Unlocking AI for Everyday Efficiency: Insights from Mark Wilson, Financial Planner
Guest Expert: Mark Wilson, APA, CFP®, Mile Wealth
Date:
Webinar Replay Description
Mark Wilson, APA, CFP®, shared how he leverages AI tools like Zocks and ChatGPT to streamline daily tasks, enhance client service, and increase overall productivity in his financial planning practice. During this webinar, he highlighted practical examples, offered candid insights into what has and hasn’t worked, and encouraged advisors to adopt AI tools thoughtfully without feeling overwhelmed.
Useful Article: Best AI Notetakers & Assistants for Financial Advisors 2025: A Strategic Buyer’s Guide -
Comments
A few comments from listeners when they were asked what the learned from the webinar:
Great webinar! I was particularly interested to learn about YCharts' AI function. Vega (or Vegaminds?) also caught my attention, especially since it sounds tailored for advisors. The Podsnap app sounds intriguing as well!
- Chris H.
Lots of ways to use AI and a number of AI tools I am not familiar with and want to look into. This was very informative. I plan on watching the replay to better understand the different AI tools and how to use them, thank you
- David A.
Tons of ways to use the AI tools but takes a lot of work to understand them, get the usage correct, and then check the results.
- Steven C.
Great webinar! I was particularly interested to learn about YCharts' AI function. Vega (or Vegaminds?) also caught my attention, especially since it sounds tailored for advisors. The Podsnap app sounds intriguing as well!
- Chris H.
Lots of ways to use AI and a number of AI tools I am not familiar with and want to look into. This was very informative. I plan on watching the replay to better understand the different AI tools and how to use them, thank you
- David A.
Tons of ways to use the AI tools but takes a lot of work to understand them, get the usage correct, and then check the results.
- Steven C.
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Unlocking AI for Everyday Efficiency: Insights from Mark Wilson, Financial Planner 06-12-2025
Attendees Comments:
Great webinar! I was particularly interested to learn about YCharts' AI function. Vega (or Vegaminds?) also caught my attention, especially since it sounds tailored for advisors. The Podsnap app sounds intriguing as well!
- Chris H.
Lots of ways to use AI and a number of AI tools I am not familiar with and want to look into. This was very informative. I plan on watching the replay to better understand the different AI tools and how to use them, thank you
- David A.
Tons of ways to use the AI tools but takes a lot of work to understand them, get the usage correct, and then check the results.
- Steven C.