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

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 ...

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 ...

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 ...

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 ...

A relatively new feature of generative AI is the ability to invoke nonlinear conversations. It has ups and downs in mental ...

Use these tips to talk TFSAs, RRSPs and FHSAs in the new year A new year means new contribution room for eligible taxpayers ...

When you meet with your attorney and paralegal, the one thing that you can count on and don’t even give a second thought to is that your conversation will be confidential. Indeed, the attorney-client ...

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 ...

Advisors can glean much better information from clients if they reframe questions, says the senior strategic advisor of Sequoia Financial Group. Host: Greg Bartalos. This transcript was prepared by a ...