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21 - Unleashing the Power of Collaborative Planning with Playfair Planning Services' Kim Bourne
Manage episode 408958770 series 3551555
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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/.
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