Mark Gilbert on Revolutionizing Advisor Efficiency With AI | RFG ADVISORY

When you're focusing, that means you're ignoring other things. And that's probably the hardest part of leadership, is to just let certain things go knowing that you’ve made a bet on what matters most.” Mark Gilbert isn’t just talking about innovation—he’s living it. In the debut episode of Game Film, host Dr. Jordan Hutchison sits down with the Founder and CEO of Zocks to uncover the transformative potential of AI in financial services. From his days at Microsoft to launching a cutting-edge platform that’s changing how Advisors work, Mark’s story is one of bold ideas, relentless focus, and a passion for doing things differently. Hit play [JG1] to learn how Mark Gilbert and Zocks are empowering Advisors to ditch the drudgery of admin work and focus on what really matters: building relationships and driving strategy. Why You’ll Love This Episode: · Mark’s Journey: From tech innovator at Microsoft to Founder of Zocks, he’s proof that big ideas can lead to even bigger impact. · Zocks in Action: AI that handles meeting notes, CRM integration, and personalized follow-ups, saving Advisors time and transforming client relationships. · Leadership Gold: Mark’s hard-earned lessons on focus, building dream teams, and navigating the highs and lows of entrepreneurship. Stay inspired—subscribe to the RFG newsletter for more game-changing insights. Click here to subscribe. Explore More Dive deeper into programs, books, or other resources mentioned in today’s episode. · The Hard Thing About Hard Things by Ben Horowitz: A must-read on navigating the challenges of building and leading companies. · DocuSign: A pivotal tool for streamlining account openings and administrative processes, mentioned as part of the evolving Advisor tech stack. · Salesforce Financial Services Cloud (FSC): Highlighted as a key CRM solution in many Advisor workflows. Connect · Dr. Jordan Huchison, VP of Technology at RFG Advisory · Mark Gilbert, Founder & CEO of Zocks · RFG Advisory – Award-Winning Advisor Support Platform About Our Guest: Meet Mark Mark Gilbert is the Founder and CEO of Zocks, a cutting-edge AI platform that empowers Financial Advisors to streamline their workflows and focus on building meaningful client relationships. With a career spanning roles at tech giants like Microsoft and leadership positions at innovative startups, Mark brings a wealth of experience in product development, AI, and platform strategy. When he’s not leading the charge at Zocks, Mark is an avid runner and a tech enthusiast who thrives on exploring the intersection of innovation and human connection. — Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability. https://rfgadvisory.com/newsletter-subscription/