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Jordan Hutchison
Director, Partnerships at XY Planning Network - Doctorate Candidate - Strategy
Dr. Jordan A. Hutchison is a prominent figure in the financial technology and planning industry. He currently serves as the Vice President of Technology and Operations at RFG Advisory.35 Previously, he held the position of Director of Partnerships at XY Planning Network.14
Dr. Hutchison's professional background includes:
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Education: He holds a Master of Science in Family Financial Planning and Counseling from the University of Alabama, has completed executive education programs at The Wharton School, and is pursuing a doctorate in business management from Saint Leo University.4
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Academic roles: He is an adjunct professor at Kaplan's College for Financial Planning, teaching Behavioral Finance.26
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Industry experience: Dr. Hutchison has worked with various firms including SignatureFD, Monstro, and Shaping Wealth.7
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Expertise: His areas of focus include financial technology, behavioral finance, and flow theory in financial planning.26
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Certifications: He holds multiple industry certifications in human behavior from institutions such as the College of Financial Planning and the Investment and Wealth Institute.4
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Media presence: Dr. Hutchison hosts the "Game Film with Dr. J" segment on the RFG Disruption Blueprint podcast.23
Dr. Hutchison is known for his work in integrating behavioral finance and technology into financial planning practices, aiming to enhance advisor-client relationships and improve the overall financial planning experience.237
Highlights
👩💻 Tech Literacy!
💾 If your compliance team isn't tech-forward and adopting better ways to understand data, they are falling behind.
🎯 Our Chief Compliance Officer, Rick Ohlrich, was spot on with his advice.
💪 Our compliance department has proactively adopted technology, to streamline all business processes for advisors and corporate teams.
#FinancialPlanning #Technology #RIAoftheFuture RFG Advisory
🔥What keeps you from “going through the motions” in your everyday life?
⭐ In my chat with Jeff Bernier, CFP®, on The Money & Meaning Show from TandemGrowth Financial Advisors, LLC, we discussed how integrating behavioral finance and positive psychology can amplify personal fulfillment through financial clarity, ultimately enhancing daily flow.
👉 Tune in to the full conversation here:
#Fulfillment #Flow #Technology #FinancialPlanning #WealthManagement RFG Advisory
