Nitrogen
@NitrogenWealth
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The growth platform for wealth management firms. Makers of Riskalyze. Helping financial advisors empower the world to invest fearlessly since 2011.
Joined November 2010
NEW❗ on the blog this week:. Nitrogen's summer product launch recap - all updates designed to help advisors save manual steps & increase efficiency. Read the full blog post here 👇.🔗 #FinancialAdvisors #WealthManagement #FinTech #RiskNumber.
nitrogenwealth.com
Set yourself up for success in 2025 with five key priorities—growth, innovation, risk management, continuous learning, and security.
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RT @AITech365: @NitrogenWealth Unveils AI Meeting Center for Advisor Efficiency. #AIMeetingCenter #AITech365 #int….
aitech365.com
New AI-powered tool eliminates manual meeting notes, streamlines compliance, and integrates natively within Nitrogen’s trusted platform
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Nitrogen and Indivisible Partners have teamed up to deliver a smoother, more personalized advisor experience through deeper @Advyzon integration. From synced portfolios to in-platform Risk Numbers, it’s all built to streamline real advisor workflows. Learn more:.
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🗓️ Tue, July 1st at 1pm ET.🎯 Learn how to protect your clients, cashflow, and career in our live webinar. 👥 Eric Negron, Chris Quandt, Evan Pope.📋 Risk-proof your portfolio, income, & succession plan. 🔗 Register now → #FinancialPlanning #Webinar
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Stronger client trust starts with clear risk conversations. See how Dandarah Wealth uses Nitrogen to turn clarity into growth. #FinancialAdvisors #ClientTrust
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The results from the 2025 Firm Growth Survey reveal what advisors are doing to generate new leads. The highest converting marketing channel that converts leads to paying clients may surprise you-. #FinancialAdvisors #GrowthSurvey
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PIP Wealth’s story highlights the power of clarity in building trust and growing confidently. See how Nitrogen’s tools helped them turn risk into results. #FinancialPlanning #AdvisorGrowth
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What does a tech stack look like for an advisor who has experienced substantial growth? Our survey uncovers the “must-haves” in technology. We also looked at the tech tools investors believe adds the most value to their advisor/client relationship.
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The 2025 survey saw significant improvement in growth from the previous year. The majority of advisors experienced 11% or more in organic growth (57%) over the past year. A stark increase to last year’s survey that saw 22% of respondents experienced 5% or less growth.
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Many firms are missing what clients truly want: clear communication, transparency, and better client-facing technology. See what 1,000+ investors and 425+ firms revealed in our 2025 Firm Growth Survey. #WealthManagement #FinancialAdvisors
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What’s Your Value Prop? Check out these 9 Steps to Compelling, Value-driven Messaging for Financial Advisor Websites. Here's our full guide: #FinancialAdvisors #Leads #Website
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Why do clients really leave their advisors? Here are the top five reasons clients say goodbye. 1. 23% said the advisor made claims in which they couldn’t deliver. 2. 34% said the advisor’s investment performance was poor. 3. 44% said the advisor failed to return their phone
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Good marketing isn’t optional anymore. Half of top-growth firms now spend $10k+ annually on marketing. Referrals are great, but content and SEO are pulling ahead fast.
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Firm growth in 2025 isn’t just about adding services, it’s about connection. We partnered with @AdvisorPerspctvs to dig into why better client communication drives real results. Check out the article here:.🔗 #FinancialAdvisors #ClientEngagement #Nitrogen.
advisorperspectives.com
Clients aren’t asking their financial advisor to be everything. They’re asking for clarity and confidence in what matters most to them. Simplifying the client experience may be the most strategic...
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Worried clients are asking if a recession is coming—how should you respond? Here's how to reframe the conversation around long-term goals, not short-term fear. A must-read for any advisor facing uneasy markets. #ClientConversations #FinancialAdvice.
nitrogenwealth.com
Set yourself up for success in 2025 with five key priorities—growth, innovation, risk management, continuous learning, and security.
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Firms that prioritized better client-facing tech saw higher growth rates and better valuations. 📊.🔗
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Starting your own wealth management firm? The right tech stack can make or break your success. Take advantage of our Tech Stack builder. From CRMs to financial planning tools, your technology should align with your clients, strategy, and growth goals. We break down the 6 core
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Organic marketing just overtook referrals. For the first time ever, more advisors said organic marketing (SEO, content) delivered better leads than referrals. Read the full report here 👉 #fearlessinvesting
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Clint Potts wins an 8-figure client. Clint Potts, AIF®, AAMS®, took his decades-long experience in the finance industry to new heights when he opened up his own advisory practice under the umbrella of Upstream Investment Partners. After seven years in business with an average
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Over 91% of investors rate understanding risk tolerance as “extremely important.” Learn more:
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