This week, Jack Sharry talks with Parker Ence, CEO & Co-founder of Jump Advisor AI, a fast-growing startup that brings an AI-enhanced client meeting cycle to financial advisors. Parker is an entrepreneur and operator with 12 years of CEO/Co-founder experience across advisortech, data/DaaS, AI, SaaS, and insurtech. 

Jack and Parker discuss how Jump helps RIAs and broker-dealers slash client meeting admin time by up to 90%. From real-time meeting prep and automated CRM updates to actionable insights and compliance-ready workflows, Parker shares how Jump revolutionizes the client meeting cycle for financial advisors. He also explores the company's rapid growth, significant enterprise partnerships, and his vision for the future of AI in financial services.

In this episode:

(00:00) - Intro

(01:39) - The origin of Jump Advisor AI

(03:30) - Jump's most popular product and what it does

(05:01) - Jump's enterprise-level partnerships

(06:18) - Parker's startup journey

(11:29) - Jump's three core products

(13:35) - Parker's outlook on AI in financial services

(15:29) - Parker's key takeaways

(17:34) - Parker's interests outside of work

Quotes

"What we're best known for is our AI meeting assistant that's made for advisors. And whatever the compliance team has approved, that's the most popular." ~ Parker Ence

"Don't worry so much about getting replaced by AI. Worry about getting outcompeted by other advisors who are adopting AI faster." ~ Parker Ence

"Everything that is inside the Jump product is there because an advisor requested it. So, we love partnering with RIAs, broker-dealers, solo advisors, and any of our customers to co-create the future." ~ Parker Ence

Links 

Parker Ence on LinkedIn

Jump AI

Cetera

Osaic

LPL Financial

Tim Chaves

Stanford Graduate School of Business

Google Cloud

Salesforce

Connect with our hosts

LifeYield

Jack Sharry on LinkedIn

Jack Sharry on Twitter

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