SUCCESS STORY

How One Advisor Closed the Risk Tolerance Gap for 600+ Clients

Discover how Will Wittler, a seasoned advisor at inSOURCE Financial, leveraged Nitrogen’s powerful tools to transform client conversations, align portfolios with true risk tolerance, and build trust with over 600 households.

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“I’ve seen tons of risk tolerance tools over the years, and they’re all fine, but with Nitrogen, I get the best results when we do it together on my computer screen. It helps us have meaningful conversations about what their risk tolerance really means.”
— Will Wittler, Financial Advisor at inSOURCE Financial Advisors

How One Advisor Closed the Risk Tolerance Gap for 600+ Clients

Will Wittler, a financial advisor with deep roots in the midwest, has built a career around serving individuals and families, small business owners, and those working in the agricultural industry. With a client base of over 600 households, primarily aged 30 to 65, Will has a unique understanding of the agricultural sector’s higher risk tolerance and unique client psychology.

Despite his clients’ understanding of risk, Will discovered many were investing far more aggressively than they realized. Then, he found Nitrogen.

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