RFG Advisory: Interview With VP Of Technology And Operations Dr. Jordan Hutchison About The RIA
RFG Advisory: Interview With VP Of Technology And Operations Dr. Jordan Hutchison About The RIA
https://pulse2.com/rfg-advisory-profile-dr-jordan-hutchison-interview/
Publish Date: 2026-05-21 19:21:00
Source Domain: pulse2.com
RFG Advisory is an award-winning Registered Investment Advisor (RIA) platform that empowers independent financial advisors by providing the technology, compliance, investment management, and operational support necessary to build their businesses. Pulse 2.0 interviewed RFG Advisory’s VP of Technology and Operations, Dr. Jordan Hutchison, to learn more.
Dr. Jordan Hutchison’s Background
Could you tell me more about your background and how you got into the financial services industry? Dr. Hutchison said:
“During my senior year of college, I went home for the holidays, and my dad asked what I planned to do after graduation. I had no idea—my focus had always been basketball, not career planning. I began researching graduate programs and discovered the financial planning program at the University of Alabama. The professors’ passion for the profession was contagious, and I left our first meeting completely sold on both the program and the industry.”
“After graduating, I spent seven years as a financial advisor, working alongside phenomenal colleagues and building my own book of business. Eventually, I met Daniel Crosby, who became a close friend. That relationship inspired me to shift toward coaching and training advisors at JOYN and SignatureFD.”
“Those experiences sparked my interest in financial technology, revealing the power of technology in the advisor-client experience. This led me to work with startups and lead various data and fintech product development strategies and teams before joining Shannon Spotswood at RFG Advisory. What began as a sales meeting turned into a career-defining conversation about innovation and growth. Today, I lead our operations and technology teams, driving RFG’s corporate and advisor technology strategy.”
Approach To Technology
What is your firm’s approach to technology, and has that changed since you joined? Dr. Hutchison shared:
“RFG Advisory views growth in phases. Before I joined, Shannon…
