Nectarine

Nectarine was up and running for about 4 months before the official launch. To prepare for launch day, we needed enough financial advisors on the platform to fulfill the demand. And at that time, each advisor could only take a maximum of 5 clients in each state (except for the state they are registered in). This means that most advisors quickly maxed out their availability in populated states like California, and Californians had very limited options on who they could meet with! Since then we’ve brought on more advisors and got fully SEC registered so that our advisors can serve unlimited clients in every state. We are able to take on many more clients now! But how do we bring them in? We can’t keep doing an Instagram launch to attract customers, but we plan to launch an affiliate program, improve SEO, experiment with paid ads, do more podcast appearances, and hopefully find a software developer so Jeremy isn’t coding all day! The customers are out there, we just need to find them! -Jeremy, Shane, and Vivi #productlaunch #nectarine #marketingplan #marketing #affiliateprogram #financialplanning #financialadvisor #adviceonly

Thank you for 1,000 meetings! 🎉 It’s wild to think that 1.5 years ago this was just an idea and we didn’t even have a name. Now Nectarine has 20 advisors, $211K in sales, and an average review of 4.95 stars! We plan to continue to grow, innovate, and make high quality financial advice accessible. We are working on a new product and are very excited to share it with you! -Jeremy, Shane, and Vivi Disclosure: The reviews referenced have been provided by clients who have completed an engagement with an Advisor. No compensation was paid for any reviews and the reviews may not necessarily be representative of all Nectarine experiences. Please see www.hellonectarine.com for more details. #financialadvice #financialplanner #nectarine #hellonectarine #milestone #cfp #cfa #financialindependence #financialfreedom

We applaud anyone and everyone who has decided to manage their own money. But sometimes you just have one off questions or need an extra set of eyes to make sure you’re on the right track. In a one hour Nectarine meeting, you can ask anything related to investing, and you can share as much as you’d like. Each advisor on the Nectarine platform has been thoroughly vetted, interviewed, and has passed the test of “would I recommend this person to my mom?” -Jeremy, Shane, and Vivi #financialadvice #investingadvice #nectarine #hellonectarine #debtfreecommunity #financialindependence #financialfreedom

Before Nectarine, we’ve had difficulty answering the question, “How do I find a good financial advisor?” To start off, you might Google something like “find a financial advisor”. You’d stumble upon a directory of hundreds of options, not knowing who is trying to sell you insurance or will charge you a high fee for managing your money. But you just want some questions answered about your 401k! Once you choose someone, you’ll email them and go on a consultation call to find out if it’s a good fit. What do they charge? How do you know if they are good? Can you trust them to look out for your best interest? This process is overwhelming so we did that upfront work for you. For $150/hour you can talk to a financial advisor and get help with that thing you were putting off, and you’d be surprised what you can accomplish in an hour. After the meeting you’ll get a summary with key takeaways. It’s simple, affordable, and transparent, just the way we like it! -Jeremy, Shane, and Vivi #financialadvisor #financialplanner #investingadvice #nectarine #hellonectarine #moneymanagement #retirementplan #investmentadvisor