The average wealth management firm isn’t growing as it should. In fact, the standard market-adjusted growth rate is 3%, and only 20% of financial advisory firms are high-performing in terms of growth and profitability. That’s why Nitrogen has built the world’s first Growth Platform, a bridge between your marketing and asset platform, helping your firm stand out from the competition, win prospects faster, and build a differentiated client experience.

Generate more leads than ever before
There’s a reason why so many of the best wealth management firms, including half of the Top Barron’s Firms, trust the only purpose-built Growth Platform to drive their results. The evidence is clear: thousands of firms have achieved unprecedented growth with Nitrogen. 3 out of 4 advisors saw their book of business grow more than $1M after 90 days of using the platform, and firms have improved prospect close rates from 40% to 94%.

Turn your firm into a magnet for high value clients
With Nitrogen, your team has access to powerful marketing tools that attract your ideal clients. From the Advisor Marketing Kit to the Nitrogen content-generating AI, to our risk tolerance questionnaire that makes your website a lead-generating machine, let Nitrogen go to work for you, bringing potential clients to your firm. Your advisors can stop being salespeople and focus on what matters most: clients.

Streamline your prospecting process
Having a winning proposal process is one of the top advisor growth strategies but is difficult for firms to achieve. With Nitrogen, converting prospects into loyal clients with perfectly crafted proposals has never been easier. Your team can implement a proven process to build portfolios with the perfect amount of risk every time, empowering your advisors to feel confident and your prospects to invest fearlessly. Win more clients with proposals through the Nitrogen Growth Platform.

Make every meeting count
Imagine a world where all your firm’s meetings are seamless, efficient, and trust-building. With Nitrogen, this can be a reality. Use Risk Assessments to help manage client expectations in every meeting and turn prospects into loyal clients. One advisor, Virginia, puts it this way: “The risk questionnaire actually helps us win prospects because by answering the questions, prospects can experience an immediate and subconscious buy-in.” Another advisor, P.J., said, “Nitrogen is part of every client conversation we have.”