Case Study: The Athlon Advisors achieves 43% AUA growth with Jump

The Athlon Advisors Team Grows AUA 43% Since Implementing Jump

The Athlon Advisors team, a wealth management firm, faced a significant challenge with its inefficient, handwritten note-taking process during client meetings. This manual method, which advisor Chris Sadowski described as unsustainable, hindered his ability to stay engaged with clients and limited the number of meetings he could handle, ultimately restricting business growth. He sought a solution from the vendor Jump to automate and improve this critical workflow.

By implementing Jump's AI notetaking platform, the team automated the capture and transcription of meeting details, which integrated directly with their Redtail CRM. This solution freed advisors to focus on clients rather than administrative tasks. The results were substantial: Chris doubled his weekly meeting capacity and the firm grew its assets under advisement by 43%, or $60 million, since using Jump.

The Athlon Advisors

Chris Sadowski

Manager of Athlon Wealth Advisors & Wealth Advisor