Are you looking for a speaker for your next event? Someone to speak on the topics that most professionals and business owners need, but rarely take the time out of their busy schedules to attend. These are the topics that differentiate the successful leaders and practices and those that are living in constant chaos, stress, high turnover, and burnout.
Whether you're an estate planning attorney, financial advisor, CPA, or some other type of professional, there are several fundamental principles around practice management and marketing that you need to know and you have the opportunity to tap into 20 years of direct hands-on knowledge and experience. If you're looking for a practical and engaging speaker, look no further...
Kristina Schneider has worked for nationally renowned estate planning attorney, Philip Kavesh, since 2003 and is currently a Practice Success Coach for The Ultimate Estate Planner, Inc. Her primary responsibility involves presenting, training and consulting estate planning attorneys all over the country (and their staff) on a variety of practice-building and marketing strategies.
Kristina graduated from Pepperdine University with a Bachelor's of Science degree in Business Administration. Immediately following her graduation, she was hired by Phil and Phil’s law firm, Kavesh, Minor & Otis, to help put together live training programs for estate planning attorneys and financial advisors. Additionally, she also served as Phil’s Executive Assistant and has assisted his law firm in firm management and marketing. Through her many years of working for Phil Kavesh, she has been able to transfer her experience, expertise, and knowledge to firms of all sizes
In 2021, Kristina decided to take on a long overdue decision to pursue her Masters's degree in Business Administration degree and is currently a part of the Part-Time MBA Program at Pepperdine Graziadio Business School.
Prior Speaking Engagements
In addition to several of our own Instant Download Programs available for purchase, serving as the primary speaker for our 2-day in-person attorney event, and doing on-site consulting with estate planning law firms, Kristina Schneider has been asked to present before a number of outside groups and organizations on a variety of practice management and marketing topics.
- WealthCounsel's North Carolina Forum for Estate Planning Attorneys
- WealthCounsel's Massachusetts Forum for Estate Planning Attorneys
- Lorman Education Services
- ShopTalk for Estate Planning Attorneys
- Lawyers Doing Seminars Group
- Pepperdine Graziadio Business School
Kristina Schneider can speak on a number of practice management and marketing topics, including but not limited to:
- Calendar / Time Management
- Customer Service
- E-mail Management
- Hiring Associate Attorneys and Support Staff
- Employee Training and Management
- Compensation and Bonus Incentive Structures
- Rehabilitating Employees and Conducting Employee Reviews
- Setting Revenue Goals and Developing a Budget
- Seminar Marketing
- Developing More Revenue from Existing Clients
- Internet and Digital Marketing Strategies
- Growth Mindset and Being a Better Leader
- Efficient Estate Planning Workflows and Client Journey
- Resume and Interviewing Skills
- Avoiding Burnout
"Kristina is the woman! I appreciate her generosity, energy,
and efforts toward making attorneys better at building our practices.
I'm thankful. My family is thankful. My clients are thankful.”
—Leigh Cowden, Marysville, TN
"Kristina's presentation topics were right in line with the topics
that our members wanted and needed to hear! Too often we find
ourselves bogged down on client matters without
ensuring that we have the right people, systems and processes
working for us to provide for a less chaotic working environment—
an environment that we can enjoy working every day.
Kristina's presentation was engaging and extremely practical.
I know that I walked away with several golden nuggets for my practice!”
—John Perna, Cary, NC
President, NC Forum for Estate Planning Attorneys