Nitrogen

We’re constantly inspired by the incredible financial advisors we serve. From empowering clients to building stronger futures, you make a lasting impact every day. Check out our latest blog celebrating your dedication, stories, and partnership with Nitrogen. https://hubs.ly/Q02Z6Ytd0

“Since I started using Nitrogen, the volume of new clients coming in has grown astronomically. Before Nitrogen, I was getting 2 to 3 clients per month, and now I’m getting 3 to 4 new clients per week!” Meet Diana, a seasoned CFP? who 10x’d her prospecting efficiency with Nitrogen. With exceptional customer service and coaching as her favorite features, she’s transforming financial planning for clients of all sizes. You can watch her story here: https://hubs.ly/Q02Z6ZNC0

What if you could instantly highlight the efficiency of an investment? With Nitrogen GPA, you can! ?? Nitrogen GPA scores portfolios, funds, and ETFs on a 1.0 to 4.3 scale, showing how much return is delivered per unit of risk. Set your proposals apart and give your clients the clarity they deserve. Learn more ?? https://lnkd.in/ehWuUSHz

We are thrilled to share that Nitrogen's marketing team has been honored with the prestigious 2024 PR & Marketing Excellence Award by Business Intelligence Group! ?? This achievement is a testament to the creativity, dedication, and hard work of our incredible team. ?

Your story. Perfectly tailored. Drag. Drop. Deliver. Create personalized, compliant client reports in minutes with Nitrogen's Reports Builder. Mix powerful insights with stunning simplicity—because every client deserves a report as unique as their goals. Learn more: https://hubs.ly/Q02Z20sN0

?? Case Study: 8-Figure Win with Nitrogen Upstream Investment Partners secured an 8-figure client and projects 40% growth in one year. How? By pairing decades of expertise with Nitrogen’s third-party validation to build trust and guide clients for the long haul. ?? Read his story: https://hubs.ly/Q02YrWdL0

Excited? We are. ?? Meet the team at #SchwabIMPACT this week, and don’t miss the Welcome Reception sponsored by Nitrogen tonight at 5:30 PM. It’s going to be an incredible week—see you there!

?? Calling All Advisors! Joel Bruckenstein and Bob Veres are back with their annual Advisor Technology Survey, and they’re aiming for 5,000 responses this year! This is your chance to share insights on the fintech tools you use and discover what’s new—including emerging AI applications. Plus, all respondents get access to the results for free! Take the survey now ?? https://lnkd.in/eaZckNgF

What if __________ happened again? With Nitrogen’s Stress Tests, you can show clients exactly how their portfolio would handle historical events like the Interest Rate Spike, 2022 Inflation, and more. ???? Stress Tests illustrate the value of managing risk by showing clients how their portfolio is designed to endure market lows, not just chase highs. Learn more about Stress Tests: https://hubs.ly/Q02XH-R-0

?? How One Enterprise Firm Achieved 2x New Appointments, 4x New Asset Flows, and 2x Transfers from Held-Away Accounts ?? Discover how Nitrogen’s Risk Number? and personalized insights transformed client engagement for a 1,000+ person firm. They leveraged Nitrogen to boost conversions, engage clients, and drive impressive results. ?? Read the full case study: https://lnkd.in/eU9R-5A9