Tag: Advisor Technology
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)

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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.

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

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

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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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What Happens When Advisors Finally Get Time Back? With Steven Latow (Ep. 5)

What Happens When Advisors Finally Get Time Back? With Steven Latow (Ep. 5)

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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 clients well, develop team members, strengthen relationships, and grow a business can leave little room for the work that matters most.

In this episode of Better Practice, Better Life, Matt Halloran sits down with Zocks’ Chief Strategy Officer Steven Latow, to explore how artificial intelligence is helping advisory firms create more capacity without sacrificing the human side of advice.

As one of the earliest leaders at Zocks, Steven has spent years working alongside advisory firms to understand where operational friction exists and where technology can create meaningful change. Together, he and Matt discuss why the real opportunity isn’t simply getting work done faster. It’s creating the time and space for better conversations, stronger relationships, more thoughtful leadership, and a more sustainable way to serve clients.

Questions This Conversation Helps Answer

  • How can financial advisors use AI without sacrificing the human side of advice?
  • How can firms reduce operational bottlenecks and spend more time serving clients?
  • What happens when advisors reclaim meaningful time every week?
  • Why are many firms missing opportunities with beneficiaries and next-generation clients?
  • How can better data improve client service, advisor development, and succession planning?
  • What role will AI play in the future of financial advice?
  • How can advisory firms scale while maintaining trust and personal relationships?
  • How can firms prepare for a growing advisor shortage while continuing to deliver a high level of service?
  • And more!

To learn more about Zocks and how we’re helping financial advisors reduce operational friction, create more capacity, and strengthen client relationships, visit: www.zocks.io/mattgpt

Resources:

Connect with Matt Halloran:

Connect with Steven Latow:

About Our Guest:

Steven Latow is the Chief Strategy Officer at Zocks, where he helps shape the company’s product vision, growth strategy, and long-term roadmap for AI-powered advisor technology. As one of the earliest employees at Zocks, Steven has played a key role in building solutions designed to help financial advisors reduce operational friction, improve client experiences, and create more capacity for meaningful work.

Prior to joining Zocks, Steven worked across financial services and financial technology, including roles at FactSet and Hearsay Systems. His experience spans product development, advisor technology, enterprise software, and workflow innovation. Today, he works closely with advisory firms of all sizes to understand the challenges they face and how artificial intelligence can help advisors spend less time on administrative work and more time serving clients, developing their teams, and building stronger businesses.

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The Breaking Point Most Advisors Never Talk About with Jim Hardeman (Ep. 3)

The Breaking Point Most Advisors Never Talk About with Jim Hardeman (Ep. 3)

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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 Hardeman, about the real pressure advisors face behind the scenes, how AI can reduce that burden, and why the best technology should help advisors be more present, not less human.

The conversation explores how AI can improve meeting prep, simplify workflows, and give advisors valuable time back, while also looking at where advisor technology may be headed next and how firms can adopt it without losing the personal relationships that matter most.

In this episode, you’ll hear:

  • Why so many advisors feel overwhelmed by “invisible work” behind the scenes
  • How AI can help advisors become more present in client conversations
  • Why saving time only matters if advisors use it intentionally
  • The difference between replacing human connection and supporting it
  • Where advisor technology may be heading over the next few years
  • And more! 

Connect with Matt Halloran:

Connect with Jim Hardeman:

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