Turning client meetings into real outcomes

Advisors walk out of a lot of meetings thinking, “That went fine.” Clients nodded, the conversation moved along, and the hour wrapped up right on time.

But what feels “fine” in the moment doesn’t always mean it was effective. Did the key points land? Did clients leave more confident? Did you create opportunities to add real value? Without a clear record, it’s tough to know.

And that’s where clarity makes all the difference. With the Summit just a few days away, we’re excited to highlight one of our partners, Jump AI.

Jump is more than a notetaker. It’s an AI assistant built specifically for financial advisors that takes care of 90% of your meeting admin, preps you with smart briefs, and pulls out the insights that actually matter. Instead of guessing what happened in a meeting, you’ll know, and you’ll be able to turn conversations into real outcomes.

For Summit registrants, Jump will be hosting a live demo session on Thursday, October 2nd, from 11:40 AM – 12:45 PM during lunch: Advisor AI: 90% Less Admin with AI Automation and Insights. This is your chance to see firsthand how their tool transforms meetings into meaningful results.

If you want to see how Jump is reshaping advisor practices, check out our podcast with Parker Ence, their CEO and co-founder. Click here to listen.

Because making meetings more powerful doesn’t mean adding more of them, it means using the right tools.

Happy Tax Planning, and I hope to see you at the Summit,

Steven Jarvis, CPA