Ep. 321: Why Entrepreneurial Advisors Need a Different Technology Strategy with Andree Mohr, Integrated Partners
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The post Ep. 321: Why Entrepreneurial Advisors Need a Different Technology Strategy with Andree Mohr, Integrated Partners appeared first on and was written by Elana Iskowitz.
Growth in wealth management doesn’t come from chasing every trend—it comes from clarity. In this episode of WealthTech Today, we sit down with Andree Mohr, President of Integrated Partners, to unpack how entrepreneurial advisory firms think differently about growth, technology, and execution. From CPA-driven referral strategies to the real tradeoffs between best-of-breed and all-in-one tech stacks, […]
The post Ep. 321: Why Entrepreneurial Advisors Need a Different Technology Strategy with Andree Mohr, Integrated Partners appeared first on and was written by Elana Iskowitz.
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