MainBridge Wealth Success Story

SUCCESS STORY

How MainBridge Wealth Uses Nitrogen to Convert Prospects and Power Financial Planning Growth

Discover how MainBridge Wealth uses Nitrogen to convert prospects and power financial planning growth.

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Name
MainBridge Wealth
Location
Washington, D.C.
Founded
2017
Focus
A transparent, value-first approach
“It’s the single best communication tool we have. Clients see the data, understand the risk, and make decisions confidently. That’s what real advice looks like."
— Chris McAlister, Financial Advisor with Prudential Advisors | Co-founder of MainBridge Wealth

MainBridge Wealth at a Glance:

  • 50% Year-Over-Year Growth since implementing Nitrogen
  • Record High quarterly planning-fee revenue
  • $1 Million Rollover from a long-term client after updated risk assessment
  • Higher Close Rates and faster conversion from prospect to planning client
  • Quantitive, Client-Friendly visuals that build trust and clarity

See how Nitrogen’s innovative platform helps you engage clients of all ages and grow your practice with confidence.

 

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