Five Simple Tips for Being a More Organized Assistant

By Kristina Schneider, Practice Success Coach Being an organized assistant is important when supporting a busy professional advisor or attorney, especially one that may be meeting with multiple clients and managing multiple projects and priorities (like most professionals are doing).  Organization isn’t just about how your office looks, but it is also how you manage yourself and ultimately what can become your thoughts and actions.  However, sometimes just the act of organizing your surrounding environment is enough to help organize some of the rest of your chaos.  Staying organized with your paperwork, your desk or office space and your to-do…

The Ultimate Level: An Ultimate Success!

The Ultimate LevelSM February 22-24, 2013 Redondo Beach, California We just held our first Ultimate LevelSM event last weekend and, we must say, it was quite the success! Please enjoy a few pictures below of the weekend. Interested in taking YOUR practice to the Ultimate Level? Reserve your spot for our May event! Spaces are limited. Contact Kristina Schneider right away at 424-247-9495 or at kristina@ultimateestateplanner.com All pictures © 2013 Megan DeLaGarza

Attract, Engage & Work with Families with Taxable Estates and Their Advisors

For decades many of us, as wealth strategies planners, have wondered not only how but if we should attract, engage and work with affluent families and those with complex taxable estates. Their advisors are more protective. The solutions are more complicated and create larger liability. Though the fees may be greater, are they enough to cover the time and effort – especially if we only do it occasionally? The Laureate Center for Wealth Advisors has the training and education needed to attract, engage, and implement work in the taxable estate arena. You owe it to yourself and your clients to…