How AI Can Help Advisors Serve More Clients Without Hiring Ft. Steven Latow (Ep. 13)
Can AI help financial advisors serve more clients without hiring more staff or sacrificing the personal relationships that clients value most?
In this episode of Better Practice, Better Life, Matt Halloran sits down with Zocks Chief Strategy Officer Steven Latow to explore how financial advisors can use AI to automate administrative work, improve meeting preparation, reduce client meeting anxiety, and create more time for meaningful conversations. They also discuss why the future of AI isn’t about replacing advisors; it’s about helping them become more present, more productive, and better equipped to serve more households while protecting client trust and data privacy.
Key Questions Explored
- Why should financial advisors stop thinking of AI as an employee and start treating it as a business tool?
- How can AI help advisors reduce administrative work and spend more time with clients?
- Why is meeting preparation one of the biggest opportunities for AI in wealth management?
- What should financial advisors know about AI data privacy before adopting new technology?
- How can advisory firms prepare for the future of AI without trying to predict every technology change?
- 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
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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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