Tag: Wealth Management Technology
How AI Can Help Advisors Serve More Clients Without Hiring Ft. Steven Latow (Ep. 13)

How AI Can Help Advisors Serve More Clients Without Hiring Ft. Steven Latow (Ep. 13)

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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

Previous conversation with Steven Latow:

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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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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