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"[T]he average advisor spends 1 hour each for meeting preparation and follow-up for every hour spent actually meeting with clients."
If you’re a productivity nerd like us, you may have come across this “2-to-1 ratio” from the 2024 Kitces Research Study on Advisor Productivity: for every hour advisors spend meeting with clients, another two can go toward preparing for and following up on that meeting.
And if you’ve spent any time running an advisory practice, you know exactly where those hours go.
Before a meeting, you’re pulling together information from different systems, reviewing past conversations, checking for updates, and building an agenda. Afterward, you’re organizing notes, drafting follow-ups, creating tasks, updating your CRM, making planning changes, and getting every important detail into the right place.
Every one of those steps matters. But when you multiply them across a full week of client meetings, those hours add up quickly.
So, what could you do with some of that time back?
You could serve more clients, focus on growing your practice, spend more time on the work only you can do, or simply have more of your week back. And with the technology available to advisors today, that 2-to-1 ratio doesn’t have to be the rule anymore.
That’s exactly where Jump comes in.
Connected to the technology you already use today, Jump can compress hours of meeting admin into a workflow you can quickly review and approve, so you can spend more of your time on the work that adds value for clients. Your client summary is ready. Your agenda is built. Notes are captured for you. The meeting is summarized in both client- and advisor-facing formats. Your follow-up email is drafted. Tasks are created and assigned in your CRM.
The result is more time back in your week to use however you want, whether that’s working directly with clients, implementing advice, growing your practice, or simply creating more breathing room.
And that’s exactly why we’re excited to make Jump more accessible to XYPN advisors. Starting September 29, 2026, XYPN members will receive 40% off Jump Meet, Grow, and Onboard, giving advisors another way to put AI to work across their practice and take back more of their time.
Putting Those Hours Back into Your Week
Saving time is one part of the equation. But guess what? Jump can also help you create a better client experience, too.
With less manual work around each meeting, you can focus more on the client experience itself, while Jump supports that experience throughout the client relationship:
- Before a client meeting, Jump can more reliably integrate information from previous conversations and other systems an advisor relies on, building a more complete picture of the client.
- During the conversation, Jump captures and organizes notes, decisions, and next steps so advisors can spend less time documenting and more time focused on the client.
- Once the meeting ends, with a more complete record, it can draft precise follow-up emails and CRM notes, capture additional tasks, suggest comprehensive updates to financial planning data, and send approved information back to connected systems.
- Throughout the week, Jump surfaces tasks you forgot, new planning or communication opportunities, and trends across your meetings, clients, and business.
And while Jump is working behind the scenes, you still have control over how client information and meeting data are handled. Firms can choose how meetings are captured, from transcript-only or summary-only options to full audio and video recording, based on their own supervision and recordkeeping policies. Jump is built with human-in-the-loop workflows, so you can review all AI-generated work before it goes anywhere.
You can also manage recordings, including automatically deleting them after processing. Jump maintains Zero Data Retention (ZDR) agreements with its underlying artificial intelligence (AI) processors and undergoes annual SOC 2 Type II audits, adding safeguards around how client information is handled.
That means you can take advantage of the efficiency Jump brings to your workflow while configuring it around the way your practice operates.
AND, connectivity is easy with 40+ integrations across the tools advisors use for CRM, financial planning, portfolio management, tax, estate planning, custodial services, documents, meetings, calendars, and more.
Its current integrations include Wealthbox, Quivr, Salesforce, Redtail, Advyzon, HubSpot, RightCapital, eMoney, Holistiplan, Schwab, Orion, Black Diamond, Wealth.com, Asset-Map, TaxStatus, Box, Microsoft, Google, Zoom, and other advisor technology platforms you’re already using.
Put all of that together with add-ons for automated account opening, document and form intake, firm and meeting analytics, and so much more, and now you’re running a modern, integrated, and orchestrated practice.
Turning Member Feedback Into More Value
At XYPN, our technology partnerships start with what independent advisors tell us they need to run stronger practices. And for the past two years, members have been especially clear about one category: AI efficiency tools.
Jump has been the most requested partnership in that category for two years running, and our history with Jump dates back to before that demand took off.
When Jump was still getting started, the company was a finalist in the 2024 XYPN AdviceTech Competition at XYPN LIVE, giving our community an early look at where the technology was headed. Since then, Jump has grown to support more than 45,000+ financial professionals, including hundreds of XYPN members already using the platform.
Now, we’re turning that member demand into a new Partner Benefit.
Starting September 29, 2026, XYPN members will receive 40% off Jump Meet, Onboard, and Grow through the XYPN Tech Stack.
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