SUCCESS STORY
How Mesa Pointe Wealth Uses Nitrogen to Guide High Earners Not Rich Yet (HENRYs)
Discover how Nitrogen empowers financial advisors like Robert Lehrer to expand their reach and serve new markets, including HENRY (High Earners, Not Rich Yet) clients. By leveraging Nitrogen’s intuitive tools, advisors can simplify complex financial concepts, build trust, and guide clients through tailored financial journeys.
Download PDFFounder of Mesa Pointe Wealth
Robert Lehrer
Location
Midland, Texas
Founded
2007
Focus
High Earners Not Yet Rich (HENRYs) Clients
"Nitrogen is the genesis of our plan. It tells us more about the client and prospect and drives our conversations to a deeper level that they can understand."
— Robert Lehrer, Founder of Mesa Pointe Wealth
Key Takeaways:
- Expanding Reach with HENRY Clients: Robert Lehrer created the “HENRY Project” to serve younger, high-earning professionals, using Nitrogen to guide these clients in developing financial discipline and planning for the future.
- Empowering Client Conversations: Lehrer begins each client relationship with Nitrogen’s Risk Number®, helping HENRY clients understand and manage their financial risk in a way that’s relatable and easy to grasp .
- Simplicity That Builds Trust: Nitrogen’s intuitive platform is a “secret weapon” for Lehrer, simplifying complex concepts for clients of all ages and making financial planning accessible across his entire client base.
See how Nitrogen’s innovative platform helps you engage clients of all ages and grow your practice with confidence.
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