The Advisors Edge Podcast
Tired of the same boring financial services podcasts? The Advisors Edge Podcast breaks the mold. This isn’t just another show about theory and outdated advice. We’re bringing you the real stories, the cutting-edge tech, and the bold strategies that will give you the competitive edge you need to dominate in today’s fast-paced industry.
Hosted by insiders who know the game, each episode delivers conversations with top leaders, innovators, and disruptors from across the financial services world. Whether it’s AI, fintech, valuations, regulatory compliance, or cybersecurity—we’re covering it. If you’re a financial advisor, RIA, or leader in this space, this is where you’ll find the strategies that actually move the needle.
You won’t just leave with more information—you’ll leave with a blueprint to sharpen your skills, elevate your business, and stay ahead of the competition. If you want to play it safe, go listen to something else. If you’re ready to win, welcome to The Advisors Edge.
The Advisors Edge Podcast
S2E4 | Why Advisors Don’t Want Another System, and What AI Should Do Instead - feat. Mark Gilbert, CEO, Zocks
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Mark Gilbert is the co-founder and CEO of Zocks, an AI platform built specifically for financial advisors. This conversation is not about AI in the abstract. It is about where AI can actually remove friction inside an advisory firm, where the risk questions begin, and what changes when client conversations become structured data.
In this episode, Chad and Chuck talk with Mark about where advisor AI is useful, where firms should be cautious, and what practical adoption looks like for RIAs that already have a full tech stack.
What You'll Discover:
✅ How client conversations become structured data advisors can actually use
✅ Why meeting notes are only the starting point
✅ What it means to overlay AI on top of existing systems instead of replacing them
✅ How AI can reduce time spent on prep, follow-up, forms, and email
✅ Why privacy, access, and retention matter more than a slick demo
✅ How firms should think about trust and adoption in the first weeks of use
✅ Where AI may expand advisor capacity without removing advisor judgment
✅ Why documentation and audit readiness may become one of the most practical compliance use cases
For advisors, this matters because the upside is not just efficiency. It is better follow-through, cleaner documentation, more usable client context, and more time spent where judgment actually matters. The firms that approach this well will not just move faster. They will operate with more clarity and less drag.
A grounded conversation for advisors thinking seriously about where AI belongs in the practice and where it does not.
ABOUT THE GUEST:
Mark Gilbert is the co-founder and CEO of Zocks. His background includes Microsoft, Hearsay, and Twilio, with a clear focus on enterprise platforms, communication systems, and financial services workflows.
Connect with him on LinkedIn: https://www.linkedin.com/in/markgil/
ABOUT THE HOSTS:
Chuck Failla
Founder, Sovereign Financial Group & GoRIA
https://www.linkedin.com/in/charlesfailla/
https://www.goria.com
Chad Ramberg
President, Box Professional Insurance
https://www.linkedin.com/in/chad-ramberg-71278533/
SPONSOR:
Special thanks to Box Professional Insurance for supporting Advisor’s Edge.
Box Professional helps RIAs understand where operational and risk exposure actually shows up — before it becomes a claim.
Learn more: https://www.boxproinsurance.com
DISCLAIMER
The views shared in this episode reflect the perspectives of the hosts and guest. They are not financial advice or investment recommendations. Always consult a qualified professional regarding your specific situation.
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