Whether you’re an attorney, CPA, financial advisor, or life insurance agent, it’s important that you have an extraordinary Executive Assistant that helps to keep you on track and on top of your game. You did not go through all of that schooling and training to waste your valuable time and effort doing a lot of the administrative work that we see estate planning professionals doing on their own. Face it, the best asset you bring to your business is meeting with clients and bringing in more clients. Let the rest of the details be handled by someone skilled and trained to provide you the support that you need.
Our Executive Director, Kristina Schneider, has been working for attorney Philip Kavesh for over 10 years and supported Phil directly in all of his daily projects and tasks and has transitioned this position successfully to other Executive Assistants that now support Phil. You have the opportunity to get your Executive Assistant (or the one that you are looking to hire) some of the best potential tips and training available.
By popular demand, we are now offering Executive Assistant Training for your Executive Assistant!
During your Executive Assistant Training Session, we will be able to cover an array of best practices for Executive Assistants and assist your Executive Assistant with advice on the following areas:
- Calendar Management
- Prioritizing Tasks
- Managing Interruptions
- Handling Difficult Clients
- Organizing Your Office Space
- Writing Proper Business Correspondence
- Maintaining Confidentiality
- Hiring and Training Other Staff
- Developing a Procedures Manual
- And much, much more!
Think about it…if your Executive Assistant was able to free you up to get more done and get you functioning at the highest and best use of your time, how much would that be worth to you? If you could meet one more client each day, would that be worth it? Or spend more time networking and doing other marketing? If it took some stress off your plate so you could sleep at night a little easier, would it be worth it? If you said yes to any of these questions, then sign up your Executive Assistant for our Executive Assistant Training today!
See the Details Tab for more information.
The Executive Assistant Training includes:
- Access to over 10+ years of Executive Assistant experience
- Your choice between one, two or four 30-minute training sessions
- Discussion about major concerns or issues
- An MP3 audio recording of the training session(s)
- A 10% discount on registration to The Ultimate LevelTM