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Does Your Firm Regularly Set,
Monitor and Meet
Your Monthly Financial Goals?

If you’re not taking home predictable profits each and every month
(or you’d like more profits), read on…

 

Attorney Phil Kavesh found out the hard way, long ago, after years of painful trial and error, that running a consistently profitable professional business involves certain scientific principles that, like gravity, simply exist and cannot be ignored.

He learned that, in order to harness the power of these success principles, you need to have systems - - and failing to properly implement these systems will invariably result in chaos and negative cash flow (literally throwing away your money!).

Thankfully, Phil now enjoys a practice where others do the tasks he is not good at or doesn’t want to do (or frankly, even knows how to do), and he just does the parts that he loves, he works a lot less, and he enjoys consistent, growing monthly profits.  Even better, he is able to do this now without stepping foot into his law practice and only working remotely for a few hours each week.

You can too, by learning from his mistakes rather than suffering through them on your own. Our president, attorney Philip Kavesh, prepared a power-packed presentation entitled, “10 Steps to Setting Firm Revenue Goals (and Using These Goals to Achieve Regular Monthly Profits)”. Whether you’re an estate planning attorney, CPA, financial advisor, or insurance agent, during this 86-minute presentation you will learn how to:

  • Establish and monitor a precise operating budget (so you don’t have to guess whether you’ve made a profit at the end of each month!)
  • Turn that budget into minimum and “target” monthly firm revenue goals
  • Break down those firm revenue goals into smaller department and individual goals - - that can be accurately tracked (so you can hold everyone accountable!)
  • Receive and utilize meaningful daily, weekly, and monthly reports
  • Incentivize your associate attorneys and staff to regularly hit their individual goals (which helps ensure your firm hits its revenue goals!)
  • Use firm meetings in the most time-efficient, profit-producing manner
  • And much, much more!

Your purchase includes an instantly downloadable video and audio recording, along with PDF handout materials. A PDF transcript is available as an add-on for an additional fee.

  • Program Title: 10 Steps to Setting Firm Revenue Goals (and Using These Goals to Achieve Regular Monthly Profits)
  • Speaker:
  • Duration: 86 minutes

Purchase

Includes: MP4 Video (and Audio) Recording of Presentation plus PDF handout materials.

NOTE: PDF Transcript available as an add-on for an additional fee during checkout.

SKU PJK092414IDP

ABOUT THE SPEAKER

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 40 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…

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.