ALTA TRUST ADVISOR WEBINAR SERIES | SESSION TWO
How Top Firms Scale: Create Real Alignment at the Leadership Team Level
Many growing firms believe they have alignment at the top, until complexity exposes the cracks. Functional leaders prioritize their own domains, decisions stall, and the firm struggles to move as one.
Top firms scale differently. Their leaders operate first as a firm-level leadership team rather than as a collection of functional heads.
In this session, Aaron Klein explains how leadership teams create real alignment around firm-level priorities, clarify what they exist to decide, and resolve cross-functional tension without weakening accountability.
You’ll learn how to:
- Align leaders around firm-level outcomes before functional interests
- Clarify which decisions belong to the leadership team, and which don’t
- Establish decision rights that hold up under pressure
- Address cross-functional conflict without creating winners and losers
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
