Healthy Advisor

The Healthy Advisor: Beyond the C-Suite With Aaron Klein

Listen Later

Many advisors know Aaron Klein as the super-friendly, charismatic leader of Nitrogen, formerly Riskalyze, the company he founded about 13 years ago as a risk tolerance documentation tool. He’s since stepped down from his role leading the company.

What most advisors probably don’t know is Aaron’s personal journey—the challenges he faced balancing running a major fintech company with adopting and raising three children.

In 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 career and personal life.

Aaron discusses: 

  • The challenges of international adoption
  • Navigating bureaucratic hurdles and unforeseen changes
  • Balancing professional responsibilities with the demands of adoption
  • The impact of PANS diagnosis on his son and the healing journey 
  • How he came to the decision to step down as CEO of Nitrogen
  • What’s next for him

    • Resources: 

    • Listen to other inspiring episodes of The Healthy Advisor

      • Connect With Aaron Klein:

      • LinkedIn: Aaron Klein
      • Nitrogen
      • [email protected]

        • Connect with WealthManagement.com:

        • WealthManagement.com
        • LinkedIn: Diana Britton
        • Email: [email protected]
        • LinkedIn: Informa
        • LinkedIn: WealthManagement

          • About Our Guest:

          Aaron Klein is the co-founder of Nitrogen, the growth platform for wealth management firms, which started life as Riskalyze in 2011. As its first CEO, he led the company through 42 consecutive quarters of growth, scaling to serve tens of thousands of financial advisors, and twice being named one of the world’s 10 most innovative companies in finance by Fast Company Magazine. He passed the baton to his successor in 2023, and continues to serve on the firm’s Board of Directors.

          If you have a struggle and wish to share your experiences and help others in similar situations, please reach out to Diana at [email protected].

          The Healthy Advisor podcast is available on Apple Podcasts, Android, Stitcher, Spotify, and wherever podcasts are found.

          ...more
          View all episodesView all episodes
          Download on the App Store
          Healthy AdvisorBy Diana Britton
          • 5
          • 5
          • 5
          • 5
          • 5

          5

          10 ratings

          More shows like Healthy Advisor

          View all
          Freakonomics Radio by Freakonomics Radio + Stitcher

          Freakonomics Radio

          32,087 Listeners

          Masters in Business by Bloomberg

          Masters in Business

          2,162 Listeners

          Up First from NPR by NPR

          Up First from NPR

          55,980 Listeners

          Worth Listening with Lauryn Williams by Lauryn Williams

          Worth Listening with Lauryn Williams

          46 Listeners

          The Jordan Harbinger Show by Jordan Harbinger

          The Jordan Harbinger Show

          11,979 Listeners

          Worklife with Adam Grant by TED

          Worklife with Adam Grant

          9,162 Listeners

          Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

          Kitces and Carl - Real Talk for Real Financial Advisors

          239 Listeners

          Huberman Lab by Scicomm Media

          Huberman Lab

          28,554 Listeners