For financial advisors, having a growth partner is essential for achieving sustainable success and scaling their business. The right partner can provide strategic insights, and enhance an advisor’s operational efficiencies and client service capabilities. Through strategic partnerships, advisors can access new markets and opportunities more effectively, manage risks better, and stay ahead of industry trends, ultimately leading to increased client satisfaction and higher growth rates.
In this episode, Shannon Rosic, director of WealthStack content and solutions, speaks with Andree Mohr, president of Integrated Partners, about the importance of a growth partner.
Shannon and Andree also discuss:
- Why Integrated’s CPA Alliance is a game changer
- Successful transition stories, including an advisor who saw 96% organic growth
- How the role of technology impacted Integrated’s strategy for onboarding, training, and supporting advisors
- Tech that’s standing out in a crowded marketplace
Resource:
Connect with Shannon Rosic:
Connect with Andree Mohr:
About Our Guest:
Andree supports growth on many levels as the President of Integrated. In this role, She oversees the day-to-day operations, manages budgets, and drives the firm’s key objectives to ensure the consistent and healthy growth of the organization. A particular passion of hers is helping entrepreneurial-minded financial advisors implement strategic operations that enhance efficiencies, foster practice growth, and bring their business visions to fruition. Through Integrated’s CPA Alliance program, she assists CPA partners in monetizing their most trusted advisor status while simultaneously aiding clients in their financial planning and tax needs.
She is also the co-author of “Center Stage: How to Become the Star of Your Practice” along with Matt Ackermann. The book focuses on operational, team building, and business processing efficiencies to help empower advisors to streamline their practices. The end result: advisors will have a roadmap to grow their business, leave a lasting legacy, and ultimately provide a boutique, concierge, memorable experience for their clients.
Her professional background includes graduating from Northeastern University, with an emphasis on experiential learning. She has been supporting advisors in various capacities for the last 13 years and truly enjoys helping them with their growth endeavors, facilitating business optimization, and ultimately watching them realize their goals.
Rounding out her life involves spending time with her husband and twin daughters, passionately cheering on the New England Patriots, traveling, and supporting charitable causes that are important to her.
