WEbinar

What Comes After the AI Notetaker

Join Zocks CEO and Founder Mark Gilbert's session at WealthManagement.com's 2026 Market Outlook Summit and learn how Al can use client conversations to automate processes end to end, identify and scale what makes your best advisors successful, and grow your practice into 2026 and beyond.

PRESENTED BY
Zocks
x
WealthManagement.com
Speakers
Mark Gilbert
Co-Founder & CEO, Zocks