THE PERFECT RIA

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.
Table of Contents

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:

– 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

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