What if AI could save you an extra 8–10 hours a week?
I’m talking about actual time back. Without adding headcount or overhauling your process.
That’s what today’s guest, Steven Latow, is helping advisors do. He’s the VP of Operations at Zocks, an AI assistant built specifically for financial advisors.
But Zocks isn’t just a note-taker. It automates meeting prep, takes detailed notes from virtual, in-person, and phone conversations, captures action items, and even drafts client follow-ups—without recording a thing. It also integrates directly with your CRM to keep records updated, create tasks, and kick off workflows automatically.
In this conversation, we unpack how top advisory firms can leverage AI tools (including Zocks) to save time, streamline operations, and scale in a way that’s actually sustainable.
Steven makes one thing clear: AI isn’t here to replace you, it’s here to free you up to do more of what only you can do.
If you’re looking to grow your firm without growing your hours, this one’s worth a listen.
3 of the biggest insights from Steven Latow …
1.) You don’t need to hire more staff to get your time back
Steven shared how some advisors are saving 8–10 hours a week just by automating what happens after client meetings—like notes, tasks, and follow-ups. That’s a full workday, without adding headcount.
2.) AI is becoming the ultimate utility player on your team
It’s helping advisors tag client interests, prep for meetings, even support smooth handoffs from senior to junior advisors. Whether you're growing or transitioning your firm, this tech quietly fills the gaps.
3.) Most CRMs are just holding info—AI helps make it usable
Steven broke down how AI is turning flat, static data into dynamic profiles that actually fuel your planning and marketing. The data’s already there, you just need a smarter way to use it.
SHOW NOTES
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DISCLOSURE
DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.
The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.
Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. Triad partners is a Zocks client and is also a Zocks Ambassador.
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