Fearless Investing Summit 2026 – Main Stage On-Demand

Aaron Klein, CEO of Contio and founder of Nitrogen, breaks down the principles behind truly brilliant meetings, shares his vision for turning every meeting into a powerful data flywheel for your business, and explains how advisors can leverage Nitrogen and modern wealth tech to create a smarter, more scalable future.

Join a panel of Nitrogen's top users as they discuss best practices and insider tips on delivering clear, confident advice that builds client trust.

Dr. Joy Lere shares the science and craft of storytelling as a superpower for modern advisors, positioning them to deliver more impactful client experiences through improved conversation and communication.

Josh Brown, CEO of Ritholtz, shares his insights on AI and how wildly wrong predictions from a generation ago are laughable today.

Industry powerhouses Dana Fava, Chief Strategy Officer at Carson Group, and Joel Bruckenstein, CFS, CMFC, CFP®, debate the top industry issues that will shape the future of wealth management.

Watch the latest product releases and updates across Nitrogen's AI-connected suite of advisor products designed to showcase the value of advice in every client meeting. In this update we introduce Nucleus - An agentic AI engine embedded directly where you work in Nitrogen - along with updates to Tax Center and Statement Capture.

Jaci Stanton, Managing Director, F2 Strategy moderates a panel of wealth tech leaders discussing how tech is shaping the future of advice.

Johnny Quinn, Former Olympian and NFL Player, shares his journey of grit and resilience as he navigated a career in professional spots.

This panel brings together top CEOs - including a few direct competitors - for an open, honest conversation about how AI should (and shouldn’t) play a role in client communication.

Steven Jarvis, CFP, shares how to make taxes your competitive advantage. You’ll walk away with practical strategies you can apply immediately to delight clients, increase referrals, and grow your practice. No fluff, no exotic strategies that create more audits than tax strategies, just real-world tactics that make all the difference.

We exist to generate qualified pre-retiree & retiree referral appointments for fiduciaries to help them stand out in today's market and scale on a virtual level. Our mission is transforming how advisors grow in 2026, tapping into the ability to scale past your local market and have true control over your pipeline and lead generation.

Hear from experienced CMOs who will discuss what's working in advisor marketing today— and how real campaigns are driving real results.