What advisor-client conversations reveal about markets, sentiment, and client outcomes

Introducing the Jump 2026 Financial Advisor Insights Report

Download the report here.

This past year, financial advisor Emotional Intelligence turned out to be one of the strongest drivers of client outcomes. Data also shows that more than half of annuity recommendations by advisors failed, and analysis of advisor–client conversations forecasted November housing inventory with nearly 90% accuracy.

These are just a few of the findings from our first annual Jump Financial Advisor Insights Report, a landmark analysis of anonymized meeting data conducted across the U.S. between November 2024 and October 2025.

What you’ll find in this report

Spanning everything from the macroeconomic forces influencing client emotion to the surprisingly large role that language and framing play in whether clients say yes or no to recommendations like annuities. Here are some of the insights uncovered in the report:

• The Client Sentiment Index (CSI): our proprietary metric that measures how clients feel at the start and end of meetings and reliably predicts downstream behaviors, from fear expression to product acceptance.
• Advisor Emotional Intelligence: how to measure it, how it shows up in real meetings, and why advisors with higher emotional intelligence consistently deliver better client outcomes.
• The year in annuities, estate planning, and tax planning: what clients actually discussed, what advisors recommended, and where conversations stalled or succeeded.
• New insights into client fears, life events, and macro conditions: and how those factors influence sentiment and decision-making inside meetings.

How Advisor AI surfaces insights like these

Advisors have never before had access to these insights. Once buried in archived conversations, CRMs, and handwritten notes, advisor AI is now surfacing unique and actionable insights for advisors. Advisor AI makes it possible to securely analyze conversations at scale while preserving privacy, turning previously unstructured dialogue into insights and action items.

The same technology that powers this report also helps advisors day to day, saving time on meeting preparation and follow-up, surfacing key themes from client conversations, and generating specific, actionable recommendations to improve outcomes.

At Jump, we use conversational intelligence not just to automate administrative work, but to help advisors become more effective communicators. By identifying patterns in sentiment, behavior, and language, Jump enables advisors to understand what’s happening in their meetings and how to adjust in real time.

The Jump Financial Advisor Insights Report offers a unique look inside the conversations that drive growth, trust, and decision-making in financial management, with insight on how firms should think about their advisor-client conversations in the year ahead.

Download the full report to explore all of the data, analysis, and insights, and see what advisor–client conversations reveal about the future of advice.