March 7, 2025

Mark Gilbert on Revolutionizing Advisor Efficiency With AI

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“When you’re focusing, that means you’re ignoring other things. And that’s probably the hardest part of leadership, is to just let certain things go knowing that you’ve made a bet on what matters most.” 

Mark Gilbert isn’t just talking about innovation—he’s living it. 

In this episode of Game Film, host Dr. Jordan Hutchison sits down with the Founder and CEO of Zocks to uncover the transformative potential of AI in financial services. From his days at Microsoft to launching a cutting-edge platform that’s changing how Advisors work, Mark’s story is one of bold ideas, relentless focus, and a passion for doing things differently. 

Hit play to learn how Mark Gilbert and Zocks are empowering Advisors to ditch the drudgery of admin work and focus on what really matters: building relationships and driving strategy. 

Why You’ll Love This Episode: 

  • Mark’s Journey: From tech innovator at Microsoft to Founder of Zocks, he’s proof that big ideas can lead to even bigger impact. 
  • Zocks in Action: AI that handles meeting notes, CRM integration, and personalized follow-ups, saving Advisors time and transforming client relationships. 
  • Leadership Gold: Mark’s hard-earned lessons on focus, building dream teams, and navigating the highs and lows of entrepreneurship. 

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About Our Guest

Mark Gilbert is the Founder and CEO of Zocks, a cutting-edge AI platform that empowers Financial Advisors to streamline their workflows and focus on building meaningful client relationships. With a career spanning roles at tech giants like Microsoft and leadership positions at innovative startups, Mark brings a wealth of experience in product development, AI, and platform strategyWhen he’s not leading the charge at Zocks, Mark is an avid runner and a tech enthusiast who thrives on exploring the intersection of innovation and human connection. 

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