ALTA TRUST ADVISOR WEBINAR SERIES | SESSION ONE
How Top Firms Scale: Make Key Decisions Without Fracturing Trust
As firms expand, decision-making becomes more complex and sensitive. Leadership teams may avoid genuine disagreement to maintain relationships or engage in prolonged debates without reaching true commitment. This often leads to slow execution, passive resistance, and decisions that fail to take hold.
In this session, Aaron Klein introduces a disciplined approach to decision-making that allows leadership teams to disagree productively, decide clearly, and commit fully, without damaging trust or reopening the issue later. You will gain a practical framework for making high-stakes decisions that advance your firm.
You’ll learn how to:
- Surface real disagreement without creating politics or personal fallout
- Separate facts, assumptions, and preferences during decision moments
- Make commitment explicit so ownership and follow-through are clear
- Prevent decisions from being quietly re-litigated after the meeting
FEBRUARY 26
1 P.M. PACIFIC | 4 P.M. EASTERN
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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!
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