"I never settled for the first answer. I wanted to know why." On this episode of Game Film, Dr. Jordan Hutchison sits down with Justin Castelli—a 20-year industry vet, life planner, and Financial Advisor—for a high-impact conversation about what it takes to build a life and business that actually means something. Justin opens up about the winding road that led him into financial services, why he walked away from the corporate playbook, and how the EVOKE life planning method helped him find his zone. From launching RO|LA Wealth (named after his sons) to rebranding as Santiago (a nod to The Alchemist), Justin is all-in on helping clients tap into their purpose and design a life they actually want to live. This isn’t about spreadsheets. It’s about alignment. And in Justin’s words—it’s time to stop settling for the first answer and start asking better questions. Why You’ll Love This Episode: - Planning That Starts With People: Discover how Justin uses the EVOKE process to help clients uncover what really matters—before ever talking numbers. - The Bridge Between Generations: Learn how being a “middle child” in the industry gives Justin a unique lens into both legacy and innovation. - Rebranding With Intention: Hear the story behind why Justin changed his firm’s name (and what it says about aligning your work with your purpose). Stay inspired—subscribe to the RFG newsletter for more game-changing insights. Click here to subscribe. Connect https://www.linkedin.com/in/jordanhutchison https://www.rfgadvisory.com About Our Guest Justin Castelli is the founder of Santiago, an RIA focused on helping clients align their money with a life of authenticity, purpose, and intention. With over 20 years of experience in financial planning, Justin is a Registered Life Planner, co-founder of the AGC community for Advisors, and host of multiple podcasts. Justin’s mission is to help others design lives they’re proud of—financially, spiritually, and personally. — Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

"Don’t make it perfect—get it out there. Because the process of perfection is iteration " 

In this episode of the Game Film Podcast, host Dr. Jordan Hutchison welcomes Danny Lohrfink, Co-Founder and Chief Product Officer of Wealth.com, to share how he’s shaking up estate planning process with cutting-edge innovation, bold design, and a relentless commitment to Advisor growth From his early days scooping ice cream to running strategy at Goldman Sachs and SoFi, Danny’s path is proof that grit and vision go hand-in-hand. 

Tune in to hear how Wealth.com is empowering Advisors to lead with confidence—whether they’re working with first-time parents or ultra-high-net-worth tech founders. Danny breaks down how the platform blends design, AI, and dynamic planning features into one seamless, Advisor-first experience. You’ll walk away with a fresh perspective on how estate planning can become a true growth driver. 

Why You’ll Love This Episode: 

• Dynamic by Design: Discover why visual tools and clean UX aren’t just nice-to-haves—they’re trust-builders 
• Scalable Solutions: Learn how Wealth.com meets the needs of clients, from simple wills to family office complexity 
• Tech That Thinks Ahead: Wealth.com features AI-driven plan updates triggered by real-life events 

Stay inspired—subscribe to the RFG newsletter for more game-changing insights. Click here to subscribe. 

Connect 

• Dr. Jordan Huchison, VP of Technology at RFG Advisory 
• RFG Advisory 

About Our Guest 

Danny Lohrfink is the Co-Founder and Chief Product Officer at Wealth.com, a next-generation digital estate planning platform designed to elevate the Advisor-client experience. With a track record that includes co-founding PolicyGenius and leading innovation at Morningstar, Danny brings a deep understanding of fintech and Advisor technology. His work is driven by a mission to make estate planning more intelligent, accessible, and Advisor-forward. 

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Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. 

Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources. 

The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. 

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability. 

"I’ve never gotten in trouble with my wife for saying I love you too many times. And it's similar with clients.’" In this episode of the Game Film Podcast, host Dr. Jordan Hutchison sits down with Sean Brown, CEO of YCharts, for a conversation packed with grit, innovation, and a little Notre Dame pride. Sean shares how a surprise start as a software developer (he thought he was taking a financial analyst role!) turned into a 30-year journey at the intersection of finance and technology. Sean pulls back the curtain on how YCharts is aiming to help Independent Advisors make better investment decisions and communicate with clients more effectively. From cutting through complexity with AI-powered tools to delivering actionable insights in seconds, Sean’s mission is all about saving Advisors time—and helping them win more business. Why You’ll Love This Episode: • AI That Works For You: How natural language tools are making complex tasks quick and effortless • The Communication Advantage: Why great communication drives client retention—and referrals • Breaking the Mold: Sean’s strategies and insights designed to help Advisors deliver better returns, better service, and more competitive fees Stay inspired—subscribe to the RFG newsletter for more game-changing insights. Please reach out to your advisor or visit our website if you have any questions! RFG Advisory is an innovator in the wealth management industry that serves independent financial advisors and their clients. Founded in 2003, RFG Advisory provides advisors with a turn-key platform to maximize independence, including innovative technology, institutional-caliber investment management, marketing, compliance, business consulting, and operational support. We strive for excellence because Your Future is Our Priority! RFG Advisory 1400 Urban Center Drive, Suite 475 Vestavia Hills, AL 35242 (205) 397-2450 https://www.rfgadvisory.com/ [email protected] Full Disclosure: Nothing on this YouTube video should be considered advice, research, or an invitation to buy or sell securities. For a full disclaimer, please refer to the terms and conditions in our firm brochure. This commentary reflects the personal opinions, viewpoints and analyses of RFG Advisory, LLC employees and should not be regarded as a description of advisory services provided by RFG Advisory, LLC or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Nothing herein constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. RFG Advisory, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results. Securities offered by Registered Representatives of Private Client Services (“PCS”). Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment Advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No Advisory services may be rendered by RFG Advisory unless a Client agreement is in place.

"When you're focusing, that means you're ignoring other things. And that's probably the hardest part of leadership, is to just let certain things go knowing that you’ve made a bet on what matters most.”

Mark Gilbert isn’t just talking about innovation—he’s living it.

In the debut episode of Game Film, host Dr. Jordan Hutchison sits down with the Founder and CEO of Zocks to uncover the transformative potential of AI in financial services. From his days at Microsoft to launching a cutting-edge platform that’s changing how Advisors work, Mark’s story is one of bold ideas, relentless focus, and a passion for doing things differently.

Hit play [JG1] to learn how Mark Gilbert and Zocks are empowering Advisors to ditch the drudgery of admin work and focus on what really matters: building relationships and driving strategy.

·     Mark’s Journey: From tech innovator at Microsoft to Founder of Zocks, he’s proof that big ideas can lead to even bigger impact.

·     Zocks in Action: AI that handles meeting notes, CRM integration, and personalized follow-ups, saving Advisors time and transforming client relationships.

·     Leadership Gold: Mark’s hard-earned lessons on focus, building dream teams, and navigating the highs and lows of entrepreneurship.

Stay inspired—subscribe to the RFG newsletter for more game-changing insights. Click here to subscribe.

Dive deeper into programs, books, or other resources mentioned in today’s episode.

·     The Hard Thing About Hard Things by Ben Horowitz: A must-read on navigating the challenges of building and leading companies.

·     DocuSign: A pivotal tool for streamlining account openings and administrative processes, mentioned as part of the evolving Advisor tech stack.

·     Salesforce Financial Services Cloud (FSC): Highlighted as a key CRM solution in many Advisor workflows.

·     Dr. Jordan Huchison, VP of Technology at RFG Advisory

·     Mark Gilbert, Founder & CEO of Zocks

·     RFG Advisory – Award-Winning Advisor Support Platform

Mark Gilbert is the Founder and CEO of Zocks, a cutting-edge AI platform that empowers Financial Advisors to streamline their workflows and focus on building meaningful client relationships. With a career spanning roles at tech giants like Microsoft and leadership positions at innovative startups, Mark brings a wealth of experience in product development, AI, and platform strategy. When he’s not leading the charge at Zocks, Mark is an avid runner and a tech enthusiast who thrives on exploring the intersection of innovation and human connection.

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Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.

Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources.

The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.

Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

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