This week, Jamie Hopkins talks with Aaron Klein. Aaron is the founder and CEO of Riskalyze and a Snappy Kraken board member.

Since founding Riskalyze nearly a decade ago,  Aaron has become heavily involved with nonprofits, including Hope Takes Root, a group that brings education and vocational training to vulnerable youth in Ethiopia.

Aaron caught the entrepreneurial bug as a 12-year-old when he began working for his dad after school. He spent years in the startup world before eventually founding Riskalyze. And through it all, serving advisors has always been his goal—enabling advisors to provide clients with the right information that leads to valuable long-term relationships.

In this episode, Jamie and Aaron talk about how to provide advisors with the right resources to help them advise their clients, going from Tony Stark to Iron Man, and continual iteration and innovation.

Also, have you ever heard of Korean Ethiopian American fusion cuisine? If not, you’ll hear about it first on our show today!

“100% of our focus today is equipping incredible financial advisors to defeat fear-bound decision-making in the world. These are tough times for the advisors we serve, but there’s really not a better time to be a company whose mission is empowering the world to invest fearlessly. ~ @AaronKlein

Main Takeaways

  • Sometimes the most important thing you can do for a client is to change how you deliver information. You can spend years telling clients the same things, but changing the delivery and leveraging the facts in a visual format can make all the difference.
  • Given the fundamentals of our economy, the need for good financial advisors is only going to increase. There will continue to be more demand for good financial advice that will help people meet their potential and reach their financial dreams.
  • The work of advisors is to support clients as they support their families and futures. The more we can support advisors in that effort, the better they will be able to support their clients for the long-term.

Links and Important Mentions

Get Your Free Blueprinting Guide

The first step to setting up the framework of your business is to have the right blueprint. But knowing what goes into that blueprint is half of the battle. We put together a free resource that you can use to set your firm down the right path.

Go to to get your free blueprinting guide.

Subscribe and Stay in Touch


Jamie Hopkins

Managing Director, Carson Coaching
facebook twitter linkedin mail print
Share Post: facebook twitter linkedin mail print
Recent Posts

An Introverted Financial Advisor’s Guide to Asking for Client Referrals

By: J.J. Peller
Referrals are essential to your business’s growth. I’ve worked with coaches who say some of their best clients have come from referrals. Yet when I ask about their strategy for…

Rethinking Fees and Challenging the Status Quo with Rick Ferri

By: Jamie Hopkins
This week, Jamie Hopkins talks with Rick Ferri, a CFA who is rethinking the way we charge clients and how we provide service as financial professionals. Rick went from the…

Framework: Consistency, Process and Coaching Champions with Bob Bowman

By: Jamie Hopkins
This week, Jamie Hopkins talks with legendary coach Bob Bowman. Bob is the current head coach of the Arizona State University swim team and the head coach for the U.S.…

Framework: Writing, Retirement Planning and Innovating with Wade Pfau

By: Jamie Hopkins
Dr. Wade Pfau is the founder of Retirement Researcher, a retirement-focused firm that uses modern and sound academic research to help clients build a retirement plan.  Wade is also the…
1 2 3 59