Jump - Advisor AI

We’re here at LPL Financial's Focus 2025 in sunny San Diego and the energy is amazing! ☀️ The Jump team is ready to connect, share what’s new and show how we’re helping advisors work smarter. 📍 Here’s where you can find us: • Booth 629 • Tech Demo – Today at 2:05 PM in Room 30 BC • Parker Ence – Today at 4:15 PM in Room 31 ABC • Jamie Kulik, CFP® – Tomorrow at 3:10 PM in Expo Theater 1

In this podcast episode from The Customer Wins, Parker Ence breaks down how AI is transforming the advisor-client meeting cycle. Parker sits down with Richard Walker to talk about: ✅ How advisors can reclaim 20–60 minutes per meeting with AI-powered automation ✅ Why being fully present with clients starts with offloading prep, notes, and follow-up ✅ How transparency and team collaboration build trust in an AI-powered workflow This episode is full of practical insights, real examples, and a clear vision for where advisor tech is headed. Watch the episode here: https://lnkd.in/gCMWxdaD

Financial advisors often turn to Google and Twitter to learn about what’s trending. But it turns out Jump’s data actually predicts those trends before they hit Google. What does that mean? Liam Hanlon breaks it down for us.

𝗘𝘃𝗲𝗻 𝗼𝘂𝘁𝘀𝗶𝗱𝗲 𝗼𝗳 𝘁𝗮𝘅 𝘀𝗲𝗮𝘀𝗼𝗻, 𝘁𝗮𝘅-𝗿𝗲𝗹𝗮𝘁𝗲𝗱 𝗳𝗲𝗮𝗿𝘀 𝗮𝗿𝗲 𝘀𝗽𝗶𝗸𝗶𝗻𝗴. 𝗔𝗻𝗱 𝗺𝗼𝘀𝘁 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝗱𝗼𝗻’𝘁 𝗲𝘃𝗲𝗻 𝗸𝗻𝗼𝘄 𝗵𝗼𝘄 𝘁𝗼 𝗯𝗿𝗶𝗻𝗴 𝘁𝗵𝗲𝗺 𝘂𝗽. Today, Holistiplan and Jump AI are teaming up for a joint webinar to help advisors turn rising tax anxiety into smarter conversations and stronger plans. We’ll share what 10,000+ real advisor-client conversations reveal about tax fears. You’ll learn: • Why tax planning is the most questioned and sometimes misunderstood topic in client meetings • What recent legislative changes (like the One Big Beautiful Bill Act) mean for mid-year reviews • How Holistiplan and Jump work together to uncover client concerns and guide next steps • Real-world strategies to lead with insight, not just instinct Join us today at 𝟭𝟭 𝗔𝗠 𝗣𝗧 / 𝟮 𝗣𝗠 𝗘𝗧 Reserve your spot: https://lnkd.in/g4yttHMB

In our latest blog, Liam Hanlon and Daniel Brockley dig into what really moves the needle, from the rise of alternative investments to the persuasion strategies that actually work. Why do some recommendations land while others stall? What makes alternatives so hard to pitch? And how does client sentiment change the outcome? This is data you can act on. Read the full article: https://lnkd.in/gQduWng5

With the recent legislative changes, it's no wonder why tax planning is top mind for advisors and their clients. Don't miss this joint webinar with Holistiplan, where Liam Hanlon, Jamie Kulik, CFP® and team will break down key client concerns and how to address them. Register here: https://hubs.la/Q03Bnnqn0

𝗧𝗼𝗼 𝗺𝗮𝗻𝘆 𝗺𝗲𝗲𝘁𝗶𝗻𝗴𝘀. 𝗧𝗼𝗼 𝗹𝗶𝘁𝘁𝗹𝗲 𝘁𝗶𝗺𝗲 𝘁𝗼 𝗱𝗼𝗰𝘂𝗺𝗲𝗻𝘁. That was the challenge for Adam Bay, a seasoned advisor juggling multiple client meetings a day, plus all the follow-ups, notes, and compliance tasks that came with them. 𝗧𝗵𝗲 𝗿𝗲𝘀𝘂𝗹𝘁? Late nights, delayed documentation, and the risk of missed client action items. This is where Jump comes in. Now, every meeting generates: ✅ Auto-summarized notes ✅ Email follow-ups ✅ Actionable tasks ✅ Recurring reminders for key forms No more manual entry. No more missed steps. Just a smoother, more thorough client experience. As Adam put it: “𝘐𝘵’𝘴 𝘮𝘢𝘥𝘦 𝘮𝘦 𝘴𝘰 𝘮𝘶𝘤𝘩 𝘮𝘰𝘳𝘦 𝘦𝘧𝘧𝘪𝘤𝘪𝘦𝘯𝘵... 𝘢𝘯𝘥 𝘐 𝘧𝘦𝘦𝘭 𝘭𝘪𝘬𝘦 𝘵𝘩𝘦 𝘤𝘭𝘪𝘦𝘯𝘵𝘴 𝘢𝘳𝘦 𝘨𝘦𝘵𝘵𝘪𝘯𝘨 𝘢 𝘮𝘶𝘤𝘩 𝘣𝘦𝘵𝘵𝘦𝘳 𝘦𝘹𝘱𝘦𝘳𝘪𝘦𝘯𝘤𝘦.”

𝗔𝗹𝘁𝗲𝗿𝗻𝗮𝘁𝗶𝘃𝗲 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁𝘀 𝗮𝗿𝗲 𝘀𝗵𝗼𝘄𝗶𝗻𝗴 𝘂𝗽 𝗶𝗻 𝗺𝗼𝗿𝗲 𝗰𝗹𝗶𝗲𝗻𝘁 𝗰𝗼𝗻𝘃𝗲𝗿𝘀𝗮𝘁𝗶𝗼𝗻𝘀, 𝗯𝘂𝘁 𝗮𝗿𝗲 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝘀𝗮𝘆𝗶𝗻𝗴 𝘆𝗲𝘀? We analyzed 1,000+ real advisor-client convos to uncover what actually moves the needle. What you’ll learn:  • Why alt discussions are up 56%  • What tactics drive conversion  • How client sentiment shapes the outcome If you’re talking alts, you’ll want to see this. https://lnkd.in/gQduWng5

When it comes to alternative investments, which approach is most persuasive in your client conversations? We analyzed thousands of real interactions, and some common tactics didn’t perform the way you’d expect.

𝗨𝗻𝘀𝘂𝗿𝗲 𝗮𝗯𝗼𝘂𝘁 𝘂𝘀𝗶𝗻𝗴 𝗔𝗜 𝗳𝗼𝗿 𝗰𝗼𝗺𝗽𝗹𝗶𝗮𝗻𝗰𝗲? You’re not alone. Many advisors hesitate to adopt AI because of persistent myths that simply don’t hold up. In a recent article for Action! Magazine, Parker Ence, breaks down the most common misconceptions and explains how AI can enhance compliance, not threaten it. If you're holding back because of fear, this one's for you. Swipe through to separate fact from fiction, and see how AI can help you save time, reduce risk, and stay focused on your clients.