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How to Help Keep Clients for Life: Dr. Jordan Hutchison on Niche, Clients, and Tech

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Manage episode 496269549 series 3578292
Content provided by Brodrick Lothringer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brodrick Lothringer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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!

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com

  continue reading

52 episodes

Artwork
iconShare
 
Manage episode 496269549 series 3578292
Content provided by Brodrick Lothringer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brodrick Lothringer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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!

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com

  continue reading

52 episodes

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