In this episode of the Model FA Podcast, David DeCelle sits down with Andree Mohr, President at Integrated Partners, to discuss how advisors can double their business through intentional partnerships with CPAs. With over $21 billion in AUM, 212 advisors, and 200 CPA partners, Integrated Partners has mastered the art of aligning tax professionals and financial advisors to serve high-net-worth clients with deeper, more integrated planning.
Andree shares how personalized introductions, regular CPA meetings, and clear expectations can unlock growth and referrals. From systemizing partnerships to shifting CPAs from tax prep to tax planning, this episode is full of practical insights for any advisor looking to grow.
🎯 Topics Covered:
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The secret to doubling your advisory business with the right CPA relationships
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How Integrated Partners matches advisors with vetted CPA partners
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What advisors must do to be referral-worthy
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Transitioning CPAs from tax prep to planning conversations
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The leadership lessons from Trillion Dollar Coach that apply to firm growth
📚 Book Recommendation:
Trillion Dollar Coach: The Leadership Playbook of Silicon Valley’s Bill Campbell
Connect with Andree Mohr
Email: andree.mohr@integrated-partners.com
Website: https://integrated-partners.com
LinkedIn: linkedin.com/in/andree-peterson
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