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If you’re running your own estate planning practice, chances are, you’re stressed, a lot.
Running your own law practice is no easy thing to do. Meeting with clients. Dealing with difficult cases and situations. Getting documents ready to sign. On top of the actual lawyering stuff, dealing with the normal day-to-day business activities. Hiring the right people. Making sure they’re working efficiently. Making sure that your employees are getting along and managing any conflicts that may arise. Dealing with toxic employees. Figuring out how to get new clients in the door and their work out the door. Making sure you meet payroll and pay yourself. And, once in a while, taking and enjoying a sanity break for yourself!
None of these practice details were addressed in law school. And there’s very few (if any!) continuing education courses, specifically dedicated to the field of estate planning, on how to do this.
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So, what are you to do? Quit? Give up? Keep doing what you’ve been doing and hoping for a different result?
Would Your Practice (and Your Life) Be Better If…
- You could get the right kind of people coming in as clients and enough of them on a consistent basis?
- Once you had the clients in the door, you got their estate planning documents out the door efficiently and in a timely-manner (and without working ridiculous hours)?
- You had the support you needed with a team of administrative staff and associate attorneys that were not only working efficiently together, but were incentivized and motivated to help the firm, as a whole, be successful and profitable?
- You had a tested and proven system to better service and bring in more revenue from your existing clients (instead of always having to hunt for new ones)?
- You were able to utilize the newest 21st century marketing to generate business from the internet and from client referrals so you reduce the cost and pressure of having to market your services?
- You were doing only the tasks you love to do and that are the most effective use of your time? (Just ask yourself, are you still managing your own calendar? Are you still checking and monitoring your voicemail and e-mail? Well, you shouldn’t be!)
- You had the freedom to take more time off to spend with your family and loved ones and, with the profits you can now consistently and confidently rely on from your firm, you could travel the world or do other things you’ve always wanted to do?
- You were working towards an end in mind with a feasible exit strategy to leave the practice one day which will reward you for all your blood, sweat, tears, and years that you’ve spent developing your law practice?
All of these things can be a reality for you and not just a dream.
But, you have to take the first step and sign up to spend two and a half days with us, in-person, at a newly revamped event unlike any others out there—The Ultimate Level: REIMAGINEDTM.
This isn’t just a one-size-fits-all program where you’re left trying to figure out how to apply it to your particular situation. You will walk away with a specific action plan and key implementation strategies about how to take your practice to the next level. Many past attendees have told us that this program has reinvigorated their passion for their careers, saved their marriages, and helped them fulfill their dreams of running a successful practice and improving the quality of their lives.
“The first year after attending The Ultimate Level,
my firm’s revenue went up 33%.
I was on track to do the same,
but then COVID hit
and Phil’s guidance
has helped us through that time too!
I can’t say enough about this program.
It’s phenomenal.”—Kevin Von Tungeln, Esq.
WealthCounsel® Member
Lancaster, CaliforniaIf you are serious about finally getting your dream practice in place and want to be one of the few and the strong to rise from the pandemic, then be sure to join us on October 20-22, 2022 in Los Dallas, Texas for our next in-person event - - now better than ever!
It doesn’t matter how brilliant of an estate planner you are if you are not able to properly market your services and drive business to you, while efficiently and effectively servicing your clients - - all while being able to enjoy what you’re doing and living a happy, abundant life. This is where our newly reimagined program will not only help you survive, but help you thrive in 2022 and beyond!
If you're tired of always getting the same results you've always had,
then it's time to do something you've never done before. -
WHEN & WHERE
October 20-22, 2022
IN-PERSON ONLY
Dallas (Euless, Texas)
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
MAX ATTENDANCE: 8 firms
1 SPOT LEFT!
WHAT YOU GET
- Welcome Reception on Thursday evening
- Live, interactive 2-day in-person course (breakfast and lunch provided)
- Specific tips and guidance on the key issues most estate planning attorney business owners are facing
- Program binder with printed handout materials (to follow along and take notes!)
- Over 80 practical and useful Exhibits (Checklists, Forms and Practice Tools), including forms in modifiable format (where applicable)
- Personal consultation (before the group) by nationally renowned estate planning attorney, Phil Kavesh, and Practice Success Coach, Kristina Schneider
- Live Q&A and networking opportunities with fellow Estate Planning attorney colleagues (and their staff!)
- Special product discounts and promotions
HOW MUCH
ATTORNEY REGISTRATION
$3,495
ADDITIONAL REGISTRANTS
$495
per person
REGISTER
REGISTERCall us at 1.866.754.6477 or send an e-mail to events@ultimateestateplanner.com
regarding any remaining events for 2022
NOTE: Your registration is not guaranteed until a formal registration confirmation
from someone in our office is sent via e-mail (separate from the receipt).
ADDITIONAL TESTIMONIALS
FROM PAST ATTENDEES
"The Ultimate Level is an excellent training program! It’s a true testament to what Phil Kavesh has done by taking what works in his own law practice and distilling it down so that there’s something for everybody. No matter where you are from or where you’re at in your practice—whether you have been in practice for 20 years, have been practicing for 5-10 years, or are just starting out—there’s something for everyone to take away from this program."
— Scott Alperin, Attorney
Virginia Beach, Virginia
Member of WealthCounsel, ElderCounsel and NAELA
"I have to tell you, when my partner and I came to attend The Ultimate Level, we knew we had some great things going for us and our practice. We were literally two kids who created our law practice at our kitchen table and it's grown into what it is today and it's beautiful. But, even though we knew that the firm had so many good things going for it, we also knew that we were off track on some really major things. We honestly didn’t know how to get back on track and we were really kind of at the end of the road, not sure if we were even doing anything right. Thanks to The Ultimate Level, we discovered that not only can we get back on track, but that we can do so easily. This program really reignited and reinvigorated my passion for what it is that we do. Thank you!"
— Stephanie Prestridge, Attorney
Baton Rouge, Louisiana
Member of NAEPC
"I am always going to these types of events and I must say that The Ultimate Level has truly and sincerely been one of my favorites—it’s practical, Phil has been there and he has done it. He is doing it. I am 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 at all leaving this program."
— Shadi Shaffer, Attorney
Irvine, California
Member of WealthCounsel
“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!”
– Bruce Kiselstein, Attorney
Mt. Prospect, Illinois
Original Missing Link Boot Camp Attendee
“This has been a fabulous two and a half days. Everything about the program was relevant and important. I loved the one-on-one consultations with the group contributions. Not just for myself, but to hear the experiences of others and everyone’s’ suggestions for solutions. I can’t even begin to thank you enough for all that you have shared with me this past weekend and for what I’ve gotten out of your Ultimate Level program.”
– Stewart Fleisher, Attorney
Denver, Colorado
AATEELA Member
“The Ultimate Level was far better the second time. I realized that there’s so much stuff I missed from the first program. I found myself writing down notes and realizing that there were things that I had wrote down to do from the first program that I haven’t had a chance to implement. This time I brought back my assistant so that she can help me implement and actually get stuff done! I am so glad I came back!”
– Peter Shelton, Attorney
Oakland, California
Member of WealthCounsel
“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.”
– David Edwards, Attorney
Springfield, Illinois
Member of WealthCounsel
“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!”
– Albert Vacek, Attorney
Houston, Texas
Member of WealthCounsel and ElderCounsel
“It’s refreshing to see an attorney that views his law practice as a business and that it’s not something that needs to be looked down or frowned upon. It is inspiring to see an attorney that is so successfully and efficiently running an estate planning practice. I really appreciate your transparency throughout the program and your willingness to share this with us through this program.”
– Patrick Phancao
Irvine, California
Member of WealthCounsel
“The Ultimate Level is set up so that it doesn’t matter where you are in your practice, there’s something for everyone, whether you have been practicing for a few years or for a very long time. I think that’s a huge testament to the program and how valuable it is.”
– Nicole Wipp, Attorney
Milford, Michigan
Member of WealthCounsel, Elder Counsel, and Lawyers With Purpose
“I always say that it’s hard to know what it’s like to stand on Jupiter until you’ve been there. I was having a really hard time getting my hands around how I was going to be able to take my practice to the next level that I wanted to take it—and I didn’t know what it was like to stand on Jupiter before the program, but I can honestly say that I do now! Thanks, Phil!”
– Kirk Kaplan, Attorney
Las Vegas, Nevada
Martindale Lawyer Rating AV
Member of WealthCounsel
“Wow, I have been in HR for 20 years and we just received the most fabulous training I have ever seen focused specifically on the estate planning practice. Not only the training, but the hands-on tools to actually implement what we learned. This has been great!”
– Kim Kaplan, Staff Member from Kaplan Law Group
Las Vegas, Nevada
“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.”
– Vicki Kordakis, Staff Member from Cunningham Legal Group
Auburn, California
Between taking the LSAT, going through law school and studying for exams, graduating and then having to study and pass the bar, all of these things have certainly prepared you to be a great lawyer. You know all about torts, jurisprudence, legal theory, copyright and intellectual property, criminal law, and the court system. You learn about estate planning, trusts, wills, probate and guardianship.
Law schools have failed lawyers on learning the ins and outs of actually running a successful law practice of their own as a business.
Think about it, most law school students don’t walk away on graduation day with their Juris Doctorate with any understanding of the following:
- How to hire, train, manage, and compensate support staff and associate attorneys
- How to market your services and bring in new clients on a consistent basis
- How to package your services and set your fees so that you remain competitive and set yourself apart from others
- How to monitor and evaluate your revenue on a monthly and annual basis with all of the appropriate metrics and means of analyzing what is working for you (and what’s not!)
- How to set up the necessary systems and processes in place for your firm and how to get work done, so that you’re doing the things you want and love to do—along with the flexibility to take time off and enjoy your life outside of the office as well!
Many lawyers “fake it ’til they make it” on a lot of these areas of running a law practice as a business, but the truth is, that only gets you so far. Before you know it, you’ve got a revolving door for employees, you’re constantly negotiating down and discounting your fees and services, and you’re working harder than ever with no break in sight.
If any of this sounds familiar, please understand that it’s not your fault and you’re not alone.
Are you ready to start seriously building your every dream?!
It all starts with getting the right coaching to open your mind (and your practice) to spectacular results!
If we could count the number of times that an attorney comes to us for help and so desperately wants all of the benefits that our breakthrough program and coaching can bring to them—but then they simply “don’t have the time.”
But, when will you ever have the time? You have to make the time for it!
This becomes the classic chicken or the egg scenario. Are you so busy and don’t have time for anything else because you’re constantly running along a hamster wheel that never ends? Do you really have your own business then? Or do you just have a job with a 60 or 80-hour work week and that pays no overtime and gives you no days off? Is that the kind of practice you want?
More importantly…is that the kind of life you want? Nothing changes if nothing changes.
Let us walk you through three practice-revolutionizing, life-changing sessions that will give you the necessary steps, tools, foundation and hand-holding that you need to take you from where you are right now to where you want to be.
People are boxed in by the boundary conditions of their thinking. We can only see that which we are.
When we’re young we listen to what our parents say, but we watch what they do and their actions become very potent non-verbal suggestions for how we should live our own life.
In addition to the programming and conditioning we receive from our parents or the environments we grew up in - we are continually taught lessons that could potentially disempower us through our experiences and significant emotional events in life.
What happens if in your heart you want to launch a business but if you were always taught that you had to get a job that paid a steady wage? Or perhaps you were taught that you weren’t good enough to be in business for yourself. Or that launching a business would equal a lack of security and pain…
People will tend to shrink in direct proportion to the degree that the Universe has proven itself to be hostile to them. So if we’ve had a failed business or business relationships oftentimes we find ourselves withdrawing from the playing field and just not going for it anymore, perhaps not knowing who we can trust, or feeling like we can no longer believe in our dreams.
And whenever connection and communication go down so does creation.
So our businesses and our success screech to a halt.
Or perhaps we’ve had a bad experience in a relationship or a series of bad experiences that cause us to sort for these same types of issues over and over and over again with painstaking regularity or to pull ourselves out of the realm of relationships completely.
Imagination leads reality but the problem is that most of us have our imaginations running amuck!
So we talk ourselves out of launching the businesses that could set us free. We talk ourselves out of our skills and ability - - “I’m just not good at hiring or managing people.”
Or we convince ourselves that were not worthy of any of these things in the first place.
We fail to build our dreams, and chase away opportunities because our imagination gets the best of us.
Do any of these patterns sound familiar?
Without a radical rehabilitation of consciousness, it becomes really easy to give up before you’ve even begun. This kind of powerful mindset issue is something that we directly address throughout our Ultimate Level program.
Your past programming and conditioning can destroy your future unless you take the steps to break the shackles to the past and set yourself free.
When you transform your associations to the past the future can become the brightest it’s ever been!