AI solution provider Jump has released its inaugural 2026 Financial Advisor Insights Report which analyzes around 12,000 ...

For advisors, these shifts redefine the client journey as prospects may now form first impressions, gather preliminary advice ...

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

Financial professionals and their clients have sharply different views on whether they discuss critical issues during retirement planning.

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

Most practice management experts agree that the best advisor-client relationships are based on trust. If that exists, a client or prospective client is less likely to place importance on what would ...

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 ...

Navigating environmental, social, and governance in conversation with clients can be challenging for financial advisors. ESG investing often carries a range of perspectives, making it a sensitive ...

We all know how important communication is for every part of our lives. Of course it's as true for business as it is for family. Celeste Headlee, journalist, speaker, and author explains how to make ...

You can have the best product in the room and still lose the deal in the first five minutes. Not because of pricing. Not ...