Fintech Impact

On today’s episode of Fintech Impact, we have a repeated guest Aaron Klein, the co-founder and CEO of Nitrogen Wealth formerly Riskalyze. Aaron was back in April of 2019, and he has been up to quite a lot. Aaron introduces the concept of behavioral science, alluding to how clients react to financial decisions. He shares an anecdote about an advisor who realized that he was anchoring his clients' portfolios based on his own risk tolerance which led to a misalignment in clients' expectations and actual investment outcomes.Episode Highlights 00:52: Aaron discusses the evolution of their company, originally named Riskalyze, reflecting on its 12 1/2-year journey since its foundation and the launch of their initial product for advisors.03:26: Jason expresses a desire to discuss the client's journey with Aaron, mentioning the need for better structures and processes in the industry.09:20: Jason acknowledges that while there are solutions for SEO and content marketing to attract leads, the real challenge lies in