If You’re Missing This,
Your Practice Can’t Be Running
At Maximum Efficiency
(and Generating Maximum Profits!)

Have you placed into writing, very clearly and in detail, every step of contact and service that a client goes through, starting with marketing and going all the way to the client’s death (and beyond, with the client’s beneficiaries)?

And has each of those steps been broken down into mini-steps?

Furthermore, is it clear to each and every member of your firm who is responsible for each of these mini-steps?

If you can’t immediately answer “YES!” to all three of these questions, that’s okay. Because you’ve got a great practice building opportunity. By clearly establishing your firm’s customer service process, you can:

  • Get work done more efficiently at all levels of your firm
  • Improve attention to details and overall work quality
  • Improve client satisfaction (and the number of new client referrals you get!)
  • Better manage your firm’s activities (and delegate most daily supervision)
  • Increase firm morale (because each person will understand his or her role in the big picture, as well as his or her individual duties and responsibilities)
  • Give your firm a marketing edge (by explaining your unique customer service process to prospective clients)
  • And, best of all, enjoy consistent and predictable cash flow and profits!

So, how do you go about putting together this detailed, step-by-step Customer Service Process? The good news is, you don’t have to reinvent the wheel.

Join us and nationally renowned estate planning attorney, Philip J. Kavesh, for a special 90-minute program entitled, “Establish a Firm Customer Service Process and See Your Profits (and Quality of Life) Dramatically Improve!”

For the first time ever, Phil will go in detail, step-by-step, through the tested and proven Customer Service Process he has developed and utilized over the last 30+ years and has been instrumental to his law firm’s success. He will even share some of his firm’s invaluable internal checklists and forms.

Whether you are just starting to build your estate planning practice, or have a mature and successful one, or you’re at any step in between - - and even if you believe that your firm’s marketing, services and staffing are different from Phil’s - - you’ll be able to benefit from his tested and proven “model”, tweak it to fit your practice and use it to improve your quality of life and your bottom line.

  • Program Title: Establish a Firm Customer Service Process and See Your Profits (and Quality of Life) Dramatically Improve!
  • 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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