Many advisors know Aaron Klein because the super-friendly, charismatic chief of Nitrogen, previously Riskalyze, the corporate he based about 13 years in the past as a threat tolerance documentation instrument. He’s since stepped down from his function main the corporate.
What most advisors most likely don’t know is Aaron’s private journey—the challenges he confronted balancing operating a significant fintech firm with adopting and elevating three kids.
On this episode, WealthManagement.com Managing Editor Diana Britton sits down with Aaron Klein, co-founder and board member of Nitrogen, to delve into the highs and lows of his profession and private life.
The Klein household (left to proper): Spencer, Cacey, Aaron, Teddy and Emma
Aaron discusses:
- The challenges of worldwide adoption
- Navigating bureaucratic hurdles and unexpected modifications
- Balancing skilled obligations with the calls for of adoption
- The impression of PANS prognosis on his son and the therapeutic journey
- How he got here to the choice to step down as CEO of Nitrogen
- What’s subsequent for him
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About Our Visitor:
Aaron Klein is the co-founder of Nitrogen, the expansion platform for wealth administration corporations, which began life as Riskalyze in 2011. As its first CEO, he led the corporate via 42 consecutive quarters of progress, scaling to serve tens of hundreds of economic advisors, and twice being named one of many world’s 10 most revolutionary firms in finance by Quick Firm Journal. He handed the baton to his successor in 2023, and continues to serve on the agency’s Board of Administrators.
In case you have a battle and want to share your experiences and assist others in comparable conditions, please attain out to Diana at [email protected].
The Wholesome Advisor podcast is offered on Apple Podcasts, Android, Stitcher, Spotify, and wherever podcasts are discovered.
