Early-career advisors tend to focus on growing their book of business, while mid-career advisors often want to scale their firms upward without sacrificing their client experience. But late-career advisors face a whole new set of challenges. Mainly, figuring out what will happen to their firm once they retire.
Continue reading “How Can You Maximize Your Firm’s Value Before You Sell?”
Advisor Erik Lillibridge has made Nitrogen a central part of the client experience at his firm. No matter the net worth of the client, every existing and prospective client is assigned a Risk Number®, foundational to their financial advising experience.
Continue reading “Integrating Nitrogen into Your Process Pays Off”
By Grace Bryan
Community Content Manager, Riskalyze
How to use social media to engage prospects and communicate with clients.
Continue reading “6 Social Media Musts for Financial Advisors”
When clients are looking for a financial advisor, they’re looking for someone they can trust with their futures. That’s why so much of this business is built on networking and career longevity – financial professionals need to exude confidence, knowledge, and trustworthiness – all before even meeting with their prospects.
Continue reading “The Benefits of Nitrogen: Solutions for Paraplanners”
Product Releases: Summer 2022 Update Continue reading “Summer Product Updates: The Latest and Greatest from Nitrogen”
According to Advisor P.J. Herb, Nitrogen was the key to winning a $4.7 million client, paying for itself for years.
One of our favorite Super Bowl commercials this year featured a QR code bouncing around the screen for a full minute. No text, no pitch – just a code and some music.
Continue reading “The Advisor’s Guide to Using QR Codes for Lead Gen”
Technology is a game of constant disruption, and nobody knows it better than the search engines that emerged at the turn of the century.
Continue reading “Google, Yahoo, and the Future of Security Screening”
“Discovery is just RIDICULOUS!! Love it!!!”
– Glen, Advisor in Maryland
“Discovery is the reason why I stopped
using [my old technology].”
– Tom, Advisor in California
“Love the new Discovery feature!”
– Chris, CIO in Kansas
We’re so encouraged, and we’re just getting started. Our development team has been working hard to build more functionality to our search and filter capabilities, and today is another big milestone.
The next time you open Discovery, you’ll see every fund has a small star next to it. It really is as simple as punching in your filters, clicking that star, and adding the security to your favorites!
When you are ready to recall those favorites, simply navigate to the filter named “Favorites” in the upper left-hand corner and you’ll see every fund you’ve ever favorited.
If you are currently on Nitrogen Select or Nitrogen Elite, you’ve already got access to Discovery! Our team is working hard to add new functionality to Discovery, so stay tuned for some exciting new updates in the coming weeks!
Not currently using Discovery? Request a demo here and a specialist would love to help out!