The Perfect RIA

Unlocking an Advisor’s Unique Ability with Guest Andree Mohr [Episode 276]

Sep 30, 2024

Andree Mohr, President of Integrated Partners, specializes in strategic planning and client relationships. In this engaging discussion, she highlights how focusing on high-net-worth clients can double an advisor's practice. Andree emphasizes the power of storytelling to forge strong connections and shares strategies for effective time management. She advocates dedicating 30% of time to goal-oriented activities and finding accountability partners to boost productivity. Her insights will inspire advisors to harness their unique abilities and enhance their practices.

35:26

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Episode guests

Andree Mohr

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Quick takeaways

Financial advisors should dedicate 30% of their time to strategic planning to effectively propel their business toward long-term goals.

Mastering the art of storytelling can significantly enhance client connections and set advisors apart in a competitive landscape.

Deep dives

The Three and a Half Groups of Financial Advisors

Financial advisors can be categorized into three and a half distinct groups based on their revenue and practice goals. The first group is the growth group, consisting of advisors earning under half a million in revenue who need significant growth to scale their practice. The second is the freedom group, comprising advisors earning between half a million and two million, focusing on establishing systems and processes to enjoy more personal time. Understanding these groups helps advisors identify their stage in practice evolution and enables them to strategize accordingly for growth and satisfaction.

Intro

3min

Building Strategic Partnerships with CPAs

17min

The Art and Impact of Storytelling

2min

Mastering the Art of Storytelling and Unique Abilities in Advisory Practices

3min

Harnessing Unique Ability in Advisory

7min

Enhancing Productivity Through Accountability and Reflection

3min

In this episode, Matthew Jarvis sits down with Andree Mohr, President of Integrated Partners, to explore the concept of harnessing your unique ability. Andree reveals how top advisors have doubled their practices by laser-focusing on high-net-worth clients and delivering unparalleled value. She also shares the art of storytelling that forges deep connections with clients and influential partners, setting you apart in a crowded field.

Andree emphasizes the critical importance of strategic planning, urging advisors to dedicate a full 30% of their time to activities that propel them toward their goals. She shares insider tips on guarding your precious time and finding the perfect accountability partner to keep you on track.

Unlocking an Advisor’s Unique Ability with Guest Andree Mohr [Episode 276]

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn - Andree Mohr: Website | LinkedIn - The Complexity Curve with Guest Paul Saganey - Moving Up the Complexity Curve: Serving High-Net-Worth Clients with Guest Paul Saganey - Kitces Interview: Building CPA Alliances To Reach A More Affluent Clientele To Serve, With Paul Saganey - Center Stage: How to Become the Star of Your Practice - Connelly Ruling - The Presentation Secrets of Steve Jobs: How to Be Insanely Great in Front of Any Audience