How Harvest Wealth Group doubled client engagement with Zocks

Harvest Wealth Group: financial services for every stage of life

Harvest Wealth Group is a financial planning firm serving 1,700+ households. Led by Garrett German, CFP®, the firm takes a comprehensive planning approach, engaging clients through a structured process spanning connection, discovery, goals strategy, estate strategy, investment strategy, and risk management.

The challenge: junior advisors stuck doing admin work

Two years ago, financial advisor Elizabeth Jacques and her team at Harvest Wealth Group were drowning in administrative overhead. Every client meeting required an associate advisor whose sole job was creating meeting notes using a dictation tool, with a frustrating two-day transcription turnaround.

"We would have to go straight from one meeting into the next, trying to wrap up six to eight dictations at the end of the day," explains Elizabeth. "We were relying on somebody newer to the industry to capture really important information that maybe wasn't as detailed as an experienced advisor would be."

The firm was trapped in a costly cycle: they needed additional staff just to take notes, which prevented junior advisors from developing independent client relationships. Something had to change.

The solution: an ‘incredibly easy to configure’ AI assistant

When Elizabeth began evaluating AI Assistants, she knew generic note-taking tools wouldn't solve their industry-specific challenges or compliance concerns. After testing multiple platforms, Zocks emerged as the clear choice—built specifically for financial advisors, offering sophisticated analytics for advisor coaching, and a collaborative team committed to building features for firms, not just individual advisors.

"The opportunity to collaborate with Zocks and configure the meeting templates for how we capture client concerns, sentiment, talk time, and a conversation timeline was really exciting," Elizabeth says.

Elizabeth took a methodical approach to implementation, beginning with beta testing in late 2023. "By the time I was onboarding my team of advisors, I found it incredibly easy to configure the templates and tweak them to our specific needs. Being able to do this ourselves, rather than needing the vendor to customize, was important."

The results: ‘removed the need to carry a whole other salary’ 

Within six months, Zocks helped Harvest Wealth Group fundamentally transform its capacity. The administrative burden that once required a dedicated headcount disappeared entirely. "We don't have associate advisors sitting in meetings just to take notes anymore. Zocks completely removed the need to carry a whole other salary just to give the same level of experience to our clients." 

The firm held 80% of the prior year's total meetings in the first half of 2025 alone, with weekly volume growing from roughly 12 to 30-40+ meetings—including a record 41 meetings in a single three-day period. They're now on track for 1,000 client meetings this year.

Elizabeth can now focus on what mattered most: developing her team. Six advisors now run independent meetings, with Elizabeth using Zocks' talk-time and sentiment analytics for targeted coaching.

The impact extended to clients as well. Consistent, immediate follow-ups became the norm across the entire team, and personal details that might have slipped through the cracks were now reliably captured. "I've gone back and reviewed notes and thought, 'Oh yeah, they did talk about that serious concern,' helping us deepen relationships with clients."

"There's speed and consistency in the follow-up that is happening across the entire team more than it ever had been before."