Technology is changing the financial landscape, not just for advisors but for clients too.

In this episode, Shannon Spotswood brings on RFG’s Vice President of Technology, Dr. Jordan Hutchison, to discuss the tremendously disruptive change in technology the financial industry is going through. Jordan shares his journey to get to where he is today, explains what flow is, and talks about the impacts of the constantly changing fintech space on the client experience.

Jordan discusses: 

• His academic and professional journey to becoming the VP of technology at RFG
  
• What flow is, and how to know when you’re in flow
  
• How focusing on high growth, happiness, and profitability as a metric of success is changing the experiences of advisors and clients
  
• What advisors can do to invoke flow into their client portals and make them more personalized to their clients
  
• Why defining a personal mission statement for both advisor and clients is important to achieving a flow state
  
• The challenges for financial advisors being expected to become life coaches for their clients
  
• The skills advisors need to train to be able to toggle between the EQ side and technical side with their clients
  
• Why women and the next generation still aren’t connecting with their advisors
  
• What he thinks the industry will look like three years from now
  
• Why advisors hesitate to go independent
  
• What advisors can do to become better leaders
  
• And more
  

Resources:

• Kitces FinTech Map
  
• FinTech.Kitces.com
  

Connect with Jordan Hutchison:

• LinkedIn: Jordan Hutchison
  

Connect with Shannon Spotswood:

• RFG Advisory
  
• LinkedIn: Shannon Spotswood
  
• Email: sspotswood@rfgadvisory.com
  

About our Guest:

Dr. Jordan A. Hutchison is the Vice President of Technology at RFG Advisory. His executive leadership expertise in WealthTech, human behavior, and financial planning strategy provide him with the ability to help financial professionals live extraordinary lives. He uses his deep understanding of financial advisors, practice management, and the wealth management business cycle to apply the proper needs to run a successful financial planning firm.

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Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.

Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources.

The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.

Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.