Is AI just another fleeting trend, or is it redefining how financial advisors work forever?

In this episode, we speak with Mark Gilbert, CEO and Co-Founder of Zocks, a privacy-first AI meeting assistant built specifically for financial services.

Mark shares his journey to founding Zocks and explains why this isn’t just another note-taker—it’s a powerful productivity tool that helps advisors improve client engagement, communication, and efficiency across the board.

You’ll learn how Zocks is helping financial advisors capture critical client data, reduce email response time, and even unlock the capacity to serve more clients by automating time-consuming tasks.

Listen in to get actionable insights on using tech to scale without losing the human touch.

Mark shares:

• How Zocks goes beyond a meeting assistant.
• Why AI is more than just a buzzword.
• How AI can streamline client communication.
• How to navigate privacy concerns with clients.
• Why financial advisors need multiple AI tools.
• How AI improves response time and productivity.
• How advisors can scale services with automation.
• What’s next in AI for financial professionals.

Connect with Mark Gilbert:

• LinkedIn: Mark Gilbert
• Zocks.io

Connect with Kristin Harad:

• LinkedIn: Kristin Harad, CFP®
• FullAdvisorCoaching.com
• X: KristinHarad
• Email: [email protected] 
• Schedule a Conversation with Kristin