Parker Ence
CEO and co-founder of JumpAI, an AI-driven tool for financial advisors. He discusses the origin story of Jump, their rapid growth, and their impact on tax planning.
Best podcasts with Parker Ence
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Aug 18, 2025 • 29min
The new "pictures or it didn't happen" with Parker Ence
Parker Ence, CEO and co-founder of JumpAI, shares insights on harnessing AI for financial advisors to transform tax planning. He discusses the origin of Jump and its rapid growth in the industry. Parker reveals how this AI tool enhances client meetings, providing 'pictures' of actions taken and insights gained. The conversation emphasizes the importance of data in client interactions and navigating ever-evolving tax concerns, showcasing strategies for building trust and improving outcomes through proactive dialogue.
Feb 5, 2025 • 26min
#117 - Jump AI Is Automating the Busywork—Parker Ence on What That Means for Advisors
Parker Ence, CEO and founder of Jump AI, discusses how his AI-powered tool is revolutionizing financial advisory services by automating tedious tasks like note-taking and compliance. With a recent $20 million funding boost, Jump AI helps advisors focus on building meaningful client relationships. Parker shares insights on the evolution of Jump, from a simple concept to a robust CRM solution, and emphasizes the importance of AI as an enabler rather than a replacement for human expertise in the finance sector.
