REPORT
The Year in Conversations: 2026 Financial Advisor Insights
Insights from thousands of advisor–client meetings reveal how emotion, fear, and communication (not markets alone) shaped client behavior and outcomes.
- Discover how client sentiment predicts fear, receptivity, and meeting outcomes
- See where fear and life stress show up most – and how they shape decisions
- Learn which communication and planning behaviors drive better outcomes
Advisors and firms are raving about Jump’s impact on their business
I've tried a lot of AI and meeting tools. Jump crushes them all and saves me 5-15 hours per week. If you're an advisor, try it.
James Hindes
Founder, ENOW Financial
“CRM is the most necessary tool. Jump is second. The integration between both is next level.”
Matt Pontes
MSF, AIF, Wealth Advisor, Guardian Financial Group
“It’s actually kind of scary how good Jump is. The summaries have been fantastic. Overall, the #1 thing is that it saves so much time.”
Kim C
Wealth Advisor, Cook Wealth
“With Jump, what used to be 40 minutes of typing meeting notes, organizing tasks, and posting to CRM, we now get 95% done in 3-4 minutes.”
Jack Csenge
Wealth Advisor, Csenge Advisory Group
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AI Maturity Model for Wealth Management
Using AI and being AI-mature aren't the same thing. This diagnostic framework — built on Jump's experience with 45,000+ advisors — shows you exactly where your firm stands today and what it takes to reach the next stage.