Building Bold Visions for Next-Gen Advisory Firms

Published on November 15, 2024

Joe Duran, CEO of RISE Growth Partners, shares key strategies for advisors to evolve and scale their businesses at the Nitrogen 2024 Fearless Investing Summit.

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Bridging the Gap: Insurance and Wealth Management

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Securing Your Legacy: Business Continuity for Independent Advisors

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At Nitrogen’s 2024 Fearless Investing Summit, Billy Oliverio, executive vice president and chief marketing officer for United Planners, discusses the critical need for independent advisors to prioritize business continuity and succession planning.