Unique Abilities and Unbreakable Rules for Advisor Success

The Perfect RIA

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