How Advisory Firms Can Use AI Without Losing the Human Client Experience Ft. Steven Latow (Ep. 20)
How can financial advisors use AI to improve the client experience without creating more administrative work?
As AI continues to reshape wealth management, many advisory firms are asking where technology can create meaningful value and where the human element still matters most. In this episode of Beacon 1% Better Every Day, Chip Kispert welcomes Steven Latow, Chief Strategy Officer at Zocks, to explore how clean client data, connected workflows, and AI-powered tools can help advisors spend less time on manual processes and more time building stronger client relationships. They also discuss why the firms that prepare their data today may be better positioned to adapt as AI continues to evolve.
What to expect:
- Why clean, structured client data is becoming the foundation for successful AI adoption in wealth management.
- How AI meeting assistants are evolving beyond note-taking to improve advisor workflows and client records.
- Why disconnected CRM systems and manual processes create friction for advisors and clients alike.
- And more!
Whether you’re leading an RIA, broker-dealer, or independent advisory firm, this conversation offers practical insights into how AI, better data, and stronger operational processes can help your team deliver a more efficient and connected client experience while growing your business.
Explore more conversations from Beacon 1% Better Every Day for practical ideas on advisor growth, operational excellence, technology, leadership, and the future of wealth management.
Resources:
Connect with Chip Kispert
- Beacon Strategies, LLC
- LinkedIn: BeaconStrategies
- LinkedIn: Chip Kispert
- chipkispert@beaconstrategiesllc.com
Connect with Steven Latow
About Our Guest:
Steven Latow is the Chief Strategy Officer at Zocks, where he helps shape AI solutions designed specifically for financial advisors. In this conversation, he shares insights on client data, advisor workflows, AI adoption, and how technology can enhance, rather than replace, the human side of financial advice.
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