Join us for an engaging webinar as Mark Wilson, Financial Planner and Founder of Mile Wealth, shares his real-world experiences leveraging artificial intelligence to enhance productivity and client service. Mark will discuss how AI has moved beyond buzzwords to become an essential part of his daily workflow. He’ll cover his favorite use cases, including:
Meeting Note Tools: How Zocks, a privacy-first transcription tool, helps him capture meeting notes, tasks, and summaries—without recording voice or video—and its seamless integration with WealthBox.
ChatGPT in Practice: How he uses ChatGPT for brainstorming ideas, summarizing content, drafting communications, gathering data, and even assisting with Excel and Python coding, all while maintaining a practical approach to AI tool selection.
Miscellaneous AI tools: Mark will show off a handful of other tools and websites he's found useful in his practice.
Mark will share candid reflections on what works, what doesn’t, and where he sees the biggest opportunities for financial advisors and professionals to take advantage of AI without getting overwhelmed.
Whether you’re curious about practical AI applications or looking for inspiration to integrate these tools into your workflow, this session is packed with actionable insights you can immediately apply.
