Are you looking to save time and improve client interactions in your advisory practice? Meet Zocks: an AI platform for advisors. Join host Cary Chaitoff, VP of Marketing at C2P, and guests Mark Gilbert, Co-Founder & CEO of Zocks Communications, and Jim Hardeman, EVP of Product at Zocks, as they discuss the ins and outs of this tool, with additional insights from Fred Lowry, CRC®, experienced Zocks user and advisor at BrightPath Wealth Advisors.
Collectively they explain what makes Zocks stand out from other AI solutions – particularly its privacy-first approach and expanding capabilities beyond simple note-taking. Lowry also shares his real-world success with Zocks, revealing how it’s improved his client meeting efficiency and noticeably increased his closing ratio with prospects.
Key Topics Discussed:
Whether you’re tech-savvy or hesitant about adopting AI tools, this episode offers valuable guidance on leveraging this compliance-approved technology in your practice.
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About the Guest Host:
Cary Chaitoff is the Vice President of Marketing at C2P. His career spans various domains, including agencies and Fortune 500 companies, where he has consistently delivered integrated programs to drive business growth. Prior to joining C2P, Cary was the Marketing Recruitment Director at Avantax, a leading wealth management company.
Cary is known for his successful track record in generating sales, expanding into new markets, building brand awareness, and enhancing customer loyalty. His expertise encompasses a wide range of areas, such as strategic planning, marketing strategy, creative production, local marketing, team development, budgeting, media, and lead generation.
About the Guests:
Mark Gilbert is the Co-Founder & CEO of Zocks Communications. Prior to Zocks, Mark served in a variety of Executive and Product Leadership roles at Twilio, Hearsay Systems and Microsoft. Mark has a long history of building high-growth enterprise software businesses and designing some of the world’s most widely used products for businesses and developers. He is often sought out for his thought leadership and is a recognized industry expert in Enterprise Platforms, Communications, Customer Relationship Management (CRM), and Mobile Technologies. Mark received his Bachelor of Applied Science (B.A.Sc.) with a focus in Electrical Engineering from University of Waterloo.
Jim Hardeman is the EVP of Product at Zocks. Prior to joining Zocks, Jim was a co-founder or early employee at multiple startups including CMX1, EISI/NaviPlan, and Financial Profiles. Jim is an experienced product and marketing leader with demonstrated success in conceiving, launching, and scaling Enterprise SaaS solutions and companies. With his deep expertise in strategy, product management, and marketing, Jim brings valuable insight into the design, positioning, sale, and delivery of enterprise solutions. Jim received his Bachelor of Arts in Economics from Pepperdine University.