Empowering Advisors To Help Clients Live Fearlessly With Dan Zitting

Dan Zitting is the CEO of Nitrogen, a platform that empowers advisors by creating more engaging, confidence-building client conversations. He is a longtime SaaS entrepreneur and operator with a background in building software in governance, risk, and compliance (GRC). Before Nitrogen, Dan founded Workpapers.com and later led Galvanize through significant growth, culminating in its $1 billion acquisition by Diligent. At Nitrogen, he focuses on using modern technology to help advisors deliver more personalized guidance so clients can invest and live fearlessly.

In this episode…

Financial advice can feel overwhelming and emotional, especially when clients are unsure whether they're making the right decisions or if their long-term plans are truly secure. Advisors, in turn, often struggle to translate complex topics like risk, taxes, and income planning into conversations that feel clear, personalized, and confidence-building. How can advisors strengthen client trust while scaling those high-impact moments across a growing book of business?

Dan Zitting, a SaaS executive and enterprise software leader with deep expertise in governance, risk, and compliance platforms, shares how advisors can elevate client outcomes through better engagement and communication. He emphasizes meeting clients where they are emotionally, using structured talk tracks to prepare for meaningful conversations, and presenting recommendations in a professional, visual format that clients can actually absorb. Dan also highlights how modern AI can reduce prep time by automating data ingestion, uncovering hidden planning insights from documents like brokerage statements and tax returns, and helping advisors focus more on guidance and trust rather than manual workflow.

In this episode of The Customer Wins podcast, Richard Walker interviews Dan Zitting, CEO of Nitrogen, about helping advisors create fearless client moments through better engagement and AI-powered tools. Dan discusses rebranding beyond risk tolerance, building an AI-first platform, and using tax insights to deepen planning conversations.