EP04 - Game Film: Mission to Modernize Estate Planning Wealth.com Danny Lohrfink | RFG ADVISORY

What this episode covers

"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 (https://www.linkedin.com/in/jordanhutchison/) * RFG Advisory (https://rfgadvisory.com/) 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. — 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.

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