May 26, 2025 | FPA NorCal E5 | Guest: Mark Gilbert, Founder & CEO, Zocks

Name: May 26, 2025 | FPA NorCal E5 | Guest: Mark Gilbert, Founder & CEO, Zocks
Uploaded: 2025-09-29T18:34:24Z
Description: Chuck’s recording LIVE at the FPA NorCal Conference in San Francisco. In this segment, Chuck catches up with Mark Gilbert, Founder & CEO, Zocks to discuss: 👉 AI is not only taking notes for advisors… it can now even respond to your client emails….

Chuck’s recording LIVE at the FPA NorCal Conference in San Francisco. In this segment, Chuck catches up with Mark Gilbert, Founder & CEO, Zocks to discuss: 👉 AI is not only taking notes for advisors… it can now even respond to your client emails….