Jump - Advisor AI’s Post

Last chance! Join AdvisorEngine + Jump Thursday, Aug 21 at 2 PM ET for a live webinar on how integrated AI can transform the advisor-client experience. 🚀 Boost efficiency. Strengthen client relationships. You’ll see how to: ✅ Use AI note-taking to enhance advisor performance ✅ Automate CRM updates to save time ✅ Protect client data with confidence Speakers: • Kathy Crowley, AdvisorEngine • Jamie Kulik, Jump • Nathan Tailleur, Jump Reserve your spot here: https://lnkd.in/ehbw4krU