What should financial advisors do with the time AI gives back? Instead of filling those hours with more administrative work, they can invest them in clearer marketing, stronger relationships, and communication that helps the right people find them. In this episode of Better Practice, Better Life, Matt Halloran speaks with Charlie Van Derven, President of …
Are you spending too much time on meeting notes instead of spending time with your clients? Wondering how financial advisors are actually using AI to reduce administrative work without losing the personal connection clients expect? In this episode of Better Practice, Better Life, Matt Halloran sits down with Brendan Welsh, President and Managing Partner of …
Are you wondering why so many financial advisors feel burned out, even when their firms are growing? Could reducing administrative work, delegating more effectively, and protecting your time actually help you become a better advisor? In this episode of Better Practice, Better Life, Matt Halloran welcomes Colleen Bowler, CFP®, Co-Founder of C&J Innovations and Strategic …
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 …