🔥The 9th Round of Easy Loan, Earn $40 Reward is in progress❗️ ⏰ Promotion Period: January 15th - Feburary 15th, 2025 👉 Register now and check more details at gate.io/campaigns/358

With Nitrogen, powerful portfolio insights are just a click away. Get daily analytics on stocks, ETFs, mutual funds, SMAs—and turn raw data into confident decisions. 📊 Explore the Research Center → hubs.ly/Q03llQmM0 #FinancialAdvisors #WealthTech #Nitrogen

✨ Ready to level up your Nitrogen game? We’re unveiling powerful new updates that make it easier than ever to deliver confident, efficient advice—backed by smarter workflows and sharper planning tools. 🔍 What’s new: ✅ Enter shares in Risk Center ✅ Apply advisory fees by

Great planning starts with great conversations. Risk capacity. Time horizon. Long-term probability of success. Each of these is a number, but they’re so much more—they’re the foundation of every financial plan. That’s where our Planning Center comes in. Whether you’re using it

The big event is this week! Join us Wednesday, May 14 @ 2 PM EDT for an exclusive look at our latest product updates — all designed to make your advisory life easier, faster, and more powerful. 💼🔍 Here’s a glimpse at what we're covering: • Shares in Risk Center •

📣 Last chance to register! Our Spring Product Updates Event is happening TOMORROW at 2 PM ET — don’t miss your sneak peek at new features across Risk Center, Retirement Maps, and Advisory Fees. 🚀 Be the first to see what’s new. 🧠 Walk away with smarter workflows. 📆 Save your

The #1 reason investors would leave their advisor? Better tech and personalized communication. 68% of investors say they’d switch if a new advisor showed clearer, tech-driven insights into their portfolio. Miss this shift and you could risk losing more than just attention. 🚀

💼 Ready to elevate your proposals — and your growth? Meet the #1 proposal engine built for wealth management firms. Whether you're pitching models, custom strategies, or aiming to capture more wallet share, using the right tools makes all the difference. Reframe client

Would your clients pay more for better tech? 74% of investors said yes. They’re willing to pay for clearer portfolios and financial education. 📱 Technology is no longer optional. It's an expectation. Full data here 👉 hubs.ly/Q03mnxgL0

🔧 Building your ideal wealth management tech stack just got easier.​ Introducing Nitrogen’s Tech Stack Builder—your personalized guide to seamlessly integrating over 50 top-tier tools, from CRMs and custodians to financial planning software. Say goodbye to manual data entry and

Over 91% of investors rate understanding risk tolerance as “extremely important.” Learn more: hubs.ly/Q03nk_4Z0

Clint Potts wins an 8-figure client Clint Potts, AIF®, AAMS®, took his decades-long experience in the finance industry to new heights when he opened up his own advisory practice under the umbrella of Upstream Investment Partners. After seven years in business with an average

Organic marketing just overtook referrals. For the first time ever, more advisors said organic marketing (SEO, content) delivered better leads than referrals. Read the full report here 👉 hubs.ly/Q03nQH8z0 #fearlessinvesting

Starting your own wealth management firm? The right tech stack can make or break your success. Take advantage of our Tech Stack builder. From CRMs to financial planning tools, your technology should align with your clients, strategy, and growth goals. We break down the 6 core

Firms that prioritized better client-facing tech saw higher growth rates and better valuations. 📊 🔗 hubs.ly/Q03nTStx0

Worried clients are asking if a recession is coming—how should you respond? Here's how to reframe the conversation around long-term goals, not short-term fear. A must-read for any advisor facing uneasy markets. hubs.ly/Q03pfLCd0 #ClientConversations #FinancialAdvice

Firm growth in 2025 isn’t just about adding services, it’s about connection. We partnered with @AdvisorPerspctvs to dig into why better client communication drives real results. Check out the article here: 🔗 hubs.ly/Q03pC_kJ0 #FinancialAdvisors #ClientEngagement #Nitrogen

Good marketing isn’t optional anymore. Half of top-growth firms now spend $10k+ annually on marketing. Referrals are great, but content and SEO are pulling ahead fast. hubs.ly/Q03nTYWF0

Why do clients really leave their advisors? Here are the top five reasons clients say goodbye. 1. 23% said the advisor made claims in which they couldn’t deliver. 2. 34% said the advisor’s investment performance was poor. 3. 44% said the advisor failed to return their phone

What’s Your Value Prop? Check out these 9 Steps to Compelling, Value-driven Messaging for Financial Advisor Websites. Here's our full guide: hubs.ly/Q03pDLCJ0 #FinancialAdvisors #Leads #Website

Many firms are missing what clients truly want: clear communication, transparency, and better client-facing technology. See what 1,000+ investors and 425+ firms revealed in our 2025 Firm Growth Survey. #WealthManagement #FinancialAdvisors