"Coaching is unlocking a person's potential to maximize their own performance. It is helping them to learn rather than teaching them."
- John Whitmore
It's great to have tools and resources to help you build, develop, and grow your practice. However, getting the most out of you and your practice sometimes takes a little bit more than just having the tools available. Having some one-on-one attention to answer any questions you have, provide you guidance on what to do, and explore options with the other resources available to you will help you get yourself to the next level of success. The benefit of getting some personal coaching with an expert is clear:
You will see better results.
We are pleased to offer a number of personalized training, consulting, and coaching services to our customers. Some are specific to seminar marketing, executive assistant support, the general estate planning practice, and even managing your practice personnel. Our team is trained to assist our customers in determining what they need and how best we are able to assist them.
Free 30-minute Consultation
Not Sure What You Need?
No Problem. Let Us Help. Book Your FREE Consultation Today!
Schedule a complimentary 30-minute consultation with our Executive Director to help you figure out how The Ultimate Estate Planner might be able to help you!
We have a lot of different things to offer estate planners of all designations and levels of experience. You have the unique opportunity to schedule a free 30-minute consultation* with our Practice-Building & Marketing Specialist, Kristina Schneider. (View Kristina’s Biography)
Kristina has worked side-by-side nationally renowned estate planning attorney, Philip Kavesh, and his estate planning law firm for over 15 years.
From your 30-minute consultation with Kristina, you will be able to walk away with a clear idea of what it is that you may need most to help you in your practice and determine whether we, at The Ultimate Estate Planner, or through our affiliations with a variety of organizations in the industry, may have something to help meet your practice needs.
*Limited to one(1) complimentary 30-minute consultation per company and/or law firm. All consultations will be scheduled in advance at a mutually agreed upon day and time. If you need to cancel or reschedule your free consultation, 24-hour notice is required. Maximum of 1 rescheduled consultation permitted.
Business Coaching
“Great lawyers don’t always make the best businessmen.”
Philip J. Kavesh, J.D., LL.M. (Tax), CFP®, ChFC,
California State Bar Certified Specialist in Estate Planning, Trust & Probate Law
Author of “The 10 Biggest Mistakes Estate Planning Attorneys Make—Running Their Business!”
October 2011 WealthCounsel Newsletter
Truer words were never spoken. Most lawyers have gone through years and years of schooling and countless hours of continuing education courses to earn and keep their degrees to practice law and stay on top of the law and planning changes in their area of practice. However, no matter how technically sound you may be, none of these things will help prepare you for the task of becoming the best estate planning business person you can possibly be.
Our President, Philip Kavesh, learned over the years the hard way. That’s why he has put together a unique training course called “The Ultimate Level”, which is a 2-day training just for attorneys that gives attendees the tools and training on how to run their estate planning law practice as a successful business.
As a follow-up to this training program, we offer on-going business coaching to help you through implementation. Rather than trying to figure out where to start and what’s best for you and your practice, let us help you!
We are now offering Coaching for Estate Planning Attorneys!
Seminar Marketing Consultation
Think seminar marketing is dead?
Not finding the same results with seminars as you used to? Your seminar results may be due to some very important details, systems and procedures that you aren’t doing correctly (or even at all!). The devil is in the details and not following even just one of the tested and proven steps for successfully implementing seminars may severely impact your seminar results.
If you’re not regularly getting business from seminars, closing over 75% of your seminar attendees and over 75% of those coming in from your seminars, you might benefit from this brand new expert consultation we are now offering.
During your Seminar Marketing Consultation, you will have the opportunity to speak with our Executive Director, Kristina Schneider, who brings to you over 10 years of experience working for Phil Kavesh - - the “kingpin” of seminar marketing!
During your Seminar Marketing Consultation, Kristina will be able to discuss with you your current seminar marketing procedures and assist you with advice on the following areas:
- Seminar Marketing Piece Critique
- Direct Mail Seminar Marketing Procedures
- Seminar Reservation Procedures
- Seminar Attendee Confirmations
- Seminar Locations & Setup
- Seminar Facilitation & Appointment Booking
- Tips & Advice on Getting Clients to Actually Book Their Appointment
- Appointment Booking Tips & Tools
- And much, much more!
Would this consultation be helpful to you if you were to walk away from this consultation with even just one idea for improving your seminar results, which would then help you convert one more prospective client to become a client? If so, then book your Seminar Marketing Consultation today!
Your Seminar Marketing Consultation includes:
- Your choice of between one, three or 12 60-minute consultations
- A review of your current Seminar Marketing Procedures (by completing a questionnaire)
- A review and critique of your Current Seminar Marketing Advertising
- An evaluation of your Seminar Marketing Results with recommendations for improvement
- An MP3 Audio Recording of the Consultation(s)
- Discounts on Marketing Product Recommendations
Product Implementation & Accountability
Are you tired of purchasing products to help you and your practice, only to find that you either don’t put them to use or have someone to help walk you through them to make sure that you’re implementing them properly? While we offer general support and guidance on the majority of our products, some of our customers would like some more in-depth, one-on-one hand-holding. We are available to do just that.
Since our products and your need for support may vary, please provide us some additional information below and someone from our office will be in touch with you within one business day to discuss the best solution to your product implementation needs.
Personal Consultation With Philip Kavesh
Several of estate planning professionals have seen the value in tapping into the vast knowledge our President and nationally renowned estate planning attorney, Philip Kavesh, has acquired over the past 35+ years in the business. (View Phil’s Biography)
For the first time in years, you now have the opportunity to schedule a personal one-on-one telephone consultation Phil to cover an array of topics of your choice, including, but not limited to:
- Unique Legal & Technical Planning Strategies
- Seminar Marketing (to Consumers and Professionals)
- Better Servicing Existing Clients
- Developing Successful Referral Relationships with Financial Advisors
- Closing More Client Meetings and Handling the Toughest Objections
- Integrating Other Estate Planning Services (such as Financial Planning, Advanced Estate Tax Planning) Into Your Practice
- Office Management & Infrastructure
- Purchase and Merger of Your Practice (or Another Practice)
- Hiring and Training Staff and/or Associate Attorneys
- Much, much more!
If you were to walk away from this consultation with just one great idea to implement in your practice, or one idea to make your firm more efficient, help you close one more case, help you satisfy one more client with your planning, you will more than make up the cost of this consultation. And we trust that you will walk away with more than just one great idea!
Your Personal Consultation with Phil includes:
- A 60-minute live and interactive session on Zoom
- An MP4 Video and Audio Recording of the Consultation
- 25% Discount on Any Product Recommendations that Phil may have for you
One 60-Minute Consultation
$3,495
Quarterly Consultation Package Four 60-Minute Consultations 4 Times Per Year
$2,985 per call
(12 monthly payments of $995 per month)