The Athlon Advisors Team Grows AUA 43% Since Implementing Jump

Chris Sadowski was building momentum with his book of business, meeting with 10 to 15 clients each week. But his approach to documentation was holding him back. During back-to-back meetings, Chris relied on handwritten notes to capture client conversations, rushing to scribble down details while trying to stay present and engaged.

"I'm terrible at multitasking," Chris said. "I'd write something down and then go back to it later and think, what did that mean? What was I trying to write there?"

Chris had tried to improve his process by using basic speech-to-text tools. At the end of each day or week, he would take a stack of notes and dictate them into a voice note, then copy and paste the transcription into his CRM. But this manual workflow still required him to capture everything by hand first, and the transcriptions lacked the level of detail and structure he needed. Relying on his handwritten notes and memory yielded incomplete meeting information, and the administrative burden was limiting how many clients he could realistically serve.

"We knew the whole time that it was unsustainable," Chris explained. "Our meeting load was only so much if we had to do all the notes the way we were in the past."

Chris evaluated several AI notetaking solutions and narrowed his search to two finalists. After a referral from a colleague who was already using Jump, his decision became clear. Jump offered exactly what the Athlon Advisors team needed: reliable meeting capture for both virtual and in-person meetings, seamless integration with their Redtail CRM, and the flexibility to handle high meeting volumes during peak seasons.

"Having something in the background recording it all helps me stay attentive during the meeting and not scroll down a thousand notes," Chris said.

Everyone at the Athlon Advisors team’s Maryland office adopted Jump quickly, with advisors using the platform for client meetings and internal discussions alike across Zoom, phone, and in-person. What once required detailed handwritten notes followed by manual dictation and Redtail entry now happens automatically, freeing Chris to focus on what matters most during meetings: listening to clients and providing strategic guidance.

Since implementing Jump, Chris has transformed his practice's capacity and reach. He went from handling 10 to 15 client meetings per week to consistently managing 25 to 30 meetings during busy periods. The Athlon Advisors team grew from $160 million to $200 million in assets under advisement, and the firm is now expanding Jump usage to their Pennsylvania office location.

Jump's search functionality has proven particularly valuable for Chris when fragments of past conversations resurface. "When I kind of remember a fragment of something, it's really nice having the full recording to go through and query. Having the context pop up has been awesome.”

The platform's analytics also provided unexpected insights. After reviewing his meeting patterns, Chris discovered he was dominating conversations more than he realized, typically speaking about 70% of the time while delivering portfolio writeups. This awareness has helped him refine his approach to client interactions.

The difference between his old process and Jump is stark. "Jump adds a hundred percent more detail than I was adding when I was dictating notes myself," Chris said. Jump has given him something invaluable: the confidence that no detail will be lost and the capacity to serve more clients without sacrificing quality.

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