Webinars & Videos
How Advisors Can Harness AI to Win the Next Generation
On-Demand Webinar
In today’s competitive landscape, advisors need more than great service—they need smarter systems that help them capture opportunities like the Great Wealth Transfer. This exclusive session brings together two cutting-edge WealthTech platforms—Jump and Wealth.com—to explore how advisors can supercharge their operations and modernize estate planning with AI-driven efficiency.
This session offers a behind-the-scenes look at how leading firms are transforming the client experience, scaling their practice, and winning the next generation of clients by integrating best-in-class estate planning and operational technology.
What You’ll Learn:
- How Jump’s AI-powered platform automates advisor workflows and boosts productivity
- How Wealth.com helps advisors offer AI-driven estate planning that scales effortlessly
- Real-world insights from a top financial advisor using both platforms to streamline operations and strengthen client relationships
Trusted Estate Planning Solution for the Industry’s Leading Firms
