{"podcast":{"title":"The Practical Planner","slug":"the-practical-planner-6675551","podcast_index_feed_id":6675551,"rss_url":"https://api.riverside.fm/hosting/XvPLrFdN.rss","website_url":"https://www.wealth.com/the-practical-planner","image_url":"https://hosting-media.riverside.com/media/podcasts/db6eb92d-4317-48eb-8734-e316c9dd7fa3/logos/958021e9-ab02-476d-9bf5-d8f0ce3dcf87.png","author":"wealth.com","episode_count":67,"summary":"Let's reimagine estate planning together. We'll explore ways for advisors to better serve existing clients and grow your business. Unlike other shows that skim the surface of easily Googled topics, hosts Thomas Kopelman and Anne Rhodes provide takeaways that advisors can use to meet your clients wherever they are in the estate planning process. What’s the difference between a will and a trust? What is an estate plan, and why do you need one? What are the biggest estate planning mistakes? The Practical Planner details everything advisors need for effective estate planning. We cover everything from the basics (defining terms like beneficiary, trustee, and family trust, breaking down estate tax 101) to the more complex (such as compliance for advisors, best practices with crypto, and charitable strategies). The Practical Planner is a production of wealth.com. Wealth.com is the #1 Estate Planning Solution built for advisors. Our mission is to modernize estate planning through innovative technology. Thomas Kopelman is the Head of Community at wealth.com, and was named as a Top 100 Advisor by Investopedia in 2022 and 2023, 2023 Young Advisor to Watch, and Top 23 Millennial Financial Adv…","last_synced_at":"2026-07-18T20:18:58.734520+00:00","page_url":"https://stenobird.com/podcast/the-practical-planner-6675551"},"episode":{"title":"A Deep Dive into Jump's Annual Research Report","slug":"a-deep-dive-into-jump-s-annual-research-report","published_at":"2026-07-09T17:20:34+00:00","page_url":"https://stenobird.com/podcast/the-practical-planner-6675551/a-deep-dive-into-jump-s-annual-research-report","show_page_url":"https://stenobird.com/podcast/the-practical-planner-6675551","url":"https://api.riverside.com/hosting-analytics/media/99c081d270d7e3a55b0c50c77ff951b3ccf9a6db81efaaebb32e55703557bbea/eyJlcGlzb2RlSWQiOiI3NDNiYWM1ZS02Yjc1LTRjYzEtOGYxNC0xZGRlODNlOTIwYTUiLCJwb2RjYXN0SWQiOiJkYjZlYjkyZC00MzE3LTQ4ZWItODczNC1lMzE2YzlkZDdmYTMiLCJhY2NvdW50SWQiOiI2NGI1NTdkYmY4OTFiYzRjNjQ3ODM4NGUiLCJwYXRoIjoibWVkaWEvY2xpcHMvNmE0ZmNlZGJhODZmNzliZGM5ZTAwZTQyL3RoZS1wcmFjdGljYWwtcGxhbm5lci1jb21wb3Nlci0yMDI2LTctOV9fMTgtMzktNTUubXAzIn0=.mp3","audio_url":"https://api.riverside.com/hosting-analytics/media/99c081d270d7e3a55b0c50c77ff951b3ccf9a6db81efaaebb32e55703557bbea/eyJlcGlzb2RlSWQiOiI3NDNiYWM1ZS02Yjc1LTRjYzEtOGYxNC0xZGRlODNlOTIwYTUiLCJwb2RjYXN0SWQiOiJkYjZlYjkyZC00MzE3LTQ4ZWItODczNC1lMzE2YzlkZDdmYTMiLCJhY2NvdW50SWQiOiI2NGI1NTdkYmY4OTFiYzRjNjQ3ODM4NGUiLCJwYXRoIjoibWVkaWEvY2xpcHMvNmE0ZmNlZGJhODZmNzliZGM5ZTAwZTQyL3RoZS1wcmFjdGljYWwtcGxhbm5lci1jb21wb3Nlci0yMDI2LTctOV9fMTgtMzktNTUubXAzIn0=.mp3","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.","meta_description":"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. Drawin…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2558,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-practical-planner-6675551/episodes/a-deep-dive-into-jump-s-annual-research-report/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-practical-planner-6675551/a-deep-dive-into-jump-s-annual-research-report.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}