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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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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.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode