Find out if Jump is right for your business ...

Depending on the business structure your clients have chosen and the state they are registered in, they may be required to hold an annual meeting and record minutes. Let’s take a moment to discuss ...

The wealth management industry is a client relationship-centric business and communication plays a key role in strengthening client relationships. The client communication has further gained ...

Do you still get nervous about client meetings? It happens to the best of us. Every meeting is different, and you can never be entirely sure what the end result will be. But, of course, you would be a ...

Is there a sweet spot for the cadence of client meetings? From a numbers perspective, it may be necessary for an advisor to meet with a client only once a year to revise their plan based on any recent ...

Turn handwritten meeting pages into tasks and knowledge with Claude Cowork, which integrates Apple Notes and ClickUp for ...