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AI in Practice: How to Turn a Referral into a Proposal in 48 Hours
Every book has untapped growth already sitting in it — referrals that were mentioned once and never got a follow-up, clients with kids and no 529, planning gaps nobody has gotten to.
Finding them has meant cross-checking CRM records, planning data, and meeting notes one client at a time, so most advisors only run that search once or twice a year.
Join us August 27 as we follow one referral from first mention to signed client. Ask Zocks Client Queries "who has given me a referral in the last year, and what are the names of the referrals?" and get the answer in seconds.
Then see the two things most advisors never have time to prepare: a one-page brief on the prospect before you call, and a client-ready proposal in their hands within 48 hours. The names are already in your book. This is how you turn them into clients.
- Find the referrals hiding in your book: Ask one question in plain English and get every referral your clients have given you, ranked and ready to call.
- Walk in knowing who they are: Zocks MCP + Claude builds a one-page brief before you dial: who referred them, what your client said about their situation, and what to lead with.
- Turn the call into a client: The discovery call fills your CRM and planning tool, their statements become planning data, and the client-ready proposal is in their hands within 48 hours.
AI in Practice: How to Turn a Referral into a Proposal in 48 Hours
Every book has untapped growth already sitting in it — referrals that were mentioned once and never got a follow-up, clients with kids and no 529, planning gaps nobody has gotten to.
Finding them has meant cross-checking CRM records, planning data, and meeting notes one client at a time, so most advisors only run that search once or twice a year.
Join us August 27 as we follow one referral from first mention to signed client. Ask Zocks Client Queries "who has given me a referral in the last year, and what are the names of the referrals?" and get the answer in seconds.
Then see the two things most advisors never have time to prepare: a one-page brief on the prospect before you call, and a client-ready proposal in their hands within 48 hours. The names are already in your book. This is how you turn them into clients.
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- Find the referrals hiding in your book: Ask one question in plain English and get every referral your clients have given you, ranked and ready to call.
- Walk in knowing who they are: Zocks MCP + Claude builds a one-page brief before you dial: who referred them, what your client said about their situation, and what to lead with.
- Turn the call into a client: The discovery call fills your CRM and planning tool, their statements become planning data, and the client-ready proposal is in their hands within 48 hours.
AI in Practice: How to Turn a Referral into a Proposal in 48 Hours
Every book has untapped growth already sitting in it — referrals that were mentioned once and never got a follow-up, clients with kids and no 529, planning gaps nobody has gotten to.
Finding them has meant cross-checking CRM records, planning data, and meeting notes one client at a time, so most advisors only run that search once or twice a year.
Join us August 27 as we follow one referral from first mention to signed client. Ask Zocks Client Queries "who has given me a referral in the last year, and what are the names of the referrals?" and get the answer in seconds.
Then see the two things most advisors never have time to prepare: a one-page brief on the prospect before you call, and a client-ready proposal in their hands within 48 hours. The names are already in your book. This is how you turn them into clients.
- Find the referrals hiding in your book: Ask one question in plain English and get every referral your clients have given you, ranked and ready to call.
- Walk in knowing who they are: Zocks MCP + Claude builds a one-page brief before you dial: who referred them, what your client said about their situation, and what to lead with.
- Turn the call into a client: The discovery call fills your CRM and planning tool, their statements become planning data, and the client-ready proposal is in their hands within 48 hours.