WHO SHOULD ATTEND
Estate Planning Attorneys
(ideally with at least 3 years of experience)
Plus Key Members of Their Firm
- Office Manager
- Marketing Director
- Executive / Personal Assistant
- Other Key Associate Attorneys
WHAT YOU GET
- Law Firm Tour, followed by Welcome Reception
- Breakfast (Friday and Saturday)
- Binder with Program Lecture Outline and Over 70 Useful Exhibits (Checklists, Forms and Practice Tools)
- Video Presentation with Live Interactive Q&A
- Flash Drive of Exhibits in Modifiable Format
- Lunch (Friday and Saturday)
- Live Individual Consultation Before the Group
- Networking with fellow Estate Planners (and staff)
As someone that helps support our firm in its day-to-day operations, I really want to thank you for giving the staff the opportunity to attend. I think if the program was just limited to attorneys, people would have a much more difficult time implementing what they learned. It was so beneficial and motivating to have Phil explain to the attorneys how much the staff really brings to the table.
Patrick is always bringing me to these types of events and I must say that this has truly and sincerely been one of my favorites—it’s practical, you’ve been there, you’ve done it. We’re going back to the office with a lot of tools and that’s HUGE. With many other programs, I always feel like, ‘This is great, but what do I do with it?’ and I don’t feel that way leaving The Ultimate Level.
I had the opportunity to meet Phil back in the 1990’s and attended his Ultimate Level event with high expectations and I was not dissatisfied at all. In fact, I recovered all of my expenses to attend in a matter of a couple of weeks just using one of the many tools that we received. I can now say that I have earned a very substantial amount of money due to the tools and concepts shared by Phil.
I was exceptionally impressed with The Ultimate Level and now wonder why I would ever want to exit my practice when I can do all this and have all this fun and keep building the business. It’s really reinvigorating to that extent and stimulating, because I can see what I can do!
One of the things that I appreciate the most about The Ultimate Level is that a lot of other programs sell the ‘sizzle’ but not the ‘steak’. They always push for you to sign up for the next program so that you can ‘really find out what they’re talking about’. But, The Ultimate Level is A LOT of ‘steak’, and there’s a little bit of sizzle to help make it taste good.
I spent $20,000 on a coaching program for law firms that turned out to be a lot of fluff with some smoke and mirrors thrown in. In order for me to get any immediate and practical materials to implement in my practice, I had to subscribe to higher levels of membership and pay more money! I was very turned off by the whole coaching industry and the idea of seeking out programs to help me and my practice. I am really glad that I took the risk to come to Phil Kavesh’s Ultimate Level program. I know that I can immediately implement the materials I received right in my practice and I got far more out of these 2 days than I ever did from the other coaching program! Thank you, Phil!
This has been an amazing program. I like to number my notes and I’m up to 232 different thoughts and ideas to take away from this program and implement in my practice. This weekend has really helped reinforce and show me that I haven’t been doing a good job of actually blocking time to work on my business, so that’s the first thing that I’m going to be doing when I get back.
I attended The Ultimate Level event in February and Phil presented a number of fresh new ideas and rejuvenated some tested and proven marketing techniques that I (and many other attendees) had simply forgotten about and overlooked. He personally sat us down in front of him and asked what he could do to help us in our practices. Invaluable!!
I wrote down five important actions and have only been able to implement three of them so far and, my goodness, what an impact Phil has had on my practice (once again!). Phil is a great mentor and I also gleaned a number of great ideas from my fellow colleagues in attendance as well. I’ve been so busy with new business over the past three months since I attended The Ultimate Level that I can hardly handle it all! My revenue stream has dramatically increased since I attended Phil’s program!
If you attend The Ultimate Level and are able to take away even four or five of the ‘golden nuggets’ you will receive, I can promise you that it will be well worth your time, effort and investment!
I have to say that this program has been incredible. As a relatively new attorney in estate planning, The Ultimate Level has given me so many ideas on how to build my practice with the end in mind and what kind of path I want to create for my practice. I realize now that I’m not just building a firm, but I’m really building a team to help me achieve my goals.
Phil has been helping me with my practice—no, helped me build my practice over the last 20 years—and I have to say, everything Phil says is right! Every time I have tweaked something, it’s been wrong. Everything works, just like he says and it’s proven and tested to work!