Every client conversation holds valuable insights, but turning those insights into effective engagement and marketing strategies requires time most advisors don’t have.
Join Mark Gilbert, Founder & CEO of Zocks, and Samantha Russell to transform your communications with AI. You’ll learn ways to:
📈 Enhance productivity during client calls
🤖 Leverage AI to streamline post-call actions
🚀 Create a dynamic content library
🎯 Develop targeted content strategies
Supplemental Resources:
Presentation Slides
