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.

What does AI actually look like inside a real advisory practice?

In this episode of Better Practice, Better Life: Human First, Powered by AI, Matt Halloran talks with Chris Arnold, Founder of Refresh Wealth, about his experience implementing Zocks and how it has changed the way he serves clients.

As a solo advisor managing a growing practice, Chris shares how Zocks helps him stay focused during meetings, capture meaningful client details, and spend less time on administrative work. Rather than worrying about taking notes, he can concentrate on listening and having better conversations.

Chris explains how capturing a client’s exact language, whether it’s concern about a “tsunami of RMDs” or wanting the ability to “press eject” from a job, helps him deliver more personalized advice and create stronger client connections. He also discusses how Zocks supports follow-up, helps him demonstrate value between meetings, and allows him to focus more of his time on the parts of the business where he creates the greatest impact.

The conversation offers a practical look at how one advisor is using AI to enhance client relationships, improve efficiency, and build a practice that supports a better life both inside and outside of work.

• What does using Zocks look like in a real advisory practice?
• How can AI help advisors stay more present during client meetings?
• How can capturing client language improve communication and trust?
• How do advisors demonstrate value between meetings?
• How can technology help advisors focus on their strengths and spend less time on administrative tasks?

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:

• Zocks
• LinkedIn: Zocks
• LinkedIn: Matt Halloran

Connect with Chris Arnold:

• Refresh Wealth
• LinkedIn: Refresh Wealth
• LinkedIn: Chris Arnold

About Our Guest:

Chris Arnold is the founder of Refresh Wealth, an independent financial planning firm that helps startup employees navigate stock options, equity compensation, and liquidity events. He works closely with clients facing complex financial decisions while balancing career growth, family life, and long-term planning goals. Chris is passionate about using technology to create a more personal and effective planning experience.

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:

• Zocks
• LinkedIn: Zocks
• LinkedIn: Matt Halloran

Connect with Jim Hardeman:

• LinkedIn: Jim Hardeman