Join Mike Langford in this eye-opening episode of the Modern Financial Advisor Podcast as he chats with Dan Zitting, CEO of Nitrogen Wealth, formerly Riskalyze. They discuss the evolving landscape of financial advising, emphasizing the importance of a strong digital presence, the role of AI in enhancing advisor-client interactions, and actionable strategies to tackle slow organic growth in the industry.
Dan offers fresh perspectives from his software and tech background, sharing insights on reducing advisor friction, leveraging AI for better client meetings, and the necessity of adapting sales motions for younger generations.
Key Themes:
- The strategy behind Riskalyze’s rebrand to Nitrogen
- Using Net Promoter Score (NPS) to measure advisor success
- Why risk tolerance is more than just age-based assumptions
- How AI and agentic workflows are transforming client meetings
- Rethinking referrals, sales motion, and digital trust building
Don’t miss this engaging conversation on how modern advisors can deliver clarity, confidence, and scalable growth in an ever-evolving landscape.
Chapters:
00:00 Understanding Modern Sales Motion
00:43 Introduction to the Podcast
02:14 Conversation with Dan Zitting Begins
03:13 Rebranding from Riskalyze to Nitrogen
06:10 Challenges and Opportunities in Wealth Management
15:48 The Importance of Digital Presence
22:32 Adapting to Changing Client Behaviors
30:53 Injecting Value into Client Conversations
31:47 Understanding Client Risk and Confidence
33:14 The Importance of Advisor-Client Relationships
36:11 Engaging the Next Generation of Clients
38:59 Realistic Risk Communication
48:35 AI and the Future of Financial Advising
53:56 Conclusion and Final Thoughts
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