Planning & Beyond® - Where financial planning meets human understanding

54. Augmented Intelligence: How AI Can Elevate Your Financial Practice and Human Connection with Matt Halloran

July 9
45 mins

Episode Description

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In this episode of Planning & Beyond®, Ashley talks with Matt Halloran, Chief Evangelist at Zocks, about how AI is changing the way financial advisors work with clients.

Ashley and Matt talk through how advisors can use AI to reduce the time spent on notes, follow-up, and other admin tasks that often pull attention away from clients. Matt explains how the right tools can help advisors stay more present in meetings, listen more closely, and create a better client experience.

They also discuss the value of in-person events, the importance of real connection in an increasingly digital industry, and what advisors can do with the time they get back when technology takes repetitive work off their plate.

In this episode, you’ll hear:

  • The difference between artificial intelligence and augmented intelligence
  • How AI can help advisors spend less time on admin work
  • Why being fully present matters in client meetings
  • How better tools can support stronger client relationships
  • Why in-person connection still matters in financial services
  • How advisors can use reclaimed time to grow personally and professionally
  • Examples of how AI is helping advisors become more human, not less

Matt’s message is clear: financial advising is not only about numbers. It is about trust, presence, and relationships. This conversation is a strong fit for advisors who want to use technology without losing the personal side of their work.

RESOURCES AND GUEST INFORMATION

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About the Guest

Matt Halloran is a human-centered communication expert and Chief Evangelist at Zocks. He helps financial advisors build deeper relationships and create meaningful impact through better listening and authentic connection. A seasoned keynote speaker, TEDx presenter, and three-time author, Matt blends practical tools, real-world stories, and his HOPE framework to help advisors communicate more clearly, lead with intention, and stay human in an increasingly digital world.

Connect with Matt Holloran:

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