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ICYMI Mark Gilbert & Mark Friedenthal of Tolerisk recently discussed how AI can enhance the human touch, streamline operations, and build client trust. Watch the replay to learn how to effectively use AI to skyrocket your firm. https://register.gotowebinar.com/register/3684108766819918680?source=Zocks #Webinar #AI #AdvisorTech | Zocks
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What makes Zocks more than just another AI tool in the advisor tech stack? Our founder & CEO, Mark Gilbert, breaks it down on the Don’t Do That Podcast with Kelly Waltrich—sharing what really sets Zocks apart when it comes to empowering financial advisors with AI that works for them. 💡 If you're curious about... - Why Zocks is built by advisors, for advisors - How we're redefining productivity, client engagement & compliance - What to avoid when implementing new tech (and what to double down on
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