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

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

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

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 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
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