In this episode of Compound Growth, Wheeler and Colin welcome Andree Mohr, President of Integrated Partners, for a wide-ranging conversation on leadership, independence in financial advice, and the evolving role of AI. From her Canadian upbringing on a family farm to leading one of the industry’s most respected RIAs, Andree shares how her background shaped her people-first approach to business—and why she believes perspective and community are essential to growth.
The conversation explores the advantages of independence in serving clients, the need to cut through industry jargon, and how technology can either erode or enhance the human connection. Andree offers candid insights into how AI, when used with intention, can free advisors to spend more time in their “unique ability” while delivering better, more personalized advice. She also addresses the responsibility she feels as a female leader in finance and the importance of modeling abundance for the next generation.
Packed with personal stories, leadership lessons, and a few laughs about mystery packages and overstocked seltzers, this episode will leave you thinking differently about advice, technology, and the relationships that shape our work. Whether you’re in finance, leadership, or simply navigating your own growth, Andree’s perspective is one you won’t want to miss.
Find Andree:
Integrated Partners: https://integrated-partners.com/bio-andree-peterson/
LinkedIn: https://www.linkedin.com/in/andree-peterson/

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Credits:
Created By: Wheeler Crowley and Colin Walker
Production Assistance: Tori Rothwell
Editing and Post-Production: Steven Sims