How AI Can Jump Advisor Productivity

In this episode of Shares, join in as Eric Ludwig and Liam Hanlon discuss artificial intelligence use cases, the opportunities it poses for those in financial services, and the benefits it offers to advisors and clients who are able to save time on the tedium of meeting prep, notes, and more and recommit that time to the development of deeper relationships.

Eric Ludwig, PhD, CFP®, RICP®, is an accomplished retirement income planning expert, assistant professor of retirement income, and RICP® program director. As director of the Center for Retirement Income at The American College of Financial Services, Eric is passionate about developing research and innovative solutions that help investors achieve financial security and personal fulfillment, two essential components of overall retirement well-being.

Liam Hanlon is head of insights at Jump, the AI meeting assistant for advisors. He leads the team that analyzes over one million advisor-client conversations annually to extract behavioral and predictive insights that drive advisor performance, client outcomes, and firm strategy. Liam translates conversation patterns into actionable intelligence and partners closely with product and design to embed insights directly into the Jump advisor experience.

Prior to Jump, Liam spent seven years at EY in the wealth and asset management business consulting practice, where he focused on designing and conducting experiments on financial products and services to improve key business outcomes.

Any views or opinions expressed in this podcast are the hosts’ and guests' own and do not necessarily represent those of The American College of Financial Services.

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