Is Your Staff Efficient, Productive, Happy
& Making Your Firm Profitable?

Imagine you work in a place like this. Every day you go to and from work, not knowing if you’re “winning” or “losing”. Once a year, you get some standard raise and maybe a small bonus. You begin to care less about whether your work is done right and promptly, because it makes no difference to you. You eventually become an 8:01am to 4:59pm employee that punches your timecard, and probably start looking for another job.

On the other hand, imagine you work in a place like this. Every day you are there, you are clear about what you should be doing and what your priorities are, and you’re held accountable for specifically defined results (you know the “score” as the game is being played). And then you’re consistently, month after month, rewarded for your “wins”. Wouldn’t you feel a lot more appreciated and acknowledged? Wouldn’t you feel more committed to your job and throw yourself totally into it (and never want to leave for another job)?

The key difference between these two work environments is a staff bonus system. One that’s already proven to work in attorney Philip Kavesh’s law firm for many years, and is also working for other attorneys who have started implementing this system in their own firms.

I was skeptical about it, but after I attended Phil’s program, my firm worked up a new compensation arrangement for the support staff. At the end of the very first month, when our firm achieved its goals, we announced at a firm meeting that everyone was going to get a bonus. And, I can tell you, three of the ladies started weeping right there at the meeting. I wouldn’t have traded that experience for anything. My staff’s attitude was transformed and they suddenly started looking at the calendar, scheduling signings and making sure I got out bills.

Last year, we had one of the best years in the history of the firm, but we only ever hit the revenues that we made in the first month of the bonus program one time. This system works!

Phil, I would have never in a thousand years, if left to my own devices, introduced a bonus program like the one you taught us. But, we did, without too much work. I’ve never seen anything like it!

Christy Barton, Estate Planning Attorney
Columbia, Missouri

Please join us and our president, attorney Philip Kavesh, for a special program entitled, “8 Steps to Setting Up Bonuses for Support Staff That Are Legal, Ethical and Motivate Them”.

On this 90-minute program, you will learn how to:

  • Set up and implement, step-by-step, a staff bonus structure that’s not only legal and ethical - - but one that is also tested and proven to work!
  • Avoid the biggest problems encountered by the “usual” types of bonus formulas
  • Establish both base and bonus compensation standards that assure your monthly revenue and profits will increase!
  • Track staff performance and keep them apprised so they become highly motivated to hit their bonus goals - - every single month!
  • Keep your staff productive, happy, and with you for the long term!
  • And much, much more!
  • Program Title: 8 Steps to Setting Up Bonuses for Support Staff That Are Legal, Ethical and Motivate Them
  • Speaker:
  • Duration: 90 minutes

Philip J. Kavesh

J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law
Philip J. Kavesh

Philip J. Kavesh is a nationally recognized attorney, authority, speaker, educator and technical innovator in estate planning.

Phil has earned significant recognition and accolades over his approximately 33 years of practice as an estate planning attorney. Phil holds a Master’s Degree (LL.M.) in Tax Law and is a California State Bar Certified Specialist in Estate Planning, Trust and Probate Law. He also has been awarded the Certified Financial Planner and Chartered Financial Consultant designations. Phil has served his fellow estate planning and financial professionals by teaching in the Golden Gate University Graduate Tax Degree and Certified Financial Planner programs. Phil was also selected by his peers and served on their behalf as the California Legislative Liaison for the International Association of Financial Planners and has represented the estate planning attorney community in testifying before State legislative committees seeking to regulate the estate and financial planning professions and to eliminate “trust mills”. In fact, several of the practice forms and client disclosure pieces created by Phil have been incorporated into new legislation and regulations. Furthermore, Phil was one of three attorney co-founders of the American Academy of Estate Planning Attorneys.  He has also been an honorary member of the National Network of Estate Planning Attorneys and is an active member of WealthCounsel.

Phil has been recognized and quoted as an estate and tax planning authority in numerous national, prestigious publications, including Money Magazine, Investors Daily, Personal Finance Magazine, Los Angeles Times, Los Angeles Business Journal, Consumer Reports Magazine, Journal of Retirement Planning, Ed Slott’s IRA Newsletter, Investment Advisor Magazine, Life Insurance Selling, and PacQuarterly. He has appeared on several television and radio programs and his weekly TV show, “Preserve Your Estate”, was broadcasted on local Los Angeles TV for over six years.

Additionally, Phil has created or co-created numerous technical advances in estate planning, including the Personal Asset TrustSM and the IRA Inheritance Trust®. His unique legal documents have been licensed to hundreds of attorneys all across the country, through his company, The Ultimate Estate Planner, Inc.  He has also authored or co-authored several outstanding consumer publications including “The Ten Biggest Mistakes People Make When Setting Up a Living Trust”, “The Top Ten Estate Planning Mistakes Wealthy People Make”, and “21st Century Wealth”.

Even more impressive are Phil’s accomplishments as a speaker and educator of the public and his professional peers. Phil has personally presented over 2,000 seminars on estate, tax and financial planning to the general public, to various major corporations and their employees, and to CPAs, financial planners and attorneys.  His renowned seminars have been duplicated and sold to thousands of estate planning professionals and financial advisors in the U.S. and Canada.  Phil has devoted substantial efforts to improving the standards in the estate planning and financial planning industries by personally training over 4,000 attorneys and financial planners.

IMPORTANT NOTICE REGARDING CE CREDIT

The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.

However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.

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