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E148 – How Can AI Transform Financial Advisory Practices for the Better?

Click here to watch the video version.

In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin welcome Mark Gilbert, CEO and co-founder of Zocks, an AI startup transforming financial advisory work. Mark shares how Zocks streamlines client data capture, automates notetaking, and simplifies form filling, freeing advisors from administrative tasks. The conversation explores the challenges of adopting new technology, the importance of customizing workflows, and how AI tools like Zocks empower advisors to focus on client relationships and business growth. 

In today’s episode we will cover:

  • Introduction of Zocks, an AI startup focused on enhancing financial advisory practices.
  • Importance of capturing and analyzing client data to improve client interactions.
  • Challenges and opportunities in adopting new technology within financial advisory practices.
  • The role of AI in automating administrative tasks like notetaking and form filling.
  • The significance of "champions" in technology adoption within advisory teams.
  • Practical advice for getting started with AI tools like Zocks, including onboarding and customization.
  • The broad applicability of AI tools across different meeting formats and advisor career stages.

Visit Zocks to learn more!

We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here!

 If you’re an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you’re interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform Learning Series.