What You'll Learn In Today's Episode:

• Focus on your unique ability and what you love about your work to differentiate yourself from other advisors.
• Use storytelling to connect with clients and centers of influence and deliver massive value to stand out.
• Spend 30% of your time on strategic planning and activities that will help you achieve your goals.
• Guard your time and find an accountability partner to help you stay focused on your strategic goals.

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.

Resources In Today's Episode: