Your 12-week path to getting the most from Zocks
Every client meeting prepared, captured and followed through. Join weekly live office hours with the Zocks Product Success team, bring your ops team, and come back here for every replay and quick-start guide.
- Weekly live sessions, Oct 27 to Jan 12
- Every session recorded
- A quick-start guide every week
Availability of functionality subject to LPL approval.
All sessions
Resources and replays- Month 1: Get set up
- WK 1Oct 27Core setup and calendarUpcomingReplayReplay soonOn your own time
- WK 2Nov 3Before and during the meetingUpcomingReplayReplay soonOn your own time
- WK 3Nov 10After the meeting, every meetingUpcomingReplayReplay soonOn your own time
- WK 4Nov 17Planning tools, roles and 30-day checkUpcomingReplayReplay soonOn your own time
- Month 2: Make it yours
- WK 5Nov 24Meeting types, prep, templates and formsUpcomingReplayReplay soonOn your own time
- WK 6Dec 1Templates deep diveUpcomingReplayReplay soonOn your own time
- WK 7Dec 8Forms deep diveUpcomingReplayReplay soonOn your own time
- WK 8Dec 15Process walkthroughsUpcomingReplayReplay soonOn your own time
- Month 3: Grow as a team
- WK 9Dec 22Client moments: the human side of ZocksUpcomingReplayReplay soonOn your own time
- WK 10Dec 29Self-check and catch-upUpcomingReplayReplay soonOn your own time
- WK 11Jan 5Insights and coachingUpcomingReplayReplay soonOn your own time
- WK 12Jan 12Team clinic and graduationUpcomingReplayReplay soonOn your own time
From first setup to a team that runs on Zocks
One live session and one quick-start guide each week. Click a week to jump to its resources.
How the program works
- Each week starts with live office hours hosted by the Zocks Product Success team.
- Every session comes with a one-page quick-start guide you can keep at your desk.
- Sessions are recorded, so you can catch up any time.
Over the holidays
- Nov 24: held early in the week, in two time slots, and recorded.
- Dec 22 and Dec 29: no office hours. Everything is available on your own time.
- Live sessions resume Jan 5.
Every session, guide and recording
Open a week for a short summary, its quick-start guide and the replay once it's posted.
Weeks 1-4 | Get set up
Connect Zocks, run your first meetings and bring in your planning tools.
Week 1
Oct 27
Core setup and calendar
Log in with 2FA, connect Outlook Calendar, your CRM and Zoom or Teams, set auto-join and event filters, and invite your assistant.
UpcomingReplayReplay soonOn your own time
Log in with 2FA, connect Outlook Calendar, your CRM and Zoom or Teams, set auto-join and event filters, and invite your assistant.
Owner worksheet, Core 3 setup steps, event filter tips and a 14-day transcript reminder.
From day 1, you get Meeting Prep before every meeting and your team pushes meeting data to the CRM, so everyone works from one source of truth.
Week 2
Nov 3
Before and during the meeting
Read the Meeting Prep brief, run a live meeting with Live Agenda and Ask Anything, and see what works best for virtual, in-person and phone meetings.
UpcomingReplayReplay soonOn your own time
Read the Meeting Prep brief, run a live meeting with Live Agenda and Ask Anything, and see what works best for virtual, in-person and phone meetings.
Meeting Prep quick-start, Ask Anything tips and best practices for each meeting format.
You walk in prepared and stay focused on the client. Your ops team gets the summary and tasks within minutes, so follow-through never waits on you.
Week 3
Nov 10
After the meeting, every meeting
Review the summary, work the tasks, push to your CRM and send the follow-up email. Bring your ops team to this session.
UpcomingReplayReplay soonOn your own time
Review the summary, work the tasks, push to your CRM and send the follow-up email. Bring your ops team to this session.
The post-meeting routine, CRM guides, follow-up email tips and daily best practices.
Every commitment from the meeting is captured and assigned, and your ops team works from the CRM instead of chasing you.
Week 4
Nov 17
Planning tools, roles and 30-day check
Connect the planning tools you use: eMoney (WealthVision), RightCapital, Holistiplan or Wealth.com. Review suggested plan updates and confirm who owns each step.
UpcomingReplayReplay soonOn your own time
Join live, or come back here to watch the recording.We're editing the recording. Check back shortly.Work through the guide on your own time.
Connect the planning tools you use: eMoney (WealthVision), RightCapital, Holistiplan or Wealth.com. Review suggested plan updates and confirm who owns each step.
Planning tool setup, a roles worksheet and your 30-day self-check.
Plan, tax and estate data show up in every brief, and your plans stay current with no more rekeying meeting notes.
Weeks 5-8 | Make it yours
Shape Zocks around how your practice already works.
Week 5
Nov 24
Meeting types, prep, templates and formsHoliday week
Why Meeting Prep matters, how meeting types choose your templates, and a first look at forms with F450. Held early in the week, in two time slots, and recorded.
UpcomingReplayReplay soonOn your own time
Join live, or come back here to watch the recording.We're editing the recording. Check back shortly.Work through the guide on your own time.
Why Meeting Prep matters, how meeting types choose your templates, and a first look at forms with F450. Held early in the week, in two time slots, and recorded.
A one-page map of meeting types, templates and forms, plus an F450 walkthrough.
Every meeting type preps and summarizes the way you work, so you walk in ready and your ops team gets organized data to act on.
Week 6
Dec 1
Templates deep dive
Build the template for your most common meeting and assign it to its meeting type. Opens with a quick recap of Week 5.
UpcomingReplayReplay soonOn your own time
Join live, or come back here to watch the recording.We're editing the recording. Check back shortly.Work through the guide on your own time.
Build the template for your most common meeting and assign it to its meeting type. Opens with a quick recap of Week 5.
A build-your-first-template guide and a 10-minute exercise.
Summaries come out structured the way you already work, so there is less editing before anything goes to the CRM.
Week 7
Dec 8
Forms deep dive
Use Form Fill to complete forms from a meeting, starting with F450 and moving to the forms your practice uses most.
UpcomingReplayReplay soonOn your own time
Join live, or come back here to watch the recording.We're editing the recording. Check back shortly.Work through the guide on your own time.
Use Form Fill to complete forms from a meeting, starting with F450 and moving to the forms your practice uses most.
Form Fill quick-start and best practices.
Details from the conversation fill the form directly, cutting re-entry for your team and back-and-forth with clients.
Week 8
Dec 15
Process walkthroughs
See the full post-meeting routine in one pass: summary, CRM, plan updates, forms and follow-up. Last live session before the holidays.
UpcomingReplayReplay soonOn your own time
Join live, or come back here to watch the recording.We're editing the recording. Check back shortly.Work through the guide on your own time.
See the full post-meeting routine in one pass: summary, CRM, plan updates, forms and follow-up. Last live session before the holidays.
Process walkthroughs and a one-pass routine worksheet.
Your post-meeting routine runs the same way, no matter who on your team handles it.
Weeks 9-12 | Grow as a team
See the whole team, close the gaps and keep it running.
Week 9
Dec 22
Client moments: the human side of Zocks
No office hours this week. A short recorded walkthrough is ready whenever it suits you.
UpcomingReplayReplay soonOn your own time
Join live, or come back here to watch the recording.We're editing the recording. Check back shortly.Work through the guide on your own time.
No office hours this week. A short recorded walkthrough is ready whenever it suits you.
Ways to make year-end outreach personal with Ask Anything, conversation starters and client sentiment.
Clients feel known in the moments that are not about money.
Week 10
Dec 29
Self-check and catch-up
No office hours this week. Catch up on any recordings from Weeks 5 to 8 and complete your self-check.
UpcomingReplayReplay soonOn your own time
Join live, or come back here to watch the recording.We're editing the recording. Check back shortly.Work through the guide on your own time.
No office hours this week. Catch up on any recordings from Weeks 5 to 8 and complete your self-check.
Your self-check and a catch-up kit with every recording.
You see exactly where you stand before January, so the live sessions focus on what you need.
Week 11
Jan 5
Insights and coaching
Welcome back. Meeting Scorecards, Coaching Insights and the Analytics Hub, and how to use them with your team.
UpcomingReplayReplay soonOn your own time
Join live, or come back here to watch the recording.We're editing the recording. Check back shortly.Work through the guide on your own time.
Welcome back. Meeting Scorecards, Coaching Insights and the Analytics Hub, and how to use them with your team.
An insights and coaching guide.
You and your team see what is working across every conversation and improve together.
Week 12
Jan 12
Team clinic and graduation
A live clinic on the most common gaps, bringing every team member onto Zocks, and your personal results recap.
UpcomingReplayReplay soonOn your own time
Join live, or come back here to watch the recording.We're editing the recording. Check back shortly.Work through the guide on your own time.
A live clinic on the most common gaps, bringing every team member onto Zocks, and your personal results recap.
Your graduation check and what comes next.
Your whole team runs the same process, with your Account Manager as your ongoing partner.
Everything for LPL advisors, in one place
Keep the 12-week path handy for your team, and find more for LPL advisors on the LPL Hub.