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…

What to Do When Everything is Urgent & Important?

By Kristina Schneider, Practice Success Coach Too often for most people, there’s far too much to do and not enough time to do it.  This requires a balancing act of figuring out how to prioritize your work. For most people, the work that gets set aside are the non-important, but also sadly, the non-urgent and important items.  The things that you know you need to get to, but that don’t have a looming deadline to be met.  Those tasks will constantly be backburnered into an oblivion, perhaps for eternity. We implement what is known as the “Urgent & Important” (or…

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…

Top 10 E-mail Etiquette Rules for Estate Planning Professionals (and Their Assistants and Staff)

By Kristina Schneider, Practice Success Coach Electronic mail (otherwise known as e-mail) plays an important part in any business these days. It’s helped make communicating and doing business far more efficient and simpler. However, as with most things in business, there are certain rules that professionals should follow when it comes to using e-mail. If not done correctly, it can actually create unnecessary confusion, chaos, and an unnecessary amount of miscommunication (and maybe even legal liability!). Below, you will find what I consider to be the ten most important e-mail etiquette rules to live and work by. (NOTE: These are…