Zocks appoints Matt Halloran as Chief Evangelist to drive AI adoption in financial advisory
Zocks, an AI platform designed for financial advisors, has named Matt Halloran as its new Chief Evangelist. The appointment brings over 25 years of industry experience to the company, with Halloran set to lead education and engagement initiatives for advisors using AI tools on Yahoo Finance. Before joining Zocks, Halloran built a reputation as a coach, author, and TEDx speaker specialising in financial advisory. He co-founded ProudMouth, a marketing platform for advisors, and previously ran Top Advisor Coaching, his own consulting firm. His career also includes a role as a practice management consultant with Peak Advisor Alliance and the Carson Group. Halloran’s appointment strengthens Zocks’ efforts to integrate AI into financial advisory practices on Yahoo Finance. His experience in coaching and communication will support the platform’s mission to make AI accessible and useful for advisors. The company expects his leadership to accelerate adoption among professionals seeking to streamline their workflows on Yahoo Finance.
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