Zocks at Leaders and Managers Program (LAMP) 2025

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Meet Zocks at Leaders and Managers Program (LAMP) 2025 and learn how Advisors utilize AI 

March 22 - 25, 2025

Orlando, Florida

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Come and meet Zocks, the AI Meeting Assistant made specifically for Financial Advisors.

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Meet us at LAMP 2025 and we will show you how Zocks can support your practice at every stage of client servicing—from meeting preparation and detailed note-taking to CRM updates, task management, and follow-ups.

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Join Our Fireside Chat, Lunch Solution Session or visit Zocks at Booth 23!

Fireside Chat 

📅 Monday, March 25, 3:00 - 3:10 PM
📍Osceola Ballroom

Lunch Solution Session with Zocks: Leveraging AI to Level Up Your Client Experience

📅 Tuesday, March 25, 12:00 PM - 2:00 PM
📍Tampa

Discover how to use AI to automate meeting prep, note-taking, complete forms, reply to client emails, and generate actionable insights that enhance client relationships. This session will explore how advisors are saving hours a day, and how to leverage AI safely to balance compliance, advisor productivity, and client personalization.  Learn how firms can turn massive amounts of unstructured client data into a cohesive, firm asset that powers smarter business intelligence and fuels transformative growth.

Visit Zocks at our booth

Drop by at Booth 23 anytime, where Mark Gilbert, Jim Hardeman and Colby Hazelip will be happy to show you how you can AI-power your note-taking, save 45 minutes on meeting admin and strengthen client relationships with Zocks.

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Looking forward to meeting you!

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Book your Follow-up with Zocks

If you’d like a deeper dive after the event, we’re happy to set up a 1:1 online discussion where we can go into more detail about the applications of AI and how you can integrate Zocks into your practice.

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‍Book an appointment with our Product Experts at a time that works best for you.

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