Advisor Stream/Broadridge
This Advisor marketing platform helps wealth firms drive growth by automating their digital marketing across social media, newsletters, email marketing and lead nurturing.
What is AdvisorStream?
Since 1995, this social event marketing program has helped advisors fill over 1.7 million seminars with motivated financial planning prospects.
What is SeminarSuccess©?
This is the name of the metric used by Nitrogen to quantify risk.
What is the “The Risk Number”?
This is the technology that Holistiplan uses to extract data from a tax return, typically in a matter of minutes (or less!).
What is Optical Character Recognition, or "OCR"?
7 million per year.
What is the number of reports generated by Advisors from the Black Diamond Wealth Platform?
This is the main purpose and mission of Trainual.
What is to document and share company knowledge?
This is one of the automation tools available in AdvisorStream.
What is Content Creation, or Distributing Newsletters, or posting on social media, or reporting?
LeadingResponse partners with this 501(c)3 non-profit organization to help advisors educate their local communities on retirement topics such as Social Security, Taxes, Medicare, and Estate Planning.
What is the American Financial Education Alliance (AFEA)?
This is the name of the metric in Nitrogen that advisors use to showcase the efficiency of an investment or portfolio.
What is the “GPA”?
This is the automatically generated client deliverable within Holistiplan that summarizes the previous year's tax return and provides customized Observations.
What is the Tax Report?
Trust accounting, compliance, CRM, portfolio management and reporting, client portal, alternative investment data processing and model marketplace
What are the primary components of the Black Diamond Wealth Platform available for purchase?
This is where you find the org chart and company directory.
What are the People sections in Trainual?
These are two of the content publishers AdvisorStream is licensed to provide.
What are The Wall Street Journal, or New York Times, or Barron's, or Forbes
LeadingResponse has national partnerships & exclusive discounts with these well-known steakhouse brands.
What are Fleming’s Prime Steakhouse and Ruth’s Chris Steak House?
This is the Mission Statement of Nitrogen Wealth.
What is “Empowering The World to Invest Fearlessly”?
This is the feature within Holistiplan that allows advisors to efficiently model tax planning strategies, such as Roth conversions, tax-efficient withdrawals, and charitable giving.
What is Scenario Analysis?
RIAs, IBDs, Family Offices, Trust firms.
Who are the primary client types for the Black Diamond Wealth Platform?
These are the 3 main pain points Trainual helps advisors solve.
What are systemized onboarding, specific role training, data analytics (tracking & reporting)?
This is how AdvisorStream customizes third-party articles.
What is adding advisor photos and business information?
This is how many clients age 55 and up are in the Leading Response database.
What is 22 million?
This is how the Risk Number is determined.
What is, each customer answers a questionnaire about how much they are willing to lose vs. how much they hope to gain?
Holisitplan is most powerful for clients with this amount of assets.
Who are clients with over $1 million in assets?
This is how clients see their actual annuities within their financial plan or reporting.
What are automated Carrier feeds?
This is the approximate number of businesses using Trainual.
What is over 7000?