Money Matters Episode 340-From Note-Takers to AI Assistants: The New Standard for Financial Advisors W/ Matt Halloran

Matt

[00:00:00] Guess what? So are you as an advisor, so that as the foundation of what AI can do to make you a better advisor? I think AI note taking is the foundation, but here's the deal. Dude, things are moving. Uh, I, I mean, and I can only speak to Zox 'cause I don't work for another company, but, uh, you know, Zox is now positioning itself as an AI assistant because it's able to do your onboarding, it's able to do paperwork, it's able to go ahead, you know, pull stuff from 20 different sorts of things, give you intelligence on those documents in your book of business.

Christopher Hensley RICP, CES: AI isn't going to replace financial advisors, but it is going to expose

Christopher Hensley RICP, CES: which one should have never been advisors in the first place. Most advisors are asking, will AI take my job? The better question is. part of my job am I doing that a machine should be doing? Matt Halleran is uniquely qualified to answer that. He co-founded Proud Mouth, built his career around trust and referrals, and now works at Zox, an AI assistant platform built specifically for [00:01:00] financial advisors. Today we're breaking down how AI assistants are reshaping what it actually means to be a great advisor and where humans still win every time.

Christopher Hensley RICP, CES: Matt, thank you so much for joining us today.

Matt: Thanks for having me, man.

Christopher Hensley RICP, CES: this right away, right? So I have questions that I wanna ask you here, but you know, it's

Matt: Sure.

Christopher Hensley RICP, CES: ' cause we did the last time we did a show, it's been over a year, you've had some recent transition where you've gone from, uh, being at Proud Mouth to Z's.

Christopher Hensley RICP, CES: And so I'd like to open with that so you can let listeners know

Christopher Hensley RICP, CES: you to make the transition to Zox?

Matt: So as, as you know, uh, being a business owner is, is all encompassing and almost impossible to turn off. And, uh, my wife about three months ago became paralyzed from the torso down. Uh, and I just couldn't be as good of a business partner as, uh, my partner needed. And as the 26 employees, we had a proud mouth.

Matt: Um, and so, um, I, I made a few calls. Uh, you know, I wanted to keep it [00:02:00] very quiet because I, I love Proud mouth. I love everything Kirk and I built. And, uh, and honestly the wind blew me in the direction of Zox, dude. So I've been using AI really since GPT 1.0 when it became public. I've been using ai, uh, and I know AI is the future in financial services and really the future that well, we all have to start preparing for.

Matt: Um, and then I met the team and then I saw the product and I was like, okay, uh, my job as chief evangelist,

Christopher Hensley RICP, CES: so for listeners we did an uh a long form blog post uh uh recently That's part of my digital

Matt: Yeah.

Christopher Hensley RICP, CES: uh blog post that I've been doing along with a launch of my new audio book an second project called Digital Kaizen for Financial Advisors That's gonna be coming out in 2026 So this is kind of a continuation on that Conversation but I had to ask you right at the beginning so we now I'm call I'm gonna call you Matt GPT cause that's a cause I I saw you change that on LinkedIn And uh this is I I I've [00:03:00] been watching Zox for some time as I've kind of been research researching the space and looking at a lot of the the new you know from the lens of a of a financial advisors who is trying to you know adopt This technology with all the noise that's out there Right Um let's go back to that LinkedIn article cause that in that LinkedIn article you Argo argued that

Matt: Yeah.

Christopher Hensley RICP, CES: assistance are changing what it means to be a financial advisor What do advisors most misunderstand about that shift

Matt: Well, first off, I think they have to realize that they have to give up some control. So just because you're not actively managing or not managing, which a lot of advisors are, terrible managers, their team, right, their operations people, their assistants. When you can actually outsource that to a proven system, then you can stop focusing on the things that you're not good at.

Matt: This is the Kristen, this, this is the. Thing that I think everything changes, right? It's advisors get to go back to doing what they started in this business to do, which is to advise not to run offices, not to be CEOs, [00:04:00] not to be all of that crap. They get to focus on advising again because they can outsource the two programs that are one, entirely integrated with everything that they're using.

Matt: And two, it'll stop them from doing the things that they suck at anyway. Um, in order to stay focused on what they should be focused on.

Christopher Hensley RICP, CES: that As somebody who tries to juggle and and do everything there there are just certain things that advisors need to kind of hit pause on and realize Hey there there are other tools out there that can do it A a you know I say a little bit better A lot better it turns out right so let let's

Matt: A lot better.

Christopher Hensley RICP, CES: deeper on this Why do you think advisors are so focused on whether AI will replace them instead of how it can support them

Matt: Well, you and I have been in this business for quite a while, and I remember, uh, 10 years ago, right? Robo-advisors were gonna shut down the financial services industry and they were gonna do everything that you can do and you're screwed. Now that didn't happen because here's the deal, people like people, they want to [00:05:00] hang out with people.

Matt: And this goes across all generations. Yes. Our younger generations than you and I. Um, are they more dependent digitally? Absolutely. Are they more comfortable in the digital space? A a hundred percent. But the overall idea here is they're not good. And this is the quote that I really hope that you pull from all of this is AI is going to make you a better advisor.

Matt: That's the key. That's the whole message that I wanna say here, because again, it gets you going back to. Providing good advice, not doing the things that generally you're not great at, which is like managing people or doing paperwork. You know, a lot of those people, Christopher, the the one iron paper hangers, right?

Matt: I mean, they're the ones doing everything. They're the cook, the cook, the dishwasher, bottle washer, weight, or whatever that saying is, right? And so having the opportunity to. Rely on these, it is not going to replace you at all. It's actually gonna allow you to do what I've been talking about since 2006 when I started with, with uh, uh, the Carson's Consulting Company, um, which is about the human connection that is needed in financial [00:06:00] services.

Christopher Hensley RICP, CES: Carson I I I I remember that Absolutely Absolutely

Matt: dude.

Christopher Hensley RICP, CES: you know one of the things you mentioned was that the the

Matt: Yeah.

Christopher Hensley RICP, CES: skier well you know where are we at now with that Uh yes it became a thing but for from the advisor standpoint it didn't take over our business There's there's a use case for and it tends to be the lower Um clients that are like betterment and that sort of thing they ended up going in

Matt: Yep.

Christopher Hensley RICP, CES: wasn't really a threat there from a client perspective cause we've got two listeners here We've got advisors and we also have got uh uh people who are in the re you know retirees who who listen to this show The question of whether um know who's doing the the the actual advising on on the accounts right Um the RoboAdvisor thing was kind of I would say much ado about nothing it's a thing but but almost a big nothing burger there when it comes to to that there the people who need that

Matt: Yeah.

Christopher Hensley RICP, CES: don't typically go with a robo-advisor so I love that Now you've talked a bit about [00:07:00] this from your perspective parts of advisor's roles are becoming less valuable as AI improves and which parts are becoming more important

Matt: Yeah. Well, so I mean the, the foundational AI stuff that advisors began to use probably about two, three years ago.

Christopher Hensley RICP, CES: Mm-hmm

Matt: Is really these AI note takers, right? Uh, they really flooded the market about 18 months ago. Um, and that's, I, let's just start there because, I was a therapist and one of the most frustrating things. Was when I would have to break eye contact with a client and I'd be writing things down. And the problem is, is, is cognitively when I'm writing something down, I'm actually not able to process two things 'cause your brain can't hold two spaces at the same time.

Matt: So I would miss things that my clients would say. And guess what? So are you as an advisor? So that as the foundation of what AI can do to make you a better advisor. I think AI note taking is the foundation, but here's the deal. [00:08:00] Dude, things are moving. Uh, I, I mean, and I can only speak to Zox 'cause I don't work for another company, but you know, Zox is now positioning itself as an AI assistant because it's able to do your onboarding, it's able to do paperwork, it's able to go ahead, you know, pull stuff from 20 different sorts of things, give you intelligence on those documents and your book of business.

Matt: I mean, it, it's really phenomenal where, where AI can take you. So what, what does that allow you to do? Well, first off, it's gonna save you an enormous amount of time, uh, you know, onboarding for some advisors. I, I, I probably coached a thousand advisors, uh, in my time in this industry. You know, that can take up to two weeks, right?

Matt: They can do it in 30 minutes, right? So just think about that. The, the efficiency there is unbelievable. Then, and this is a big part of the article, and by the way, that article is great. I'm very grateful that you wrote that. Um. The other big thing, it, it really is that idea of, of. [00:09:00] Being able to capture the essence of a meeting during the meeting and when, so, uh, I was coaching an advisor a little while ago.

Matt: Um, 'cause I still do that on the side. 'cause I think it's important for me to keep my fingers on the pulse of what's going on in the industry with, with all of you guys who are advisors, right? Um, he had hundreds of tasks that were incomplete in his CRM, , and half of those were notes. And it had been weeks, man, weeks since he had a meeting with the client and then he had to enter the notes and put in all the tasks.

Matt: And you know, as well as I do, you're gonna forget stuff dude. So in real time when things are being captured and tasks are being created off of the inflection and how AI interprets our vocal inflections and all that stuff, 'cause it's, that's what a large language model can do. And I think that just makes a huge difference, brother.

Christopher Hensley RICP, CES: you said task that giant list of task when he went back that he didn't put in the [00:10:00] system That's that task graveyard where you're you know you're

Matt: Yeah.

Christopher Hensley RICP, CES: It's you're gathering all these to-dos and then

Matt: Mm-hmm.

Christopher Hensley RICP, CES: you do with em They don't all get done you talked about we started with the AI note takers and how you know about 18 months or so these rolled out and they've been game changers in the industry But I want to highlight what you said about uh it moving from the note takers to AI assistance I just did some research this morning about voice first ai and how the idea of of voice First AI is not not just about the note takers it's moving from recording to action And and and doing stuff for you So that's the whole agents thing So I love that you you talked about that uh Zox is is one example of a company that is is leading with that head first you talked about listening you know I think your book shut the F up and and the idea of listening and and just being a a active listener And and how these note takers are [00:11:00] able for us to focus on the things that are important and it's capturing some of the stuff that we just didn't know that we we missed pivot a little bit you've talked about how much time advisors lose to admin and note taking If AI gives that time back where should advisors be reinvesting it

Matt: Yeah. Well, and so when, uh, when I applied at Zox, one of the things I, I made, I pre made a presentation, right? And I said, um, this is what I want to do for you. And the biggest thing was, was we call it the now what marketing campaign, which is okay. So Zox, just so you know, we, they've quantified this. Um, it can save you as an advisor up to 10 hours a week, dude, 10 hours a, that's four.

Matt: It's an entire week's worth of work a month that a really good AI assistant can go ahead and provide for you now. So what are you gonna do? Well, here's the deal. [00:12:00] Sky's the limit, dude. Right? So, so you, you know, and, and I, I think a lot of people, in fact, uh, one of my LinkedIn posts, a, a gentleman, a PhD who's a, a behavioral, uh, finance, uh, professor at a local, at a university, I don't know which one I don't remember.

Matt: Um, was saying that most advisors just fill that time back up immediately. So they get that 40 hours back a month, and then they just kind of piss it away, for lack of a better description. Well. What are you doing? Like, so why don't you, one, give yourself the gift. Of maybe taking three hours out of your 60 hour work week, right?

Matt: Or let's talk about maybe you need to do personal growth and development. Maybe you can start taking care of yourself better. Maybe you can start being a better husband, spouse, partner, wife, son, father of mother, whatever. Right? So I think that's, I think that's what's missing and, and I am gonna hopefully be remembered for saying this before the robots come over and, you know, take over the world.

Matt: Is I firmly believe [00:13:00] that technology can help us be more human. More human right, and so give yourself the humanness back with this time. Don't fill it with a whole bunch of other menial tasks. Let's say you want to take. Six or five of those hours and provide better service to your clients. Maybe you're gonna start doing more research on what's going on in the markets.

Matt: Maybe you're gonna start doing more due diligence on new products and services that you can offer to your clients. Or maybe you're gonna start throwing. Educational events for free because you know that people need the financial advice, right? I, I mean, Christopher, the, the sky is the limit on what you can do.

Matt: The problem is, is we have a homeostasis, right? Um, an equilibrium that we live as human beings. And when things get us out of that equilibrium, we strive to get back to that equilibrium. And I'm challenging. Everybody in our industry, in fact, anybody in the world who's using AI to take the time back, take it back.

Matt: You do [00:14:00] not need to be at your desk 60 hours a week. Guess what? You can do it in 40 or less now and be a better business owner.

Christopher Hensley RICP, CES: man I think that is great I think that is great because it is the idea of of you know zox quantifying this number giving back time to advisors here Now whether you I hear some of your coaching in there because whether you're spending it in uh growth business development or self-development right

Matt: Mm-hmm.

Christopher Hensley RICP, CES: role that you do and you wanna be a better spouse husband parent uh uh father right Uh you can put it there Or if you need to carve off other time uh but the idea is not to waste it So I love that I think that is that is fantastic You also talked about technology making us more human and I I agree with that I think that is um If it's used in the right way uh which I think this conversation that we're having is a guardrail for that This is this is a good use case of of using it where it's good

Matt: Yeah.[00:15:00]

Christopher Hensley RICP, CES: it's good for the advisor let's keep going here I wanted to ask you about you're known as as somebody who's been built on referrals and and trust you made that the point that better recall and follow ups build trust Why does remembering details matter so much in advisor

Matt: Yeah.

Matt: You feel heard, dude, right? I mean, that's what most of us are. In fact, in the world, especially digitally, people are just screaming into the void, bro. They're just screaming into the void and just hoping that they get any sort of response. So they get that stimulus back that somebody heard me, whether it's good, bad, indifferent, antagonistic, whatever.

Matt: I'm not gonna dive into that. It's people love to feel heard. So let's talk about that. So you have a wonderful client meeting you just found out. That, um, you know, their, their grandkids are, uh, state swimmers, right? And, uh, both of them, they've got twins and one swims short distance, one swims long distance, and, [00:16:00] you know, and they say that the finals are going to be, uh, February 72nd.

Matt: Well, guess what? Your freaking AI hears that and will make a note for you on February 72nd to go ahead and reach out and say, how'd they do That to me is so unbelievably powerful in the world of distraction that we live in right now, especially as a business owner, as an advisor, that even on that date, if the market poops itself, which you know, God only knows if it ever will, right.

Matt: You still have that wonderful reminder, and here's the deal. You don't have to act on every one of those, but when you start acting on more and more, that's when your clients realize, oh my God, that's he or she is my family's advisor. She cares about us. They are paying attention to us. And that's why AI's never gonna replace you because that's that level of humanness.

Matt: [00:17:00] That, that's what your clients crave. And, and Christopher, that to me is the reason why I firmly believe that this just makes us more human. Now I have a friend of mine, her name is Cheryl Hickerson. I'm gonna call her out immediately 'cause I love her to death. She, uh, ran a company called Females in Finance forever.

Matt: I've known her for a long, long, we're old. We've known each other a long time. Um, her memory is the most amazing memory out of a human being I've ever met in my life. She can, she'll remember your name, your kids, your dog, where you live. I mean, it's unbelievable. Her recall is phenomenal, right? Um, I don't have that.

Matt: And so my brain works as, uh, I don't see you, I don't think about you. I'm gonna move on to something else. But I have systems I do that allow me to remember those sorts of things so that I can wish people happy birthdays and I can follow up on different things like that just because people like, again, to feel heard.

Christopher Hensley RICP, CES: here smiling because uh in the the last show that we did Um you know it's about listening to the guest and letting them talk Right And [00:18:00] I'm not supposed to be thinking about how this relates to me but as you were telling your story I was like Ooh I got one this Totally So I I I 100 Just to validate what you were sharing with listeners the idea of the note takers capturing these human connections My personal experience I have a process when I do quarterly reviews with my clients right We start with important questions that they have right at the front Then we do review market macro and then micro and all of that right But with these note takers the one of the stories I share in the book right is is uh Before a review meeting I pull up the last recorded notes The last time I talked to the client she had an aunt out in California that she was taking care of that's going through you know long-term care issues right now and

Matt: Oh.

Christopher Hensley RICP, CES: I brought that up Now my memory's very much like yours Think absent-minded professor Right We got a lot of stuff going on Right Um and so the AI was able to [00:19:00] bubble that up right at to the the top I led with that question She really needed to talk about that and that that connection was made I didn't discount the performance We went back and did the account review So I'm just I'm just piggybacking off of what you shared with me I think it's it's you're a hundred percent correct on that for sure Let's let's keep going and dive even deeper here Some advisors worry AI will make them sound scripted or less authentic Based on what you're seeing at Zox how does AI actually help advisors stay human

Matt: Well fir first off, uh, there's always. It's always important for you to check. So you know, AI is amazing and it will help write emails for you in your voice based off of those sorts of things. And that's really what most people are talking about when they're using that, that example that you just gave.

Matt: So you really have to go back and you have to take a look, right? You, it's not that you can set it and forget it, it's that you set it and then you [00:20:00] need to check it. Uh, and then you need to go ahead and, and make some corrections to it as all AI gets better. Um, I, I'm sorry, but you, you said something there that I want to go back to because, um, when, when you're talking about those sorts of the, the ant example, right?

Matt: Could you imagine if. That also triggered in your whole book of business for your. AI to look at your book of business to find other people like that client and then other people who potentially could be like that client. So you could have the long-term care discussion. Again, you know, I'm not trying to get like all financial servicey and sales here, but listen, it's not about sales.

Matt: It's about providing the right products and services that are gonna help your clients live a better life. That's what you do, Christopher, and I know that's the the case, right? So. That's the sort of business intelligence that, that's why it's an AI assistant. It's not just an note [00:21:00] taker. Um, but when you're really, when you're really, really listening, when you're really focusing on what your clients truly need, I really do think everything, everything in your book of business changes.

Matt: This, this line of questioning started with referrals. So I'm gonna go to that, if you don't mind, dude. That aunt could very well be an a magnificent, I mean, yes, she's in long-term care, but you know what? She's probably got other relatives and she's taking care of her aunt. You are the family's financial advisor.

Matt: It's so much easier for you to say, um, you know, Hey Julie. Um. I know that she probably already has an advisor, but if she's in long-term care, the probability of her family also needing long-term care and needing some really strong financial advice. Please don't keep me a secret. Now, I'm not gonna do the, who are your five closest work associates?

Matt: Who do you sit next to in church? All of that hardcore [00:22:00] ask stuff. I'm, I am not a big fan of that. But you just opened that door, right? I just popped the hood a little bit on her whole life. And once you start popping the hood on the whole life of your client, you're gonna be listened to left and right.

Matt: Okay, so here's the last one. So you are sitting there. I. And, uh, and you get that notification. It's February 72nd. We know that it's the, you know, state finals or whatever. You pick up your phone at the, you know, at lunchtime, because this is a, there's reason for this. Pick up the phone at lunchtime. You call the client, the client picks up the phone.

Matt: Is everything okay? Yeah, Julie, everything's okay. I have a note here that says that your kids yesterday or your grandkids were in the state finals. I'm just calling to see how it went. So here's the best part. She's gonna pick up the phone because it's you. You're the advisor. And of course she's gonna pick up the phone 'cause she's probably gonna think something's wrong.

Matt: Right? We get that. But she could be at lunch with other people. She could be at [00:23:00] lunch with her kids. She could be at lunch with her grandkids. She could be at lunch with her friends. She could be at lunch with her. Significant other. Who does that? Dude, nobody does that. Oh, wait a second. Who was that? Who was asking about your grandkids?

Matt: Oh. Oh, that's my financial advisor and they're immediately, what's gonna happen? Well, my financial advisor's never done that. So this is that entirely holistic approach. And I think honestly, what has really been missing in financial advisor's life is an AI assistant, because there are advisors. My old boss, my old mentor who is now goes by Ani Ani, had one of the most amazing assistants ever, ever, ever.

Matt: She could run his entire business when he wasn't there. She remembered everything for everybody. But what happens when she got sick? 'cause she actually got sick. She was out for like two weeks. Ron was lost. Ani was lost. Now that's not entirely true. He had huge systems in place, but AI didn't get sick.

Christopher Hensley RICP, CES: No that's good

Matt: Sorry that was a long tirade, dude. I apologize for that.

Christopher Hensley RICP, CES: [00:24:00] way Uh my you know I had an assistant I run at my highest Uh as a team of two with me and my assistant and last year my assistant uh went on

Matt: Yeah,

Christopher Hensley RICP, CES: formed our own company went on to be good and better things Right Uh which I'm all about growing people but on the other hand I was in that seat that you just described So the idea of uh AI AI doesn't get

Matt: yeah.

Christopher Hensley RICP, CES: a good uh you know good thing for for certain things Right So I love that I wanted to to uh highlight some of the things you mentioned cause you gave us a lot of really good things to sheer there Um you know you here's one just call the client right So when I say that advisors are horrible about picking up the phone and calling the client right But what you're talking about is the the fact that it you it's not a arbitrary phone call This is where you've got an a IS Assistant that's going back and mining for similar situations that we mentioned earlier It's feeding into your CRM and it's giving you these opportunities And we said we didn't want it to be salesy but there is an [00:25:00] opportunity here right You can be the best financial advisor in the world and if you want to help people and you don't get in front of em you're not helping them So your your AI assistant is helping bubble up these opportunities to help people that you just might not have seen Right I love that I love that Let's talk about uh referrals Given your background at Proud Mouth and your focus on referrals how do you see AI assistance fitting into trust-based referral relationships

Matt: Well, first off, the, the intelligence that you can do in your internal book of business I think is really. 80% of it because you can go in and ask it questions and write. So this is one of the big things that Zox is gonna be rolling out this year that I'm really excited about, is teaching advisors how to ask the right questions using their ai.

Matt: Now, I don't see a lot of other companies even having those discussions because they're not, they're just so product feature focused. They're not use focused. And I think that's one of the cool things about zox is we're so, uh, use focused. I [00:26:00] want you using the product, using it well and happy with the product.

Matt: Right? Um, so I think asking the right questions is gonna be huge. And again, you can say. And I think a lot of advisors need to be paying attention to this, um, milestones. So, so this is a really important one. Um, we know that there are very specific times, days, or dates, uh, ages that your clients and clients' kids go through, right?

Matt: That can signify a great opportunity, ask for a referral. So, so let's just go ahead and use an arbitrary one 'cause I don't have all of those numbers in front of me. Let's 36 years old. So, uh, my kids are 22, so when they turn 36, my advisor should reach out to them. Why? Well, a number of reasons. One, they're starting to earn more money, right?

Matt: So they probably need to have a stronger financial plan. Number two, they probably have a significant other. Uh, if not have already had one, right? They probably have kids. If they're having kids, um, there's, uh, uh, their insurance needs are gonna change, right? [00:27:00] Um, maybe they need to start having a different plan because now they're gonna start thinking about retirement.

Matt: 'cause they've been in the workforce for 10, 15 years. These are the sorts of things that through, and it's so easy to ask, Hey Christopher, listen. I know this is gonna sound weird, but my, I my goal is to really be your whole family's advisor because, you know, I've tried to grow a business that's going to outlive me.

Matt: Uh, you know, I'm gonna have other advisors coming in, and you, we just wanna make sure that, that the service that you get here is going to continue so that when you do get old and you can't make these decisions, that you know that the person you've trusted. Which is me for the last 30 years is also gonna be helping your kids make great decisions.

Matt: And I just noticed that your kid turned 36, right? So this is your oldest of three, right? We know that 36 is a kind of a pivotal age where they really need to start having a financial plan. Would you mind if I, could I just reach out to them or would you mind making that introduction? Because I kind of also want to talk to them about you and about [00:28:00] the fact that you are 73 right now and.

Matt: Stuff's gonna start changing with you. And I'm the guy that they need to call about this stuff. So, but even that, so that's such a different kind of ask than what most advisors have been hardcore trained to do, which is who do you know? Who do you know that could use my services? Oh my God. Oh my God.

Matt: First off, they don't think about who, they don't care. They're thinking about themselves. Right? And secondly. It's sleazy and salesy, right? I personally believe that you should be able to sell your clients every single solitary thing that they could ever need to live a better financial life. And there is a sales component to everything you do as a financial advisor.

Matt: And don't ever shy away from that because it's important because you have your client's best interest, but that also extends to their families, and I think that's one of the best possible things to do. And then finally. You have all of the beneficiaries to all of your clients in the CRM, right? [00:29:00] That is the best thing that you can possibly do.

Matt: You can harvest that information from your CRM and you can start taking a look at it. And when you sit down with your, your clients and you're doing that review and you sit there and say, Hey, um, we're we, first off, you need to update beneficiaries, right? 'cause you do that annually, I'm hoping right? Do you know who they're working with?

Matt: Are they actually getting good financial advice, and do you think we should reach out to them? Sometimes they're gonna say yes. Sometimes they're gonna say no, you don't need all of them.

Christopher Hensley RICP, CES: it. I

Matt: You just need some of them.

Christopher Hensley RICP, CES: I did it again. I have, a whole list of stuff I wanted to keep asking you, but we're right here at the end of the show. So Matt, thank you so much for, for being on this show. I have a little. Matt on my shoulder all the time because I want to ask more. E I'm like, all right, I gotta ask this, that, and the other.

Christopher Hensley RICP, CES: And, and, uh, just shut the F up and, and, and let you go. 'cause I know you get, every time we have you on the show, you give us great information. Uh, for listeners who'd like to find out more about you, [00:30:00] uh, and find out about what you're doing there at Zox, say it's another advisor who wants to demo, how do they get in contact with you?

Matt: Oh, LinkedIn is probably the best way to do it. If you literally type in Matt Gt I come up, uh, or you can go to www dot zox dot, um, io slash matt gpt, uh, and then that will get you to a demo page that they can go ahead and find out more about. Um, but if your, if your audience also wants to learn more about, about listening, uh, and you know, some of the coaching stuff that I do, following me on LinkedIn is really the best place to go.

Christopher Hensley RICP, CES: get to talk about the book this time. I love your book. For listeners who are, uh, uh, you know, looking for something to read, I would a hundred percent recommend that. Matt, thank you so much for being on the show today.