http://ultimateestateplanner.com/

 

Presenter: Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC

 

Why Seminars Are Still the #1 Strategy for Consistently & Efficiently Bringing Revenue In To Your Practice (and How You Too Can Do Them Successfully!)

 

With changes in the legal landscape and the continuous competition in the estate planning industry, one of the biggest challenges estate planning attorneys are facing today is how to create a consistent, predictable stream of new client revenue each month. This is why seminars continue to be the most effective marketing strategy for estate planners. But, if that’s the case, why do so many attorneys not take advantage of seminars? Never tried? Don’t know how? Tried and they didn’t work? During this presentation, fellow WealthCounsel member, Philip Kavesh, will share with you:

· How to overcome your most common objections and fears about seminar marketing

· How to use seminar marketing to reduce the amount of wasted time meeting with “lookie-loos” that never intend to do business with you or pay your fees

· The most common misconceptions and mistakes most people make doing seminars (and how to fix them!)

· How to get seminars up and running quickly and in a cost-efficient manner

The seminar marketing strategies to be discussed are all tested and proven to work, and are not just based on theory. Phil continues to do seminars each month for his thriving law practice located in one of the most highly competitive markets in the country. You don’t want to miss this talk!

 

SPEAKER BIO:

Philip 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 40 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 currently a member of WealthCounsel and ElderCounsel. Even more impressive are Phil’s accomplishments as a public speaker and professional educator. Phil has personally presented over 3,000 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 US and Canada. Phil has devoted substantial efforts to improving the standards in the estate planning and financial planning industries by personally training thousands of attorneys and financial planners.