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

In this recap episode, Amber is sharing the highlights from conversations on annuities and hiring (and firing). On Monday, Matt and Brian dove into the world of annuities, challenging advisors to broaden their financial planning toolkit. They stressed the importance of educating yourself on these products and creating client-facing materials that transparently explain the pros and cons of different annuity options. This approach not only enhances your expertise but also builds trust with clients. On Thursday, Jamie, shared valuable lessons from a recent hiring experience. Jamie's insights underscore the importance of a meticulous hiring process that goes beyond just filling a position. She emphasizes the need to ensure that new team members align with your company's core values and long-term objectives.

Resources in today's episode:

- Episode Website
- Annuities: What Every Advisor Needs to Know with Guest Brian Smith [Episode 275]
- Hire or Fire?

In this episode of The Perfect RIA podcast, Jamie Shilanski dishes out some hard-earned wisdom from Shilanski and Associates about empowering team members and making smart hiring choices. Recognizing a critical role that needed to be filled, Jamie shared the mistakes made in the hiring process, leading to the wrong person being hired and causing disruptions in the organization. The takeaway? Be picky with your hires, set clear expectations, and don't be afraid to show problematic employees the door.

Hire or Fire?