
← The Influential Advisor Podcast30 sept. · 1 h 01 min
125: Matt Halloran | Top 50 Most Innovative Voices in Advisor Growth Series
125: Matt Halloran | Top 50 Most Innovative Voices in Advisor Growth Series
What happens to the role of the financial advisor when AI can handle more and more of the work happening behind the scenes? In this episode of the Top 50 Most Innovative Voices in Advisor Growth series, Paul G. McManus sits down with Matt Halloran, Chief Evangelist at Zocks and the self-described human voice of AI in the advisory industry. Matt has spent more than two decades coaching financial advisors. He argues the industry is asking the wrong question. The issue is not whether AI will re...