Jump analyzed 12,000 advisor-client meetings revealing advisors speak more than clients in 84% of cases in new insights ...
Copilot prompts helping you cut prep time so you walk into meetings ready. Sort unread mail into tasks, so you stay focused ...
Listen to this article Whether you realize it or not, you’re likely using tools in your law firm that incorporate artificial ...
Discover expert tips on advising clients about mortgage refinancing, considering current low-interest rates and ...
In the most recent 2025 Kitces Research on Advisor Technology, the top two advisor-specific notetakers (Jump and Zocks) ...
Luxury Presence has secured funding to develop its new CRM, which will prompt agents on next actions; RentSpree product ...
Microsoft's spreadsheet program can do way more than you might imagine. These are the hacks and tricks you need to know.
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