Successful Seminar Marketing 101: Tips for Getting Started

Download Printable Article By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law (UPDATED JULY 2015) I am a big proponent of seminar marketing.  That’s because I have regularly used seminars to successfully build and grow my practice over the past 30 years. Benefits of Doing Seminars Before we get into how to start up the seminar marketing process, it’s important for you to understand the benefits of doing seminars.  Some people believe that seminars are about educating people on estate planning or building your image and firm name…

A Funny Thing Happened on the Way To… (Some of My Craziest Seminar Stories from Over the Years)

Download Printable Article By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law You may already know that one of my favorite things in life is presenting educational seminars on estate planning, whether it be seminars to market my law practice to the consumer public or presentations before my fellow estate planning colleagues. What you may not know – – and I’ve been asked to share with you here – – are some of the unusual occurrences I’ve experienced in doing over 2,000 seminars for my law practice over…

How to Help Your Clients’ Adult Children

Reposted from RegisteredRep.com | By Kevin McKinley Giving the young adults in your clients’ families a little time and attention can be beneficial for everyone involved. Most advisors are most interested in working with individuals who have the most money to manage. This usually means those who are about to retire or have just done so. But many of these clients have one thing on their minds that may be even more important and worrisome to them than their money: their fully-grown (if not yet fully-matured) children. Helping the next generation get off on the right financial foot could be…

Lawyers & Social Media – What You Need to Know

By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law I just finished the last educational program needed to meet my continuing legal education requirements for my California State Bar license. I took an on-demand course that I thought was not only timely and relevant, given that I have recently done quite a bit of work with my law firm (and with The Ultimate Estate Planner, Inc.), with respect to this topic, but also a topic that many attorneys should be looking into as well. The course I took…