Posts by Kristina Schneider
Having Disconnects and Conflicts in the Office Right Now?
By Kristina Schneider, Practice Success Coach With everything going on in the world right now, it is safe to say that most people are under much more stress than usual. From dealing with concerns around the pandemic and working in a post-pandemic world, managing the constantly barrage of headlines, politics and war, to feeling a…
Read MoreHow Do You Properly Compensate (and Incentivize) Associate Attorneys?
By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law One of the biggest mistakes I see attorneys that own their own practices make is failing to properly incentivize associate attorneys. The primary way I have done this successfully for many years is through…
Read MoreFailure: The Great Teacher
By David Giuliano, Business Coach I think we can all agree that failure is not a beloved or relished part of life. It gets a bad rap but truthfully there’s no better teacher. It’s been said you don’t know where you’re vulnerable until you fail. Very true. When making any major change, failure happens all…
Read More6 Signs You (or Your Staff) Are Burning Out – – And How to Fix It!
By Kristina Schneider, Practice Success Coach Burnout is real and it’s affecting businesses all over the world. Whether you’re an estate planning professional who owns your own practice or not or perhaps you’re a support staff (employee), it is important that you are aware of the signs of burnout and do what you can right…
Read MoreThe Success of Your Business Starts with a Happy Work Environment
By Kristina Schneider, Practice-Building & Marketing Specialist “Businesses often forget about the culture and ultimately suffer for it because you can’t deliver good service from unhappy employees.” – Tony Hsieh, CEO of Zappos An often overlooked aspect of developing a successful business is really taking the time to look at the employees, the work…
Read MoreAre You Missing Out on the Lucrative “New” Estate Planning Market?
By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law Over the past 15 years or so, I’ve seen a big shift in the new client market. It used to be that a large percentage of the people coming to our office had no…
Read MoreKick-Start Your Boss’ Calendar in the Right Direction for 2022
By Kristina Schneider, Practice Success Coach It’s hard to believe that we are already heading into the final months of 2021. As the former Executive Assistant to busy attorney, Philip Kavesh, what this time of year typically meant for me is that I would be typically preparing Phil’s calendar for the next year so that…
Read MoreTop 10 E-mail Etiquette Rules for Estate Planning Professionals (and Their Assistants and Staff)
By Kristina Schneider, Practice Success Coach Electronic mail (otherwise known as e-mail) plays an important part in any business these days. It’s helped make communicating and doing business far more efficient and simpler. However, as with most things in business, there are certain rules that professionals should follow when it comes to using e-mail. If…
Read MoreProtect Against Potential Retroactive Estate Tax Changes
By Martin M. Shenkman, CPA, MBA, PFS, AEP (Distinguished), J.D.The Biden Administration may reduce the exemption retroactively, perhaps even to January 1, 2021! It’s best to protect against a retroactive tax change. Retroactive tax changes sound unfair! Even Taylor Swift said: “It’s hard to fight when the fight ain’t fair.” But we’ll tell you how…
Read MoreBusiness Owners: No Divide in 2021
By David Giuliano, Business Coach There’s no denying that over the last 12 months, we have all experienced unprecedented change and uncertainty. What’s interesting to me is that the results are all over the spectrum. While some businesses have been affected terribly, others have flourished and are busier than ever. Like many, I am concerned about…
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