Are Your Associate Attorneys
Producing the Monthly Revenue
They Are Capable Of?

(Even if you answered “Yes”, read on,
because the truth is likely “No”!)

For years, I repeatedly encountered these kinds of problems with my associate attorneys.  (You’re probably familiar with many of them!)

  • My associates didn’t work “hard” enough (or at the quality level I expected)
  • They spent too much time on non-revenue producing activities (which I couldn’t bill to clients)
  • My associates couldn’t get clients to engage us anywhere near the rate I could (or at least the level they should)
  • They couldn’t seem to focus on getting work completed and out the door  so we got paid (lots of files were 80% done and monthly cash flow was completely unpredictable)
  • Associates came and went through a “revolving door” (and the constant disruption to the firm and our clients was a disaster!)

I didn’t know what to do, because like most attorneys, I had never been taught how to run a successful business - - including how to compensate associate attorneys so that they were motivated to consistently producing the results I wanted, and to stay with me long-term.

Almost miraculously, once I figured out how to hone my associates’ compensation structure, I found that all of them - - including some of whom I thought were already generating their maximum monthly revenue - - quantum leaped their results and my firm’s bottom line!  (And now several have been with me for over 12 years!)

I had to learn this through years of expensive and aggravating “trial and error”.  But you don’t.

Please join me, Philip Kavesh, for a special 90-minute presentation entitled, “9 Steps for Successfully Compensating & Incentivizing Associate Attorneys”.

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

  • Set up and implement, step-by-step, an associate attorney compensation structure that’s proven and tested to work!
  • Establish both base and bonus compensation standards that assure your monthly revenue and profits will increase!
  • Avoid the biggest problems encountered by the “usual” types of bonus formulas
  • Track associates’ performance and keep them apprised so they become highly motivated to hit their bonus goals - - every single month!
  • Keep your associates productive, happy, and with you for the long term!
  • And much, much more!
  • Program Title: 9 Steps for Successfully Compensating & Incentivizing Associate Attorneys
  • 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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WANT THE TWO PART SERIES PROGRAM INSTEAD?

No problem!  It is  available in our On-Demand Library, and us also included in The Ultimate Practice-Building Library.  For more information, please see the following link: