Liam Hanlon

Liam Hanlon, Head of Insights at Jump AI and former management consultant at EY, joins the discussion on transforming financial advisory through technology. They delve into the psychological barriers that hinder advisors from adopting new tools and the surprising insights drawn from advisor-client interactions. Hanlon shares how AI note-taking can significantly enhance client focus and boost prospect conversion rates. They also emphasize the rapid rise of AI adoption among advisors, urging firms to leverage these innovative tools for better outcomes.