Zocks vs Advisors Excel Events

The AI Assistant built for financial advisors. Save 10+ hours every week on meeting prep, documentation, and follow-up. All from your phone. Zocks Mobile brings the power of AI to every client conversation. Whether you're preparing for a portfolio review in the parking lot, capturing a discovery meeting over coffee, or staying organized between appointments, Zocks handles the admin work so you can focus on your clients. Trusted by thousands of advisors at leading firms including Commonwealth, Carson, Osaic, and RFG. MEETING PREP ANYWHERE - Get AI-generated prep notes pulling data from your CRM, emails, and past conversations - Review client history, action items, and discussion topics at a glance - See meeting participants and context - Send personalized prep emails directly from your phone - Perfect for last-minute reviews or when clients move meetings up CAPTURE EVERY CONVERSATION - One-tap voice recording for any client interaction - Add or remove participants during recording for accurate speaker attribution - Works for scheduled meetings and impromptu conversations - Privacy-first and FINRA compliant STAY ORGANIZED ON THE GO - View all upcoming meetings in one place - Calendar sync with meeting type indicators Join thousands of financial advisors saving 10+ hours every week. Download Zocks and transform how you work with clients. Questions? Contact support@zocks.io or visit zocks.io

Download the Advisors Excel event app for the inside track on all the details of our amazing AE Events. With just one download, you’ll have access to great content and features including: Personalized Agendas- Access your unique schedule, speaker bios, videos and content. Important Announcements- Get up to date information about off-site activities, transportation and special offers. Social Networking- Interact with conference exhibitors and engage with other attendees. Maps- Find details on all the different locations for check in, meals and breakout sessions. Access to events is by invite only. Please direct any questions to Advisors Excel at 866-363-9595.