Thursday Email: Jordan Hutchison

November 07, 2024

Bridging the Gap is a weekly podcast focused on evolving the wealth management industry.

Each week we look to inspire innovation and continued progression to serve more families via these transformative conversations with leaders both in and out of our industry.

Jordan Hutchinson on Tech and the Future of Wealth Management

In this episode of Bridging the Gap, Matt Reiner talks with Jordan Hutchinson, VP of Technology and Operations at RFG Advisory, about bridging gaps in financial advisory through practical tech solutions and behavioral finance. Jordan shares how his team conducts ride-alongs with advisors to identify real-world tech needs and discusses the importance of building behavioral finance skills to enhance client relationships. He also highlights the value of a growth mindset and innovative communication frameworks to foster adaptability within financial firms as they face rapid industry changes.

Jump to this:

[18:36] Behavioral finance necessitates understanding psychological influences on financial decision-making.

[30:15] Regulatory frameworks face significant challenges in keeping pace with the rapid acceleration of technological advancements. This creates a critical need for comprehensive oversight to effectively manage the emerging risks and complexities associated with such rapid innovation.

The best is ahead!

-Matt