What if the biggest thing AI could do for you wasn't make you smarter, but give you your life back? In this episode of FPA LIVE, we're joined by Matt Halloran, Chief Evangelist at Zocks and one of the most recognized coaches, speakers, and advocates in financial planning, to talk about what AI can actually do for financial planners. With more than 25 years of experience coaching financial planners, Matt brings a unique lens to a conversation that's often dominated by hype. We talk about how AI is eliminating the invisible administrative work that creates constant background stress, why planners who embrace it are becoming more human (not less!), and what it really looks like to build a better practice and lead a better life with AI in your corner.
This episode of FPA LIVE is brought to you by Zocks, the AI Assistant for financial advisors that saves you 10+ hours every week. Start your free trial at www.zocks.io.