Don’t Do That: Don’t Confuse Complexity for Value with Mike Betz, Nitrogen

In this thoughtful and insight-packed episode of Don’t Do That, Kelly sits down with Mike Betz, Director of Strategic Partnerships at Nitrogen, for a wide-ranging conversation on wealth tech evolution, advisor workflows, AI, and one of the most common (and costly) mistakes professionals make: overcomplicating what should be simple. Kelly and Mike cover: 00:56 Mike’s background across advisory firms and wealth tech platforms 03:14 Why every wealth management firm is now, in effect, a technolog...