Resilient Advisor Podcast

Does AI Help With Client Outcomes with Parker Ence from Jump.AI | EP256


Listen Later

Is AI a threat to financial advisors—or the ultimate "Iron Man suit" for growth? Jay Coulter sits down with Parker Ence, co-founder of Jump.AI, to explore how artificial intelligence is transforming the advisor-client relationship. Discover how 16,000+ advisors are already using AI to deliver better client outcomes, save hours of admin time, and win the next generation during the Great Wealth Transfer.

Show Sponsor: The Titleist Advisor Network. Learn how to become a high-growth independent Business Owner: https://na2.hubs.ly/y0_81V0

#YourBusinessYourWay #resilientadvisor

The viewer of this content should not assume that any information presented or made available on or through this media channel is receipt of or substitute for personalized investment advice. Titleist Asset Management LLC ("TAM") is an SEC registered investment adviser. Registration with the SEC does not imply a certain level of skill or expertise. TAM provides its services to individuals, high net worth investors, including trusts and other legal entities and provides access to model portfolio strategies offered through its affiliate, Shorebird Capital, LP. For a copy of TAM's disclosure documents please visit www.adviserinfo.sec.gov and follow the search instructions.

Visit tamgmt.com to learn more.

...more
View all episodesView all episodes
Download on the App Store

Resilient Advisor PodcastBy Jay Coulter, CFP®, CIMA®

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

31 ratings


More shows like Resilient Advisor Podcast

View all
The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

935 Listeners

The Diamond Podcast for Financial Advisors by Mindy Diamond Financial Advisor Recruiter and Consultant

The Diamond Podcast for Financial Advisors

100 Listeners

LPL Research by LPL Research

LPL Research

140 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

456 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,113 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

247 Listeners

Model FA Podcast by David DeCelle

Model FA Podcast

47 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

111 Listeners

Top Advisor Podcast by Bill Cates

Top Advisor Podcast

38 Listeners

Retirement Tax Services Podcast by Steven Jarvis

Retirement Tax Services Podcast

128 Listeners

The Advisor Journey by Altruist

The Advisor Journey

25 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

131 Listeners

Do Business. Do Life. — The Financial Advisor Podcast — DBDL by Brad Johnson

Do Business. Do Life. — The Financial Advisor Podcast — DBDL

326 Listeners

Next Mile by Milemarker

Next Mile

9 Listeners