What if AI could give you back nine hours a week—would you take it?
Mark Gilbert, CEO and founder of Zocks, joins host Kelly Waltrich for a conversation about the transformative potential of AI, a platform that actually delivers on its promise of saving advisors time, and the costly mistake of waiting too long to build marketing momentum.
During the discussion, Mark explains how Zocks is helping advisors reclaim up to nine hours per week by eliminating the tedious administrative tasks they hate: meeting prep, documentation, follow-up, and data entry. Mark and Kelly also explore the nuanced art of properly timing a go-to-market motion, knowing where to start with your marketing, and more.
Tune in to discover:
01:29 – Mark’s journey from Microsoft and Hearsay Social to Twilio, leading to the founding of Zocks.
02:28 – The pivotal "aha moment" when advisors instantly embraced Zocks
05:00 – Zocks’ three game-changing differentiators: no-recording technology, structured data for powerful cross-client queries, and deep platform integrations.
06:50 – Real-world time savings: 7–9 hours weekly from meeting workflows, 1–2 hours daily from email management, and client response times reduced from hours to minutes.
08:53 – Carson Group’s 5-week deployment with a 90%+ weekly activity rate
09:35 – Mark’s vision for the future: "Scan, click, and things just happen.”
10:50 – Mark’s personal “don’t do that”: never delay marketing just because your product is great.
17:05 – Why marketing growth is like compound interest: “It grows slow… and then it just hits.”
Connect with Kelly Waltrich:
Connect with Mark Gilbert:
About Our Guest:
Mark Gilbert is the CEO and Co-Founder of Zocks, a privacy-first AI platform for financial services that revolutionizes data capture from conversations. In this role, Mark leverages years of enterprise, AI, and fintech experience, as well as deep go-to-market strategy skills.
Prior to founding Zocks, Mark held executive product and technology roles at Twilio, Hearsay Social, and Microsoft. He graduated with a Bachelor of Applied Science (B.A.Sc.) focused in Electrical Engineering from the University of Waterloo.
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