Ep. 302: Inbox Whisperers and Client Coaches: AI Assistants for Financial Advisors Step Up Their Game with Mark Gilbert, Zocks
August 21, 2025
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Show Notes
<p>The post <a href="https://wealthtechtoday.com/2025/08/21/ep-302-inbox-whisperers-and-client-coaches-ai-assistants-for-financial-advisors-step-up-their-game-with-mark-gilbert-zocks/">Ep. 302: Inbox Whisperers and Client Coaches: AI Assistants for Financial Advisors Step Up Their Game with Mark Gilbert, Zocks</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>
<p>AI isn’t just taking notes anymore—it’s running the advisor desktop. In this episode, Craig Iskowitz speaks with Mark Gilbert, CEO and co-founder of Zocks, about how AI assistants are moving beyond transcription to automate workflows, coach advisors, and integrate deeply into the wealth management ecosystem. Key Takeaways From note-taker to operating system – Why the […]</p>
<p>The post <a href="https://wealthtechtoday.com/2025/08/21/ep-302-inbox-whisperers-and-client-coaches-ai-assistants-for-financial-advisors-step-up-their-game-with-mark-gilbert-zocks/">Ep. 302: Inbox Whisperers and Client Coaches: AI Assistants for Financial Advisors Step Up Their Game with Mark Gilbert, Zocks</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>