RO(A)I: How Leading Firms are Generating Value from AI
AI adoption among financial advisors has surged from 11% to 82% in under three years — but adoption alone isn't the win. The real question is whether that adoption is translating into measurable ROI.
Join Jump's Liam Hanlon and InvestmentNews 5-Star Financial Planner Marc Butler for a candid look at how leading firms are turning AI usage into business results.
The session closes with live Q&A — bring your questions about evaluating, rolling out, or measuring AI in your own practice.
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What you’ll learn
- The Three Pillars of AI ROI — a practical framework for connecting adoption, efficiency, and effectiveness to real business outcomes
- What "good" adoption actually looks like — how top firms evaluate and roll out AI tools, drawn from real advisor experience
- Where AI is actually saving advisors time — and what firms are doing with those hours once they're freed up
- How to define and measure "effective" — concrete metrics firms use to track AI's impact on client relationships, growth, and service