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Financial Planning
 
Financial Planning
 
Retirement
 
October 2, 2024
 
 
 
 
Rob Burgess - head shot.pngBy Rob Burgess Reporter
 

In the latest installment of The Ladder — a series by Financial Planning that looks at how executives and leaders in the wealth management industry made it to where they are today, and what you can learn from them — Andree Mohr discusses her journey to becoming president of Integrated Partners, an RIA with nearly $20 billion in AUM. Along the way, owning up to a mistake led to a teachable moment and, ultimately, career growth.

I hope you'll check it out, along with the rest of this week's stories.

As always, thank you for reading. Talk to you next Wednesday!

 
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The Ladder: How owning an error led to career growth for Andree Mohr
 
 
The president of Integrated Partners reflects on how working through a misstep led to a life lesson — one that built a foundation for a solid career.
 
 
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