We recently surveyed our advisor community to understand how Nebo is helping them—and we’re both proud of the impact and motivated to keep improving. ?? 94% say Nebo improves the quality of their advice ?? 100% feel more confident in their financial planning & investment process ?? 88% agree Nebo helps position their firms for scalable growth Most importantly, advisors see these benefits translating directly to their clients—greater trust (87%), confidence (85%), and better investment outcomes (83%). We’re on a mission to help advisors deliver more personalized, goals-driven portfolios and better client outcomes. Thank you to the firms that continue to push the industry forward with goals-based investing. Excited for what’s ahead! #goalsbasedinvesting #wealthoptimization #optimalriskalignment * Results based on survey of existing Nebo Wealth users in January 2025. More than half of our users participated in this survey, providing insights based on their real-world experience with Nebo.
Great feedback and well done Nebo Wealth team!
While we continuously strive to enhance our capabilities, hearing feedback like this from advisors using our goals-based investing tools—knowing they’re enhancing their advice to benefit and their clients—reminds us that we’re on the right path. We’re truly grateful for the opportunity to support advisors in achieving their clients’ goals. If you'd like to learn more or schedule a brief demo, visit us at nebowealth.com and schedule an exploratory call.
Fidelity National Financial Partner
3 周Sounds great