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Episode Summary

Think back to a time when you were “in the zone.”

A time when you were completely immersed and focused on what you were doing.

A time when your mind wasn’t wandering, your body feels good, and you’re less aware of all your thoughts and problems.

It’s a state of mind that athletes and creative artists describe when they’re operating at their peak.

That feeling is a mental state that psychologists refer to as “flow.”

Here’s one way it was described by Mihaly Csikszentmihalyi, the psychologist credited with popularizing the concept:

“…being completely involved in an activity for its own sake. The ego falls away. Time flies. Every action, movement, and thought follows inevitably from the previous one, like playing jazz. Your whole being is involved and you’re using your skills to the utmost.”

A flow state elicits greater enjoyment, energy and involvement in what you’re doing.

So, imagine if you could learn how to apply it for yourself and your clients.

Fortunately, Jordan Hutchison has published his research on bringing flow into the realm of financial planning.

And, once you get it right, it leads to increased productivity, creativity, and overall well-being for both you and your clients.

Things You’ll Learn

  • Why “practice and rehearse” was the best advice Jordan received early in his career
  • What Jordan learned from working at a behavioral wealth management firm
  • The “Life Priorities” exercise he says is still one of the best he’s seen
  • The definition of “flow”
  • How “flow” can be used for advisors and clients
  • The all-encompassing benefits of flow for advisors and clients
  • A story of how Jordan helped a retiree find flow and improve her life
  • The keys to triggering a “flow state”
  • Putting a “behavioral bow” on your meetings to end with a bang

About Dr. Jordan Hutchison

Dr. Jordan Hutchison is an industry expert and thought leader in the financial technology and financial planning profession. He is the Head of Product for Shaping Wealth, a financial well-being learning platform, and an adjunct instructor for Kaplan’s, College for Financial Planning. Jordan holds multiple industry certifications, a master’s in financial planning, and a doctorate in business administration, specifically in behavioral science and positive psychology. In his recent research, he studied Flow Theory and Work engagement of Financial Planners.

Other Episodes You’ll Like On Advisor Productivity:


Jordan Hutchison LinkedIn

Jordan Hutchison Twitter

Shaping Wealth

Accredited Behavioral Financial Professional Designation

Strategic Coach

Finding Flow: The Psychology of Engagement With Everyday Life by Mihaly Csikszentmihalyi

The Upside of Stress: Why Stress is Good for You and How to Get Good At It by Dr. Kelly McGonigal


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