The Top 10 Most Popular Nitrogen Articles of 2024
With 2024 nearly in the books, we’re taking a moment to reflect on the resources and insights that resonated with our community of financial professionals this year. From providing actionable guides to delivering industry-changing product updates, these articles are the ones that captured your attention and, of course, provided valuable takeaways for your firm.
Below we’ve rounded up and ranked our top 10 most popular Nitrogen blogs of the year based on views. Curious to know which one will take the top spot? Let’s dive in!
#10: Essential client appreciation message templates for financial advisors
In this guide, we gave away a number of easy and actionable tips for showing your appreciation for your clients. With seven ready-to-use email templates, we packed this piece full of meaningful messages that your firm can quickly and easily customize and share with your clients. From birthdays and anniversaries to major milestones, this blog gives you everything you need to foster stronger connections (without taking tons of time away from your other tasks and priorities).
#9: Client Experience Surveys for Financial Advisors: Unlocking Valuable Insights
Understanding your clients and what they value most is critical to refining your client experience. Ultimately, that experience needs to be exceptional enough for your clients to feel compelled to tell others about you—meaning mastering the client experience and referrals is a key ingredient to growth. This article is all about client experience surveys and offers tips and tricks for creating your own survey, even if you’ve never done one before.
We also explored why getting feedback from current clients is important and offered sample questions and actionable tips for gaining high-quality feedback from your clients.
#8: The Advisor’s Guide to Getting ‘Google Screened’
Being ‘Google Screened’ is an often overlooked but powerful growth opportunity that puts your firm at the top of Google search results. Alongside a green ‘verified’ checkmark and your Google review ratings, this coveted spot signals credibility and makes it easier for potential clients to find and trust you.
Local search visibility is a game-changer for growth-focused advisory firms. One of our favorite success stories? An advisor followed our guide, set up their Google profile, got verified, and landed a new client the very same week—thanks to being discovered through a Google search!
In this blog, we break down the step-by-step process to help you become Google Screened, boosting your credibility and unlocking new business opportunities.
#7: Lead Generation for Advisors: How to Optimize Your Website and Social Media
With a strong digital presence now essential to every advisory firm’s growth strategy, it’s no wonder this website-focused article earned a spot on our list.
In this guide, we laid out a clear roadmap to help advisors generate more high-quality leads through their online presence. From practical website optimization techniques to leveraging social media for attracting new prospects, this blog is packed with actionable tips to elevate your digital marketing game.
#6: A New Era of Nitrogen: Products, Pricing, and More
In July, we unveiled an exciting update that redefined how we serve our advisor community.
This article introduced our new plans, designed to provide both individual advisors and advisory teams with seamless access to our enhanced client engagement platform. We also showcased five powerful product centers, each crafted to elevate your advisory practice:
Together, these five products now enable advisors to deliver more personalized advice and a better client experience, all while setting firms up with best-in-breed technology to scale.
#5: Midyear Mastery: The Financial Advisor’s Checklist for Strategic Reflection and Proactive Growth
This mid-year release invited advisors to pause, reflect, and recalibrate their strategies before diving into the second half of the year. Packed with a practical checklist, this blog became a favorite among advisors for its quick, actionable steps to help advance their practice and achieve meaningful goals in Q3 and Q4.
#4: Empowering Advisors to Invest Fearlessly: 2024 Nitrogen Product Keynote Recap
Nitrogen’s product keynote is always a showstopper at the Fearless Investor Summit, and this year’s event was no exception. Our 2024 keynote unveiled exciting enhancements to the Nitrogen product roadmap, spotlighting the five centers designed to foster deeper, more meaningful connections between advisors and clients.
This article provides an in-depth look at these innovative tools, which go beyond just data and efficiency, empowering advisors to elevate their client relationships and deliver truly personalized experiences.
#3: Q2 2024 Product Release: Driving growth and engagement for firms with Command Center, Retirement Income By Source, and more
The Q2 product release introduced powerful new tools and features that generated buzz throughout our advisor community. From game-changing updates to the Command Center to enhanced retirement income tracking, this blog delivered a comprehensive breakdown of the innovations you needed to know.
Packed with insights, it offered a detailed look at features designed to help advisors streamline processes, achieve better outcomes, and elevate the client experience.
#2: Buying the Right Wealth Management Technology Partner: Why ‘Buying the Seller’ Matters for Financial Advisors
Choosing the right wealth management technology is about more than just software—it’s about partnering with a trustworthy, stable company that prioritizes your long-term success. Reliable technology comes from firms with a proven track record, customer-centric focus, and commitment to innovation, like Nitrogen.
Unlike platforms built through acquisitions, Nitrogen develops its tools in-house to ensure seamless integration, streamlined workflows, and advisor satisfaction. With over a decade of industry expertise, continuous innovation, and dedication to advisor input, Nitrogen empowers financial advisors to grow their firms with confidence.
#1: The Ultimate Tax Prep Checklist To Send To Your Clients
It was apparent that our readers loved this streamlined and actionable tax season resource in 2024. Designed to be customized and shared with your client list, this checklist enables you to give proactive, valuable guidance during a stressful time of year for many. By helping your clients feel prepared and supported in every facet of their financial lives, our goal for this checklist is to help position you as a trusted and caring partner with deep industry expertise.
Are you ready to make 2025 your firm’s best year yet?
This year, our community of growth-focused advisors made their priorities clear: they want tools and resources that simplify workflows, deepen client relationships, and support scalable growth.
Whether you’re celebrating this year’s successes or already setting your sights on next year’s goals, we hope these blogs continue to inspire and provide actionable strategies for your firm.
Want to see how Nitrogen’s client engagement platform can help you achieve your 2025 growth goals? Book your demo now and let’s make it happen!