Posts by Kristina Schneider
7 Common Mistakes When Dealing with Challenging Employees
By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate LawDealing properly with employees is yet another key challenge to running a smooth-operating practice. And, once again, this is the kind of stuff we never learn in law school or any other continuing education course. …
Read MoreIs Your Office a Safe Place for People to Work?
By David Giuliano, Business Coach For over 40 years I have worked in the business world and I’ve learned many lessons. One of the most important aspects of business success is a work environment where people feel safe, can communicate honestly, and grow as a whole. Having an unsafe environment causes the most damage to…
Read MoreReduce Your Number of No-Shows and Cancellations with a Proper Confirmation Process
By Kristina Schneider, Practice Success CoachHaving worked with numerous estate planning professionals over the years, one of the issues that a lot of people have struggled with are appointment and seminar no-shows and cancellations. One of my first questions is always, “What does your confirmation process look like?” For some, they don’t have any process…
Read MorePaid Time Off vs. Paid Sick and Vacation Leave: Which is Better for Your Practice?
By Kristina Schneider, Practice Success Coach Add this to the list of items that law school doesn’t teach budding lawyers about when it comes to setting up their own practice. What kind of benefits should you offer employees, particularly with respect to paid time off? In recent years, many employers have moved more to a…
Read MoreHeckerling 2023 Reports from the ABA
The Phillip E. Heckerling Institute on Estate Planning is the nation’s premier conference for estate planning professionals, offering unparalleled educational and professional development opportunities for all members of the estate planning team. The 2023 Heckerling Institute was held in-person in Orlando on January 9-13 and marked the conference’s 57th year. Over the course of the…
Read MoreGenerate More Revenue This Year with More Referrals from Clients
By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law If you’ve read any of my previous newsletter articles or purchased any of my presentations (or attended our Ultimate Level event), you know that I am a huge systems nut. Systems for EVERYTHING –…
Read MoreTen Tips for Boosting Office Morale
By Kristina Schneider, Practice Success Coach With all that’s going on right now in the world, office morale may be down. A lot of change has impacted people over the past few years. Perhaps you have different staff now, but the effects of the pandemic, the politics, the news stories, and the fears of the…
Read More6 Ways You’re Holding Yourself (and Your Firm) Back Without Even Knowing It!
By Kristina Schneider, Practice Success Coach If your practice isn’t where you want it to be and you feel “stuck”, do you know why? There may be plenty of reasons why. However, more often than not, there are a lot of things that you, the estate planning attorney, are doing (or not doing) that are…
Read MoreStop the Constant Fire Drills and Chaos at the Office with This Simple, But Effective Tip!
By Kristina Schneider, Practice Success CoachA recurring theme that I continually see coming up for estate planning attorneys that I speak with is this overwhelming stress that they’re feeling like every single day feels like they’re just constantly putting out fires and everything is in chaos and disarray. When you are so busy in this…
Read MoreClearing the Bubble—The Transition To Fixed Fees
By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law In the past, I have emphasized and reemphasized the advantages of utilizing a fixed fee structure rather than an hourly billing system. Here’s just a few of the main advantages for a fixed fee…
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