Ask financial advisors whether their clients have noticed the AI assistant sitting in on their planning meetings, and the honest answer is no — but clients are noticing the benefits. Emotionally intelligent advisors drive nearly two times the sentiment lift of their peers (17.5% vs.
Ask financial advisors whether their clients have noticed the AI assistant sitting in on their planning meetings, and the honest answer is no — but clients are noticing the benefits.
Emotionally intelligent advisors drive nearly two times the sentiment lift of their peers (17.5% vs.
9%), according to Jump's 2026 Financial Advisor Insights Report.
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Ask financial advisors whether their clients have noticed the AI assistant sitting in on their planning meetings, and the honest answer is no — but clients are noticing the benefits. Emotionally intelligent advisors drive nearly two times the sentiment lift of their peers (17.5% vs. 9%), according to Jump's 2026 Financial Advisor Insights Report.
9%), according to Jump's 2026 Financial Advisor Insights Report.
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