Does Your Firm Regularly Set,
Monitor and Meet
Your Monthly Financial Goals?

If you’re not taking home predictable profits each and every month
(or you’d like more profits), read on…

I found out the hard way, long ago, after years of painful trial and error, that running a consistently profitable professional business involves certain scientific principles which, like gravity, simply exist and can’t be ignored.

And I learned that, in order to harness the power of these success principles, you need to have systems - - and failing to properly implement these systems will invariably result in chaos and negative cash flow (literally throwing away your money!).

Thankfully, I now enjoy a practice where others do the tasks I’m not good at or don’t want to do (or frankly, even know how to do), and I just do the parts that I love, I work a lot less, and I enjoy consistent, growing monthly profits.

You can too, by learning from my mistakes rather than suffering through them on your own.

Whether you’re an estate planning attorney, CPA, financial advisor, or insurance agent, you need to learn how to:

  • Establish and monitor a precise operating budget (so you don’t have to guess whether you’ve made a profit at the end of each month!)
  • Turn that budget into minimum and “target” monthly firm revenue goals
  • Break down those firm revenue goals into smaller department and individual goals - - that can be accurately tracked (so you can hold everyone accountable!)
  • Receive and utilize meaningful daily, weekly and monthly reports
  • Incentivize your associate attorneys and staff to regularly hit their goals
  • Use firm meetings in the most time-efficient, profit-producing manner
  • And much more!

Learn all of this and more by joining me, Philip Kavesh, for my presentation entitled, “10 Steps to Setting Firm Revenue Goals (and Using These Goals to Achieve Regular Monthly Profits).”

Your purchase includes: Downloadable PDF handout materials and MP3 audio recording. A PDF transcript may be added on for an additional fee during the checkout process.

  • Program Title: 10 Steps to Setting Firm Revenue Goals (and Using These Goals to Achieve Regular Monthly Profits)
  • Speaker:
  • Duration: 90 minutes

Philip J. Kavesh

J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law
Philip J. Kavesh

Philip J. Kavesh is a nationally recognized attorney, authority, speaker, educator and technical innovator in estate planning.

Phil has earned significant recognition and accolades over his approximately 33 years of practice as an estate planning attorney. Phil holds a Master’s Degree (LL.M.) in Tax Law and is a California State Bar Certified Specialist in Estate Planning, Trust and Probate Law. He also has been awarded the Certified Financial Planner and Chartered Financial Consultant designations. Phil has served his fellow estate planning and financial professionals by teaching in the Golden Gate University Graduate Tax Degree and Certified Financial Planner programs. Phil was also selected by his peers and served on their behalf as the California Legislative Liaison for the International Association of Financial Planners and has represented the estate planning attorney community in testifying before State legislative committees seeking to regulate the estate and financial planning professions and to eliminate “trust mills”. In fact, several of the practice forms and client disclosure pieces created by Phil have been incorporated into new legislation and regulations. Furthermore, Phil was one of three attorney co-founders of the American Academy of Estate Planning Attorneys.  He has also been an honorary member of the National Network of Estate Planning Attorneys and is an active member of WealthCounsel.

Phil has been recognized and quoted as an estate and tax planning authority in numerous national, prestigious publications, including Money Magazine, Investors Daily, Personal Finance Magazine, Los Angeles Times, Los Angeles Business Journal, Consumer Reports Magazine, Journal of Retirement Planning, Ed Slott’s IRA Newsletter, Investment Advisor Magazine, Life Insurance Selling, and PacQuarterly. He has appeared on several television and radio programs and his weekly TV show, “Preserve Your Estate”, was broadcasted on local Los Angeles TV for over six years.

Additionally, Phil has created or co-created numerous technical advances in estate planning, including the Personal Asset TrustSM and the IRA Inheritance Trust®. His unique legal documents have been licensed to hundreds of attorneys all across the country, through his company, The Ultimate Estate Planner, Inc.  He has also authored or co-authored several outstanding consumer publications including “The Ten Biggest Mistakes People Make When Setting Up a Living Trust”, “The Top Ten Estate Planning Mistakes Wealthy People Make”, and “21st Century Wealth”.

Even more impressive are Phil’s accomplishments as a speaker and educator of the public and his professional peers. Phil has personally presented over 2,000 seminars on estate, tax and financial planning to the general public, to various major corporations and their employees, and to CPAs, financial planners and attorneys.  His renowned seminars have been duplicated and sold to thousands of estate planning professionals and financial advisors in the U.S. and Canada.  Phil has devoted substantial efforts to improving the standards in the estate planning and financial planning industries by personally training over 4,000 attorneys and financial planners.


The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.

However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.

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