RFG Advisory recently announced a collaboration and technology integration with Nitrogen, aimed at providing support for RFG advisors’ business growth and client engagement efforts. This new partnership is expected to offer numerous benefits to growth-minded advisors, including client-facing risk alignment tools, portfolio comparison capabilities, proposal generation support, client registration solutions, custom risk management tools, and concierge-level business services.
Shannon Spotswood, president of RFG Advisory, highlighted the significance of this collaboration by emphasizing the focus on providing advisors with technology and solutions that help them deepen their client relationships, grow organically, and scale their businesses to create enterprise value. The addition of Nitrogen to RFG’s suite of technologies reflects the firm’s commitment to offering comprehensive asset management solutions for its 100+ advisors.
Spotswood explained that Nitrogen’s platform will enable advisors to refocus their time away from portfolio management work in favor of higher-value tasks. By leveraging the technological tools provided by Nitrogen, RFG platform advisors can expect an annual organic growth rate of over 19%, significantly exceeding industry averages.
The decision to collaborate with Nitrogen was not taken lightly. According to Spotswood, discussions about this partnership have been ongoing for several years, with more concentrated work developing in the past 12 to 18 months. He emphasized the importance of choosing a technology partner that would not only meet but exceed their high standards. With Nitrogen’s support, RFG advisors can boldly embrace the future of personalization and enhance their customer experience.
In a rapidly evolving independent advisory industry where maintaining high levels of organic growth is crucial, RFG Advisory’s integration with Nitrogen represents a strategic move towards empowering advisors with cutting-edge technologies. This collaboration underscores the firm’s commitment to staying ahead of industry trends and providing its advisors with the tools they need to thrive in today’s competitive landscape.
Surprisingly, this partnership between RFG Advisory and Nitrogen signals a new era for growth-minded advisors seeking innovative solutions to drive business success and enhance client engagement efforts.