Client Relationships – Better Practice, Better Life

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

By Better Practice, Better Life | July 13, 2026

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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Why I Do This: The Moments That Pulled Me Into This Work (Ep. 2)

By Better Practice, Better Life | June 15, 2026

Most people never see what financial advisors actually carry, and if it’s done well, they’re not supposed to.

In this episode of Better Practice, Better Life, Matt Halloran shares how he ended up working alongside advisors, and it didn’t start with a clear plan; it started with a really hard week. At the time, he was working as a therapist, dealing with more than most people could carry in a short span, and it forced him to ask a simple question, how much longer can I keep doing this? That question led him somewhere unexpected. A chance opportunity, a bold ask, and a willingness to bet on himself put him in front of financial advisors.

What he found wasn’t what most people assume about the profession. It wasn’t about stock picks or performance; it was the pressure. The kind that comes from sitting in emotional conversations, from being the person clients call when life takes a turn, and from the constant worry that something important could slip through the cracks, not market-related, human-related.

Matt talks about what happens when some of that pressure starts to lift. Tools like Zocks are giving advisors time back, hours they didn’t have before, and while that sounds like a win, it introduces a different kind of discomfort. Because when the busyness fades, a bigger question shows up: what’s been missing?

In this episode, you’ll hear:

Why advisors often carry more emotional weight than clients realize
The concept of “invisible work” and how it shapes the client experience
What advisors gain when they get hours back in their week, and why that can feel uncomfortable
How better conversations, not just better tools, can change everything
And more!