What does wealth management look like when it’s truly built for business owners?

In this episode of Path to Abundant Living, we sit down with Andree Mohr, President of Integrated Partners, to explore how the wealth management industry is evolving—and why traditional models often fall short for entrepreneurs.

Andree shares her journey into the industry and the vision she’s now leading at Integrated, where the focus is on delivering a more coordinated, proactive, and deeply integrated experience for clients—especially business owners navigating complex financial decisions.

At the center of the conversation is a powerful idea: business-owner transitions can’t be solved in silos. From tax strategy to financial planning to exit readiness, Andree explains why a fragmented approach leads to missed opportunities—and how Integrated’s CPA Alliance and private wealth platform aim to solve that challenge.

We also dive into the mindset of business owners approaching a liquidity event, the critical role of trusted advisors before, during, and after a sale, and what it takes to truly become the advisor of choice during one of the most important moments in a client’s life.

Whether you’re an advisor, a business owner, or someone thinking about the future of wealth management, this episode offers a fresh perspective on where the industry is headed—and what it takes to deliver better outcomes.

Chapters:

0:00 - Introduction

2:08 - Background on Integrated Partners

4:00 - Andree's path into wealth management

8:21 - Being named President in 2024

13:16 - Collaboration for business owner's benefit

21:30 - The gap in the marketplace

29:03 - The Virtual Family Office model

35:31 - A favorite book of Andree's

38:00 - How to contact Integrated Partners

39:45 - Key takeaways

42:56 - Closing remarks