In the Zone 🧘♂️ Harnessing Flow in Financial Advising with Dr. Jordan Hutchison
In this enlightening episode of The Money & Meaning Show, host Jeff Bernier teams up with Dr. Jordan Hutchison, a leading figure in wealth management and psychology, to explore the concept of flow in financial advising. Dr. Hutchison, who serves as Vice President of Technology and Operations at RFG Advisory and is an adjunct professor for Kaplan's College for Financial Planning, shares how integrating behavioral finance and positive psychology can amplify personal fulfillment through financial clarity.
What is "Flow"? What benefits can it provide for advisors and clients?
What is Technology's Role in Financial Advising? Will AI replace human advisors?
How Can Incorporating Behavioral Science into Designing Tech Solutions Improve the Experience?
Create your
podcast in
minutes
It is Free