54. Augmented Intelligence: How AI Can Elevate Your Financial Practice and Human Connection with Matt Halloran Artwork

Planning & Beyond® - Where financial planning meets human understanding

Planning & Beyond® is for financial advisors who want to go beyond the numbers and build deeper, more trusted client relationships.

Hosted by Ashley Quamme, a licensed therapist and financial behavior specialist, this podcast helps advisors better understand the psychology, emotions, and behaviors that shape client conversations.

Each episode offers practical strategies you can apply in discovery meetings, prospect conversations, difficult money discussions, and major life transition planning. Through conversations with experts in behavioral finance, financial psychology, and financial therapy, Ashley explores how advisors can strengthen communication, navigate emotional moments, build trust, and support clients with more confidence.

If you want to improve the way you connect with clients, ask better questions, and bring more empathy and clarity into your planning process, Planning & Beyond® will help you sharpen the human side of your advisory work.

Topics include:

Mastering discovery and prospect meetings
Navigating difficult money conversations
Understanding client psychology
Building trust and deepening client relationships
Managing emotional client situations
Improving advisor-client communication
Applying behavioral finance strategies
Supporting clients through life transitions

New episodes release weekly. Subscribe for practical conversations on the human side of financial planning.

Learn more at Beyond the Plan.

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Planning & Beyond® - Where financial planning meets human understanding

54. Augmented Intelligence: How AI Can Elevate Your Financial Practice and Human Connection with Matt Halloran

July 09, 2026 • Ashley Quamme

0:00 | 45:11

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In this episode of Planning & Beyond®, Ashley talks with Matt Halloran, Chief Evangelist at Zocks, about how AI is changing the way financial advisors work with clients.

Ashley and Matt talk through how advisors can use AI to reduce the time spent on notes, follow-up, and other admin tasks that often pull attention away from clients. Matt explains how the right tools can help advisors stay more present in meetings, listen more closely, and create a better client experience.

They also discuss the value of in-person events, the importance of real connection in an increasingly digital industry, and what advisors can do with the time they get back when technology takes repetitive work off their plate.

In this episode, you’ll hear:

The difference between artificial intelligence and augmented intelligence
How AI can help advisors spend less time on admin work
Why being fully present matters in client meetings
How better tools can support stronger client relationships
Why in-person connection still matters in financial services
How advisors can use reclaimed time to grow personally and professionally
Examples of how AI is helping advisors become more human, not less

Matt’s message is clear: financial advising is not only about numbers. It is about trust, presence, and relationships. This conversation is a strong fit for advisors who want to use technology without losing the personal side of their work.

RESOURCES AND GUEST INFORMATION

25. Shut Up and Listen: How Strategic Listening Skills Transform Client Relationships with Matt Halloran

About the Guest

Matt Halloran is a human-centered communication expert and Chief Evangelist at Zocks. He helps financial advisors build deeper relationships and create meaningful impact through better listening and authentic connection. A seasoned keynote speaker, TEDx presenter, and three-time author, Matt blends practical tools, real-world stories, and his HOPE framework to help advisors communicate more clearly, lead with intention, and stay human in an increasingly digital world.

Connect with Matt Holloran: