Wealth Management Speaker Series: What Advisors and Clients are Actually Talking About
Wealth Management Speaker Series: What Advisors and Clients are Actually Talking About
The fast rise of AI Notetakers has many implications, including opening up a whole new avenue for primary research. We can now glean fact-based insights from tens of thousands of anonymized advisor-client conversations and learn from them.
Join us for our next Speaker Series event, which will focus on a first wave of actionable insights gathered by analyzing actual advisor-client conversations. In a talk moderated by Philipp Hecker (CEO of Bento Engine), Liam Hanlon, Head of Insights at leading AI platform Jump, will share powerful perspectives on:
- the topics that actually get covered by advisors and their clients during meetings
- who tends to bring up which topic, and how long those conversations last
- the impact of those topics on client sentiment
The Wealth Management Speaker Series is brought to you by Columbia’s Wealth Management master’s program. Uniquely designed to educate working professionals, this 16-month, part-time online program prepares experienced and aspiring wealth management professionals to meet the disruptive challenges of today’s industry. The innovative and rigorous curriculum connects advanced theory with practical applications through problem-based learning while providing students with the educational requirements for CFP® certification.
Registered guests will receive a Zoom link prior to the event.
About the Panelists:
Phillipp Hecker is the Chief Executive Officer of Bento Engine, a FinTech at the intersection of technology and wealth management advice and a member of the Advisory Council for Columbia University's Wealth Management master's program. Prior to founding Bento Engine, Philipp spent 20 years focusing on defining and implementing growth strategies in the wealth and asset management industries at J.P. Morgan, Deutsche Bank and the Boston Consulting Group in New York. He holds a Master of Business Administration from Harvard Business School and a Diploma from the University of Passau, Germany.
Liam Hanlon is a seasoned professional with extensive experience in the fields of artificial intelligence and financial services. Currently serving as Head of Insights at Jump - Advisor AI since May 2025, Liam previously held the position of AI & Experimentation Lead at EY from July 2018 to May 2025, where responsibilities included overseeing experimental design and cross-functional collaboration for research initiatives. Additionally, Liam gained experience as an Asset Management Analyst at UBS in the summer of 2017 and as a Product Management Intern at Jet.com in the summer of 2016. Educationally, Liam holds a Bachelor of Science degree in Quantitative Finance with a minor in Economics from Stevens Institute of Technology.
For questions about this event, please contact Vanessa Carrillo, vc2418 [[at]] columbia [[dot]] edu.
To obtain additional information about program offerings at Columbia University’s School of Professional Studies, please contact an Admissions Counselor at inquire [[at]] sps [[dot]] columbia [[dot]] edu.
If you require closed captioning, sign-language interpretation or any other disability accommodations, please contact Disability Services, disability [[at]] columbia [[dot]] edu, at least 10 days in advance.
Please visit Columbia University’s Hub for Emergency Preparedness to stay up to date on the latest campus health and safety policies.
This event is open to individuals irrespective of identity and sex.
