The team at Jump, an AI notetaker and meeting automation platform, released its inaugural 2026 Financial Advisor Insights Report after analyzing more than 12,000 advisor-client meetings. According to Wealth Management, Jump drew from anonymized conversations held across the United States between November 2024 and October 2025 to extract practical, data-driven insights into how advisors and clients interact.
Unlike survey-based studies, the report relies on direct conversation analysis, Wealth Management reports. Jump examined who raised specific topics, how long participants discussed them, where they occurred in the meeting, and how those dynamics influenced client decisions. According to Liam Hanlon, Jump's head of insights, advisors deliver an average of more than three recommendations per meeting, while clients typically accept only one, and rarely more than two.
The report's methodology is central to its value. Jump used natural language processing to evaluate not just meeting length or volume, but also client sentiment, fears, life events, objections, discussion topics, and advisor behaviors within the full conversational context. This approach allowed Jump to move beyond surface-level metrics and analyze why certain recommendations resonate while others stall.
Wealth Management adds that visual data throughout the report highlights these patterns. For example, charts tracking the share of meetings that included expressions of fear show a clear spike in concerns about market losses and volatility during late March and April. Because Jump based its findings on actual advisor-client conversations, the data avoids the response bias that often skews survey results.
One early and notable finding challenges common assumptions about advisor behavior. Jump's analysis shows that advisors spoke more than clients in 84 percent of meetings during the period studied, at least among advisors using Jump's platform.
The report also sheds new light on estate planning discussions, an area that has seen rapid growth in advisor technology adoption but limited empirical analysis, as reported by Wealth Management. Jump found that 46 percent of client conversations included estate planning topics. The data identified eight primary reasons clients hesitate to create or revisit an estate plan, led by a desire to consult an attorney and a need for additional information before committing.
While only 26 percent of clients agreed to move forward with an estate plan, just 2 percent explicitly declined. The remaining 72 percent expressed interest but deferred action, underscoring the gap between engagement and execution that advisors routinely face.
To strengthen its analysis in specialized areas, Jump collaborated with established partners. EncoreEstate Plans contributed subject-matter expertise to the estate planning section, including question design and commentary on findings. Holistiplan supported the tax planning analysis, and the American College of Financial Services assisted with the annuities section.
This overview captures only a fraction of the report's scope. According to Wealth Management, the 54-page study includes a dedicated methodology summary and a detailed 15-page appendix addressing taxonomies, sampling design, validation procedures, index construction, and other analytical foundations behind this extensive data effort.
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