Imagine If You Could Regularly…

 

Predict Your Practice’s Cash Flow and Profit - -
Plus Identify Any Weaknesses or Problems
Standing in the Way and Correct Them
Immediately - - So You Always Stay on Track
Toward Your Financial Success
(And Rarely Suffer A Negative Month?)

There is a Tested and Proven Way.
It’s called “Metrics”!

You may have heard of the use of numbers or “metrics” in sports, to measure the performance of a team and its individual players and act as a gauge or predictor of overall success.

Well, it’s easy to think of numbers, statistics, and mathematical averages and formulas when it comes to sports, but do these same kind of measuring tools apply to an estate planning practice?

The answer, believe it or not, is a resounding, “YES!”

Estate planning attorney Philip Kavesh and his law firm have, over many years, tested and proven that metrics do work - - so well, in fact, that Phil now successfully manages his practice while only going into the office less than 3 days a month!

Virtually all activity in a law practice can be mathematically measured and, when consistently tracked and analyzed properly, can be a reliable predictor of current and future financial success. Metrics is not merely about tracking deposits, receivables and expenses; it’s much, much more. And metrics can be useful management tools even if you only have a 2 or 3 person firm!

Please join us for a special program entitled, “Managing a Successful Estate Planning Practice Through the Use of Metrics”. During this 90-minute presentation, you will learn:

  • How to see (probably for the first time ever) what’s really going on in your practice, under the surface!
  • Which specific items, processes, procedures, and results to regularly measure in your practice
  • How to set up your measurement systems and generate regular reports (Phil will even share his own internal forms!)
  • How to analyze the gathered numbers and apply them to predict your firm’s cash flow and profits, spot “red flags” and make course corrections as necessary, so you have few, if any, down months
  • How to use metrics to hold your associate attorneys and staff accountable, and motivate and reward them - - so you keep them with you long-term!
  • How to use metrics to make informed management decisions on everything from setting fees, marketing, evaluating, hiring and firing personnel, and improving product quality and customer service!
  • And much, much more!

If you’re an estate planning attorney or other professional who is looking to grow your practice and bottom line and and eventually be able to retire someday, you must attend this incredibly valuable presentation.

  • Program Title: Managing a Successful Estate Planning Practice Through the Use of Metrics
  • 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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