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
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.
Matt talks through why that happens and what it actually costs you, especially in terms of how clients experience you.
He also reframes AI in a more practical way. Not as a replacement for the advisor, but as something that handles the background work so you can stay focused on the person in front of you.
The more interesting question is what you do with the time if you actually get it back.
If you actually got time back, what would you do with it?
Because when things slow down, most people realize they have not spent much time in that space.
In this episode, you’ll hear:
Why a better practice and a better life is not just about being more productive
The difference between surface-level listening and actually being engaged
How AI can support advisors without taking away the human side of the work
What it looks like to get real time back in your week
Why quiet and space are harder than they sound, and why they matter
If you are trying to build a practice that does not drain you while still doing good work for clients, this is worth a listen.
Matt Halloran, widely known as MattGPT, is the Chief Evangelist for Zocks and a trusted voice at the intersection of communication, leadership, and technology in financial services. A seasoned keynote presenter, three-time author, TEDx speaker, and industry expert, Matt brings more than 15 years of experience as an advisor, coach, and practice management consultant, helping professionals transform the way they connect with clients, teams, and themselves.
Known for his warmth, authenticity, and signature “nice-guy rebellion,” Matt challenges outdated ideas of leadership built on pressure, perfection, and posturing. Instead, he champions a more human approach rooted in empathy, curiosity, and intentional listening. Over the course of his career, he has helped thousands of advisors and business leaders build deeper relationships, create more meaningful impact, and rediscover the joy in their work through genuine human connection.
Matt is the author of Shut the F Up and Listen, a practical and deeply relatable book that blends real-world stories, actionable exercises, and proven tools to help people reconnect in an increasingly noisy and distracted world. His widely viewed TEDx talk expands on this philosophy and introduces the HOPE framework: Helping One Person Every Day, illustrating how small, intentional acts of presence and compassion can compound into lasting personal, professional, and cultural change.
With appearances on more than 1,000 podcasts, Matt is a natural storyteller who brings a rare mix of wisdom, humor, and heart to every stage, conversation, and audience. Whether speaking to advisors, entrepreneurs, or leadership teams, his message consistently resonates because it is practical, honest, and deeply human.
At the core of everything Matt does is a simple but powerful mission: to help people communicate better, listen more deeply, and lead with love; proving that, in a world increasingly driven by automation, humanity remains the ultimate competitive advantage.
