The AI That Listens: How Zocks Is Changing Financial Services

Greg Matusky sits down with Matt Halloran, Chief Evangelist at Zocks, to explore how AI is transforming the day-to-day reality of financial advisors. From automating meeting notes and CRM updates to freeing up 10+ hours a week, Matt shares why the advisors who embrace AI won’t just survive—they’ll replace the ones who don’t.