Are You Successful at
Finding, Hiring, Training, Managing & Compensating
Excellent Support Staff?

(By the way: If you don’t know the answer or don’t care, you should!)

If you’re like most estate planning professionals - - whether a CPA, financial advisor, life agent or attorney - - you want to spend most of your time, marketing, meeting with clients or practicing your technical craft, not doing staff level tasks or, worse yet, dealing with staff issues.

Unfortunately, if your business is going to successfully grow (and you’re going to enjoy a better quality of life), at some point you’ll need great support staff to help you!

You may avoid finding, hiring, training, managing and compensating staff because you simply don’t know how or are bad at it (which is understandable because they didn’t teach you this in school).  Or, you simply feel you don’t have the time, or believe it’s just too hard to do - - but none of these should stop you from moving forward.

Join us and nationally renowned estate planning attorney Philip Kavesh, who has over 35 years of experience in running a successful law business, for two 90-minute power-packed programs.

On the first teleconference entitled, “10 Steps to Successfully Finding, Hiring, Training & Managing Excellent Support Staff”, Phil will go over in detail exactly what you need to know:

  • How hiring, training and management of staff can be done successfully with the least amount of your time and expense!
  • The way to properly grow a staff organization that will run itself!
  •  Which positions you should hire staff for - - first, second and third - - and when!
  • How to fit the right person to the job, rather than the other way around!
  • The key tools you must use, including an organizational “blueprint”, individual duties list, training manuals and procedures manuals (including examples to get you started) - - and how to use them!
  • A simple and effective, step-by-step checklist system for finding and hiring the right person
  • How to set up and use management (“accountability”) reports, along with examples to get you started
  • How to clean up or clear out some of your existing staff “messes”
  • And much, much more!

On the second teleconference entitled, “8 Steps to Setting Up Bonuses for Support Staff That Are Legal, Ethical and Motivate Them” you will learn how to:

  • Set up and implement, step-by-step, a staff bonus structure that’s tested and proven to work!
  • Avoid the biggest problems encountered by the “usual” types of compensation and 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: Hiring and Compensating Support Staff
  • Speaker:
  • Duration: 90 Minutes Each

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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