Join us as Matt Halloran, Chief Evangelist at Zocks, sits down to share what he’s learned helping offices implement and get the most out of the platform — implementation tips, workflow wins, and the pitfalls to avoid.
THE PANELISTS

Matt Halloran
Chief Evangelist
Zocks

Luke Ripienski, CFP®
Chief Compliance Officer
Prosperity Capital Advisors

Dustin Anaas
Compliance Analyst
Prosperity Capital Advisors