Redefining Advisor Growth: Dan Zitting on Eliminating Friction and Building Client Confidence

Modern Financial Advisor

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