Today’s fintech solutions are improving financial professional productivity by rethinking how they integrate technology available. And yet, advisors are telling us that they’re using legacy tools that are 5, 10 and 20 years old. Consider how this complacency is going to snowball as we move into digital-first consumer expectations. In this episode, Adam & Derek welcome Aaron Klein into the Rethink tank. Aaron Klein is the CEO and cofounder of Nitrogen, formally known as Riskalyze, a company that invented the Risk Number®. Aaron has incredible experience solving problems before they are broken. We hear from Aaron on his perspective of the commitment to human advisors and their adoption of tech that really works in their practices.

Aaron discusses:

The only strategy where human advisors beat robo advisors
The importance of discussing risk with new and current clients
The importance of finding the right tech, not all the tech
The number of important insights that are only one-tech integration away
And more

Resources:

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About Our Guest:

He is husband to Cacey Steward Klein, and dad to Spencer (born in South Korea), and Emma and Teddy (born in Ethiopia). Aaron and Cacey cofounded Hope Takes Root, an initiative to use vocational training and life mentoring to change the future for orphans and at-risk kids in Ethiopia. Previously, Aaron was elected as a Sierra College Trustee three times and served from 2004-2016. He consistently gives his PR people heart attacks by tweeting at @AaronKlein.

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The Risk of Advisor Complacency Featuring Aaron Klein (Ep. 20)