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For Advisor By Advisors - Interview with Mark Gilbert, Founder & CEO at Zocks - Social Media and AI: What is Next for the Financial Advisors?

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Manage episode 366683269 series 3380761
Content provided by Evan J Mayer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Evan J Mayer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode, we talk with Mark Gilbert, Founder & CEO at Zocks. We go over AI in the Financial Advisor space. From using Hearsay to what is next in the world of AI. We also went over the other side of these monitoring software’s and how they work with compliance. Mark has tons of experience in this space and truly dives into what innovations have happened and what’s next. Hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.

I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors

  continue reading

Chapters

1. For Advisor By Advisors - Interview with Mark Gilbert, Founder & CEO at Zocks - Social Media and AI: What is Next for the Financial Advisors? (00:00:00)

2. [Ad] How To Quit Your Job and Start A Business (Limited Series Podcast) (00:14:04)

3. (Cont.) For Advisor By Advisors - Interview with Mark Gilbert, Founder & CEO at Zocks - Social Media and AI: What is Next for the Financial Advisors? (00:14:45)

87 episodes

Artwork
iconShare
 
Manage episode 366683269 series 3380761
Content provided by Evan J Mayer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Evan J Mayer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode, we talk with Mark Gilbert, Founder & CEO at Zocks. We go over AI in the Financial Advisor space. From using Hearsay to what is next in the world of AI. We also went over the other side of these monitoring software’s and how they work with compliance. Mark has tons of experience in this space and truly dives into what innovations have happened and what’s next. Hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.

I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors

  continue reading

Chapters

1. For Advisor By Advisors - Interview with Mark Gilbert, Founder & CEO at Zocks - Social Media and AI: What is Next for the Financial Advisors? (00:00:00)

2. [Ad] How To Quit Your Job and Start A Business (Limited Series Podcast) (00:14:04)

3. (Cont.) For Advisor By Advisors - Interview with Mark Gilbert, Founder & CEO at Zocks - Social Media and AI: What is Next for the Financial Advisors? (00:14:45)

87 episodes

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