ALTA TRUST ADVISOR WEBINAR SERIES
How Top Firms Scale: Defining Values That Shape Great Teams
Most firms talk about culture, but very few define it in a way that actually shapes behavior, hiring, and decision-making. Values often live on a website or in a slide deck, while the firm’s real culture is driven by what is rewarded or tolerated every day.
In this session, Aaron will introduce a framework for building culture intentionally by defining values that strengthen trust, improve accountability, and help firms scale without losing what makes them great.
You’ll learn how to:
- Define values that reflect both who your firm is today and who you want to become
- Create clear behavioral standards that leadership teams can consistently reinforce
- Use the 80/20 framework to balance authenticity with growth and evolution
- Build “people who can’t work here” boundaries that protect culture as the firm scales
JUNE 25
1 P.M. PACIFIC | 4 P.M. EASTERN
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
Culture by Design
Strong firms do not build culture by accident. They define clear values, reinforce the right behaviors, and create standards that shape how teams work together and serve clients.
Join Alta Trust and Aaron Klein for a practical session on how advisors and RIA leaders can build a culture that strengthens accountability and supports growth. See you soon!
