Is AI going to replace financial advisors—or make the best ones unstoppable?
In this episode, Christopher Hensley, RICP®, CES sits down with @matthewhalloran (“Matt GPT”), former co-founder of Proud Mouth and current Chief Evangelist at Zocks, to break down what AI really means for the future of financial advice.
Matt explains why AI assistants won’t replace advisors—but will expose the ones who were never meant to be advisors in the first place. From AI note-taking to full AI assistants that handle onboarding, paperwork, and follow-ups, this conversation dives deep into how advisors can reclaim 10+ hours a week and reinvest that time where it actually matters: clients, trust, and human connection.
What you’ll learn in this episode:
Why AI note-takers are just the starting point 🚀
How AI assistants are reshaping the advisor role (and freeing advisors from admin hell)
The real reason advisors fear AI—and why they shouldn’t
How better recall, follow-ups, and listening build trust and referrals
Why technology can actually make advisors more human, not less
How advisors should reinvest the time AI gives back (hint: not more busy work)
Practical referral strategies powered by AI insights (without sounding salesy)
Matt also shares personal insights from his career, his transition to Zocks, and why listening—not talking—is the ultimate competitive advantage in financial services.
Who this episode is for:
✔ Financial advisors
✔ Wealth managers
✔ RIAs
✔ Fintech professionals
✔ Anyone curious about AI in financial services
📌 Key takeaway:
AI won’t replace financial advisors—but it will replace inefficient processes, forgotten follow-ups, and missed human moments.
🔗 Learn more about Matt & Zocks:
👉 https://zocks.io/mattgpt
🔔 Subscribe for more conversations on AI, advice, and the future of financial services
👍 Like the video if you found it valuable
💬 Comment below: What part of your job should AI be doing for you?
@Zocks-Communications
