The Business Infrastructure & Marketing Course


In the first course on BUSINESS INFRASTRUCTURE, you will learn:

• How to see your practice for what it really is - - a business!

• How to build (or tweak) each piece of your law practice, starting with a clear “blueprint” in mind, so someday soon you have an exit strategy in place to make the most out of all your years of hard work!

• How to hire and train the right associate attorneys and support staff so you have a winning team of people to help take your practice where you want it to go!

• How to use base compensation and bonus systems (for both associate attorneys AND support staff!) that incentivize and motivate them and, more importantly, keep them happy so they won’t want to leave!

• How to establish an efficient communication system so you reduce interruptions, increase productivity and provide the necessary amount of leadership and guidance to your team

• How to set up appropriate accountability systems to make sure everyone is working effectively towards the same end goal

• How to set your fee schedule so you not only stay competitive, but you also continue to make profits and get paid for what you do!

• How to structure your calendar to maximize the highest and best use of your time for your firm, while doing the tasks you love!

• How to set up internal financial reports so you are always on top of how you’re doing and can make adjustments mid-month instead of having to unexpectedly put money into your practice or cut your salary at the end of the month!

• And much, much more!

In the second course on MARKETING, you will learn:

• How to remove all the wrong ways of thinking about marketing (that lawyers are led to believe and that hold them back) and develop the right marketing mindset, so your business thrives!

• The 7 Key Components of Effective Marketing that you can apply to any marketing piece or technique - - that actually ensure measurable results!

• How to put the proper referral system in place, so you consistently generate new clients from your existing ones, from other professionals, and even from your own employees!

• How to utilize low-cost (or even no-cost) marketing so you can immediately build your client base and fund a reserve for other types of future marketing

• Why seminar marketing - - both to consumers and referral sources - - is NOT dead and why, if you’re not doing seminars, you’re actually costing yourself more time and money!

• How to do seminars so you not only get more qualified leads to come, but actually book them on your calendar right there!

• Several incredible ways to produce continuing revenue from your client base - - without a client maintenance plan!

• One unique marketing technique that alone can quadruple the income generated by your practice (and, like the others taught, has been tested and proven to work for many years!)

• Other huge, overlooked marketing approaches that tap into goldmines of potential new business!

• How to utilize satellite (or other “local”) offices to expand your target market and get more business - - in a way that is quick and easy, without much start up money

• How to best use the internet, including your website and social media, so they actually drive new clients to you every month!

• And much, much more you never learned in law school or in any continuing education course!


Your registration to this 2-part course includes:

• An instructional video with Executive Director, Kristina Schneider, on how to use the program and get the most out of your Ultimate Level experience

• Access to almost 7 hours of engaging lecture by nationally renowned estate planning attorney, Philip Kavesh, including both the Business Infrastructure and Marketing courses

• Over 50 pages of outline to follow along and help you throughout the training program

• Over 75 exhibits, which include practical tools and reports for you to use right away in your practice (included in modifiable format, where available)

• A very helpful implementation session at the conclusion of the program to help you prioritize what you've learned and put together an immediate action plan

• For a limited-time only, you will also receive these 2 FREE bonuses:

• A downloadable 31-page eBook entitled, “How to Successfully Market an Estate Planning Practice” (a $495 value!)

• A 30-minute one-on-one coaching session with Phil’s personal business coach, David Giuliano


When this program was presented live, attendees paid up to $2,495.  Now that this program is now online, when you purchase this 2-part course, you would normally pay $1,990.  However, when bundled together, you will only pay $1,495!

Do you think that with even one idea that you take away from the BUSINESS INFRASTRUCTURE and MARKETING training that you could get one more client to engage you or that you could improve the efficiency and working environment of your firm? Of course you could! What is that worth to you? Surely way more than a one-time registration fee of $1,495!

By registering for both the BUSINESS INFRASTRUCTURE and MARKETING courses together at the same time, you are saving $500 and taking the first step to dramatically improving your practice, as well as your life!

Also, don't forget that we have 100% money-back guarantee, so you have nothing to lose and everything to gain. So, ACT NOW and register for this 2-part course TODAY