The Advisor World
What does RIA stand for?
Registered Investment Advisor
Name 2 core features of Jump
AI notes, meeting prep, follow-up automation
What’s the goal of a cold call?
Book a meeting
Who is the most tenured SDR at Jump currently?
Adam
Name all of the reps who have previously worked for Chugg at other companies
Sarah, Max, Katie
Typical advisor AUM fee percentage?
1%
What makes Jump unique vs. generic AI tools?
Vertical value. Built for financial advisors / compliance
Best time of day for outbound calls?
10am - 11am
Which SDR on the team recently bought a home?
Michael
3 people on the team (1 formally) had babies within an 8 day period. Who are they and what did they name their babies?
Chugg, Conner, Luke
Monroe, Charlie, Macksen
What’s one major advisor custodian?
Schwab / Fidelity / Pershing
How many advisors currently use Jump?
15,000+
Ideal email length in words?
75 words or less (40-75 is a sweet spot)
Name all of the SDRs who are NOT located in Utah
Ian, Katie, Sarah, Jordan, Sophie
Name the two people on the team who got MBAs at the best college in the US of A
Josh, Alex
This is the regulator overseeing RIAs.
SEC
What CRM integrations does Jump support?
Redtail, Wealthbox, Salesforce
What are the 4T's in the 4T cold email framework?
Trigger, Tease, Teach, Tell
What % of Osaic advisors when given the choice between Zocks and Jump chose Jump?
80%
Who on the team has a brother currently playing in the NFL?
Sophie
Explain the differences between Wirehouse, Hybrid, and RIA advisors? Where does a Broker Dealer fit in?
Wirehouse advisors work for large firms like Merrill or Morgan Stanley and use the firm’s tech, compliance, and products.
Hybrid advisors are dually registered — they operate as both an RIA and under a Broker Dealer, giving them partial independence but still firm oversight.
Independent RIAs are fully autonomous, owning their own firms and tech stack.
A Broker Dealer is the entity that supervises advisors who sell investment products or earn commissions — hybrids and wirehouse advisors operate under one.
What does the meeting prep summary feature include?
Jump checks your calendar, then automatically generates a personalized briefing at a preset time before every client meeting. The meeting prep summary combines CRM data, past meeting history, and AI intelligence. It includes insights such as open opportunities, milestones, and tasks; past meeting summaries with key info such as who met with the client last; and enhanced contact info such as relationships and service history.
Practice your cold call opener with Taylor Switty on Nooks (Nominate 2 people from the team)
Score 75 or better
What does FINRA stand for?
Financial Industry Regulatory Authority
What is the current SDR team record for meetings booked in a month? (will count it if you are within 10)
592