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Episode 202: Reaching Your Firm's Ultimate Level with Kristina Schneider
Manage episode 407360806 series 3559739
Tom Foster에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Tom Foster 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Kristina Schneider is a Practice Success Coach with The Ultimate Estate Planner. She and Attorney Philip J. Kavesh guide estate planning professionals such as attorneys, CPAs, financial advisors, and more to reach their firm's greatest potential in the market today. She provides insights and resources to clients in the program for building a stronger, more sustainable business and marketing strategy. She has taught some of the most important topics for building a firm, including but not limited to practice management, calendar and time management, and social media marketing. With 19 years of experience under her belt, she is a voice to be heard for anyone in the estate planning realm of law and finance!
Here’s a Glimpse of What You’ll Learn
0:00 Introduction
2:14 Working with Philip Kavesh
3:40 The Ultimate Level
5:17 Teaching Consistent Principles
6:41 The Business of Law
8:20 Personalized Consultation
12:59 The Next Ultimate Level Event
14:22 Additional Resources
15:45 Implementation Session
16:40 Ongoing Implementation Assistance
17:48 Legal Personal Trainers
20:32 Sustainable Results
22:21 Issues with Client Maintenance
23:01 What to Expect at Ultimate Level
26:48 Importance of Continued Mentorship
29:48 Take Action Now!
32:55 Closing Thoughts
The Ultimate Level program is a 2-day, intensive MBA-like course for estate planning professionals. Post-course implementation sessions are available to help firm owners kickstart what they've learned into operation. Many first-time students come alone, but it is not rare to see returning clients bring more of their staff to help delineate the Ultimate Level's message across the entire practice. To learn more, please visit https://ultimateestateplanner.com/ultimatelevel/
Speakers Featured in this Episode
Tom Foster of Foster Web Marketing
Kristina Schneider of The Ultimate Estate Planner, Inc.
This episode is brought to you by Foster Web Marketing.
Foster Web Marketing is dedicated to providing cutting-edge, highly customizable marketing and strategic solutions specifically designed for law firms and medical practices.
Our award-winning marketing and systems solutions are what sets us apart from everyone else.
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