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RFG Advisory VP of Technology Joins Practice Intel’s Advisory Board

Practice Intel Launches Advisory Board Comprising Financial Services and Technology Veterans

Advisory board appointees include prominent industry leaders, notable financial advisors and tech visionaries.

Click here to see the full BusinessWire Press Release

Practice Intel, a data driven platform to help advisors and firms scale organic growth, today announced the appointment of six distinguished financial and tech professionals to its newly established advisory board. These industry veterans are set to play a vital role in steering Practice Intel’s efforts to elevate advisor-client relationships and help advisors scale organic growth. Practice Intel’s inaugural advisory board members are:

  • Malcolm Ethridge, CFP®, executive vice president at CIC Wealth, CNBC on-air contributor, and host of the “Tech Money” podcast
  • Dean Harman, CFP®, managing director, Harman Wealth Management, member of FINRA’s Industry Diversity Advisory Committee, and past chair of the Financial Services Institute
  • Dr. Jordan Hutchison, vice president of technology at RFG Advisory, adjunct professor at the College for Financial Planning and host of the “Game Film with Dr. J” podcast
  • James Lee, CFP®, AIF®, CRPC®, president of Lee Investment Management LLC, and past president of the Financial Planning Association
  • Raleigh Peters, senior advisor at New Mountain Capital and private investor in Grey Widgeon Partners
  • Scooter Willis, Ph.D., chief executive officer of OneTouch Robotics and founder of TechGarage
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