New Jump Report Delivers Advisor-Client Insights Never Seen Before

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The squad astatine AI notetaker and gathering automation level Jump has analyzed a veritable upland of unstructured information from implicit 12,000 advisor-client meetings to make its inaugural 2026 Financial Advisor Insights Report. 

The report, released Thursday, takes anonymized information from those meetings held crossed the U.S. betwixt November 2024 and October 2025 to make actionable insights. 

“For this report, we analyzed the conversations themselves, however agelong things were discussed erstwhile successful the call, whether the lawsuit brought it up oregon the advisor, and we were capable to spot however that affects circumstantial recommendations,” said Liam Hanlon, caput of insights astatine Jump.

“On mean advisors are giving much than 3 recommendations successful immoderate 1 call, clients judge connected mean lone 1 to astatine astir 2 of those,” Hanlon said.

Extracting the wherefore oregon astir apt reasons down those findings and galore others done speech investigation utilizing earthy connection processing and a much successful the mode of methodology is astatine the bosom of the study.

This effort has gone beyond basal metrics similar gathering measurement oregon duration and measures lawsuit sentiment, fears, beingness events, cardinal treatment topics, objections and advisor behaviors wrong the speech context.

The study is filled with charts, “Share of Meetings Containing Select Fears, by Month,” for example, illustrating an evident highest successful fearfulness of marketplace losses oregon volatility erupting into speech during precocious March into April.

And due to the fact that the information and investigation are based connected existent client-advisor conversations, (albeit anonymized) it lacks the bias often inherent successful survey-based research. 

A premier example, revealed aboriginal successful the report, is the uncovering that advisors do, successful fact, talk acold much than astir deliberation they bash (at slightest successful the lawsuit of Jump-using advisors implicit the clip play studied). Their investigation revealed that advisors spoke much than clients successful 84% of cases.

While the advisor exertion manufacture has seen a tremendous summation successful involvement and adoption of property readying technology, we person to day seen small beyond surveys regarding the trend.

In its study, Jump recovered that 46% of lawsuit conversations included an property readying treatment and were capable to measure and quantify the 8 astir communal lawsuit reasons for not pursuing instauration of oregon re-visiting an existing property plan. Topping that database was clients stating they wanted to consult an lawyer first, followed by the lawsuit expressing they needed much accusation earlier making a decision.