From PR Intern to President of Integrated Partners with Andree Mohr (Ep. 17)

21-08-2024 • 41 mins

In this episode of PRess Play: The StreetCred PR Podcast, hosts Elena Krasnow and Jimmy Moock are joined by Andree Mohr for an engaging conversation about her impressive 14-year career trajectory and the incredible impact she is making at Integrated Partners. Andree draws compelling parallels between her beginnings as a financial services public relations/marketing intern and her current role as president of Integrated Partners. Listeners will glean tangible ways to leverage their PR skills for business growth.

Andree also discusses:

the power of storytelling in financial services
what excites her most about her current role
the development and impact of the CPA Alliance program at Integrated Partners
how to support advisors in navigating and implementing new financial technologies
the inspiration behind writing Center Stage: How to Become the Star of Your Practice with co-authors Matt Ackermann and Paul Saganey
finding love at first sight with her husband Mike
and more!

Discover how Andree’s experience in public relations and marketing supported her rapid rise to executive leadership in wealth management in this fun and insightful conversation.

Topics:

(1:01) Host Elena Krasnow introduces Andree Mohr

(2:13) What’s for lunch?

(4:36) New England Patriots

(5:01) Andree Mohr’s early career in financial services public relations and marketing

(5:58) From Pioneer Investments PR and marketing intern to president of Integrated Partners

(6:26) The power of storytelling

(6:45) Intern to president in under 14 years

(8:00) Don’t be afraid to ask questions

(8:22) Getting the ‘juicy nuggets’

(9:44) What are your ‘Big 3’?

(10:30) What Andree is most excited for in her new role as president

(12:14) Navigating the abundance of new fintech offerings

(14:44) Using technology to ease advisor pain points

(15:54) The book Center Stage: How to Become the Star of Your Practice, inspired by Elton John

(21:37) Integrated Partner’s CPA Alliance

(24:12) “What is my business really worth?”

(26:58) Public relations story time: Media tour gone wrong

(28:30) Managing client and reporter expectations

(28:50) The unknown you can never prepare for: The news cycle

(29:51) Time for our play segment!

(30:00) How Andree and Mike met/update on life with their identical twin daughters

(38:09) Moment of gratitude

Resources:

Connect with StreetCred PR:

Connect with Andree Mohr:

About our Guest: Andree Mohr is the president of Integrated Partners. In her role she oversees day-to-day operations, manages budgets and drives the firm’s key objectives to ensure the consistent and healthy growth of the organization. She has supported advisors in various capacities for the last 13 years and is particularly passionate about helping entrepreneurial-minded financial advisors implement strategic operations that enhance efficiencies, foster practice growth and bring their business visions to fruition. Andree is the co-author— alongside her colleagues Matt Ackermann and Paul Saganey—of the recently published book Center Stage: How to Become the Star of Your Practice. She is a graduate of Northeastern University where she studied communications. Outside of work, Andree’s favorite pastimes include spending time with her husband and twin daughters, passionately cheering on the New England Patriots, traveling and supporting charitable causes she cares about.