Redefining Growth for Advisors: Dan Zitting on Frictionless Tech, Sales Skills, and Client Confidence
What does it take to grow a modern financial advisory business in a world where referrals are no longer enough?
In this episode of The Modern Financial Advisor Podcast, Mike Langford is joined by Dan Zitting, CEO of Nitrogen Wealth, to explore the tools, strategies, and mindset shifts that today’s financial advisors need to succeed. From frictionless onboarding and personalized risk assessments to reviving the lost art of selling, Dan shares how Nitrogen is evolving to meet the real-world challenges advisors face every day.
Dan also opens up about what it’s like to take the reins of a legendary FinTech brand—formerly Riskalyze—and why the company’s rebrand was about more than a new name. It’s about refocusing on the advisor’s journey and the investor’s confidence.
What You’ll Learn in This Episode
Why Friction Is the Enemy of Advisor Growth
Dan explains how removing tedious data entry, manual workflows, and outdated interfaces is essential if advisors want to spend more time with clients—and less time wrestling with technology.
The Power of Net Promoter Score (NPS)
Nitrogen puts its NPS front and center, and for good reason. Dan breaks down how measuring client satisfaction is more than a vanity metric—it’s a leading indicator of trust and growth.
Risk Isn’t About Age—It’s About Psychology
Just because someone is 30 doesn’t mean they’re aggressive. And just because they’re 70 doesn’t mean they’re conservative. Dan makes the case for deeper, individualized risk insights that advisors can act on.
Why Referrals Aren’t Enough Anymore
Referrals used to be the engine of growth, but in a digital-first world, prospects need more proof before they engage. That’s a theme we’ve explored in other recent episodes:
Beatriz Acevedo of SUMA Wealth on expanding your reach by engaging the next generation.
Greg Bogich of AcquireUp on rebuilding your sales muscle through intentional prospecting.
Felipe Toews on why honest conversations about risk and loss are the foundation of strong advisor-client relationships.
How AI Will Reinvent Advisor Workflows
Dan shares a vision for AI as a co-pilot—automating meeting prep, surfacing portfolio insights, and creating client-ready reports without the advisor having to lift a finger.
🎉 Join Dan and the Nitrogen Team at the Fearless Investing Summit
Looking for more advisor growth strategies, tech insights, and high-energy inspiration? Be sure to check out the upcoming Fearless Investing Summit hosted by Nitrogen. It’s one of the most highly-rated events in the industry—and a great place to connect with forward-thinking advisors and FinTech leaders.
Final Takeaway
As Dan put it best: “Advisors want to spend less time in software—not more.” The future of advisor technology is all about simplicity, automation, and empowering confidence—both for the advisor and their clients. Whether you’re a solo advisor or leading a fast-growing RIA, this episode is a must-listen.
