Staff Reviews & Setting Goals at the Beginning of the New Year

By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law In successfully running a law practice for over 40 years, I have found that it’s vitally important to periodically meet with each of my staff members (even ones that may be part-time or independent contractors) to review their job performance and set clear and defined goals.  Once you do these reviews on a regular basis, you will be amazed how much more motivated and productive your staff will be! I do these reviews semi-annually, at the beginning of January…

Stop the Constant Fire Drills and Chaos at the Office with This Simple, But Effective Tip!

By Kristina Schneider, Practice Success Coach A recurring theme that I continually see coming up for estate planning attorneys that I speak with is this overwhelming stress that they’re feeling like every single day feels like they’re just constantly putting out fires and everything is in chaos and disarray.  When you are so busy in this reactive mode, it can be extremely difficult to know how to get out of it.  You become too consumed with being in the deep trenches of working in your business to have enough time, let alone a breath of fresh air, to even begin…

Are Your Employees Quiet Quitting?

By Kristina Schneider, Practice Success Coach Recently, there has been a lot of buzz about the concept of “quiet quitting”.  You may have seen conversations on LinkedIn, Facebook, TikTok or even some articles online or on news outlets.  Many employers are experiencing this concept and there has been a lot of debate about exactly who is to blame and what, if anything, can be done about it. What is Quiet Quitting? So, what is it exactly? “Quiet quitting” is a term to describe employees who are not outright quitting their jobs, but who may be essentially “quitting” in other ways. …

Having Disconnects and Conflicts in the Office Right Now?

By Kristina Schneider, Practice Success Coach With everything going on in the world right now, it is safe to say that most people are under much more stress than usual.  From dealing with concerns around the pandemic and working in a post-pandemic world, managing the constantly barrage of headlines, politics and war, to feeling a whole spectrum of emotions about all the change and heaviness that has happened in past couple of years.  Business owners and employees with young children are having to juggle their own set of challenges trying to navigate care and schooling for their children, while we…

Kick-Start Your Boss’ Calendar in the Right Direction for 2022

By Kristina Schneider, Practice Success Coach It’s hard to believe that we are already heading into the final months of 2021.  As the former Executive Assistant to busy attorney, Philip Kavesh, what this time of year typically meant for me is that I would be typically preparing Phil’s calendar for the next year so that we can maximize the best use of his time, while also making sure that I don’t overlook important items that need to get onto his calendar. Here are some tips for laying out the 2022 calendar for your boss (whether he or she is an…

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…

Drowning in E-mail? Tips to Save Time and Be More Efficient!

By Kristina Schneider, Practice Success Coach Electronic mail, otherwise known as e-mail, has become a vital and primary form of communication for most businesses.  In fact, it’s the very reason you’re probably reading this newsletter article. While e-mail has become a very efficient way to communicate and handle business, it can also become a source of major inefficiency and time-wasting in the office.  Think about how much time is spent sifting through all of your daily e-mail.  Double or triple that when you come back from the weekend.  And let’s not even talk about how much e-mail we come back…