Zocks names Matt Halloran as Chief Evangelist, leading AI education for financial advisors
Zocks, an AI platform designed for financial advisors, has appointed Matt Halloran as its new Chief Evangelist.
Halloran will lead education efforts at Zocks, developing content and engagement programs to help advisors better understand how they can use AI to be more effective and efficient. He will also help translate AI concepts into everyday language and provide guidance for advisors at every stage of their journey.
With more than 25 years of experience, Halloran is a recognized coach, author and TEDx speaker.
“Matt has earned enormous trust with advisors and brings a practitioner’s understanding of their work,” says Michael Murphy, Vice President of Marketing at Zocks. “He’s spent decades listening to advisors, understanding their pain points, and coaching them through practical solutions that elevate their client relationships. Having that ongoing dialogue with advisors and supporting that community are essential to our business.”
“I've always believed in helping people be their best selves. And right now, AI is the biggest lever advisors have to reclaim their time and focus on what really matters to them, in business and in life,” Halloran comments. “My job is simple: show how AI solves real problems advisors deal with every day, and help them use it without losing the human connection that makes this profession meaningful."
