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Taking notes manually is a thing of the past. Experience secure, powerful AI made specifically for wealth managers and financial advisors.

By now, you know gold is on a historic bull run. 🐂 What you likely don’t know is how those headlines ripple through client conversations and how advisors can use them to their advantage. In our analysis of 1,271 advisor-client meetings, we found: ▪️Conversations about gold are surging ▪️ Clients love talking about gold but don’t want to own it ▪️ Advisors are cautious to recommend it Great advisors are using conversations about gold as a Trojan horse to segue into more meaningful discussions. Full Analysis -> https://lnkd.in/esSmFmeV

Jump, the #1 AI meeting assistant, keeps track of every insight, follow-up, and next step, so you can focus on your clients.

Taking notes manually is a thing of the past. Experience secure, powerful AI made specifically for wealth managers and financial advisors

Taking notes manually is a thing of the past. Experience secure, powerful AI made specifically for wealth managers and financial advisors.

Anthony Montufar, Chief Digital & Client Experience Officer at Equitable Advisors, always asks these two questions before deciding whether to build or buy any AI capability: 1. Is the problem common across the industry or custom to your firm? 2. Would building the solution take too much time or money? Depending on the answers, here’s what he suggests: 𝗕𝘂𝗶𝗹𝗱: When solving a custom problem that is easy enough to deliver in-house. 𝗕𝘂𝘆: When solving a common problem is difficult to deliver. You reach parity fast without taking on the build. 𝗣𝗮𝗿𝘁𝗻𝗲𝗿: When solving a custom problem that is difficult to deliver. You influence the product roadmap and keep up with evolving compliance standards without owning the product outright. We partnered with Anthony on a guide for how firms should think about this decision, including a rubric to apply across capabilities to narrow the vendor list – and how to know when to let partners build what comes next. Get the full guide in the comments.