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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.

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47 episodes