Power Your Advice Episode 311 – A Clearer View of Advisor-Client Meetings with Liam Hanlon
Liam Hanlon, Head of Insights at Jump, shares findings from Jump’s first-ever Financial Advisor Insights Report—an analysis of more than 12,000 real advisor-client meetings. Drawing on what Hanlon calls “ground truth data,” the study challenges long-held industry assumptions shaped by traditional surveys, revealing what actually happens inside client conversations. From how much advisors really talk to which topics drive the most engagement, the data offers a clearer view into how advice is delivered—and where perception often diverges from reality.
Hanlon also explains how Jump’s AI-powered platform helps advisors act on those insights by reducing meeting prep, documentation, and follow-up work while surfacing meaningful conversational intelligence. By tracking client sentiment, identifying effective communication patterns, and translating data into actionable guidance, Jump enables advisors to structure better meetings, focus on goals and planning, and improve client follow-through—turning better conversations into stronger outcomes and sustainable growth.
Resources: Jump
Power Your Advice podcasts are produced with support from Fidelity Investments. If you would like to learn more about Fidelity’s top performing mutual funds and ETFs for financial advisors visit i.fidelity.com/topfunds. The information and opinions expressed in this podcast are solely those of the speakers and do not reflect or represent Fidelity’s views, perspectives, or intellectual property.