The Fintape
Welcome to The Fintape, a show where we highlight some of the biggest hits in Finance. Each episode, our host Brodrick Lothringer brings in thought leaders to share their insights on best practices for leveraging technology, boosting financial literacy, adopting new marketing strategies, and implementing disruptive practices within financial services.
So, grab your headphones, it's time to rock out to The Fintape.
The Fintape
How to Help Keep Clients for Life: Dr. Jordan Hutchison on Niche, Clients, and Tech
In this episode of The Fintape, Brodrick talks with Dr. Jordan Hutchison, Vice President of Technology and Operations at RFG Advisory, about how advisors can grow faster by focusing on a niche, building stronger client relationships, and using technology the right way.
Jordan shares why serving a specific group helps advisors stand out and grow faster. He also explains the small habits that help firms keep clients, like engaging both partners in every meeting, and how to avoid wasting time on flashy but unhelpful tech.
For advisors who want to grow, keep clients happy, and make tech work for them, this episode is worth a listen.
Connect with us below!
- Dr. Jordan Hutchison on LinkedIn
- Disruption Blueprint Podcast
- RFG Advisory
- Brodrick Lothringer on LinkedIn
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