Andree Mohr’s Post

🗣️ "Partnering with COIs is not just a ‘nice to have’; it's a necessity when working with UHNW clients. As financial advisors continue to serve clients higher up the complexity curve, successful COI relationships become ever more paramount.” We have long since been steadfast in our commitment to fostering COI relationships to the benefit of our advisors and their clients. 🚀 Our Chief Implementation Officer, Andree Mohr Mohr, knows the importance and the benefits of these relationships as well as anyone. She offers her thoughts on why in the complex world of financial advice, the needs of ultra-high-net-worth (UHNW) clients require a #holistic approach to wealth management, encompassing intricate financial, legal, and tax advice. 💡Read Andree’s contribution to the WealthManagement.com 2024 Market Outlook in full here: https://lnkd.in/e4pphigX ______________________________________________________________________________________ #IntegratedPartners #RIA #advisors #MarketOutlook #WealthManagementMagazine #COI #UHNW #clientservices #wealthmanagement #finance #financialservices #wealthadvisor #relationships #partnerships #financialadvisors #estateplanning #tax #taxplanning #WeBelieveInAdvisors

Are you thinking of capitalising your financial planning business and concerned about independence?   The Loyal North Plc acquisition model enables firms to remain truly independent post acquisition. We are not PE funded or product provider owned and have no group CIP or platform which firms are obliged to use with clients. Our model is built around respecting the advice that has been given to clients by the experienced firms we acquire.  If you are interested in having a conversation about independence post acquisition, contact me Debbie Dry or Wes Nixon FPFS FCII.  #FinancialPlanning #wealthmanagement #independent

For those seeking a more tailored and values-focused Advisory experience, the evolution to independence offers a multitude of benefits. Today’s savviest investors expect platinum service and a holistic approach to wealth management and financial wellbeing. Find your path to true growth with these expert insights from our blog: https://lnkd.in/grBxGZUK #Advisors #RIA #independence #success #growth #businessdevelopment #advisory #wealthmanagement #clientservicing #AdviceTech #financialAdvisors

Scale offers the solutions, capital and expertise entrepreneurial financial advisors need to serve their clients with distinction and build strong businesses.

Isosceles Finance CEO Mike O'Connell says: "During uncertain times, we give our clients financial control with options: to dial up or down depending on what happens next or to recruit later. Our 20-year history has demonstrated that this flexibility is invaluable". Read more here: https://loom.ly/MoPGbj8 📅 Schedule a meeting today: Book a meeting with Sam Akhtar to secure a 1:1 session: https://loom.ly/sax19aw #PartTimeCFO #StrategicPartnerships #PrivateEquity #Investors

We are excited to share insights from our recent panel discussion on Bespoke and Alternative CLO Structures! The conversation was engaging and thought-provoking, focusing on the latest trends and innovations in CLO structures. A big thank you to Gabriele Gramazio, Matthew Morris, Alex Collins, Luke Tan, and Hernan Quipildor for their invaluable contributions. #OpalGroup #ECLOSummit #StructuredFinance #AlternativeInvestments #finance

Are you interested in building a niche or serving specialized clientele? Our Chief of Growth Officer expands on niches in this blog: https://bit.ly/4ab57Vt #OneSeven #OneSevenAdvisor #FinancialAdvisor #Blog #FinancialAdvisorTips #IndependentAdvisors

I suspect this will be happening more often as those advisers hoping to retire and really look after their clients beyond their working lives see the value of high quality regional independent firms. If this is you, we’d be happy to chat. #realfinancialplanning #independent #charteredfinancialplanning

Agree with the article by Roderic Rennison and Catalyst Partners, it is imperative that good evidenced MI is available to any business in granular detail, not just for an exit strategy, but as a means to "do business", think governance. The future is that care and diligence is demonstrated to all audiences, be it regulators, exit strategies, but at forefront ... clients. Of course ifaDASH can help to ensure this is in place within your firm. #happytotalk

Revisiting small caps? We recently hosted a panel session comprising of our Global, UK and European small cap specialists to look closer at the key questions around valuations, growth prospects and historic returns into a rate cutting cycle. #CapitalAtRisk #ForUKProfessionalsOnly #MarketingCommunication