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#240 - Advisor Tech with Jump Advisor AI CEO Parker Ence

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Manage episode 472034896 series 2878077
Content provided by Financial Planning Association of New England and FPA NE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association of New England and FPA NE or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Advisor Tech with Jump Advisor AI CEO Parker Ence Hosts Brad Wright and Kevin Williams are joined by Parker Ence, CEO and cofounder of Jump Advisor AI. Parker is an entrepreneur and operator with 12 years CEO/cofounder experience across advisor tech, data, AI, and SaaS. As CEO, he’s operated companies in spinoff, turnaround/distressed, and startup scenarios. Parker also has experience in PE/VC, consulting, and economic development. He has his MBA from Stanford. They discuss: - How Jump AI turns conversations into tasks, notes, and compliance records with secure AI -Ways it can help with meeting prep -The amount of time it can save advisors and what advisors are doing with that extra time

For more on Jump Advisor AI: https://jumpapp.com/

  continue reading

150 episodes

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iconShare
 
Manage episode 472034896 series 2878077
Content provided by Financial Planning Association of New England and FPA NE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association of New England and FPA NE or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Advisor Tech with Jump Advisor AI CEO Parker Ence Hosts Brad Wright and Kevin Williams are joined by Parker Ence, CEO and cofounder of Jump Advisor AI. Parker is an entrepreneur and operator with 12 years CEO/cofounder experience across advisor tech, data, AI, and SaaS. As CEO, he’s operated companies in spinoff, turnaround/distressed, and startup scenarios. Parker also has experience in PE/VC, consulting, and economic development. He has his MBA from Stanford. They discuss: - How Jump AI turns conversations into tasks, notes, and compliance records with secure AI -Ways it can help with meeting prep -The amount of time it can save advisors and what advisors are doing with that extra time

For more on Jump Advisor AI: https://jumpapp.com/

  continue reading

150 episodes

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