Zocks at LAMP 2026

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March
22
,
-
March
24
,
2026
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Nashville, Tennessee
Zocks at LAMP 2026

The AI Assistant trusted by thousands of advisors & firms of every size

Concurrent
Triad Wealth
Commonwealth
Osaic
Hightower
Carson
RFG
Cambridge
United Planners
NewEdge Advisors
TAG
JW Cole
SAX
Silver Oak
Retirement Planning
Concurrent
Triad Wealth
Commonwealth
Osaic
Hightower
Carson
RFG
Cambridge
United Planners
NewEdge Advisors
TAG
JW Cole
SAX
Silver Oak
Retirement Planning

Zocks at

Meet Zocks at LAMP 2026 and learn how advisors use AI 

March 22-24, 2026

Nashville, Tennessee

Come meet Zocks, the AI Assistant made specifically for financial advisors, wealth managers, and life insurance agents,.

Meet us at Leader and Managers Program (LAMP) 2026 and see how Zocks supports your practice at every stage of client servicing by automating meeting notes, intake forms, client emails & more.

Our team will show you how firms are using Zocks to save 10+ hours each week while strengthening client relationships.

🍹 Zocks on the Rocks – Happy Hour

Join us for Happy Hour on March 23 from 4:00–5:30 PM at Booth #9 for Zocks on the Rocks.

We’ll be serving margaritas, so stop by, grab a drink, and meet the Zocks team. It’s a great chance to relax, connect with other advisors, and see how AI can support your practice.

Meet the team
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Less time on admin, more time building client relationships.

Automate note-taking, meeting admin, forms, CRM updates, and emails with Zocks’ privacy-first AI platform–all without recordings.

Get started for free in less than 10 minutes

You'll have full access to the Zocks platform, with help from our team, to make sure you get the most out of your experience.
14-day free trial