RIA Collective: Andree Mohr | Why Advisor Independence Starts With Your “Why”

What does advisor independence actually mean? In this episode of RIA Collective, host Charlie Van Derven sits down with Andree Mohr, President of Integrated Partners, to explore why the move to independence is about much more than business structure. Andree shares her unique journey from starting as a PR intern at 17 years old to becoming president of one of the largest independent firms in the country. Along the way, she explains why the best advisors are not just building businesses, they’re building lives and practices aligned with their values. Together, Charlie and Andree discuss: • Why independence is really about serving clients without conflicting priorities • The biggest misconceptions wirehouse advisors have about independence • Why advisors need to understand their “why” before making a move • How independence changes the role from advisor to business owner • The importance of planning-first advice versus product-first advice • How Integrated Partners helps entrepreneurial advisors thrive Andree also explains why the word “fiduciary” has become overused in the industry and why true independence may be the better way to think about client-first advice. This episode is especially valuable for: ✔️ Wirehouse advisors considering independence ✔️ RIAs looking to scale intentionally ✔️ Advisors exploring different business models ✔️ Anyone wanting to build a more fulfilling advisory career 🎧 Watch now and subscribe to RIA Collective for conversations that elevate the independent advisor profession. 🔗 Connect with Andree Mohr 💼 LinkedIn:   / andree-peterson   🌐 Integrated Partners: https://integrated-partners.com/ 🔗 Connect with Charlie Van Derven 🌐 Social Advisors: https://www.social-advisors.com 💼 LinkedIn:   / charlievanderven   ⏱️ Chapters 00:00 – From PR intern to president 03:00 – Why financial services matters 05:00 – Independence vs fiduciary language 08:00 – Misconceptions about independence 10:00 – Becoming a true business owner 13:00 – Why advisors need clarity before transitioning 15:00 – Building a fulfilling career in wealth management