For financial advisors, having a growth partner is essential to achieving sustainable success and scaling their business. The right partner can provide strategic insight and improve an advisor's operational efficiency and client service capabilities. Through strategic partnerships, advisors can enter new markets and opportunities more effectively, better manage risks and stay ahead of industry trends, ultimately leading to increased client satisfaction and higher growth rates.
In this episode, Shannon Rosic, WealthStack's director of content and solutions, talks with Andree Mohr, president of Integrated Partners, about the importance of a growth partner.
Shannon and Andree also discuss:
- Why the Integrated CPA Alliance is a game changer
- Successful transition stories, including an advisor who saw 96% organic growth
- How did the role of technology affect Integrated's strategy for advisor onboarding, training and support?
- Technology that stands out in a crowded market
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About our guest:
Andree supports growth on many levels as President of Integrated. In this role, she oversees day-to-day operations, manages budgets and drives the firm's key objectives to ensure sustainable and healthy growth for the organization. A particular passion of hers is helping entrepreneurially minded financial advisors implement strategic operations that increase efficiency, drive practice growth and realize their business visions. Through Integrated's CPA Alliance program, it helps CPA partners monetize their Most Trusted Advisor status while assisting clients with their financial planning and tax needs.
She is also the co-author of Center Stage: How to Become the Star of Your Practice with Matt Ackermann. The book focuses on operational efficiency, team building, and business processing to help empower advisors to improve their practices. The bottom line: advisors will have a roadmap to grow their business, leave a lasting legacy and ultimately deliver a boutique, concierge, memorable experience for their clients.
Her professional background includes a degree from Northeastern University with an emphasis in experiential learning. She has supported advisors in various capacities for the past 13 years and truly enjoys helping them in their growth efforts, facilitating business optimization and ultimately seeing them realize their goals.
Rounding out her life includes spending time with her husband and twin daughters, passionately cheering for the New England Patriots, traveling and supporting charitable causes that are important to her.