A Conversation With Matthew Halloran
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A Conversation With Matthew Halloran
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In this Only Human episode, Yohance Harrison talks with Matthew Halloran about AI for financial advisors, advisor productivity, and the human side of work-life balance. Matt shares the personal story behind his move to Zocks, why he believes AI can give advisors 10 hours a week back, and how that time can improve family life, client service, and leadership. They also dig into advisor technology, change management, and the future of financial planning. Plus, they close with Only Human’s “marry, divorce, and tech on the side” game, where Matt weighs Claude vs. ChatGPT and talks about what tech he’s keeping close.
Website:www.matthalloran.com
IG: matthew_halloran
Linkedin-Matt Halloran
#Themoneyscript #money #recession #family #financialplanning #house #financialliteracy