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    Webinar

    Boost your efficiency & client engagement with AdvisorEngine + Jump

    Thursday, Aug 21
    @ 2:00PM ET
    Register

    LIVE EVENT

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    Join Jump and AdvisorEngine in a discussion and demonstration around how to leverage integrated AI capabilities to transform the advisor-client experience.

    We'll explore how to:

    • Enable advisor performance through AI note taking
    • Boost operational efficiency by automating CRM updates
    • Feel confident about data protection & privacy

    By attending this webinar, we know you will enjoy learning actionable ways AI can strengthen relationships, streamline operations, and scale your practice—without losing the personal touch.

    Speakers:

    • Kathy Crowley, Business Development, AdvisorEngine


     



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