Nitrogen

2025 is almost here—are you ready? Discover the trends shaping the industry and learn how to: ✅ Educate and empower your clients ✅ Deliver personalized, high-touch experiences ✅ Expand your services for holistic value ✅ Stay ahead with the right tech tools 🔎 Read more: https://hubs.ly/Q02-C17H0

Your 2024 Nitrogen Wrapped is here 💜 See all the details here: https://lnkd.in/ev9xAkj5

The wealth management industry stands at a crossroads: $80 trillion in assets transferring generations, AI reshaping traditional models, and client expectations evolving rapidly. At Nitrogen's 2024 Fearless Investing Summit, industry leaders tackled these challenges head-on. Key insights: - Firms embracing AI are achieving 20% organic growth vs 2-3% industry average - 75% of next-gen clients prefer digital-first engagement - Women will soon control $30T in assets - Compliance departments could automate 95% of routine tasks through AI But the message was clear: while technology transforms operations, human connection remains irreplaceable. Full recap here: https://wp.me/pdTAz8-5Fi #WealthManagement #FinTech #AI"

Congratulations to our own Dan Bolton, VP of Corporate Marketing, on being named a Luminaries 2024 Next-Gen Rising Star by ThinkAdvisor!

⏳ Only 1 week to go! Don’t miss this opportunity to level up your marketing in 2025. Join Diana Cabrices and Dan Bolton for a FREE masterclass on the 7 Marketing Strategies Advisors Can’t Afford to Miss in 2025. 📅 When: Thursday, December 19, 2024 ⏰ Time: 1 PM EST What You’ll Learn: ✅ Proven strategies to attract your ideal clients & grow your practice ✅ How to craft personalized campaigns that scale ✅ Ways to leverage tech & data to boost ROI Bonus: All attendees receive a our 2025 Advisor Marketing Guide! Save your seat now: https://hubs.ly/Q02-fBcn0

🎯 “What’s Your Risk Number?” Discover how inSOURCE Financial Advisors transformed client conversations with Nitrogen. By visualizing portfolio risk and simplifying complex concepts, they’re empowering clients to invest confidently—one conversation at a time.

Our CMO & Head of Inside Sales, Craig Clark, joined The Rally Call podcast to share his proven playbook for aligning sales and marketing teams, driving pipeline, and fostering accountability. 🚀 Craig dives into strategies for: ✅ Building seamless sales & marketing partnerships ✅ Driving measurable results ✅ Creating a culture of collaboration Whether you’re a seasoned marketing leader or stepping into management for the first time, this episode is packed with actionable insights. 🎧 Tune in now: https://lnkd.in/epubgVZc

Did your favorite Nitrogen article of 2024 make the list? 👀 We’ve rounded up the top 10 most popular reads among financial advisors this year, including: 💜 Client appreciation tips 🚀 Optimizing your digital presence ✍️ The ultimate tax prep checklist Find out which blog claimed the #1 spot 👉https://hubs.ly/Q02-WYwW0

"I tell other wealth management firms all the time that they really need to sign up for Nitrogen. I believe it's best of breed. There's nothing else out there that is so client-centric." See how Jimmy Miller of Baobab Wealth Management consolidated his tech stack around Nitrogen—saving costs while delivering a more client-centric experience. 🎯 https://lnkd.in/ebhTsJPE

Create reports that align portfolios with client goals and deliver insights that inspire confidence—all in just minutes. Trusted by over 30,000 financial professionals, Nitrogen's Reports Builder helps you save time, simplify communication, and close more deals.