By Steven J. Oshins, Esq., AEP (Distinguished) A Game of Probabilities Asset protection is a game of probabilities. Every legitimate wall that is placed around the assets should move the settlement number more in favor of the debtor. And every bad case that comes down the pike should move the settlement number more in favor of the creditor. Uncertainty over collectability causes most disputes to settle long before they get to that point. The creditor must assess the probability that he will be able to collect and the expenses that will be involved in trying to collect and then make…
The Top 20 Seminar Marketing Mistakes People Make (Part 2 of 2)
By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law Marketing – – particularly seminar marketing – – has come up quite a bit in recent weeks. From our May Ultimate Level event, to list serve discussions, to people randomly contacting me. It prompted me that perhaps it was time to take a break from the usual practice-building topic and put together an article on seminar marketing. Over the years, seminar presentations sure have evolved, from overhead transparencies, to slide carousel projectors to laptops and LCD projectors. But despite…
5 Best Types of Video for Marketing Your Estate Planning Practice
By Foster Web Marketing Video is an incredible tool for connecting with potential clients and encouraging them to reach out to your estate planning firm. It’s a powerful motivator on its own, and it’s a powerful force multiplier when you incorporate it into a healthy marketing mix. And it makes sense—video demands attention, enhances understanding, and builds relationships faster than text alone. However, not just any kind of video content will do. You need to be intentional about the kinds of videos you create if you want to see results from your effort and investment. So, today, let’s take a…
Squash the Drama: 5 Steps to Properly Handling Interoffice Conflicts
By Kristina Schneider, Practice Success Coach It’s a fact in just about every single office, conflict is going to happen. There are times when the workplace is going to be stressful. There are going to be different people with different personalities and with different things going on in both their personal and professional lives. Regardless of what industry you’re in, but especially in an estate, tax or financial planning practice, what is inevitable is that, at some point or another, there will be conflict. Knowing and implementing the steps to properly handle this conflict, while they may seem obvious and…