Advisors don’t need more tech—they need more time and more connection. In this Making the Most of AI episode, Kalli Fedusenko sits down with Matt “GPT” Halloran from Zocks
to unpack how AI tools like Zocks are helping advisors do better marketing—not just more of it.
We’ll talk about how client meeting notes can be repurposed into relevant messaging, how Zocks helps you show up consistently without burnout, and why smarter AI tools give you time to be more strategic with your voice.
➡️ Use client conversations as fuel for your content
➡️ Save time on admin and follow-up so you can market consistently
➡️ Repurpose what clients are already asking you
➡️ What top advisors are doing with their AI-created breathing room
✨ Brought to you by the Financial Planning Association (FPA)
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