The Art of Confirming an Appointment

By Kristina Schneider, Practice Success Coach Knowing the steps of how to properly confirm an appointment – – any kind of appointment, including a phone appointment, client meeting, lunch meeting, etc. – – is extremely valuable to any office looking to continue to operate efficiently and effectively. However, I have found that a lot of people don’t do this (or don’t do it properly) and this can result in a lot of disruption in the office. Whether or not you are the one responsible for confirming appointments, if you know that your office could benefit from a makeover in your…

Are You Fitting Jobs to People?

By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law Hiring, training, and managing employees have certainly not been easy things to learn when it comes to owning my own law practice.  I say it time and time again, but these are the things that we never learned in law school, but yet seemingly take up a great deal of time (and expense) if not done well. One common mistake that I am guilty of making in the past, but that I’ve seen come up quite a bit lately…

How Law Firms Are Harnessing the Power of AI in Marketing

By Foster Web Marketing With the rapid advancements in 2023, law firms are increasingly recognizing the transformative potential of artificial intelligence (AI) and applying it to their marketing and lead-generation strategies. These innovative strategies may be new, but they’re powerful. And the firms that embrace them have been able to quickly gain a competitive edge, streamline their processes, and drive more profitable growth with fewer resources. Below, let’s take a look at some of the ways law firms are harnessing the power of AI in marketing and putting themselves on the cutting edge of this emerging trend. Understanding AI in…

Three-Year-Old Tiffany Oshins Interviews Daddy About Domestic Asset Protection Trusts

By Tiffany A. Oshins and Steven J. Oshins, Esq., AEP (Distinguished) Three-year-old student Tiffany A. Oshins (“Tiffany”) recently sat down with her father, estate planning attorney Steve Oshins (“Daddy”).  Tiffany interviewed Daddy about asset protection planning and Domestic Asset Protection Trusts. Below are highlights from the interview.  [Daddy helped Tiffany with a lot of her spelling.] Tiffany:  I overhear you talking about asset protection planning all the time.  How do you start this conversation with prospective clients? Daddy:  Many of them come to me specifically for asset protection planning.  So the conversation is simple with them because they already have that…