# A Deep Dive into Jump's Annual Research Report

Page: https://stenobird.com/podcast/the-practical-planner-6675551/a-deep-dive-into-jump-s-annual-research-report
Text version: https://stenobird.com/podcast/the-practical-planner-6675551/a-deep-dive-into-jump-s-annual-research-report.md
Podcast: [The Practical Planner](https://stenobird.com/podcast/the-practical-planner-6675551)
Published: 2026-07-09T17:20:34+00:00
Episode link: https://api.riverside.com/hosting-analytics/media/99c081d270d7e3a55b0c50c77ff951b3ccf9a6db81efaaebb32e55703557bbea/eyJlcGlzb2RlSWQiOiI3NDNiYWM1ZS02Yjc1LTRjYzEtOGYxNC0xZGRlODNlOTIwYTUiLCJwb2RjYXN0SWQiOiJkYjZlYjkyZC00MzE3LTQ4ZWItODczNC1lMzE2YzlkZDdmYTMiLCJhY2NvdW50SWQiOiI2NGI1NTdkYmY4OTFiYzRjNjQ3ODM4NGUiLCJwYXRoIjoibWVkaWEvY2xpcHMvNmE0ZmNlZGJhODZmNzliZGM5ZTAwZTQyL3RoZS1wcmFjdGljYWwtcGxhbm5lci1jb21wb3Nlci0yMDI2LTctOV9fMTgtMzktNTUubXAzIn0=.mp3
Audio file: https://api.riverside.com/hosting-analytics/media/99c081d270d7e3a55b0c50c77ff951b3ccf9a6db81efaaebb32e55703557bbea/eyJlcGlzb2RlSWQiOiI3NDNiYWM1ZS02Yjc1LTRjYzEtOGYxNC0xZGRlODNlOTIwYTUiLCJwb2RjYXN0SWQiOiJkYjZlYjkyZC00MzE3LTQ4ZWItODczNC1lMzE2YzlkZDdmYTMiLCJhY2NvdW50SWQiOiI2NGI1NTdkYmY4OTFiYzRjNjQ3ODM4NGUiLCJwYXRoIjoibWVkaWEvY2xpcHMvNmE0ZmNlZGJhODZmNzliZGM5ZTAwZTQyL3RoZS1wcmFjdGljYWwtcGxhbm5lci1jb21wb3Nlci0yMDI2LTctOV9fMTgtMzktNTUubXAzIn0=.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/the-practical-planner-6675551/episodes/a-deep-dive-into-jump-s-annual-research-report
Duration seconds: 2558

## Resource

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.

## Actions

- request_transcript: `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.
- read_markdown: `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.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.