, I really have a shot of overcoming these issues. I have worked with other business coaches over the years and David is head and shoulders over above the rest!

  4. Phil Kavesh

    I highly recommend to you the business coaching services of David Giuliano.

    I have had many business advisors over the 30 years of running my company. However, I have found David’s services to be unique in two ways.

    First, based on his many years of business experience, David was able to bring a fresh, more independent perspective to my strategic planning than my CPA, business associates and attorney, who are involved on a more daily basis with my business. He came up with a number of insightful and valuable approaches that neither I, nor my other advisors, had before considered.

    Second, David’s process not only evaluated my business from a profit and loss perspective, but from the perspective of my own personal goals and the type of energy I bring to the business. He helped me overcome many of my long held habits and beliefs that restricted my business judgments and decision-making.

    I am sure that you will find David’s coaching to be as valuable for you – – both personally and for your business – – as I have.

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ABOUT DAVID GIULIANO, BUSINESS COACH

david-giuliano

After a highly successful, 25-year career in the automotive industry, New Jersey native David Giuliano realized his true calling. It was his gift of conflict resolution, which ultimately led him to the world of professional coaching. He thrives in this element and it always seems like the worse the predicament, the more David helps people resolve previously hidden conflicts.

David went back to school to hone his natural abilities and earn the professional credentials needed. As a student at The Institute for Professional Excellence in Coaching (IPEC), he realized that the fundamental key to life is being able to connect with other people, to information and to living in general. This insight became the impetus for his mantra “it’s all about connection.”

In 2008, David founded Without Boundaries Coaching and since then he has successfully served hundreds of business professionals and small to mid-size companies with conflict resolution and business expansion support. His coaching practice is built not just on theory or what he learned in coaching programs, but largely as a result of boots on the ground business experience.

In 2015, David authored his first book called, Choose Connection, where he covers powerful techniques for creating the authentic connections that become possible when you tap into your genuine passions and talents, then carry that essence of yourself into every interaction in your business life, personal relationships, health and spirituality.

Although David currently practices in Los Angeles, he services numerous clients across the country and has thousands of hours of coaching experience.  He is a member of the International Coach Federation and a highly regarded member of the St. Monica Catholic Community.