Download Printable Article By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law We’ve indicated time and time again in this newsletter column why seminar marketing – – whether to the public, to professional referral sources, or to your existing clients – – can drive substantial, consistent revenue into your practice (and has, for me, for over 30 years). But, successful seminar results depend on the details of your seminar marketing being done right. Some estate planning professionals ignore, or simply aren’t aware of, these details and their seminar…
Keep Your E-Mail Inbox Under Control (or It Will Control You!)
Download Printable Article By Megan DeLaGarza, Executive Assistant Technology is a concurrent blessing and curse. Email has not been around terribly long in the grand scheme of office administration, so we are just now learning the effects of it’s omnipresence in a plugged in world. The biggest problem with email is that it’s a huge distraction. The pressure to respond right away leads you to working off-task. An inbox that is open with notifications popping up makes this even worse. Responding to your inbox as a to-do list leads to working on the wrong priorities. It’s time to break these…
Last Opportunity to Join Phil Kavesh’s Monthly Practice-Building Series
Whether you are just starting out or you have 20+ years of experience running your own estate planning practice, you have most likely found out pretty quickly that all of the things you learned in law school, school textbooks, and through continuing education courses simply do NOT properly prepare you for what is involved in running your own practice. These things will most certainly help you become a technically sound practitioner, well-versed in the law, and perhaps a brilliant estate planning lawyer. But, it simply does not but it doesn’t train and teach you about the day-in and day-out experiences…
Our Top 10 Best Articles on Support Staff & Executive Assistant Tips
As part of our December 2014 Newsletter, we are featuring a special “Best Of” issue. Below, you will find a list of our Top 10 Articles on Support Staff and Executive Assistants. All of these articles were authored and written by Kristina Schneider and Megan DeLaGarza, Executive Assistants to Philip Kavesh. Five Simple Tips for Being a More Organized Assistant 6 Ways to Better Manage Your Interruptions How “Electronically” Organized Are You? Effectively Managing Your Boss’ Busy Calendar 7 Tips for Taking Better Notes & Being More Efficient! 6 Tips for Handling Difficult Clients 8 Steps to Hiring a Great…
Our Top 10 Best Articles on Practice-Building
As part of our December 2014 Newsletter, we are featuring a special “Best Of” issue. Below, you will find a list of our Top 10 Articles on Practice-Building. All of these articles were authored and written by Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law. 8 Year-End Practice Building Tips to Implement RIGHT NOW Conduct a Successful “Kick-Off” Meeting with Your Firm Staff Reviews & Setting Goals at the Beginning of the New Year Fight Back Against “Commoditization” and Low-Priced Competition Blow Up Your Annual Maintenance Fee Program!…
Referring Advisors – Shelf Life?
By Joseph J. Strazzeri, Esq. Each year we conduct the same exercise of compiling a list of each advisor that referred us a client over the last two years – noting how many clients were referred, those that we met with, those that retained us, and the associated total revenue. Some of the results are what we expected to see, but often we are shocked that many were one-time referrals and worse, too many great referral relationships have drifted away. “I worked with him once, but . . .” After many industry events and presentations, filtering through an unknown number…
GREAT NEWS!—Marketing Session Added to The Ultimate Level Program
By popular demand, we are pleased to announce that we have added a MARKETING SESSION to both of our upcoming 2-day Ultimate Level events. We are just 4 weeks away from our Dallas program and we only have 4 spots left. For more information about the Dallas event, click here. If you can’t make the Dallas event or prefer to attend our Orlando event in October, we still have room and you still have time to do so. For more information about the Orlando event, click here. During this MARKETING SESSION, Phil will be providing attendees ideas and strategies for…
A Monthly Meeting You’re Not Allowed to Miss
By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law In an earlier article I talked about the importance of setting goals for the year and clearly communicating them in a motivational way to your associate attorneys and staff at an annual “kickoff” meeting in January. As a follow-up to that meeting, you should also be holding a once a month firm meeting to continue the momentum towards achieving your goals. This monthly firm meeting is a very important one that you simply cannot miss (nor can anyone else)….
More Clients, Better Clients
By Joseph J. Strazzeri, Esq. Quality referrals are the lifeblood of a growing practice. New clients tend to come from one of four sources: 1) current clients, 2) other advisors, 3) educational events, and 4) the internet. For the practitioner that does the technical work and markets the firm, it is critical to understand whether you want more clients and/or better clients, and to have a plan on how to obtain them – because there is only so much time in a month. Time management and a team-driven, repeatable process offer not only a great business solution but a quality…
The Three “D’s” of Being a Better Assistant (and More Efficient Assistant)
By Kristina Schneider, Executive Assistant | Volume 2, Issue 5 (May 2014) Whether you’re a busy executive or the assistant to a busy executive, you know the feeling of having far too many things to do in a day than hours available, right? There are a lot of different tips and ways that you can handle such a workload. One such technique of determining how to handle a heavy workload is something that Phil actually taught to us. It’s the Three “D’s”: Do It, Delegate It, DeferIt! Start by looking at your To Do List – – which we hope all of you have, because…