006: Aaron Klein of Riskalyze on Why Human Financial Advisors are Better Than Robo-Advisors

Aaron Klein (@AaronKlein) is the CEO and Co-Founder of Riskalyze. Founded in 2011 with 3 employees, today Riskalyze serves thousands of financial professionals who manage over $139 billion on their platform and employs 100+ employees just 5 years later. Aaron's led the company to twice being named one of the top 10 most innovative personal finance companies in the world by Fast Company Magazine. He's also been honored by InvestmentNews as one of the Top 40 Under 40 in the financial planning industry. This conversation with Aaron was a lot of fun as it was the EAB podcast's first venture into Fintech. For those of you unfamiliar, I was actually a Computer Information Systems major in college, so this conversation allowed me to combine my love of finance and tech, Aaron didn't disappoint! We cover a TON in this conversation, including: • How to avoid that awkward annual review conversation when a portfolio underperforms the S&P 500 • The ONE THING in a changing world of robo-advisors that will ALWAYS differentiate true advisors (i.e. humans) • How do you scale a company from 3 employees to 100+ in just 5 years? • The book Aaron has reread multiple times and credits with much of the philosophy behind building Riskalyze …and much more! Check out the show notes, links, and get Aaron Klein's free gift at http://bradleyjohnson.com/aaronklein