ALTA TRUST ADVISOR WEBINAR SERIES
How Top Firms Scale: Hiring Without Vibes
Too many hiring decisions come down to chemistry, intuition, or a great interview. The problem is that likability doesn’t predict performance, and one bad hire can slow growth, weaken culture, and consume months of management attention.
In this session, Aaron will share a proven hiring framework that replaces gut feel with a repeatable process. You’ll discover how leading firms define success before they hire, evaluate candidates consistently, and make hiring decisions they won’t regret as the business grows.
You’ll learn how to:
- Build role scorecards that define success through outcomes, competencies, and values-based behaviors
- Design structured interview loops so every interviewer evaluates a specific part of the role
- Conduct reference calls that uncover real strengths, weaknesses, and performance patterns
- Apply the “bar raiser” approach to make stronger hiring decisions for your most important roles
JULY 23
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
Hire People Who Raise the Standard
Great firms don’t leave hiring to instinct. They define success, evaluate candidates consistently, and build teams that make the organization stronger with every hire.
Join Alta Trust and Aaron Klein for a practical session on how advisors and RIA leaders can build a hiring system that improves decisions, protects culture, and supports long-term growth.
