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RIA Edge Orange County
October 19-21, 2026
Waldorf Astoria Monarch Beach | Dana Point, CA

Matt Halloran
Chief Evangelist, Financial Services at Zocks
Speaker

Profile

Matt Halloran is a human-centered communication expert and Chief Evangelist at Zocks, who helps financial advisors build deeper relationships and create meaningful impact through better listening and authentic connection. A seasoned keynote speaker, TEDx presenter, and three-time author, Matt blends practical tools, real-world stories, and his HOPE framework to help advisors communicate more clearly, lead with intention, and stay human in an increasingly digital world.

Agenda Sessions

  • Integration 2.0: Tying Systems Together in a World of AI and MCPs

    12:00pm