How AI Can Make You a More Human Financial Advisor with Matt Halloran

In this episode of The Finance Marketing Podcast, Hillary sits down with returning guest Matt Halloran, Chief Evangelist for Zocks.io, to talk about how AI, when used intentionally, can actually make advisors more present and more human with their clients — not less. Matt shares real client stories that illustrate what gets missed when advisors are too focused on note-taking instead of listening, and breaks down how AI can serve as a powerful market research tool by surfacing the questions clients and prospects are actually asking. Tune in to learn why "garbage in, garbage out" applies just as much to AI-generated marketing as anything else, how proper integrations unlock AI's real potential, and why the time AI gives back should be reinvested into marketing, not just more work.Connect with Matt:Website: Zocks.ioLinkedIn: Matt HalloranPodcast: Better Practice, Better LifeTo make sure you never miss an episode, sign up for The Finance Marketing Podcast Newsletter and subscribe to the show on your favorite listening app.Join the 7-Day Email List Growth Sprint: www.monetacopy.com/emailsprintWe always appreciate reviews on Apple Podcasts!