How LPL Advisors Use AI with Wealthbox + Jump

Integrating AI with financial CRM tools like Wealthbox and Jump enables LPL advisors to automate routine tasks, streamline workflows, and enhance client engagement. This technological synergy not only boosts productivity but also elevates the quality of client service, positioning advisors for success in an increasingly digital financial landscape.

Join Peter Olson from Jump, Stephen Chien from the LPL AI Strategy Team, and Chris Kopanski from Wealthbox as we explore the benefits of pairing CRM with AI in advisory firms.

This webinar will cover:

1. How LPL advisors can leverage AI to automate routine tasks, simplify workflows, and minimize administrative overhead.
2. How AI enables advisors to focus on strengthening client relationships and delivering highly personalized financial guidance.
3.  AI best practices and how LPL advisors save time, improve client service and drive impactful results.
4. Practical examples of the Wealthbox + Jump integration, showcasing tools like automated meeting notes, seamless task syncing, and workflow optimization tailored for LPL advisors.