Tag: Zocks
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 10 Hours a Week Actually Changes for Financial Advisors Using AI Ft. Brendan Welsh (Ep. 11)

What 10 Hours a Week Actually Changes for Financial Advisors Using AI Ft. Brendan Welsh (Ep. 11)

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Are you spending too much time on meeting notes instead of spending time with your clients? Wondering how financial advisors are actually using AI to reduce administrative work without losing the personal connection clients expect?

In this episode of Better Practice, Better Life, Matt Halloran sits down with Brendan Welsh, President and Managing Partner of Catalyst Solutions Group, to explore how AI is changing the way financial advisors prepare for meetings, capture client conversations, streamline follow-up, and create more intentional practices. Brendan shares how tools like Zocks and Claude have become part of his daily workflow, helping his team reduce administrative friction while giving him more time to focus on clients, business growth, creativity, and family. Together, they discuss why technology should support advisors, not replace them, and how building the right systems can lead to a better practice and a better life.

Key Questions Explored

  • How can financial advisors use AI to spend less time on meeting notes and more time with clients?
  • What’s the best way to improve client follow-up without creating more work for your team?
  • How can AI support better client conversations while keeping the human connection at the center?
  • What practical ways can advisors use tools like Zocks and Claude to improve workflow and business development?
  • How can better systems help advisors reclaim time for family, creativity, and the work they enjoy most?
  • 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

Resources:

Connect with Matt Halloran:

Connect with Brendan Welsh:

About Our Guest:

Brendan Welsh is President and Managing Partner of Catalyst Solutions Group, where he helps financial advisors improve workflows, strengthen client relationships, and build practices that create more time for the people and priorities that matter most. An early adopter of AI tools like Zocks and Claude, Brendan focuses on using technology to reduce administrative work, support better client conversations, and give advisory teams the freedom to spend less time on paperwork and more time serving clients.

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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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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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