In this recap episode, Amber shares highlights on an advisor’s unique skills and the importance of rules. Monday's episode featured Andree Mohr, the new president of Integrated, who shared her expertise on building successful partnerships between advisors and CPA firms. Andree offered practical advice on understanding CPAs, adding value, and being purposeful in all interactions. She also encouraged advisors to shift their focus from being busy to being truly productive, emphasizing the importance of prioritizing high-impact activities.

Thursday's episode, featuring Jamie, explored team dynamics and organizational rules. Jamie highlighted how a strong team is crucial for realizing an advisor's vision and outlined key principles for running a successful organization. These included the importance of punctuality, effective meeting practices, and maintaining a professional yet friendly rapport with team members.

Jamie stressed the significance of applying rules consistently across all levels of the organization, cautioning against the negative effects of selective enforcement. She also discussed the delicate balance leaders must strike between trusting their team and providing appropriate guidance as managers.

Resources in today's episode:

- Episode Website
- Unlocking an Advisor’s Unique Ability with Guest Andree Mohr [Episode 276]
- What Rules Apply And To Who? Leaders Answer

In this episode, Jamie Shilanski dives into the heart of organizational success: team dynamics. With her trademark insight, Jamie reveals how the backbone of any thriving business isn't just about strategy or market position—it's about the people who bring those plans to life. She emphasizes that leadership isn't about making grand gestures but about consistent, day-to-day actions that reinforce the company's values and expectations.

Perhaps most importantly, Jamie tackles the often-overlooked topic of rule enforcement. She explains why consistency in upholding standards isn't just about maintaining order—it's about fostering a culture of fairness and accountability that empowers every team member to excel.

What Rules Apply And To Who? Leaders Answer

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.

Unlocking an Advisor’s Unique Ability with Guest Andree Mohr [Episode 276]

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