Korhorn Financial Group’s path to serving more clients: cut admin by 80%

Korhorn Financial Group: serving clients of every asset size

Korhorn is a full-service registered investment advisory firm founded in 2001 with close to $1 billion in assets under management. An employee-owned company, it provides a full spectrum of financial services to individuals, families, and small business owners, including wealth management, insurance, tax, business services, retirement planning, and group benefits.

The challenge: advisors overloaded with busywork

Korhorn’s mission to serve all goal-oriented clients, regardless of asset size, requires maximum operational efficiency. But advisors were stretched thin with administrative work. Each client meeting needed 30 minutes, on average, of documentation and follow-up. 

With advisors conducting 20+ meetings every week, this added up to 10 or more hours of pure administrative overhead weekly per advisor. Korhorn needed a solution that could reduce and automate that work, accurately and in real time — capture meeting details, perform data entry and updates seamlessly across their various business systems, and trigger next steps.

The solution: AI that works across the full tech stack 

Founder Kevin Korhorn, CFP®, ChFC®, CKA®, AIF®, had heard about several AI meeting tools. Zocks stood out when he met the team at an industry conference for three reasons: immediate time savings that went beyond note-taking, a dedicated implementation team, and deep integrations with Korhorn's existing stack — especially Zoho CRM and eMoney.

"Zocks isn't just another note-taking tool," says Kevin. "It handles the bulk of our advisors' administrative work, so they can focus on taking care of our diverse client base and meeting their financial goals. Every hour saved is another client conversation we can have."

The Zoho integration was the unlock. "Having notes go from conversation, right into CRM, and then automatically create the tasks, was massive," says Phil Fletcher, Systems Integration Specialist. "After having a few advisors test it for a day or two, we were convinced, and within 30 days we were rolling it out firmwide."

From there, Summer Hathaway, Systems and Operations Manager, and her team built templates and AI prompts to automate data entry across Korhorn's practice areas. "Enterprise controls are critical for us," says Summer. "Zocks gives us the consistency and oversight we need to scale, while still freeing up advisors to be more efficient."

The results: capacity for 36 new clients per advisor, per year 

Post-meeting admin dropped from 20–30 minutes to five, marking an 80% reduction. Those savings add up to more than eight hours per week per advisor, the equivalent of a full workday. Reallocated, that creates capacity for five additional client meetings a week, or 36 new wealth management clients per advisor, per year.

Advisors are also using Zocks to prep. "I prompt Zocks and ask something like, 'What are some personal updates I can ask the client about in their upcoming meeting?' and it reminds me of important details from our past conversations," says Elijah Thomas, CFP®. "It pulls from our firmwide notes in the CRM directly, so I don't have to search through different systems to stay up to date on activity I may not have been in the loop on."

The new capacity aligns with Korhorn's recent transition to employee ownership, where every team member shares in the firm's growth.

"Our mission is to guide as many people as possible toward financial freedom," says Summer. "Zocks is a key tool for that, creating efficiencies that let us serve more clients."