AI solution provider Jump has released its inaugural 2026 Financial Advisor Insights Report which analyzes around 12,000 ...

Sheila Murphy is a certified executive and legal coach who helps professionals accelerate career growth, strengthen leadership skills, and drive business development. She is also the author of ...

Jump analyzed 12,000 advisor-client meetings revealing advisors speak more than clients in 84% of cases in new insights ...

Alison Fragale is a research psychologist, award-winning professor at UNC Chapel Hill, international keynote speaker, and author who empowers ambitious women by providing them with science-based ...

What Goes Into Meaningful Client Conversations Take Client Engagement From Static to Stunning With Direct Advisory Suite How This Tool Will Strengthen Advisor-Client Relationships What Goes Into ...

Founders often hide their expertise due to content creation struggles. This article reveals how to use ChatGPT to transform existing insights from client calls, daily processes, and private ...

The financial industry now sees the data produced in client interactions as an asset, instead of a by-product of their work. It’s a subtle shift in thinking, but an important one as advisors look for ...

New integration enables advisors to import eMoney household financial planning data into Asset-Map for clearer conversations and client-ready reports Asset-Map Holdings, Inc. (“Asset-Map”), the ...

PHILADELPHIA--(BUSINESS WIRE)--Asset-Map Holdings, Inc. (“Asset-Map”), the premier visual financial conversation tool for advisors, today announced a new integration with eMoney Advisor (“eMoney”), a ...