Every week, financial advisors are introduced to another AI tool promising to save time and transform their practice. The bigger question isn’t which tool to use. It’s about using AI in a way that strengthens client relationships, supports your team, and gives you more time for the conversations that matter. In this episode of Better …
Why do so many successful financial advisors struggle with burnout, stress, and work-life balance, even when their businesses are thriving? Matt Halloran sits down with health strategist Stevyn Guinnip to explore why better health may be one of the most important investments advisors can make in both their practice and their life. In this episode …
If you’re a financial advisor feeling overwhelmed by administrative work, back-to-back client meetings, and the constant pressure to do more, what happens when AI finally gives you some of that time back? In this episode of Better Practice, Better Life, Matt Halloran welcomes financial behavior officer and therapist Ashley Quamme to explore why improving productivity …
Most advisors aren’t worried about whether AI is coming. They’re trying to figure out how to use it without losing what makes them valuable in the first place. In this episode of Better Practice, Better Life, Matt Halloran sits down with Mark Gilbert, CEO and co-founder of Zocks, to explore how financial advisors can use …
What would you do with an extra 10 hours every week? For many financial advisors, the challenge isn’t a lack of technology. It’s a lack of capacity. As client expectations continue to grow, advisors are being asked to do more than ever before while still delivering the personalized guidance clients expect. The pressure to serve …
What does AI actually look like inside a real advisory practice? In this episode of Better Practice, Better Life: Human First, Powered by AI, Matt Halloran talks with Chris Arnold, Founder of Refresh Wealth, about his experience implementing Zocks and how it has changed the way he serves clients. As a solo advisor managing a …
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. …