253 Dr. Jordan Hutchison / Flow State: The Hidden Engine Behind Great Advisors
35m | Oct 2, 2026In this episode of the Elite Financial Advisor Podcast, Sten Morgan, CFP®, ChFC®, talks with Dr. Jordan Hutchison, VP of Technology and Operations at RFG Advisory, about what keeps great advisors in flow: time well spent, technology that removes friction, and a business built around the work that actually fulfills you.
Jordan has sat in nearly every seat in the industry - advisor, coach, fintech builder, XY Planning Network, Shaping Wealth, and now RFG - while earning a doctorate in behavioral finance. He shares why a financial plan is an ongoing process rather than a static printout, and why clients still come back to one question: am I going to be okay?
Communication and building a financial plan are two of the three pillars of EAN's Elite Model, and Jordan makes the case that great communication only works when you know the nuts and bolts - plus why change isn't always the answer when deciding where your practice should land.
In This Episode
- Time well spent: build and choose tools that remove friction instead of draining your day.
- Planning is an ongoing process, and clients still want to know "am I going to be okay?"
- The future advisor is a great communicator who still knows the nuts and bolts.
- Beware the action bias. Change isn't always the right move - self-reflection comes first.
- Build around what fulfills you, and pick a platform that supports it.
Episode Timestamps
00:00 - Introduction and basketball
05:06 - A senior-year wake-up call and a financial planning master's
07:51 - Trying almost every job in the industry
15:57 - What RFG does and Jordan's role
17:04 - Click One and the principle of "time well spent"
20:28 - Is financial planning the tip of the spear?
22:23 - Why planning is ongoing, not static
25:27 - The future advisor's core skill set
27:20 - "If I close that open book, do you know what you did?"
30:20 - Is change a good thing? The action bias
31:46 - Build the business that fulfills you
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