Zocks vs AE Summit

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

Make the most of this time to grow, collaborate and network on our Summit trips! Enhance your time onsite by downloading the AE Summit app to stay connected during our trip. This is the official app that will allow you to view the Advisor Summit and CEO Summit information you will need on each trip. When you download the app, you gain access to your personalized agenda where you can see your selected activities and additional details. Important announcements to keep you up to date. Networking opportunities with other advisors and AE team members, as well as the ability to communicate directly with event staff. All the exciting experiences on the activity feed. The ability to view and save event documents and photos. Pertinent event information. Real-time updates from the event staff.