Testimonials

the-ultimate-level-phil-kaveshWe understand that there are many programs and conferences available for estate planning attorneys and that you may have some doubts about whether or not this program is right for you.  It’s natural to feel this way.  This is why we have asked for a few attorneys who have attended our Ultimate Level event to provide you with some direct feedback about their experience.

“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 from Mt. Prospect, IL

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“I appreciate all of the tools to help me build my practice. I realize that I don’t have to start all over, but that I’ve been going through the motions these past few years and I’m now motivated to change things up in my office and get busy again!”

– Russell Olds from Glendale, AZ

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“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 from Denver, Colorado
AATEELA Member

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“The Ultimate Level was EXCELLENT! I learned a lot from Phil, Phil’s business coach and, actually, from everyone at the conference. Just listening to the comments and feedback from others, that made the entire experience worth it for me.”

– John Goralka from Sacramento, CA
MasterMind Member
WealthCounsel Member

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“I had a great time here. From a staff perspective, it was really great to see the overall big picture. Thank you to John for bringing me here.”

– Annamaria Dugan, Staff Member at The Goralka Law Firm

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“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 from Oakland, CA
Three-Time Repeat Attendee
WealthCounsel Member

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“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 from Springfield, Illinois
WealthCounsel Member

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“I have to say that this program has been incredible. As a relatively new attorney in estate planning, The Ultimate Level has given me so many ideas on how to build my practice with the end in mind and what kind of path I want to create for my practice. I realize now that I’m not just building a firm, but I’m really building a team to help me achieve my goals.”

– Anna Byrne from Cambridge, Massachusetts
AATEELA Member

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“These two and a half days at The Ultimate Level have been so helpful to me and my practice.  I hope to just implement a fraction of what I am taking away and know that it’d make a positive impact in my practice. Thank you!”

– Jeremy Ofseyer from Palm Desert, CA
WealthCounsel Member

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“I was exceptionally impressed with The Ultimate Level and now wonder why I would ever want to exit my practice when I can do all this and have all this fun and keep building the business. It’s really reinvigorating to that extent and stimulating, because I can see what I can do!”

– Joe Karp from Palm Beach Gardens, FL
MasterMind Member
AATEELA Member

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“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 from Houston, Texas
ElderCounsel Member

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“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 from Irvine, California
WealthCounsel Member

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“Patrick is always bringing me to these types of events and I must say that this has truly and sincerely been one of my favorites—it’s practical, you’ve been there, you’ve done it. We’re 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 leaving The Ultimate Level.”

– Shadi Shaffer, Associate Attorney with Patrick Phancao
WealthCounsel Member

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“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 from Milford, Michigan
WealthCounsel & Elder Counsel Member
Lawyers With Purpose Member

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“This program has been really inspirational for me. I have been given so much practical material that will help me get to a higher level.”

– Margaret Fulton from Auburn, California
Super Lawyer 2004 & 2010
WealthCounsel Member

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“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 from Las Vegas, Nevada
Martindale Lawyer Rating AV
WealthCounsel Member

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“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

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“One of the things that I appreciate the most about The Ultimate Level is that a lot of other programs sell the ‘sizzle’ but not the ‘steak’. They always push for you to sign up for the next program so that you can ‘really find out what they’re talking about’.  But, The Ultimate Level is A LOT of ‘steak’, and there’s a little bit of sizzle to help make it taste good.”

– Janet Brewer from Palo Alto, California
WealthCounsel Member

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“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 James Cunningham’s Office (Cunningham Legal Group)
WealthCounsel Member

The testimonials above and throughout this website were provided by actual clients and attendees of The Ultimate Level.  Please note that testimonials do not warrant, guarantee or predict your particular results. Additional testimonials from other attendees may be available upon request.

© 2014 The Ultimate Estate Planner, Inc. | 1.866.754.6477

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