Our in-person office visits are conducted by Kristina Schneider and Kirsten Allen. Between their combined almost 30 years of experience in the estate planning industry and their respective Business and Psychology educational backgrounds, the duo bring a great deal of expertise and guidance to help an estate planning law firm become more efficient and profitable!
About Kristina Schneider, Practice Success Coach
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.
About Kirsten Allen, Executive Assistant & Director of Operations
Kirsten Allen has worked for Phil Kavesh since 2015 and is currently Phil's Executive Assistant and our Director of Operations here at The Ultimate Estate Planner, Inc. She not only ensures that things are running smoothly at The Ultimate Estate Planner, but she plans our 2-day events, hires support staff for other law firms, and assists our Practice Success Coach, Kristina Schneider, with coaching. She can also be found traveling with Kristina to various conferences and speaking engagements.
Kirsten received her Bachelor’s Degree in Psychology at California State University, Long Beach in 2012.
What's Included in an In-Person Office Visit
- Planning session prior to visit to discuss goals of in-person visit
- Confidential employee surveys deployed to support staff and associate attorneys, as well as to the attorney business partners/owners
- In-office observation and interviews (with staff members and associates)
- Team discussion regarding relevant practice management, marketing and/or other areas of concern or challenge
- Post-visit Recommendations based on observations and intel gained from visit
- One 60-minute post-visit consultation (via Zoom)
Speaking Topics
- 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
