January 21, 2025

RIA Edge Podcast: Integrated Partners’ Andree Mohr on Sophisticated Financial Planning and the ‘Ceiling of Complexity’ That Holds Some RIAs Back

32 minutes

Live at the recent MarketCounsell Summit in Las Vegas, David Armstrong chats with Andree Mohr, president of Integrated Partners, a unique advisory platform assisting entrepreneurial advisors in scaling their businesses through strategic CPA partnerships.

Mohr covers Integrated’s origin story and the dynamics of integrating wealth management services into accounting firms. The discussion highlights the importance of putting the client’s needs first in the business partnerships Integrated pursues and how that can sometimes require humility and adaptability on the part of the advisor.

Mohr discusses the technology advancements fueling the “personalization at scale” goal that most growth-minded advisory firms strive for, and the need for advisors to evolve into “expert coordinators of experts” leveraging partnerships to address complex client needs.

Highlights from this episode include:

Integrated Partners’ strategy of partnering with CPAs.s

What happens when advisors hit the “ceiling of complexity” when coordinating insurance, taxes, estate planning, and investment portfolios

Why client retention is really the key to growth, and how advisors can use their own stories to turn those clients into “rabid fans” and natural referrals.

The importance of curating expert networks to bring more services to clients and the challenges some advisors have with outsourcing.

The impact AI will have in bringing higher degrees of specialization and personalization to financial services.

Resources:

RIA Edge Podcast

Connect With David Armstrong:

WealthManagement.com

LinkedIn: WealthManagment.com

LinkedIn: David Armstrong

Twitter: David Armstrong

LinkedIn: Informa

Connect with Andree Mohr:

Andree Mohr

Integrated Partners

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.

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By David Armstrong

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