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 Holt & Derek Notman welcome Aaron Klein into the Rethink tank. Aaron Klein is the CEO and cofounder of 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:
Connect With Aaron Klein:
Connect With Adam Holt:
- Schedule an Asset-Map Demo
- support@asset-map.com
- 888-664-8850
- Asset-Map
- LinkedIn: Adam Holt
- LinkedIn: Asset-Map
- Facebook: Asset-Map
- Twitter: Asset_Map
- YouTube: Asset-Map
Connect With Derek Notman:
- Schedule a Call with Derek
- Conneqtor
- LinkedIn: Derek Notman
- LinkedIn: Conneqtor
- Twitter: Derek Notman
- Twitter: Conneqtor
- Facebook: Conneqtor
- YouTube: Derek Notman
About Our Guest:
Aaron Klein is co-founder and CEO at Riskalyze, the company that invented the Risk Number® and empowers anyone to become a fearless investor. The company is headquartered in Auburn, California and serves many thousands of financial advisors.
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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