Bringing the Human Connection Back to Advising with AI and Jump

As AI reshapes the financial landscape, LPL is proving that technology can strengthen the human connection between advisors and clients. In this session, Stephen Chien, Head of AI Solutions at LPL, shares how the firm leverages Jump to free advisors from routine tasks, enhance compliance, and deliver more personalized client experiences. Learn how LPL's thoughtful approach to AI adoption is helping advisors spend more time where it matters most: with their clients.