Season 7 / Episode 4

In the Zone 🧘‍♂️ Harnessing Flow in Financial Advising with Dr. Jordan Hutchison

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, how can you find it, and how can it lead to an increase in productivity, creativity, and well-being?

Dr. Hutchison explains the concept of flow as a state of deep absorption in activities that are intrinsically motivating and enjoyable. Examples from various fields such as music, sports, and crafts like knitting demonstrate how flow can enhance productivity and satisfaction across different activities.

What is technology’s role in financial advising? Will AI replace human advisors?

Dr. Hutchison discusses integrating technology to optimize financial advisors’ work environments, enabling them to spend more time on meaningful client interactions. He emphasizes the importance of the human element in financial advising, asserting the irreplaceable nature of personal connections despite advances in AI and automation.

How can behavioral science be incorporated into the design of technology solutions for financial advising?

- The application of behavioral science principles in designing technology solutions to create environments that foster productivity and satisfaction is highlighted.

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We’d love to hear your ideas on topics you’d like covered in future episodes! Please feel free to email: moneyandmeaning@tandemgrowth.com.