Take a weekly trip to Planet WealthTech with industry thought leader Craig Iskowitz as he discusses, debates and dissects the latest news and trends in wealth management technology.
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Take a weekly trip to Planet WealthTech with industry thought leader Craig Iskowitz as he discusses, debates and dissects the latest news and trends in wealth management technology.
Ep 307: Referrals Are Dead: Sales Enablement is the Future of Advisor Growth, with Dan Zitting, Nitrogen
WealthTech Today
1 week ago
Ep 307: Referrals Are Dead: Sales Enablement is the Future of Advisor Growth, with Dan Zitting, Nitrogen
When Nitrogen Wealth rebranded from Riskalyze, many advisors were left wondering: what exactly does “sales enablement” mean in wealth management? In this episode of WealthTech Today, we sit down with Dan Zitting, CEO of Nitrogen Wealth, to explore how the company is pushing beyond risk tolerance into personalization, proposal generation, and advisor growth. Zitting also […]
WealthTech Today
Take a weekly trip to Planet WealthTech with industry thought leader Craig Iskowitz as he discusses, debates and dissects the latest news and trends in wealth management technology.
