Most advisors didn’t get into this business to spend their days buried in admin work, meeting notes, and compliance tasks, but over time, that invisible work began to pull attention away from clients. In this episode of Better Practice, Better Life: Human First, Powered by AI, Matt Halloran talks with Zocks EVP of Product, Jim …
Most people never see what financial advisors actually carry, and if it’s done well, they’re not supposed to. In this episode of Better Practice, Better Life, Matt Halloran shares how he ended up working alongside advisors, and it didn’t start with a clear plan; it started with a really hard week. At the time, he …
This first episode gets into something most advisors do not really think about: how much of their attention is split during work. You are in a meeting, trying to listen, while also taking notes and thinking about what comes next. It feels normal, but it pulls you out of the conversation more than you realize. …
Welcome to Better Practice, Better Life — Human First, Powered by AI, a podcast by Zocks, hosted by Matt Halloran. This show is grounded in a simple belief: a better practice should support a better life. One defined by clarity, presence, trust, and the energy to do meaningful work without losing yourself in the process. …