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54. Augmented Intelligence: How AI Can Elevate Your Financial Practice and Human Connection with Matt Halloran
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In this episode of Planning & Beyond®, Ashley talks with Matt Halloran, Chief Evangelist at Zocks, about how AI is changing the way financial advisors work with clients.
Ashley and Matt talk through how advisors can use AI to reduce the time spent on notes, follow-up, and other admin tasks that often pull attention away from clients. Matt explains how the right tools can help advisors stay more present in meetings, listen more closely, and create a better client experience.
They also discuss the value of in-person events, the importance of real…
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