VP of Strategy & Head of Insights
Jump
Liam leads the team that extracts behavioral and predictive insights from analyzing 1M+ advisor-client conversations annually. He translates conversation patterns into actionable intelligence to drive advisor performance, client outcomes, and firm strategy — and partners with product to design insights directly into the Jump advisor experience. Previously, Liam spent 7 years at EY in the Wealth and Asset Management Business Consulting practice, where he designed and conducted experiments on financial products and services to improve business outcomes.
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.