Are You Spending Too Much Time (and Money!) to Bring In New Clients?

By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law I recently conducted not one, not two, but three different coaching consultations in a single week with fellow colleagues who all expressed to me the same major challenge in their practice.  If three firms, in such a short period of time, happened to share this same issue with me, then I thought there must be others out there who must be grappling with it too!  Hence, this article. All of these firms complained about spending far too much time…

Google Me! Fame in Estate Planning

By Steven J. Oshins, Esq., AEP (Distinguished) Google me! Come on, I said Google me! No, really — Google me! Read my bio!  Read all about me and my accolades all over the internet! Marketing Yourself: Being Famous You have to market yourself.  This article is about the importance in doing so and how to do so. Don’t be shy.  Don’t be passive.  The more you market yourself, the more famous you become.  This concept applies not only to estate planners, but also in every profession. You might be the most technically skilled estate planner with an extraordinary understanding of…