How Top Firms Scale: The 3 Leadership Disciplines That Matter Most
Scaling a firm changes the job of leadership.
Decisions that once felt simple become harder to make and harder to sustain. Leadership teams struggle to stay aligned as roles specialize. Delegation creates risk instead of capacity, pulling senior leaders back into the details.
How Top Firms Scale: The 3 Leadership Disciplines That Matter Most is a three-part webinar series with Aaron Klein designed for Advisors and RIA leaders navigating these exact challenges.
Each session focuses on a critical leadership discipline that determines whether a firm scales smoothly or stalls under complexity. You will learn practical frameworks used by top firms to make decisions that stick, align leadership teams around firm-level priorities, and delegate decision authority without sacrificing judgment or standards.
This series is built for leaders who want to scale their firms with clarity, trust, and consistency. Join us!
FEBRUARY 26
1 P.M. PACIFIC | 4 P.M. EASTERN
Make Key Decisions Without Fracturing Trust
Learn how your leadership team can disagree productively, make clear decisions, and commit without rehashing or resentment.
MARCH 25
1 P.M. PACIFIC | 4 P.M. EASTERN
Create True Alignment at the Leadership Team Level
Learn how top firms align leaders around firm-level priorities instead of functional silos.
APRIL 22
1 P.M. PACIFIC | 4 P.M. EASTERN
Turn Delegation Into Better Decisions, Not More Risk
A practical framework for delegating decision authority while protecting judgment and standards.
Meet Aaron Klein
Aaron Klein is a founder, CEO, and longtime builder of companies, teams, and culture. He is the founder of Contio, launched in 2025 to help leadership teams turn meetings into clear decisions and real action. Previously, Aaron was the founding CEO of Riskalyze (now Nitrogen), which he started in his basement in 2011 and scaled through 42 consecutive quarters of growth to serve tens of thousands of financial advisors, earning multiple Fast Company “Most Innovative” honors along the way.
He continues to serve on Nitrogen’s board and is a sought-after speaker at major fintech, leadership, and wealth management events. Aaron also serves on the boards of Mountain States Policy Center and Hope Takes Root, a nonprofit he cofounded with his wife, Cacey. He lives in Eagle, Idaho with their three children and was named Wealth Management CEO of the Year in 2023.
“Aaron helped our leadership team get aligned and move faster. The shift at Alta Trust has been a true culture of growth—clear priorities, real accountability, and momentum we can feel. I’m thrilled to invite advisors to experience and apply his transformational insights.”
—Adam Ponder, CEO at Alta Trust
Build the Leadership Foundation That Supports Growth
Scaling well requires more than strategy. It requires leadership disciplines that hold up as complexity increases.
Join Alta Trust and Aaron Klein for this three-part series and learn how top firms scale with clarity, trust, and consistency. See you soon!
REGISTER FOR THE SERIES
