Episode
A Deep Dive into Jump's Annual Research Report
- Podcast
- The Practical Planner
- Published
- Jul 9, 2026
- Duration seconds
- 2558
- Processing state
not_requested
Actions
POST https://stenobird.com/v1/public/podcasts/the-practical-planner-6675551/episodes/a-deep-dive-into-jump-s-annual-research-report/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/the-practical-planner-6675551/a-deep-dive-into-jump-s-annual-research-report.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
Liam Hanlon of Jump joins Thomas Kopelman and Anne Rhodes for a data-driven look at what AI is really revealing about advisor–client conversations. Drawing on Jump's research across thousands of advisor meetings, they explore how note-takers have evolved from simple time-savers into a coaching tool — surfacing talk-time ratios, client sentiment trends, question quality, and which planning topics advisors raise versus their clients. From the "core four" planning conversations to why estate planning so often surfaces only after a loss, the discussion reframes AI as a command center that makes advisors more human, not less. Whether you're evaluating note-taking tools or sharpening your own client conversations, this episode shows how to turn meeting data into a genuine edge.