ALTA TRUST ADVISOR WEBINAR SERIES
How Top Firms Scale: Turn Every Client Review into a Decision Making Meeting
Most client review meetings are full of information but short on decisions. Advisors walk through updates, performance, and plans, but leave without clear next steps, stronger conviction, or meaningful progress.
In this session, Aaron will focus on turning routine reviews into decision-making conversations that strengthen relationships, increase confidence, and drive better outcomes for clients and firms.
You’ll learn how to:
- Clarify the three core purposes of every review meeting
- Design agendas with pre-reads, decision prompts, and clear what changes now moments
- Handle volatility and client emotion without losing focus or direction
- Close meetings with clear commitments and follow up that clients feel confident about
- Strengthen retention, referrals, and client confidence through better review conversations
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
Make Every Client Review Count
Great firms use review meetings to do more than report on progress. They use them to guide decisions and deepen relationships.
Join Alta Trust and Aaron Klein for this session and see how to structure reviews that build confidence, clarity, and long-term loyalty. See you soon!
SAVE YOUR SEAT
