Jump just raised $80 million. Not because they built a better note taker — but because they're sitting on one of the most valuable data sets in wealth management.

Liam Hanlon is the Head of Insights at Jump, where a team of PhDs and behavioral scientists from UPenn and UC Berkeley are analyzing hundreds of thousands of advisor-client conversations to figure out what actually drives success. In this episode, Liam shares what that data is revealing — about how advisors win and lose clients, why the best advisors make the worst coaches, and what the advisory profession is really going to look like in ten years.

What You'll Learn

What $80 million is actually for — Jump's mission is shifting from saving time to optimizing the time they've already saved. Here's what that looks like in practice.
The conversion rate opportunity most firms are ignoring — Moving your prospect-to-client close rate from 30% to 40% is just as powerful as generating five to ten more leads per month.
What advisors are really doing with their saved time — 90% say they're using it for organic growth. Here's the breakdown.
The coaching misconception that's holding firms back — The best advisors think they know why they're good. The data says they're usually wrong — and it's costing their trainees.
Three things that increased prospect conversion by 15% — A real enterprise case study from a top-20 RIA with eight outbound sales reps and a thousand calls analyzed.
What "idiolect" means and why it matters for AI personalization — The unique linguistic fingerprint every advisor leaves on language, and why most AI tools are failing to capture it.
How conversational data predicts client behavior — From medical diagnoses to macroeconomic events, here's how firms are using meeting signals to get ahead of client uncertainty.
The Altruist moment and what it revealed — When those four broker-dealer stocks dropped 6% in a day, what did it actually tell us about the future of advice?
The Vanguard Advisor Alpha study — The one thing advisors do that actually generates alpha. Spoiler: it's not the financial plan.
Why financial coaches are the industry's new talent pipeline — And what it means for the CFP curriculum if behavioral coaching becomes the primary skill.

Guest

Liam Hanlon — Head of Insights at Jump, which recently raised $80 million and serves 28,000 advisors. Liam leads Jump's research practice, working with PhDs and behavioral scientists to turn advisor-client conversations into actionable intelligence for firms ranging from independent RIAs to some of the largest financial institutions in the country.

Resources Mentioned

🔗 Learn more about Jump → https://jump.ai/

🔗 Connect with Liam → https://www.linkedin.com/in/liam-hanlon-52aa60119/