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The Advisor Lab


Apr 12, 2021

In this episode, we sit down with Jordan Hutchison, the Director of Partnerships at XY Planning. Jordan comes from a behavioral background and in this conversation, we dive into how advisors can effectively and tactically apply behavioral science in their business, both from a sales and marketing perspective. Jordan shares tactical information and advice, and we go deep into certain aspects of the behavioral conversation as it relates to how advisors can use it in client conversations from the first meeting. 

Check out XYPN: https://www.xyplanningnetwork.com/

Webinar replay: www.thesevengroup.com

YouTube: https://youtu.be/3unLseTO1rs