By Kristina Schneider, Practice Success Coach
If you’re running your own estate planning practice, chances are, you’re stressed.
Running your own law practice is no easy thing to do. Meeting with clients. Dealing with difficult cases and situations. Getting documents out the door. On top of the actual lawyering stuff, dealing with the normal day-to-day business activities. Hiring the right people. Making sure they’re working efficiently. Making sure that your employees are getting along and managing any conflicts that may arise. Dealing with toxic employees. Figuring out how to get new clients through the door. Making sure you meet payroll.
None of these things about your practice and your daily life did you ever learn how to do in law school. And there’s very few (if any!) continuing education courses, especially dedicated to the field of estate planning, on how to do this.
So, what are you to do? Quit? Give up? Keep doing what you’ve been doing?
You don’t have to do any of those things. We can help.
Our President and nationally renowned estate planning attorney, Philip Kavesh, has been in practice for over 42 years. We would be lying to you if we said all of those 42 years were smooth-sailing and successful. But, what we can honestly say is that, through much painful trial and error, he has finally figured out what is needed to successfully develop a profitable practice that is relatively self-sustaining and runs with a minimal amount of his time. It’s given him the freedom to spend more time giving back to the estate planning community through our company, The Ultimate Estate Planner, Inc., as well as enjoy more time off (in fact, Phil just got back from one of several vacations he has planned this year!).
Would Your Practice (and Your Life) Be Better
If the Following Were True?
- You could get the right kind of people coming in as clients and enough of them on a consistent basis?
- Once you had the clients in the door, you got their estate planning documents out the door efficiently and in a timely-manner (and without working ridiculous hours).
- You had one or two more associate attorneys to help take off some of the pressure placed on you to meet the needs of the firm? (And also find associates that would be motivated to stick around for the long haul!).
- You had a support team of administrative staff that were not only working efficiently together, but were incentivized and motivated to help the firm, as a whole, be successful and profitable.
- You had a tested and proven system to better service and bring in more revenue from your existing clients (instead of relying on the white elephants and possibility of big cases to carry your firm).
- You were operating and doing tasks that you not only love to do, but would also be deemed the highest and most effective use of your time. (Just ask yourself, are you still managing your own calendar? Are you still checking and monitoring your e-mail? Well, you shouldn’t be!)
- You had the freedom to take more time off to spend with your family and loved ones and, with the profits you can now consistently and confidently rely on from your firm, you could travel the world or do the things you’ve always wanted to do!
- You were working towards an end in mind with a feasible exit strategy to leave the practice one day and actually do so in a way that would not be a waste of all your blood, sweat, tears, and years that you’ve spent developing your law practice.
All of these things can be a reality for you and not just a dream.
This is why we’ve created a 2-day, in-person event unlike any other event available for estate planning attorneys. If you know there are areas of your practice that can improve, whether it’s work efficiency, generating more consistent revenue, and making your life less stressful, then this is your sign from the Universe that it is time to do something different and to attend one of our upcoming events.
We are pleased to offer two upcoming dates (one on the West Coast and one on the East Coast!)…
There’s only a few spots left at each!
Past Ultimate Level attendees have come back to us and told us that this program has reinvigorated their passion for their careers, saved their marriages, helped them fulfill dreams of being sole practitioners, given them motivation and excitement to finish up law school and take over the practice, and much more. It truly both a practice-changing and thus, a life-changing, event but you have to take the first step and sign up to attend…
For more information, details and to register for one of our upcoming in-person events, click here.
And, at the very least, stop being stressed out and doing the same thing over and over again.
You can continue to choose to be this guy…
Or, you can choose to be this guy…
It’s totally up to you. Hope to see you soon!
Image courtesy of www.mastersdegreeonline.org
Would like to know more.