Nitrogen

🤖 AI will not replace financial advisors. But advisors who use AI to cut busywork will run tighter, more efficient firms. From meeting prep to compliance-friendly documentation, the real value of AI is in freeing up time for client relationships. 👉 See how advisors are already using AI to save 90 minutes per client meeting and how you can too. Read the full post here: https://hubs.ly/Q03LBtGV0

‼️ LAST CHANCE: Early Bird pricing for the 2026 Fearless Investing Summit ends tomorrow (9/30). Join the industry’s boldest leaders in Denver, this February: Aaron Klein, Michael Kitces, Joy E. Lere, Psy.D., Joshua Brown, and more... for three days of can’t-miss keynotes, breakouts, and practical playbooks you can use immediately. (Plus, earn 15+ CE credits!) Tickets are limited. Save 25% by registering today. 👉 Register for #FIS26 now: https://hubs.ly/Q03Lr5m00

🤯 Exciting news! We’re honored to be named a #Finalist for the 2025 ThinkAdvisor Luminaries Awards in the category of Product or Service Innovation Award. 🔥 Our submission highlighted innovations that are transforming how advisors win new business: - AI Statement Capture - Stock Intersection - AI Meeting Center Together, these products are setting a new standard for what “clarity from the first meeting” looks like. You can view the full list of 2025 finalists here: https://hubs.ly/Q03LdH6Y0

🚨 Early Bird pricing ends this Tuesday 🚨 This is your 𝐥𝐚𝐬𝐭 𝐜𝐡𝐚𝐧𝐜𝐞 to lock in Early Bird pricing for the 2026 Fearless Investing Summit. 💸 𝐑𝐞𝐠𝐢𝐬𝐭𝐞𝐫 𝐛𝐞𝐟𝐨𝐫𝐞 𝐓𝐮𝐞𝐬𝐝𝐚𝐲, 𝟗/𝟑𝟎. 𝐏𝐫𝐢𝐜𝐞𝐬 𝐫𝐢𝐬𝐞 𝟐𝟓% 𝐨𝐧 𝟏𝟎/𝟏! Don’t miss the #1 event built for fearless growth, fresh insights, and advisor community. 👉 Secure your spot this weekend: https://hubs.ly/Q03Ldp7Q0 #FearlessInvesting #FinancialAdvisors #FIS26

🔊 35 seconds, straight from the source: why advisors like Natasha Mcpherson, CLTC© with LPL Financial choose Nitrogen. Interviewed by the always-great Tim R. Healy. #GratefulForClients #ClientPartnership #LPL #FinancialAdvisors

Referrals aren’t king anymore. For decades, advisors swore by referrals as their #1 growth engine. But Nitrogen Wealth’s latest Advisor Growth Survey shows a turning point: organic marketing has officially passed referrals as the top source of new clients. I spoke with Dan Zitting, CEO of Nitrogen Wealth, on the #WealthTechToday podcast about what this shift means — and why so many firms are still under-investing in growth despite clear ROI. We also unpacked: - The real definition of “sales enablement” in wealth management - Why most firms spend less on marketing in a year than SaaS companies spend in a week - How proposal generation, personalization, and integration strategies actually move the needle - Whether AI could “shadow score” client behavior and change risk tolerance forever The big takeaway? Advisors who cling to old growth models will get left behind. Those who adapt their tech stack, messaging, and client engagement strategy have a huge edge. 🎧 Listen here: https://wp.me/pdTAz8-6hZ

Manual uploads? Tab-hopping? Data delays? 🚫 With Nitrogen’s integration to Broadridge’s Wealth Aggregation and Insights (WAI), firms get automatic daily syncs of account data. That means advisors can jump straight into risk analytics, client check-ins, retirement maps, and proposals without any busywork. As Craig Clark our Chief Growth Officer, puts it: “We’re removing barriers, reducing risk, and equipping firms with a future-ready foundation to scale.” Less friction. More focus. Better client experiences. Full Wealthtech Roundup: https://hubs.ly/Q03KCt8b0

LPL just published a growth study that is the result of data from 14,000 advisors that dives into the methods used to grow at a higher rate than their peers. I couldn't help but to compare this with Nitrogen's process and how we tick every box of a top grower. Establish Your Growth Foundation: Successful advisors focus on building strong client relationships while creating efficient systems that support sustainable growth. > Nitrogen's process of establishing what the client wants, has, should have, and needs hits on the investor psychology and allows them to buy-in and understand their investments more meaningfully. Our check-ins feature offers scalability and confidence that existing clients are still on the right path. Segment Your Clients: Leading advisors thoughtfully match their service approach to each client's unique needs and circumstances. > The Risk Score makes it personal. Deeply Serve Your Clients: Top performers use planning conversations to better understand their clients' goals and provide more comprehensive guidance. > Planning Center is a helpful gut check that the risk taken allows your client to retire and plan for life's moments with confidence. Drive New Client Acquisition: Growing advisors are intentional about welcoming new clients who are a strong fit for their practice and service model. > Our lead generation functionality creates a visible and practical workflow to capture meaningful analytics about their prospects. We are proud to be partners with LPL and that we help advisors close 80% of prospects and grow their practice by 12% year over year, on average. Check out their full survey here - https://lnkd.in/dVV94APw

I’ve watched my son put in hundreds of hours of 3D printing, fulfilling orders for 8 different retailers and prepping for monthly sales events. Today, he was up at 6am on a Saturday, loading the car to sell at the farmers market all day. It’s been inspiring to see the discipline, the focus, and the hustle it takes to build something real from scratch. In my own world of Customer Success and technology, we often talk about scaling businesses, enabling growth, and building sustainable systems. But at the core of it all—whether you’re a fintech firm or an 11-year-old entrepreneur—it comes down to the same thing: showing up consistently, doing the hard work, and serving your customers well. I couldn’t be prouder. And I couldn’t respect the hustle more.

One of the smartest moves you can make this fall? Conduct a Compliance & Value Review: 🍁 Update client files, notes, and portfolios 🍁 Track the value you’ve delivered this year 🍁 Strengthen client conversations + retention 👉 Download the checklist for all 8 tips: https://hubs.ly/Q03KmgVb0 🎟 Plus: Join us at #FIS26 (& earn 15+ CE credits). Early bird pricing ends 9/30. https://hubs.ly/Q03KmcfP0