Ep 073: Aaron Klein: Investing in Your Clients and Your Firm with Technology The Evolving Advisor Podcast

In this episode, Jeff and Aaron discuss:

How conservative, moderate, and aggressive mean different things in different industries (and how they need to be described for financial advising).
Persistence and pivoting when things don’t go as planned.
Building a company and rebranding to better fit the mission.
Best practices for financial advisors.



Key Takeaways:

The client needs to be in the role of the hero - the financial advisor needs to be the Obi-Wan Kenobi to your client’s Luke Skywalker.
Understand how the value driver can apply to what your customers want and need.
Build your firm with an eye towards the future, whatever that looks like for you.
Make sure your firm is growing, no matter what the market is doing. The impact of the market should not be the only thing growing your firm.



"Growth is the lifeblood of businesses. If we're not being real with ourselves about how we're growing, excluding market impact, I think we're gonna be in trouble as advisory businesses." —  Aaron Klein



Connect with Aaron Klein:

Website: https://nitrogenwealth.com/

LinkedIn: https://www.linkedin.com/in/aaronklein/

Twitter: https://twitter.com/AaronKlein

Twitter: https://twitter.com/NitrogenWealth



Connect with Jeffrey Concepcion:

Website: https://www.stratoswealthpartners.com

Contact: https://www.stratoswealthpartners.com/contact

Twitter: https://twitter.com/Stratos_Wealth

Facebook: https://www.facebook.com/stratoswealthpartners

LinkedIn: https://www.linkedin.com/in/jeffconcepcion1/