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.

• 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:

• Zocks Academy
• Claude by Anthropic

Connect with Matt Halloran:

• Zocks
• LinkedIn: Zocks
• LinkedIn: Matt Halloran

Connect with Steven Latow:

• LinkedIn: 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.