By Kristina Schneider, Practice Success Coach Whether your boss is an estate planning attorney, CPA, financial advisor or life insurance agent, chances are, he or she has an overwhelmingly busy calendar. From client meetings, phone calls, seminar presentations, conferences and CE programs to numerous projects to be completed, goals to be reached, and endless obligations to be met. How do you organize, prioritize and manage it all while getting everything scheduled and done? Ask for Assistance with Prioritizing First, ask for assistance in prioritizing your tasks (and your boss’ tasks). Thankfully, most executives acknowledge that their assistants are juggling several…
Use a Flat-Fee Trust Company in a Top-Tier Trust Jurisdiction as Jurisdictional Trustee to Gain an Advantage
By Steven J. Oshins, Esq., AEP (Distinguished) Shhhhhhhhhhhhhh…I have a secret! This isn’t a secret to some estate planners who take advantage of this opportunity all the time. But if you’re not one of them, then they’re playing checkers while you’re playing chess…as the saying goes. It’s time to put yourself on the same level as the top estate planners who maximize their clients’ tax and creditor protection opportunities day in and day out. Otherwise, they will continue to take your clients from you and to get larger and larger net worth clients while you play in the minor leagues….
Eliminate Most of Your Interruptions with One Simple Technique (the U & I Rule)!
By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law If there’s one thing that I have learned to master over the years, it’s to control the number of interruptions when I am in the office – – not just others interrupting me, but my interruptions of others. The main reason why interruptions happen is because there are no rules or protocols for how people will interact. The result is not only a loss of productivity, but the loss of money. If you just look up the statistics online…