Unlocking AI for Everyday Efficiency: Insights from Mark Wilson, Financial Planner
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Guest Expert: Mark Wilson, APA, CFP®, Mile WealthMark 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 practi...
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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.
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.