May 19, 2026

How AI Is Transforming the Advisor Experience

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How AI Is Transforming the Advisor Experience

“The future belongs to Advisors who know how to leverage AI.” — Shannon Spotswood

AI for Financial Advisors is no longer a future trend.

It’s becoming the operating system for modern wealth management firms.

In this episode of Disruption Blueprint, I sit down with Mark Gilbert, Co-Founder and CEO of Zocks, to discuss how artificial intelligence is reshaping the Advisor experience, from client onboarding and workflow automation to business intelligence and enterprise growth.

For years, Advisors have operated inside fragmented systems, disconnected workflows, and endless administrative tasks.

That model is breaking.

AI is now helping Financial Advisors:

  • Reclaim 10–15 hours per week
  • Automate operational workflows
  • Unlock actionable business intelligence
  • Improve client responsiveness
  • Scale personalized service
  • Reduce onboarding friction
  • Grow enterprise value faster

This conversation goes far beyond note-taking technology. We explore how AI is becoming infrastructure, and why firms that embrace AI early are already pulling ahead. Waiting is a decision.

What You’ll Learn in This Episode

  • AI Is Eliminating Administrative Drag
  • Data Architecture Is Becoming a Competitive Advantage
  • The Future of Wealth Management Is Human + AI
  • AI Will Redefine Client Service Models
  • Transition Friction Is Finally Being Challenged
  • Advisors who embrace AI early will outperform others


Press Release:
https://rfgadvisory.com/news/rfg-advisory-apppoints-new-board-members/

Connect with Shannon:

https://www.linkedin.com/in/shannonspotswood

About Our Guest

Mark Gilbert is the Co-Founder and CEO of Zocks, an AI-powered platform helping Financial Advisors automate workflows, capture structured client data, and unlock actionable business intelligence. With a background in enterprise technology, Mark is focused on helping Advisors reduce operational drag, improve client engagement, and scale more effectively through AI.

Connect with Mark on Linked In:

https://www.linkedin.com/in/markgilbert/

Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.

Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources.

The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.

Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

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