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Summary:

Are you ready to take center stage in financial advice? Discover what it takes to make true partnerships and community-building the cornerstone of your business strategy.

In this episode, Rusty Sommer sits down with Andree Mohr, President of Integrated Partners, at the Market Counsel Conference in Las Vegas. They discuss the art of collaboration between financial advisors and CPAs, detailing how Integrated Partners is redefining success through strategic partnerships and community support. Andree shares insights on how they empower advisors to connect deeper with their clients, streamline operations with technology, and foster a vibrant, collaborative environment. As the conversation unfolds, you’ll learn about their innovative approach to advisor support, including leveraging AI for strategic planning and the power of community building.

Rusty and Andree discuss:

  • (01:38) Their approach to advisor support and community building
  • (03:01) Unleashing advisor growth through partnerships with CPAs
  • (05:15) How Integrated Partners helps advisors achieve significant growth
  • (09:37) The importance of partnership in the financial industry
  • (21:45) Attracting new clients and expanding services with CPA partnerships

Connect with Andree Mohr:

Connect with Rusty Sommer:

About our Guest: 

As the president of Integrated Partners, Andree Mohr serves as a driven leader, visionary, and implementor for the organization.

Her mission is to bring simplification to the financial advice industry and create a sustainable path of success for financial advisors, their support staff, management teams, and CPA partners.

Her adept workflows and nimble judgment have proven instrumental in creating a culture of innovation, efficiency, and collaboration. She skillfully leverages these capabilities to oversee Integrated’s day-to-day operations, drive the firm’s key objectives, and ensure the consistent and healthy growth of the organization.

A particular passion of hers is helping Integrated’s entrepreneurial-minded financial advisors implement strategic operations that foster practice growth and optimization to bring their business visions to fruition. Through Integrated’s nationally renowned 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 the co-author of the exclusive book Center Stage: How to Become the Star of Your Practice with colleagues Matt Ackermann and Paul Saganey. The book focuses on operational, team-building, and business processing efficiencies to help empower advisors to streamline their practices. The result: advisors have a roadmap to grow their business, leave a lasting legacy, and ultimately provide a boutique, concierge, and memorable experience for their clients.

She graduated from Northeastern University, where she excelled in their experiential learning programs. She has been supporting advisors in various capacities for the last 13 years and truly enjoys watching them realize their goals.

Outside of the office, her favorite pastimes include cherished moments with her husband and their twin daughters, passionately cheering on the New England Patriots, traveling to her favorite destinations, and supporting charitable causes that are important to her.

For those interested in talking football or discussing what it’s like bringing advisors onto the most open-architecture, independent, growth-oriented advisor partnership platform in existence, she can be reached at andree.peterson@integrated-partners.com.