Kristina Schneider
Practice Success Coach
Kristina Schneider, MBA:
Practice Success Coach and Speaker
Kristina Schneider is a Practice Success Coach for The Ultimate Estate Planner, Inc. Her expertise lies in empowering law firms through coaching, speaking engagements, and innovative solutions in practice management and marketing. She is dedicated to helping lawyers and their teams achieve greater success and efficiency in their practice.
Roles and Responsibilities
- Speaker and trainer at the 2-Day Ultimate Level event.
- Monthly implementation coaching for law firms nationwide.
- Developer of products and programs focusing on practice management and marketing.
Professional Credentials and Career Highlights
- Bachelor of Science in Business Administration from Pepperdine University, Seaver College (2004).
- Master of Business Administration in General Management from Pepperdine University, Graziadio Business School (2025).
- Board Member, Graziadio Student Advisory Board
- Co-Founder & President, AAPI Association
- Over eight years of experience at the Law Firm of Kavesh, Minor & Otis, where she served as Phil Kavesh’s Executive Assistant. Her responsibilities included facilitating and marketing estate planning seminars and managing law firm operations.
Speaking and Education
Kristina is a sought-after speaker at professional events, offering practical advice and proven strategies for law firm success.
2025
- Special Needs Alliance Armchair Talk: “Best Practices for Better Calendar & E-mail Management”
2024
- WealthCounsel Massachusetts Forum: “Steps for Setting Firm Revenue Goals (and Being Consistently Profitable Every Month!)”
- WealthCounsel Symposium - Panel Discussion: “Elevate Your Law Firm: How to Set Yourself Apart in Today's Legal Marketplace”
- Lorman Education Services Webinar: “Appointment Coordination Tips & Tricks”
- Lorman Education Services Webinar: “Train the Trainer Model: Tips and Tricks for Running Successful Training Sessions”
- WealthCounsel Pennsylvania Forum: “The A to Z Client Journey: Developing Efficient Estate Planning Processes”
- WealthCounsel California Forum: “Best Practices for Better Calendar & E-mail Management”
- Special Needs Alliance Spring Meeting: “Scaling Your Law Practice: Hiring, Training and Keeping Employees (and Making More Revenue Than Ever!)”
2023
- ShopTalk for Estate Planning Attorneys: “Time Management Tips + Setting Revenue Goals”
- WealthCounsel Massachusetts Forum: “Best Practices for Better Calendar & E-mail Management”
- Foster Web Marketing Podcast, Episode 202: “Reaching Your Firm's Ultimate Level with Kristina Schneider”
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- WealthCounsel North Carolina Forum:
- “Developing Your Team – Best Practices for Hiring Support Staff & Associates”
- “How to Be More Productive & Efficient”
- “How to Develop Internet Leads and Create a Sales Funnel to Getting Clients to Engage You”
2022
- Lorman Education Services Webinar: “Strategies to Manage a Chaotic Workload”
Personal Interests
When she’s not working, Kristina enjoys staying active on the basketball court with her teams, exploring new destinations (often with her travel companion, Kirsten Allen), and spoiling her two beloved cats, Kobe and Koko.
BS in Business Administration
MBA, General Management