Top 6 Strategies for Managing Interruptions in the Workplace

Download Printable Article By Kristina Schneider, Executive Assistant Check out these startling statistics about interruptions in the workplace! According to a study conducted by University of California, Irvine, people spend an average of 11 minutes on a project before they are interrupted and it takes them on average 25 minutes to get back to the point they were at before a distraction. According to the same study, employees that work in shared workspace (like cubicles) are interrupted 29% more often than people in private offices. According to the Journal of Experimental Psychology, even after just a 2.8-second interruption, studies showed…

6 Ways You’re Holding Yourself (and Your Firm) Back Without Even Knowing It!

Download Printable Article By Kristina Schneider, Executive Assistant If your practice isn’t where you want it to be and you feel “stuck”, do you know why?  There may be plenty of reasons why.  However, more often than not, there are a lot of things that you, the estate planning attorney, are doing (or not doing) that are the reasons why can’t seem to move forward. Having worked with estate planning attorney, Philip Kavesh, for over 12 years, both in his law practice and with our attorney customers of The Ultimate Estate Planner, I’ve seen a commonality in most attorneys and…

Multiple Financial Advisor Referral Relationships May Be a Big MISTAKE!

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 Does that sound crazy to you? Probably! But, hear me out. (By the way, if you’re a financial advisor, what I’ll say applies equally to you having too many estate planning attorney relationships.) Over the years, I have consistently heard fellow estate planning attorneys tell me all of the reasons why the dedicated, single-financial advisor referral relationship (or a relationship with only one company or group of advisors) that I use in my practice doesn’t work…

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

Download Printable Article By Kristina Schneider, Executive Assistant 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:…

How to Write a Proper Business Letter

Download Printable Article By Kristina Schneider, Executive Assistant Writing a business letter seems somewhat common knowledge or perhaps common sense to most people; however, it’s sometimes shocking to see how many administrative staff members – – even those with a college education – – are completely incapable of writing business letters. In this article, we will walk you through each step on how to properly write a business letter so that you can quickly and easily write correspondence on behalf of or for your boss without too much editing. Company Letterhead The first step to writing business letters is to…

Pardon My Bloopers!

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 My law firm recently welcomed aboard a new, young attorney, straight out of law school and it got me thinking back – – what was it like when I first started out as a lawyer, some 38 years ago? (Wow, time does fly!) You know how, sometimes, our most vivid memories are about things that went inexplicably wrong? That’s where my mind immediately went when recalling my early days as an attorney. I remember getting out…

The Success of Your Business Starts with a Happy Work Environment

Download Printable Article By Kristina Schneider, Executive Assistant “Businesses often forget about the culture and ultimately suffer for it because you can’t deliver good service from unhappy employees.”  – Tony Hsieh, CEO of Zappos   An often overlooked aspect of developing a successful business is really taking the time to look at the employees, the work environment and the company culture.  The fact is, if you have a disorderly, stressful, and hostile work environment, chances are that you have unhappy employees who don’t like coming into work every day.  And the bold truth of it is that your business will…

6 Tips for Handling Difficult Clients

Download Printable Article By Kristina Schneider, Executive Assistant Difficult clients are inevitable no matter what business you are in and no matter how great your customer service is.  With the estate and financial planning business, clients can be very emotional.  Clients may be stressed about the kinds of decisions they are required to make while getting their affairs in order, especially if they may be grieving the loss of a loved one. They are investing time, money and their personal feelings into the entire process, so it is no wonder that you will experience a wide range of emotions.  Anything…

Look Inside Your Practice for the Answers, Not Outside

Download Printable Article By: David Giuliano, Business Coach Whether you’re a new solo practitioner or have many years running a practice under your belt, often the biggest problems you face in the workplace reflect some confusion or lack of clarity you carry inside of yourself. You may have some clear goals:  Make more money.  Find ways to grow the practice.  Work less (or more!).  Have more satisfaction and peace of mind.  The problem is, you’re having trouble achieving them, but don’t know why.  You know something’s wrong:  wrong staff, wrong marketing, wrong economy, etc.  But the real reason may not…

Eliminate Most of Your Interruptions with One Simple Technique (the U & I Rule)!

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 If there’s one thing that I have learned to master over the years, it’s to control the number of interruptions when I am in the office – – not just others interrupting me, but my interruptions of others. The main reason why interruptions happen is because there are no rules or protocols for how people will interact. The result is not only a loss of productivity, but the loss of money.  If you just look up…