Integrated Partners Appoints Andree Mohr President
2024年5月9日 - 10:08PM
ビジネスワイヤ(英語)
Promotion coincides with launch of Mohr’s first
book, co-authored with colleagues Matt Ackermann and Paul
Saganey
Integrated Partners (“Integrated”), a national financial
planning and registered investment advisory (RIA) firm that serves
over $18 billion in assets under advisement (AUA), today announced
the promotion of Andree Mohr to president. Mohr, a
rising star, has frequently earned recognition among her peers via
accolades and industry awards, playing a pivotal role in the
firm's development since joining in 2015.
Mohr joined Integrated Partners as director of business
development, applying her acumen from earlier positions to
strengthen advisors’ practices through marketing planning,
technological enhancements and practice management support.
Advancing swiftly through executive levels, Mohr also held
positions as vice president of strategy and development before
assuming her most recent role of chief implementation officer.
“I’m deeply honored by the trust the Integrated team has placed
in me,” Mohr stated. “As I take on this new challenge, our
team will maintain its focus on equipping our advisors and CPA
partners for growth and success.”
As president, Mohr will be responsible for integrating new
advisory teams and implementing enhancements to Integrated’s
platform that better support advisors. She will uphold her focus on
enhancing the client experience, with an emphasis on advisor
training and planning within Integrated's family office.
Mohr has already played a pivotal role in the development of
Integrated's CPA Alliance program and will continue refining
and expanding the flagship offering. This program is designed to
align wealth management teams with certified public accountants
(CPAs) as they work to tackle the ever increasing complexity of
their clients’ financial lives in a holistic manner.
“Choosing Andree for this promotion was a decision that came
naturally, thanks to her exemplary dedication and well-proven
experience,” said Paul Saganey, CFP®, founder and
CEO at Integrated Partners. “Her consistent performance and
strategic vision have been key to our growth. Among the many
choices I make each day, this one was particularly fulfilling. It
highlights our commitment to fostering leadership that genuinely
enhances our organizational capabilities.”
Saganey and Mohr will maintain close collaboration, with Mohr's
expanded responsibilities allowing Saganey greater flexibility to
shape the company’s vision and long-term objectives. Mohr will also
prioritize the implementation of technological enhancements for
advisors, streamlining access to practice-level data and metrics to
facilitate their focus on enhancing enterprise value.
Mohr’s promotion comes in tandem with the launch of her first
book, Center Stage: How to Become the Star of Your Practice.
Co-authored by Saganey and Matt Ackermann, chief
content officer at Integrated, this book aims to position
entrepreneurial advisors for success by exploring their own unique
abilities and drawing on the examples of other successful
entrepreneurs. The book can be ordered now at
Amazon.com/centerstage.
Advisory firms wishing to learn more about Integrated’s suite of
back-office and organic growth solutions are encouraged to visit
integrated-partners.com.
About Integrated Partners
Since 1996, Integrated Partners has been helping financial
advisors to achieve their entrepreneurial vision. We offer
comprehensive business building services, designed with the truly
independent advisor in mind. With over 212 advisors, 190+ CPAs and
116 regional offices across the United States. Integrated has built
our reputation advisor by advisor, client by client. Constructed
and grown upon a foundation of empowerment, integrity, and trust,
we believe in the incredible power that financial advisors have to
make a positive impact on people’s lives. Integrated supports
advisors by offering a completely customizable open architecture
business environment: technology, investment management, advanced
planning, CPA partner program, custody, marketing, public
relations, M&A, succession planning and comprehensive business
counsel.
We believe in advisors. Let us prove it to you.
Investment advice offered through Integrated Partners, a
registered investment advisor.
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