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Conferences
Upcoming conferences and events
Meet the team and discover how Zocks saves you 10+ hours a week while strengthening client relationships through AI-powered note-taking, intake forms, client emails & more.
See our conferences
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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.
Follow-ups
Jayce
1
Create retirement income models based on different timelines and claiming strategies
Assign to Jayce in Salesforce
John
3
Michelle
1
John & Michelle Smith Discovery Call
Dec 28, 2024
9:00AM - 9:54AM
3
Financial Summary
Meeting Overview
- Participants: Clients: John Smith, Michelle Smith; Financial Advisor: Jayce Talis