How Advisors Turn Conversations into Clarity with Wealth.com + Zocks
Upcoming Webinar
February 4 at 10 a.m. PT | 1 p.m. ET
Join us for a live webinar on how Wealth.com and Zocks work together to help advisors turn everyday client conversations into clarity and action.
In this session, you’ll see how the Wealth.com + Zocks integration connects meeting insights directly to estate planning workflows, so nothing gets lost and every conversation moves planning forward. By capturing key moments from client meetings and translating them into structured next steps, advisors can deliver a more thoughtful, consistent, and scalable estate planning experience.
From better documentation to clearer follow-through, this integration helps advisors elevate the client experience while keeping estate planning firmly at the center of the relationship.
What You’ll Learn
- How to turn conversations into clarity: See how meeting insights from Zocks flow seamlessly into Wealth.com to support more informed, proactive estate planning.
- How advisors reduce friction and manual work: Learn how the integration helps streamline workflows, minimize rework, and keep planning on track.
- A live walkthrough of the integration: Get a practical look at how Wealth.com and Zocks work together to help advisors move from conversation to action with confidence.
Save your seat today.
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