22 - Comprehensive Insights Into West Rock Appraisal's Services and Growth with Westrock Appraisal's Abe Romer

04/02/24 • 10 min

Josh Elledge of UpMyInfluence introduces the CEO of Westrock Appraisal, Abe Romer. Westrock Appraisal isn't just a company; it's a legacy established in 1987 by Abe Romer's father. As the current President, Abe oversees every department, ensuring that the company's reach extends across 40 states in the US. Their clientele is diverse, ranging from CMBS lenders and conventional banks to estate planning attorneys and the IRS. Abe's leadership has been instrumental in the company's expansion, maintaining a robust staff of about 85 full-time employees nationwide.

One of the standout services provided by Westrock Appraisal is their work with estate planning attorneys. Abe explained how they appraise properties for clients involved in estate planning, a service made possible by their extensive coverage across the United States. This capability allows them to collaborate with attorneys in various states, showcasing the company's adaptability and commitment to meeting client needs.

To learn more about Abe's work, click HERE and HERE.

Think you'd be a great guest on the show? Apply HERE.

Want to learn more about Audrey Ehrhardt's work at Practice42, check out her website at https://practice42.com/.

To learn more about Abe's work, click HERE and HERE.

Think you'd be a great guest on the show? Apply HERE.

Want to learn more about Audrey Ehrhardt's work at Practice42, check out her website at https://practice42.com/.

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21 - Unleashing the Power of Collaborative Planning with Playfair Planning Services' Kim Bourne

Josh Elledge of UpMyInfluence introduces the Managing Director of Playfair Planning Services, Kim Bourne. Kim and her team at Playfair Planning Services are dedicated to serving some of the finest families in America. These clients often have complex lives, bustling schedules, and a need for comprehensive financial oversight. With assets typically ranging between 3 and 5 million dollars, these individuals are not only focused on their financial growth but also on leaving a lasting impact through philanthropy and legacy-building.

One of the standout points of the discussion was the unique relationship Playfair Planning Services fosters with law firms. Kim emphasized the importance of preparing clients for their legal consultations. By organizing clients' financial documents and ensuring they ask the right questions, attorneys can focus on providing top-notch legal advice rather than administrative tasks. This preparation is a testament to the firm's commitment to efficiency and client service.

To learn more about Kim's work, click HERE and HERE.

Think you'd be a great guest on the show? Apply HERE.

Want to learn more about Audrey Ehrhardt's work at Practice42, check out her website at https://practice42.com/.

Next Episode

23 - From Trials to Trusts: Where Estate Planning Meets Personalized Client Care with Little Law Office's Carla D. Little

Josh Elledge of UpMyInfluence introduces the Owner and Senior Attorney of Little Law Office, Carla D. Little. Carla's clientele largely consists of faith-based individuals seeking guidance in preparing end-of-life documents. She shared the poignant reason behind her transition from criminal law to estate planning—a death in her own family. This experience illuminated the profound need for compassionate estate planners who can navigate people through life's inevitable transitions.

Carla acknowledged that while both areas of criminal law and the nuanced field of estate planning law present their challenges, her current role allows her to focus more on creating meaningful plans for her clients' futures rather than preparing for trials. It's a different kind of challenge—one that involves deeply understanding her client's wishes for their children and other significant matters.

To learn more about Carla's work, click HERE and HERE.

Think you'd be a great guest on the show? Apply HERE.

Want to learn more about Audrey Ehrhardt's work at Practice42, check out her website at https://practice42.com/.