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.
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