Conversational Intelligence & the Future of Advice w/ Liam Hanlon | The Afternoon Advisor E5

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...