Freedom Financial Planners Advisor Doubles Client Meetings and Cuts Admin Time by 67% with Jump

While part of the Freedom Financial Planners group, Michael runs his business admin independently.“I’m a one-man shop,” Michael said. “I don’t have an assistant, I don’t have a client-facing admin. It’s just me and my clients on every call.”

Handling every detail himself meant Michael spent as much time on meeting documentation as he did advising. After every client meeting, he employed the same process. “I spent about 30 minutes cleaning up notes, digging through my chicken scratch, and getting everything into Wealthbox,” he said. He often worked late nights catching up on work, and the admin and data entry stifled his meeting capacity.

Knowing that his current processes weren’t cutting it, he sought out a more efficient solution that would help him save time, reduce tasks, provide accurate meeting documentation, and enhance his client’s experience.

Michael originally tested other AI solutions, such as Read AI, which lacked accurate documentation, and Calendly Notetaker, which didn’t have an integration with his CRM, Wealthbox.

After finding out about Jump from another advisor at his firm, Michael started using Jump during a 14-day trial. By the end of his trial, he says, “I dove in feet first. Jump streamlined my workflow overnight.”

He connected Jump to his CRM so that summaries, follow-up emails, and tasks automatically flowed into Wealthbox. Over time, Michael customized Jump’s templates to fit his planning style and financial reports. “The default setup was great,” he said. “But being able to adjust the labels and layout made it even better.

Michael uses Jump for all his meetings, including conferences and training sessions. “It’s on my calendar for every call,” he said. “Whether it’s a client meeting or something internal, Jump captures everything.”

Jump has changed how Michael works day to day. He now uses it for every meeting, from client reviews to internal calls and even conference sessions. He explained, “I tested it at Ignite in DC from the back of a ballroom just to see if it could pick up speakers. It caught everything perfectly.”

What used to take 30 minutes after a meeting now takes less than 10. “That’s money in my pocket because time is money. Plus, I get to spend more time with my family.”

With those time savings, Michael’s capacity for meetings has doubled.

Jump also helped him accelerate client delivery and win more business in a competitive, fast-growing environment. “If I can send a summary and draft plan within 20 minutes while others take two or three days, I’m probably winning more clients.”

In addition, he estimates that avoiding the need for a part-time note taker saves about $30,000 to $40,000 per year.

“Jump is efficient, customizable, and reliable,” he said. “It helps me serve more people and run my business without giving up balance.”