You've joined tens of thousands of advisors using Nitrogen to empower fearless investing with their clients and prospects. Here are a few essential tools that will help you seamlessly implement Nitrogen in your next client meeting.
In This Article:
- Nitrogen Training 101
- Settings Menu, Integrations and Initial Implementation
- Steps To Success
- What to expect in the first 30-60 days
- Top Producer Playbooks
1. Nitrogen Training 101
The Nitrogen Advisor Success Team has created multiple on-demand online events to help you quickly and efficiently master the major components of Nitrogen. To view these events, login to Nitrogen, click on the HELP button (right side of your screen) then click the Recorded Webinars tile to view the available topics. Advisors new to Nitrogen find the most success when they start with Nitrogen Training 101 to learn the basics and prepare for using Nitrogen in client meetings.
In addition, you can find upcoming online events hosted by Nitrogen by clicking on the MENU ≡ button (top right of your screen) followed by Online Training. Here, you'll be able to register for webinars covering everything from new features to new strategies recently added to the Partner Store.
2. Settings Menu, Integrations, and Initial Implementation
The next few steps are to configure your account. Don't worry—this is pretty quick! Check out the video below to get started.
To find out if the software you already use integrates with Nitrogen, check out the Integration List. A great approach is to integrate your CRM or custodian, for example. Integrations are free, and they provide phenomenal efficiency by creating one-way or two-way connections between the products you use.
If you use something that's not on the list, shoot an email to firstname.lastname@example.org. This helps us prioritize building integrations with the tools you use most.
Make sure to set up your firm's logo and disclosures using the quick steps here.
If you're on Nitrogen Office, send your list of users (advisors, admins, etc.) to email@example.com, and we'll get all your team's accounts configured in a jiffy!
Are you configured as a team? Be sure to check out our guide to Data Sharing. If you have an admin assistant that will be using Nitrogen, this article has great insight into best practices.
3. Steps to Success
When you're logged in to Nitrogen, click Help on the right side of the screen to give you full access to our resources, webinars, and customer care.
Our Knowledge Base is chock-full of articles and videos offering best practices for using Nitrogen with clients, prospects, and leads. You can access the full Knowledge Base any time by clicking that HELP button on the right of the screen in Nitrogen.
PRO TIP: Check out Nitrogen Academy—a step-by-step, holistic training in the HELP menu. Nitrogen Academy is a library of lessons with interactive media, bite-sized chunks, and self-assessments geared toward providing exclusive content right from within your Nitrogen account.
Nitrogen has all U.S. stocks, ETFs, and mutual funds, over 10,000 SMAs, more than 130,000 VA subaccounts, and boatloads of other investments. Review our methodology and specific use cases for just about everything under the sun: annuities, alternatives, separately managed accounts, and more. Start with our Alternative Investment section to dive in! Can't find what you're looking for? Email our Customer Care Team firstname.lastname@example.org.
5. What to Expect the First 30-60 Days?
In the first few days, top advisors:
- Define their desired outcomes (goals) with Nitrogen.
- Determine how to align their firm's measurement of success using Nitrogen.
- Evaluate measurements of success.
Following the model above:
- Decide how to enhance your prospecting and deepen relationships with current clients. Success Playbooks is a great place to start.
- Perform 4-6 client and prospect reviews with Nitrogen to test the waters. Evaluating the product with clients helps crystallize specific steps for implementation.
- Evaluate the improvements in the prospecting process and client relationships.
Goal setting is key. By setting clear, objective, and definable goals, top advisors establish the purpose for Nitrogen. You'll find success with Nitrogen within a reasonably short period of time.
6. Top Producer Playbooks
Clients love seeing risk expressed in understandable terms and knowing how much risk their portfolio has. Showing Nitrogen on-screen with clients and prospects—whether the Portfolio Tools or Retirement Maps—is game-changing. It builds trust in the advisor and helps clients visually understand their portfolio and retirement goals.
Get started by scanning several Success Playbooks.
We look forward to your success!