Financial planners spend thousands of hours in client meetings over the course of a career. Until recently, almost nothing about what happened in those meetings was measurable. In this episode of FPA LIVE, we’re joined by Eric Ludwig, PhD, CFP®, Associate Professor and Director of the Center for Retirement Income at The American College of Financial Services, and Liam Hanlon, VP of Strategy and Head of Insights at Jump, to talk about what AI-powered conversational intelligence is revealing about how financial planning conversations actually unfold, and what planners can do differently because of it. The research they’re sharing draws on nearly 10,000 real client meetings, and the findings will make you rethink things you thought you already knew. This is data-driven and unlike anything you’ve heard.