The Customer Wins Growth Tips for Wealth Management Firms With Aaron Klein of Nitrogen
Aaron Klein is the Co-founder and CEO of Nitrogen, a growth platform for wealth management firms. He has led the company to twice being named one of the world’s top 10 most innovative companies in finance by Fast Company Magazine.
Aaron is also the Co-founder of Hope Takes Root, an initiative to use vocational training and life mentoring to change the future for orphans and at-risk kids in Ethiopia. He is an Investment News honoree of the industry’s top 40 Under 40 executives.
In this episode…Do you want to transform a hesitant investor into a capable one that makes remarkable decisions? How can you do so as a financial advisor?
The wealth management industry is one of the most challenging industries to be in. Optimal returns are held back from a fear of losing their money. According to Aaron Klein, great financial advisors need clients willing to make bold decisions to create long-term financial outcomes. Learn how to turn your clients into gutsy investors as a financial advisor.
In this episode of The Customer Wins, Richard Walker sits down with Aaron Klein, Co-founder and CEO of Nitrogen, to discuss how he helps wealth management firms succeed. Aaron talks about Nitrogen and how it helps people, the challenges and mistakes financial advisors make and how to overcome them, and the journey of building Nitrogen and the rebrand.