The results are in! Join us for an insightful discussion as we dig into the results from Nitrogen’s 2024 Growth Survey, revealing key drivers of success and perceived challenges to growth within wealth management firms. 

This year’s survey focused closely on client acquisition, satisfaction, and engagement, as well as how technology is being leveraged to meet growth goals, how firms are measuring the effectiveness of their tech stack, and what opportunities and challenges compliance represents. 

Key findings we’ll discuss: 

• Boosting Client Acquisition, Engagement, and Retention: Referral-driven growth can be ramped up by aligning your goals with your technology to enhance personalization, amplify client engagement, and boost overall satisfaction.
• Streamlining Compliance: While increased regulations are viewed as the number one threat to growth by advisors, reframing compliance as an enabler could unlock untapped potential, mitigate regulatory risks, and free up time to foster client engagement.
• Efficiently Utilizing Technology: Sixty-one percent of advisors want to use software to grow their AUM but may be under-utilizing their existing technologies that could streamline compliance and client engagement efforts.