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 Blog Posts

Zocks at NAPFA Large Firm Forum 2025
Conferences
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Zocks at NAPFA Large Firm Forum 2025

Zocks is attending NAPFA Large Firm Forum on February 10-12, 2025 in Amelia Island, Florida. Find us and let’s discuss how AI can help your financial advisor practice in a secure, compliant way.

February 4, 2025
Zocks at Orion Ascent 2025
Conferences
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Zocks at Orion Ascent 2025

Zocks is attending Orion Ascent 2025 on February 3-6, 2025 in Orlando, Florida. Find us and let’s discuss how AI can help your financial advisor practice in a secure, compliant way.

January 30, 2025
Zocks at the FPA Chapter Leaders Conference
Conferences
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Zocks at the FPA Chapter Leaders Conference

Zocks is attending FPA Chapter Leaders Conference on January 29-31, 2025 in Denver, Colorado. Find us and let’s discuss how AI can help your financial advisor practice in a secure, compliant way.

January 30, 2025
Zocks at IMPACT 2024
Conferences
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Zocks at IMPACT 2024

The Zocks team attended IMPACT®2024 in San Francisco on November 19-21 2024 - if you were there, book a demo with us to claim your 10% off coupon, and let’s continue discussing applications of AI in your Financial Advisor practice!

January 30, 2025
Zocks at FPA NorCal Conference 2024
Conferences
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2 min read

Zocks at FPA NorCal Conference 2024

Zocks is attending and sponsoring the 2024 FPA NorCal Conference in San Francisco on May 28-29. Find us at the Tech Lounge and let's discuss AI, and how it could help your advisor firm in a secure, compliant way.

August 15, 2024