Month: July 2026

Why Financial Advisors Need to Treat Health Like Wealth with Stevyn Guinnip (Ep. 8)

Why Financial Advisors Need to Treat Health Like Wealth with Stevyn Guinnip (Ep. 8)

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 of Better Practice, Better Life, Matt and Stevyn discuss why advisors often prioritize their clients’ financial futures while putting their own health on hold. They explore how applying the same long-term thinking used in financial planning can help advisors build greater energy, resilience, and balance through sustainable habits rather than quick fixes.

Stevyn shares how her experience growing up in a family of financial advisors, her career as an exercise physiologist, and her own health crisis shaped her approach to helping advisors treat their health as a long-term asset. Together, they discuss practical ways to create more margin, reduce burnout, and build a healthier, more sustainable practice.

Key Questions Explored

  • Why do so many financial advisors experience burnout, even when their businesses are successful?
  • How can advisors apply long-term investing principles to their health?
  • Why do sustainable habits outperform quick fixes?
  • How can advisors create more energy and margin without sacrificing growth?
  • What does it mean to treat your health as a long-term asset?
  • How can AI and better systems help advisors create a better practice and a better life?
  • And more!

Ready to See Zocks in Action?

If you’re exploring ways to reduce administrative work, improve client follow-up, and create more meaningful conversations, schedule a personalized demo to see how Zocks can fit into your advisory practice:

https://www.zocks.io/book-your-demo

Resources:

Connect with Matt Halloran:

Connect with Stevyn Guinnip

About Our Guest:

Stevyn Guinnip is the founder of Grow Wellthy, an exercise physiologist, health strategist, and author who specializes in helping financial advisors build healthier, more sustainable careers. Inspired by growing up in a financial advisor family and informed by more than two decades of experience in health and performance, Stevyn combines evidence-based wellness strategies with principles advisors already understand, including long-term planning, systems, and consistent habits. Her work helps financial professionals improve their energy, resilience, and overall well-being so they can enjoy the lives they’ve worked so hard to build.

What Advisors Should Do With the Time AI Gives Back Ft. Ashley Quamme (Ep. 7)

What Advisors Should Do With the Time AI Gives Back Ft. Ashley Quamme (Ep. 7)

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 isn’t the finish line. Together, they discuss how reducing administrative work can create space for better client conversations, stronger relationships, improved work-life balance, and a more fulfilling life inside and outside your practice.

Key Questions Explored

  • Why do so many financial advisors struggle to slow down, even after reclaiming time through AI and automation?
  • How can reducing administrative work help you become more present during client meetings and build stronger client relationships?
  • What are the early signs of financial advisor burnout, and what can you do before they begin affecting your clients, your practice, and your personal life?
  • Why do clients remember how you made them feel more than the financial advice you gave them, and how does that influence trust and referrals?
  • And more!

Ready to See Zocks in Action?

If you’re exploring ways to reduce administrative work, improve client follow-up, and create more meaningful conversations, schedule a personalized demo to see how Zocks can fit into your advisory practice:

https://www.zocks.io/book-your-demo

Connect with Matt Halloran:

Connect with Ashley Quamme:

About Our Guest:

Ashley Quamme is a financial behavior officer, therapist, speaker, coach, and founder of Beyond the Plan. She helps financial advisors better understand the psychology behind financial decision-making, communication, and behavior change. By combining behavioral science with real-world advisory experience, Ashley equips advisors to strengthen client relationships, navigate change with confidence, reduce burnout, and build healthier, more sustainable practices.

The Hidden Value in Every Client Conversation with Mark Gilbert (Ep. 6)

The Hidden Value in Every Client Conversation with Mark Gilbert (Ep. 6)

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 AI to reclaim time, uncover opportunities hidden in client conversations, and strengthen relationships rather than automate them away. Together, they discuss the future of advisor technology, practical AI adoption, and why the human side of advice may become even more important as technology evolves.

Key Questions Explored

  • How was Zocks built to solve the real-world challenges financial advisors face every day?
  • What valuable insights are hidden inside client conversations, and how can advisors use them more effectively?
  • How can advisory firms adopt AI without overwhelming their teams or disrupting existing workflows?
  • What role can AI play in helping advisors create more time for clients, growth, and life outside the office?
  • How can technology actually strengthen personal client relationships rather than weaken them?
  • And more!

Ready to See Zocks in Action?

If you’re exploring ways to reduce administrative work, improve client follow-up, and create more meaningful conversations, schedule a personalized demo to see how Zocks can fit into your advisory practice:

https://www.zocks.io/book-your-demo

Connect with Matt Halloran:

Connect with Mark Gilbert:

About Our Guest:

Mark Gilbert is the CEO and co-founder of Zocks. He has spent his career building and scaling technology companies, with leadership experience at Corel, Microsoft, Hearsay Social, and Twilio. Throughout his career, Mark has focused on helping organizations use technology to improve communication, efficiency, and customer experience. At Zocks, he is helping financial advisors leverage AI to automate administrative tasks, uncover opportunities hidden in client conversations, and free up time for meaningful client relationships.