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Integrated Partners President Andree Mohr shares how the firm’s distinctive CPA Alliance model and new AI-powered advisor tools are helping advisors elevate client service and efficiency. She also discusses the Ambassador Council’s role in shaping firm strategy, key industry challenges, and what’s ahead for Integrated’s continued growth.
By Asset TV5
3131 ratings
Integrated Partners President Andree Mohr shares how the firm’s distinctive CPA Alliance model and new AI-powered advisor tools are helping advisors elevate client service and efficiency. She also discusses the Ambassador Council’s role in shaping firm strategy, key industry challenges, and what’s ahead for Integrated’s continued growth.

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